pandadoc-sales-manager

Use the create_proposal.py script with a template ID, customer name, email, and optional field mappings. The script validates the template, creates the document, and automatically polls until it reaches document.draft status before returning the document ID.

Run bulk_create_documents.py with a template ID and a CSV containing name, email, company, and amount columns. It handles rate limiting, saves progress to .batch_progress.json, and supports resuming interrupted batches with the --resume flag.

Document creation is asynchronous, so new documents start in document.uploaded status and are not ready for operations. You must poll the status endpoint until it reaches document.draft, which typically takes 2-5 seconds.

The sandbox environment allows 10 requests per minute, requiring roughly 6-second delays between calls. Production allows 500 requests per minute for creates and 100 per minute for downloads, and the scripts enforce these delays automatically.

Yes, check_document_status.py supports a watch mode that polls at configurable intervals and displays live updates. You can also export results to JSON or CSV, or configure webhook subscriptions for event-driven notifications.