Create a document from a template and send it for signature using PandaDoc

Verified steps

1. Authenticate using an API key (for direct API use) from PandaDoc Settings > Integrations > API, or via OAuth 2.0 for third-party integrations; include 'Authorization: API-Key {your_key}' or 'Authorization: Bearer {token}' in all requests.
2. Retrieve the template ID from PandaDoc UI (Templates section) or via GET https://api.pandadoc.com/public/v1/templates; note both the template ID and the list of fields/roles defined in the template.
3. Create a document from the template by POSTing to https://api.pandadoc.com/public/v1/documents with a JSON body containing 'name', 'template_uuid', 'recipients' array (each with 'email', 'first_name', 'last_name', and 'role' matching the template), and 'fields' object for pre-filling template tokens.
4. Poll GET /public/v1/documents/{document_id} until the 'status' transitions from 'document.draft' to 'document.uploaded' before proceeding — document creation is asynchronous.
5. Send the document for signature by POSTing to /public/v1/documents/{document_id}/send with a body containing 'message', 'subject', and optionally 'silent' (boolean) to suppress email notifications if managing notifications externally.
6. Monitor document status via webhook or polling: register a webhook in PandaDoc Settings for events like 'document_state_changed' to detect when all recipients have signed (status 'document.completed').