PandaDoc
This integration is available in Frihet. Configure it in Settings → Integrations → PandaDoc.
Connect your PandaDoc account to Frihet to manage your documents and electronic signatures directly from your ERP. PandaDoc is a document automation platform for creating proposals, contracts, and electronic signatures. With this integration, you can consult your documents and send them for signature without leaving Frihet.
What is it for?
- List documents — Consult all your PandaDoc documents (proposals, contracts, quotes) from Frihet
- Send for signature — Send PandaDoc documents for electronic signature directly from the Frihet interface
- Document status — Visualize the status of each document (draft, sent, viewed, signed, rejected)
- Unified workflow — Manage your documentation and invoicing from a single place
Requirements
- Active account in PandaDoc
- Frihet Pro or Business Plan
- PandaDoc API key
How to connect
Step 1: Obtain your API Key in PandaDoc
- Log in to app.pandadoc.com
- Go to Settings by clicking on your avatar
- Navigate to Integrations → API
- In the API Keys section, click to generate a new key
- Give it a descriptive name, for example "Frihet ERP"
- Copy the generated API Key
Step 2: Configure in Frihet
- In Frihet, go to Settings → Integrations
- Search for PandaDoc and click on the card
- Paste your API Key into the corresponding field
- Click Test connection to verify
- If the connection is successful, click Save
How it works
Frihet connects to the PandaDoc API using your API key for authentication. The integration allows you to consult the list of documents in your PandaDoc account and manage sending documents for electronic signature.
Unlike banking or CRM integrations, PandaDoc does not import data into Frihet (it does not create clients or expenses). It is a document management and signature tool that complements your workflow in the ERP.
Available functionalities
| Functionality | Description |
|---|---|
| List documents | See all documents in your account with their status |
| View status | Check if a document is in draft, sent, viewed, or signed |
| Send for signature | Launch the electronic signature flow for a document |
| Filter by status | Search for documents by their current status |
Use cases
Consultant sending proposals
You create proposals in PandaDoc and invoices in Frihet. With the integration, you can view the status of your proposals directly from Frihet. When a proposal is signed, you create the corresponding invoice without switching applications.
Agency with service contracts
You manage contracts with your clients in PandaDoc. From Frihet, you can check which contracts are pending signature and send reminders, maintaining the documentary and invoicing workflow in one place.
Freelancer with recurring agreements
You send service agreements to new clients via PandaDoc. From Frihet, you can verify the status of each agreement and, once signed, proceed to create the first invoice with the client's data.
Troubleshooting
Connection error
- Verify that the API key is correct and has not been revoked
- Check that your PandaDoc plan includes API access (not all plans include it)
- If you generated a new API key, the previous one stops working — update it in Frihet
Documents are not displayed
- Make sure you have documents created in PandaDoc
- Verify that the API key belongs to the correct account (if you have multiple workspaces)
- Documents deleted in PandaDoc do not appear in Frihet
Error when sending for signature
- Verify that the document in PandaDoc is complete and ready to send (not in an incomplete draft state)
- Check that the document recipients have a valid email configured in PandaDoc
- The API key needs write permissions to send documents for signature