# PandaDoc

:::tip Available
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](https://www.pandadoc.com)
- Frihet Pro or Premium Plan
- PandaDoc API key

## How to connect

### Step 1: Obtain your API Key in PandaDoc

1. Log in to [app.pandadoc.com](https://app.pandadoc.com)
2. Go to **Settings** by clicking on your avatar
3. Navigate to **Integrations → API**
4. In the API Keys section, click to generate a new key
5. Give it a descriptive name, for example "Frihet ERP"
6. Copy the generated **API Key**

### Step 2: Configure in Frihet

1. In Frihet, go to **Settings → Integrations**
2. Search for **PandaDoc** and click on the card
3. Paste your **API Key** into the corresponding field
4. Click **Test connection** to verify
5. 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

## Next steps

- [Connect Dropbox Sign as a signature alternative](./hellosign)
- [Manage your invoices in Frihet](../facturacion/facturas)
- [Create quotes in Frihet](../facturacion/presupuestos)