PandaDocLite Private Preview
PandaDoc is a cloud-based platform that allows businesses to automate and optimize their document creation, collaboration, and electronic signature processes.
Features
Feature Name | Supported | Notes |
---|---|---|
Capture deletes | check | CONTACT , DOCUMENT , FORM , MEMBER , and TEMPLATE tables. |
History mode | ||
Custom data | ||
Data blocking | check | Column level |
Column hashing | ||
Re-sync | check | Connector level |
API configurable | check | API configuration |
Priority-first sync | ||
Fivetran data models | ||
Private networking |
Setup guide
Follow our step-by-step PandaDoc setup guide to connect PandaDoc with your destination using Fivetran connectors.
Sync overview
To capture new records and updates, we incrementally sync the DOCUMENT
table and its child tables.
To capture upadtes and deletes, we re-import the following tables and their child tables during every sync:
CONTACT
FORM
MEMBER
TEMPLATE
Schema information
This schema applies to all PandaDoc connectors.
Explore PandaDoc schema ERD