# PandaDoc schema ERD

Table and field reference for the Fivetran PandaDoc connector.

## Table & Field Reference

### contact

| Column | Type | Keys |
| --- | --- | --- |
| id | String | PK |
| city | String |  |
| company | String |  |
| country | String |  |
| email | String |  |
| first_name | String |  |
| job_title | String |  |
| last_name | String |  |
| phone | String |  |
| postal_code | String |  |
| state | String |  |
| street_address | String |  |

### content_library_item_token

| Column | Type | Keys |
| --- | --- | --- |
| name | String | PK |
| content_library_item_id | String | PK, FK |
| value | String |  |

### content_library_item_tag

| Column | Type | Keys |
| --- | --- | --- |
| name | String | PK |
| content_library_item_id | String | PK, FK |

### content_library_item_role

| Column | Type | Keys |
| --- | --- | --- |
| id | String | PK |
| content_library_item_id | String | PK, FK |
| name | String |  |
| preassigned_person | String |  |
| signing_order | Long |  |

### content_library_item_field

| Column | Type | Keys |
| --- | --- | --- |
| id | String | PK |
| content_library_item_id | String | PK, FK |
| assigned_to | String |  |
| field_identifier | Unknown |  |
| name | String |  |
| placeholder | String |  |
| title | String |  |
| type | Unknown |  |
| value | String |  |

### content_library_item_pricing_table_item

| Column | Type | Keys |
| --- | --- | --- |
| index | Unknown | PK |
| content_library_item_id | String | PK, FK |
| content_library_item_pricing_table_id | Unknown | PK, FK |
| cost | Double |  |
| description | String |  |
| discount | String |  |
| id | String |  |
| name | String |  |
| price | Double |  |
| qty | Double |  |
| sale_price | Double |  |
| sku | String |  |
| subtotal | String |  |
| tax_first | String |  |
| tax_second | String |  |
| custom_** |  |  |

### content_library_item_pricing_table

| Column | Type | Keys |
| --- | --- | --- |
| id | Unknown | PK |
| content_library_item_id | String | PK, FK |
| currency | Unknown |  |
| is_included_in_total | Unknown |  |
| name | Unknown |  |
| total | Unknown |  |

### content_library_item_image_url

| Column | Type | Keys |
| --- | --- | --- |
| url | Unknown | PK |
| content_library_item_id | String | PK, FK |
| content_library_item_image_block_uuid | Unknown | PK, FK |

### content_library_item_image

| Column | Type | Keys |
| --- | --- | --- |
| block_uuid | Unknown | PK |
| content_library_item_id | String | PK, FK |
| name | Unknown |  |

### content_library_item_content_placeholder

| Column | Type | Keys |
| --- | --- | --- |
| uuid | Unknown | PK |
| content_library_item_id | String | PK, FK |
| block_id | Unknown |  |
| description | Unknown |  |

### content_library_item

| Column | Type | Keys |
| --- | --- | --- |
| id | String | PK |
| created_by | String | FK |
| date_created | Instant |  |
| date_modified | Instant |  |
| name | String |  |
| version | String |  |
| custom_** |  |  |

### template_token

| Column | Type | Keys |
| --- | --- | --- |
| name | String | PK |
| template_id | String | PK, FK |
| value | String |  |

### template_tag

| Column | Type | Keys |
| --- | --- | --- |
| name | String | PK |
| template_id | String | PK, FK |

### template_role

| Column | Type | Keys |
| --- | --- | --- |
| id | String | PK |
| template_id | String | PK, FK |
| name | String |  |
| preassigned_person | String |  |
| signing_order | Long |  |

### template_field

| Column | Type | Keys |
| --- | --- | --- |
| id | String | PK |
| template_id | String | PK, FK |
| assigned_to | String | FK |
| field_identifier | Unknown |  |
| name | String |  |
| placeholder | String |  |
| title | String |  |
| type | Unknown |  |
| value | String |  |

### template_pricing_table_item

| Column | Type | Keys |
| --- | --- | --- |
| index | Unknown | PK |
| template_id | String | PK, FK |
| template_pricing_table_id | Unknown | PK, FK |
| cost | Double |  |
| description | String |  |
| discount | String |  |
| id | String |  |
| name | String |  |
| price | Double |  |
| qty | Double |  |
| sale_price | Double |  |
| sku | String |  |
| subtotal | String |  |
| tax_first | String |  |
| tax_second | String |  |
| custom_** |  |  |

### template_pricing_table_column

| Column | Type | Keys |
| --- | --- | --- |
| index | Long | PK |
| template_id | String | PK, FK |
| template_pricing_table_id | Unknown | PK, FK |
| header | String |  |
| hidden | Boolean |  |
| merge_name | String |  |
| name | String |  |

### template_pricing_table

| Column | Type | Keys |
| --- | --- | --- |
| id | Unknown | PK |
| template_id | String | PK, FK |
| currency | Unknown |  |
| is_included_in_total | Unknown |  |
| name | Unknown |  |
| total | Unknown |  |

### template_pricing_quote_recurring_subtotal

| Column | Type | Keys |
| --- | --- | --- |
| index | Unknown | PK |
| template_id | String | PK, FK |
| template_pricing_quote_id | Unknown | PK, FK |
| billing_cycle | Unknown |  |
| value | Unknown |  |

### template_pricing_quote_section_recurring_subtotal

| Column | Type | Keys |
| --- | --- | --- |
| index | Unknown | PK |
| template_id | String | PK, FK |
| template_pricing_quote_id | Unknown | PK, FK |
| template_pricing_quote_section_id | Unknown | PK, FK |
| billing_cycle | Unknown |  |
| value | Unknown |  |

### template_pricing_quote_section

| Column | Type | Keys |
| --- | --- | --- |
| id | Unknown | PK |
| template_id | String | PK, FK |
| template_pricing_quote_id | Unknown | PK, FK |
| name | Unknown |  |
| summary_discounts | Json |  |
| summary_fees | Json |  |
| summary_one_time_subtotal | Unknown |  |
| summary_subtotal | Unknown |  |
| summary_taxes | Json |  |
| summary_total | Unknown |  |
| summary_total_qty | Unknown |  |
| summary_total_section_value | Unknown |  |
| total | Unknown |  |

### template_pricing_quote_merge_rule_condition_comparison

| Column | Type | Keys |
| --- | --- | --- |
| index | Unknown | PK |
| template_id | String | PK, FK |
| template_pricing_quote_id | Unknown | PK, FK |
| template_pricing_quote_merge_rule_id | Unknown | PK, FK |
| type | Unknown |  |
| value | Unknown |  |

### template_pricing_quote_merge_rule

| Column | Type | Keys |
| --- | --- | --- |
| id | Unknown | PK |
| template_id | String | PK, FK |
| template_pricing_quote_id | Unknown | PK, FK |
| action_section_id | Unknown |  |
| action_type | Unknown |  |
| condition_field_name | Unknown |  |
| condition_type | Unknown |  |
| enabled | Unknown |  |

### template_pricing_quote

| Column | Type | Keys |
| --- | --- | --- |
| id | Unknown | PK |
| template_id | String | PK, FK |
| currency | Unknown |  |
| settings_selection_type | Unknown |  |
| summary_fees | Json |  |
| summary_one_time_subtotal | Unknown |  |
| summary_subtotal | Unknown |  |
| summary_taxes | Json |  |
| summary_total | Unknown |  |
| summary_total_contract_value | Unknown |  |
| summary_total_discount | Unknown |  |
| summary_total_fee | Unknown |  |
| summary_total_qty | Unknown |  |
| summary_total_savings | Unknown |  |
| summary_total_tax | Unknown |  |
| total | Unknown |  |

### template_image_url

| Column | Type | Keys |
| --- | --- | --- |
| url | Unknown | PK |
| template_id | String | PK, FK |
| template_image_block_uuid | Unknown | PK, FK |

### template_image

| Column | Type | Keys |
| --- | --- | --- |
| block_uuid | Unknown | PK |
| template_id | String | PK, FK |
| name | Unknown |  |

### template_content_placeholder

| Column | Type | Keys |
| --- | --- | --- |
| uuid | Unknown | PK |
| template_id | String | PK, FK |
| block_id | Unknown |  |
| description | Unknown |  |

### template

| Column | Type | Keys |
| --- | --- | --- |
| id | String | PK |
| created_by | String | FK |
| content_date_modified | Unknown |  |
| date_created | Instant |  |
| date_modified | Instant |  |
| name | String |  |
| version | String |  |
| custom_** |  |  |

### document_field

| Column | Type | Keys |
| --- | --- | --- |
| id | String | PK |
| document_id | String | PK, FK |
| assigned_to | String | FK |
| field_id | String |  |
| merge_field | String |  |
| name | String |  |
| placeholder | String |  |
| title | String |  |
| type | String |  |
| value | Unknown |  |

### document_tag

| Column | Type | Keys |
| --- | --- | --- |
| name | String | PK |
| document_id | String | PK, FK |

### document_token

| Column | Type | Keys |
| --- | --- | --- |
| index | Unknown | PK |
| document_id | String | PK, FK |
| name | String |  |
| value | String |  |

### document_recipient_role

| Column | Type | Keys |
| --- | --- | --- |
| id | String | PK |
| document_id | String | PK, FK |
| document_recipient_id | String | PK, FK |

### document_recipient

| Column | Type | Keys |
| --- | --- | --- |
| id | String | PK |
| document_id | String | PK, FK |
| contact_id | String | FK |
| has_completed | Boolean |  |
| passcode | Unknown |  |
| phone_verification | Unknown |  |
| redirect_is_enabled | Unknown |  |
| redirect_url | Unknown |  |
| shared_link | String |  |
| signature_date | Unknown |  |
| signing_order | Long |  |
| type | String |  |
| verification_place | Unknown |  |

### document_pricing_table_item

| Column | Type | Keys |
| --- | --- | --- |
| index | Unknown | PK |
| document_id | String | PK, FK |
| document_pricing_table_id | Unknown | PK, FK |
| cost | Double |  |
| description | String |  |
| discount | String |  |
| id | String |  |
| name | String |  |
| price | Double |  |
| qty | Double |  |
| sale_price | Double |  |
| sku | String |  |
| subtotal | String |  |
| tax_first | String |  |
| tax_second | String |  |
| custom_** |  |  |

### document_pricing_table_column

| Column | Type | Keys |
| --- | --- | --- |
| index | Long | PK |
| document_id | String | PK, FK |
| document_pricing_table_id | Unknown | PK, FK |
| header | String |  |
| hidden | Boolean |  |
| merge_name | String |  |
| name | String |  |

### document_pricing_table

| Column | Type | Keys |
| --- | --- | --- |
| id | Unknown | PK |
| document_id | String | PK, FK |
| currency | Unknown |  |
| is_included_in_total | Unknown |  |
| name | Unknown |  |
| summary_discount | Unknown |  |
| summary_subtotal | Unknown |  |
| summary_tax | Unknown |  |
| summary_total | Unknown |  |
| total | Unknown |  |

### document_pricing_quote_recurring_subtotal

| Column | Type | Keys |
| --- | --- | --- |
| index | Unknown | PK |
| document_id | String | PK, FK |
| document_pricing_quote_id | Unknown | PK, FK |
| billing_cycle | Unknown |  |
| value | Unknown |  |

### document_pricing_quote_section_recurring_subtotal

| Column | Type | Keys |
| --- | --- | --- |
| index | Unknown | PK |
| document_id | String | PK, FK |
| document_pricing_quote_id | Unknown | PK, FK |
| document_pricing_quote_section_id | Unknown | PK, FK |
| billing_cycle | Unknown |  |
| value | Unknown |  |

### document_pricing_quote_section_column

| Column | Type | Keys |
| --- | --- | --- |
| index | Long | PK |
| name | String | PK |
| document_id | String | PK, FK |
| document_pricing_quote_id | Unknown | PK, FK |
| document_pricing_quote_section_id | Unknown | PK, FK |
| header | String |  |
| hidden | Boolean |  |
| merge_name | String |  |

### document_pricing_quote_section_item

| Column | Type | Keys |
| --- | --- | --- |
| index | Unknown | PK |
| document_id | String | PK, FK |
| document_pricing_quote_id | Unknown | PK, FK |
| document_pricing_quote_section_id | Unknown | PK, FK |
| billing_frequency | Unknown |  |
| contract_term | Unknown |  |
| cost | Double |  |
| discounts_property_1_type | Unknown |  |
| discounts_property_1_value | Unknown |  |
| discounts_property_2_type | Unknown |  |
| discounts_property_2_value | Unknown |  |
| fees_property_1_type | Unknown |  |
| fees_property_1_value | Unknown |  |
| fees_property_2_type | Unknown |  |
| fees_property_2_value | Unknown |  |
| id | String |  |
| name | String |  |
| price | Double |  |
| pricing_method | Unknown |  |
| property_1 | Unknown |  |
| property_2 | Unknown |  |
| qty | Double |  |
| qty_editable | Unknown |  |
| reference_type | Unknown |  |
| selected | Unknown |  |
| sku | String |  |
| tax_property_1_type | Unknown |  |
| tax_property_1_value | Unknown |  |
| tax_property_2_type | Unknown |  |
| tax_property_2_value | Unknown |  |
| type | Unknown |  |

### document_pricing_quote_section

| Column | Type | Keys |
| --- | --- | --- |
| id | Unknown | PK |
| document_id | String | PK, FK |
| document_pricing_quote_id | Unknown | PK, FK |
| name | Unknown |  |
| summary_discounts | Json |  |
| summary_fees | Json |  |
| summary_one_time_subtotal | Unknown |  |
| summary_subtotal | Unknown |  |
| summary_taxes | Json |  |
| summary_total | Unknown |  |
| summary_total_qty | Unknown |  |
| summary_total_section_value | Unknown |  |
| custom_** |  |  |

### document_pricing_quote_merge_rule_condition_comparison

| Column | Type | Keys |
| --- | --- | --- |
| index | Unknown | PK |
| document_id | String | PK, FK |
| document_pricing_quote_id | Unknown | PK, FK |
| document_pricing_quote_merge_rule_id | Unknown | PK, FK |
| type | Unknown |  |
| value | Unknown |  |

### document_pricing_quote_merge_rule

| Column | Type | Keys |
| --- | --- | --- |
| id | Unknown | PK |
| document_id | String | PK, FK |
| document_pricing_quote_id | Unknown | PK, FK |
| action_section_id | Unknown |  |
| action_type | Unknown |  |
| condition_field_name | Unknown |  |
| condition_type | Unknown |  |
| enabled | Unknown |  |

### document_pricing_quote

| Column | Type | Keys |
| --- | --- | --- |
| id | Unknown | PK |
| document_id | String | PK, FK |
| currency | Unknown |  |
| discounts_property_1_type | Unknown |  |
| discounts_property_1_value | Unknown |  |
| discounts_property_2_type | Unknown |  |
| discounts_property_2_value | Unknown |  |
| settings_selection_type | Unknown |  |
| summary_fees | Json |  |
| summary_one_time_subtotal | Unknown |  |
| summary_subtotal | Unknown |  |
| summary_taxes | Json |  |
| summary_total | Unknown |  |
| summary_total_contract_value | Unknown |  |
| summary_total_discount | Unknown |  |
| summary_total_fee | Unknown |  |
| summary_total_qty | Unknown |  |
| summary_total_savings | Unknown |  |
| summary_total_tax | Unknown |  |
| total | Unknown |  |
| custom_** |  |  |

### document_linked_object

| Column | Type | Keys |
| --- | --- | --- |
| id | String | PK |
| document_id | String | PK, FK |
| entity_id | String |  |
| entity_type | String |  |
| provider | String |  |

### document

| Column | Type | Keys |
| --- | --- | --- |
| id | String | PK |
| created_by | String | FK |
| sent_by | String | FK |
| template_id | String | FK |
| approval_execution | Unknown |  |
| autonumbering_sequence_name_prefix | String |  |
| content_date_modified | Unknown |  |
| date_completed | Instant |  |
| date_created | Instant |  |
| date_modified | Instant |  |
| date_sent | Unknown |  |
| expiration_date | Instant |  |
| grand_total_amount | Double |  |
| grand_total_currency | String |  |
| name | String |  |
| ref_number | Unknown |  |
| status | Unknown |  |
| version | String |  |
| custom_** |  |  |

### member

| Column | Type | Keys |
| --- | --- | --- |
| id | String | PK |
| date_created | Instant |  |
| date_modified | Instant |  |
| email | String |  |
| email_verified | Boolean |  |
| first_name | String |  |
| is_active | Boolean |  |
| last_name | String |  |
| membership_id | String |  |
| role | String |  |
| user_license | String |  |
| workspace | String |  |
| workspace_name | String |  |

### form

| Column | Type | Keys |
| --- | --- | --- |
| id | String | PK |
| date_created | Instant |  |
| date_modified | Instant |  |
| name | String |  |
| status | String |  |

## Relationships

- content_library_item_token(content_library_item_id) → content_library_item(id)
- content_library_item_tag(content_library_item_id) → content_library_item(id)
- content_library_item_role(content_library_item_id) → content_library_item(id)
- content_library_item_field(content_library_item_id) → content_library_item(id)
- content_library_item_pricing_table_item(content_library_item_pricing_table_id) → content_library_item_pricing_table(id)
- content_library_item_pricing_table_item(content_library_item_id) → content_library_item_pricing_table(content_library_item_id)
- content_library_item_pricing_table(content_library_item_id) → content_library_item(id)
- content_library_item_image_url(content_library_item_image_block_uuid) → content_library_item_image(block_uuid)
- content_library_item_image_url(content_library_item_id) → content_library_item_image(content_library_item_id)
- content_library_item_image(content_library_item_id) → content_library_item(id)
- content_library_item_content_placeholder(content_library_item_id) → content_library_item(id)
- content_library_item(created_by) → member(id)
- template_token(template_id) → template(id)
- template_tag(template_id) → template(id)
- template_role(template_id) → template(id)
- template_field(assigned_to) → template_role(id)
- template_field(template_id) → template(id)
- template_pricing_table_item(template_pricing_table_id) → template_pricing_table(id)
- template_pricing_table_item(template_id) → template_pricing_table(template_id)
- template_pricing_table_column(template_pricing_table_id) → template_pricing_table(id)
- template_pricing_table_column(template_id) → template_pricing_table(template_id)
- template_pricing_table(template_id) → template(id)
- template_pricing_quote_recurring_subtotal(template_pricing_quote_id) → template_pricing_quote(id)
- template_pricing_quote_recurring_subtotal(template_id) → template_pricing_quote(template_id)
- template_pricing_quote_section_recurring_subtotal(template_pricing_quote_section_id) → template_pricing_quote_section(id)
- template_pricing_quote_section_recurring_subtotal(template_pricing_quote_id) → template_pricing_quote_section(template_pricing_quote_id)
- template_pricing_quote_section_recurring_subtotal(template_id) → template_pricing_quote_section(template_id)
- template_pricing_quote_section(template_pricing_quote_id) → template_pricing_quote(id)
- template_pricing_quote_section(template_id) → template_pricing_quote(template_id)
- template_pricing_quote_merge_rule_condition_comparison(template_pricing_quote_merge_rule_id) → template_pricing_quote_merge_rule(id)
- template_pricing_quote_merge_rule_condition_comparison(template_pricing_quote_id) → template_pricing_quote_merge_rule(template_pricing_quote_id)
- template_pricing_quote_merge_rule_condition_comparison(template_id) → template_pricing_quote_merge_rule(template_id)
- template_pricing_quote_merge_rule(template_pricing_quote_id) → template_pricing_quote(id)
- template_pricing_quote_merge_rule(template_id) → template_pricing_quote(template_id)
- template_pricing_quote(template_id) → template(id)
- template_image_url(template_image_block_uuid) → template_image(block_uuid)
- template_image_url(template_id) → template_image(template_id)
- template_image(template_id) → template(id)
- template_content_placeholder(template_id) → template(id)
- template(created_by) → member(id)
- document_field(assigned_to) → document_recipient(id)
- document_field(document_id) → document(id)
- document_tag(document_id) → document(id)
- document_token(document_id) → document(id)
- document_recipient_role(document_recipient_id) → document_recipient(id)
- document_recipient_role(document_id) → document_recipient(document_id)
- document_recipient(contact_id) → contact(id)
- document_recipient(document_id) → document(id)
- document_pricing_table_item(document_pricing_table_id) → document_pricing_table(id)
- document_pricing_table_item(document_id) → document_pricing_table(document_id)
- document_pricing_table_column(document_pricing_table_id) → document_pricing_table(id)
- document_pricing_table_column(document_id) → document_pricing_table(document_id)
- document_pricing_table(document_id) → document(id)
- document_pricing_quote_recurring_subtotal(document_pricing_quote_id) → document_pricing_quote(id)
- document_pricing_quote_recurring_subtotal(document_id) → document_pricing_quote(document_id)
- document_pricing_quote_section_recurring_subtotal(document_pricing_quote_section_id) → document_pricing_quote_section(id)
- document_pricing_quote_section_recurring_subtotal(document_id) → document_pricing_quote_section(document_id)
- document_pricing_quote_section_recurring_subtotal(document_pricing_quote_id) → document_pricing_quote_section(document_pricing_quote_id)
- document_pricing_quote_section_column(document_pricing_quote_section_id) → document_pricing_quote_section(id)
- document_pricing_quote_section_column(document_id) → document_pricing_quote_section(document_id)
- document_pricing_quote_section_column(document_pricing_quote_id) → document_pricing_quote_section(document_pricing_quote_id)
- document_pricing_quote_section_item(document_pricing_quote_section_id) → document_pricing_quote_section(id)
- document_pricing_quote_section_item(document_id) → document_pricing_quote_section(document_id)
- document_pricing_quote_section_item(document_pricing_quote_id) → document_pricing_quote_section(document_pricing_quote_id)
- document_pricing_quote_section(document_pricing_quote_id) → document_pricing_quote(id)
- document_pricing_quote_section(document_id) → document_pricing_quote(document_id)
- document_pricing_quote_merge_rule_condition_comparison(document_pricing_quote_merge_rule_id) → document_pricing_quote_merge_rule(id)
- document_pricing_quote_merge_rule_condition_comparison(document_pricing_quote_id) → document_pricing_quote_merge_rule(document_pricing_quote_id)
- document_pricing_quote_merge_rule_condition_comparison(document_id) → document_pricing_quote(document_id)
- document_pricing_quote_merge_rule(document_pricing_quote_id) → document_pricing_quote(id)
- document_pricing_quote_merge_rule(document_id) → document_pricing_quote(document_id)
- document_pricing_quote(document_id) → document(id)
- document_linked_object(document_id) → document(id)
- document(template_id) → template(id)
- document(created_by) → member(id)
- document(sent_by) → member(id)