Via API steps and webhooks No app to install: Kerux talks to PandaDoc's API with HTTP steps and webhooks, set up once.

PandaDoc proposals from LinkedIn conversations

When a lead asks for a proposal, a follow-up campaign creates it from your PandaDoc template with their name and company, sends it, and checks on it until it's signed.

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How it works

Daniel asks for a proposal
In the LinkedIn conversation.
The proposal is created
From your template, with his details.
Daniel Park
1. Proposal sent
2. LinkedIn follow-up 3
3. Signed in PandaDoc
Signed, then celebrated
Kerux checks until it's done.

An example workflow

The lead asks for a proposal: tag them, or the When the lead replies box sends them to a follow-up campaign.
A Poll until step creates the document from your template and checks until its status is document.draft.
A Webhook / HTTP step sends it with a short message.
A second Poll until checks every 6 hours until the status is document.completed.
Signed: a thank-you message on LinkedIn and a note to the owner.

What data flows

Kerux sends to PandaDoc

email
lead.first_name
lead.last_name
lead.company

PandaDoc sends to Kerux

id
status

Set it up

In PandaDoc's developer dashboard, generate an API key. Kerux sends it as Authorization: API-Key ...: pick API key in a header, header name Authorization, and paste API-Key followed by the key.
In Kerux, open Integrations > Connections and click Connect on Custom API (under Developers). Pick how PandaDoc signs in, paste the key and PandaDoc's Base URL, click Save, then Test connection.
Add a Poll until step: its first call POSTs /public/v1/documents with template_uuid, a name and recipients; it then GETs the document until status is document.draft.
Send it with POST /public/v1/documents/{id}/send, then check with GET /public/v1/documents/{id} until status is document.completed.
In the campaign's Builder, click Test to open Test on one lead: the lead's journey shows what Kerux sent to PandaDoc and what came back.

Plan limits: PandaDoc's API is available on its API plans and the Enterprise plan; a sandbox key is free for testing (PandaDoc's docs).

Questions

Does Kerux have a native PandaDoc integration?

Not a one-click app. Kerux works with PandaDoc today through PandaDoc's own API: you save your PandaDoc key once in Kerux, then HTTP steps and webhooks do the work inside your campaigns. Nothing to install and no Zapier needed.

Why wait for "draft" before sending?

PandaDoc builds the document in the background after you create it, and its docs say to send only once the status is document.draft.

Can PandaDoc call Kerux instead of Kerux checking?

PandaDoc has webhooks, but it sends events as a list. Checking every few hours with Poll until is simpler and reliable for a signature that takes days.

What happens if PandaDoc is down or refuses a call?

The lead stops with PandaDoc's own error message and shows in Need attention with a Retry button. It never shows as finished because a call failed, and nothing else goes out to that lead until you decide.

Use it in a campaign

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