> ## Documentation Index
> Fetch the complete documentation index at: https://docs.brightpathaisolutions.com/llms.txt
> Use this file to discover all available pages before exploring further.

# PandaDoc

> Connect PandaDoc to create proposals and documents from templates.

The PandaDoc connector gives DeskMate access to:

* **Templates** — read (including each template's fillable fields)
* **Documents** — create drafts from a template, check status (viewed/signed)

DeskMate creates **proposal drafts** from your templates — it never sends a document to a customer. Sending stays a human step inside PandaDoc.

PandaDoc connects with a single **API key**; no OAuth redirect.

## Prerequisites

* A PandaDoc plan with API access (Business and above)
* A PandaDoc **administrator** login

## Get your API key from PandaDoc

1. Sign in to PandaDoc
2. Go to **Settings → Integrations → API**
3. Copy your **API key** — use the **production** key for real proposals (the sandbox key only works against sandbox data)

## Connect

1. In DeskMate, open **Workspace → Connectors**
2. Click **Connect** on the **PandaDoc** tile
3. Paste the API key and click **Connect**

## Verify it's working

Try this in DeskMate chat:

```
list my PandaDoc templates
```

Connection health should read *Healthy — templates readable*.

## Troubleshooting

### Health shows "down"

The key was revoked or your plan's API access lapsed. Copy a fresh key from PandaDoc → **Settings → Integrations → API** and reconnect.

### "Template not found"

Templates are listed live from your account — check the template exists and the key belongs to the right PandaDoc workspace.

## Disconnecting

In **Workspace → Connectors**, click **Disconnect**. To revoke on the PandaDoc side, regenerate or delete the API key under **Settings → Integrations → API**.