Digital signatures save time and money by streamlining common approval processes and legal documents. Many Tape partners and users requested a guide on how this can be achieved with Tape.
PandaDoc is one popular e-signing solution that is affordable and has a powerful API, which is perfect to integrate into Tape. We will directly integrate, avoiding the need of an integration layer / provider and thereby streamlining this process.
This guide provides insights into how a basic integration between PandaDoc and Tape can be leveraged to sync contacts between both systems and leverage the strength of both solutions combined.
We will leverage the powerful PandaDoc API to integrate seamlessly using Tape workflow automations. Basic code snippets are already provided as a head start.
The following preliminary requirements need to be met in order to get started with this guide:
- A PandaDoc account (can be a free trial account, which is set up in a minute)
- API access via a sandbox key
- A Tape organization
Clone our demo workspace via this URL by clicking
Duplicate on the top right:
PandaDoc Showcase Sharelink . The workspace will be added to your Tape organization and you get can get started right away.
Your workspace should now look similar to this screenshot:
Log into PandaDoc and access your documents. You should then add a single template, for this example here we use the “New York Non-Disclosure Agreement” from the PandaDoc template store. You should be able to find it using the “+ Template” button and the search, as seen here:
Add the template and copy the template UUID (easiest via the browser URL):
In this case, it is
ppig9eKSortYjoHMTFPLX7. You will need it in the next step.
Open the “API config sets” app, and open the available record. You need to fill in your API key here, and the template UUID of the template you added in 2). It should then look like this:
A workflow automation will validate your API key and set the validation status here. Once that is green you’re good to go.
Go to the NDAs app and create a record. An NDA will be created with the template in PandaDoc and send to the specified email address for signature.
The showcase workspace provides basic scripts on how to use the template. You should be able to reproduce and derive most common cases using that script. Be sure to also check the PandaDoc API docs.
One could easily enhance this by adding a webhook to update the NDA record in Tape once the recipient has signed it. Drop us a comment if that would be valuable for you to have included in this guide here!
Should you have questions or get stuck, feel free to ask here in the comments.