I use PandaDoc to have clients sign our terms and conditions. In PandaDoc you can bundle several documents together (max. 10) to send to a client.
I am working on automating the process based on a trigger from TypeForm to create a Xero invoice and then send a PandaDoc template of the terms and conditions.
I am unable to find a way to bundle the privacy policy with the terms and conditions. Is there a way to achieve this through Make?
I prefer to keep the documents separate for several reasons and send them together. If no solution, I will look to send an email with the privacy policy.
I’ve not done this before, but you may be able to achieve this through the API (use PandaDoc Make an API Call module) since there’s no built-in method to work with sections.
It looks like you call the Create Document Section endpoint once for each section you want to add to an existing document. You can supply either another template uuid or a file by publicly-accessible URL. If you use a template, you’ll have to create the JSON body, so you can use Create JSON and/or Aggregate to JSON for that depending on the content of the additional section.
Another thing to keep in mind is that since you’re merging documents, it sounds like your fields need to be named such that there are no duplicates by the time all sections are merged.
Hi @Donald_Mitchell Thanks for replying and I apologise on the late reply to your guidance. I’ll check out the article and see if what it says will work for me.
If it is a matter of creating a JSON body etc then in this instance I’ll just email the second document. It is just informational and doesn’t require any signing off or other inputs.
I’ll update here on my final approach in case it is of value to another person going down the same path.