Proposals and Contracts Automated PandaDoc

// PandaDoc - Create Document from Template
POST https://api.pandadoc.com/public/v1/documents
Authorization: Bearer {api_key}
Content-Type: application/json

{
  "name": "Service Proposal - Acme Corp",
  "template_uuid": "template-xyz789",
  "recipients": [
    {
      "email": "john@acmecorp.com.au",
      "first_name": "John",
      "last_name": "Smith",
      "role": "Client"
    }
  ],
  "tokens": [
    {
      "name": "Client.Company",
      "value": "Acme Corporation"
    },
    {
      "name": "Deal.Value",
      "value": "$25,000"
    }
  ],
  "pricing_tables": [
    {
      "name": "default",
      "data_merge": true,
      "options": {
        "discount": {
          "type": "percent",
          "value": 10
        }
      },
      "sections": [
        {
          "title": "Services",
          "default": true,
          "rows": [
            {
              "data": {
                "Name": "Implementation",
                "Price": 15000,
                "QTY": 1
              },
              "options": { "optional": false }
            },
            {
              "data": {
                "Name": "Monthly Support",
                "Price": 2500,
                "QTY": 4
              }
            }
          ]
        }
      ]
    }
  ],
  "metadata": {
    "hubspot_deal_id": "deal-123",
    "source": "hubspot-integration"
  }
}

// PandaDoc - Document Completed Webhook
POST /webhook/pandadoc/completed
Content-Type: application/json

{
  "event": "document_state_changed",
  "data": {
    "id": "doc-abc123",
    "name": "Service Proposal - Acme Corp",
    "status": "document.completed",
    "date_completed": "2024-01-15T14:30:00Z",
    "recipients": [
      {
        "email": "john@acmecorp.com.au",
        "completed": true,
        "completed_on": "2024-01-15T14:30:00Z"
      }
    ],
    "grand_total": {
      "amount": 22500,
      "currency": "AUD"
    },
    "metadata": {
      "hubspot_deal_id": "deal-123"
    }
  }
}