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What it is

PandaDoc is used for document workflows that connect into project scope and linked object updates.

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Why we use it

PandaDoc templates and envelopes support signature and underwriting document flows.

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Data flow

  • Inbound: PandaDoc webhooks call revive-api.
  • Outbound: revive-api calls the PandaDoc public API.

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Owner repo(s)

  • revive-api

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Relevant modules/endpoints

  • /v1/webhooks/pandadoc/linked-objects
  • /v1/webhooks/pandadoc/project-scope
  • /v1/project-scopes/fill-from-pandadoc/{dealId}
  • revive-api/src/lib/pandadoc/index.js
  • revive-api/src/webhooks/webhooks.service.js

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Operational notes

  • Webhook payloads can contain sensitive document metadata. Avoid logging raw payloads.