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Document + File Management

PandaDoc + Ignite Lean

Available now

PandaDoc handles quotes + e-signature for many SMBs. Wire CoC + approval workflows.

REST API Webhooks

How the Connection Works

PandaDoc
REST APIWebhooks
Ignite Lean
Into Ignite Lean
  • Completed documents
Back to PandaDoc
  • Document requests

How It Works

  1. 1Ignite Lean creates PandaDoc documents for CoC + approvals.
  2. 2Recipients sign in PandaDoc.
  3. 3Status flows back.

Recommended Workflows

How PandaDoc works best with Ignite Lean. These are recommended patterns: Ignite Lean fires the trigger, and how PandaDoc routes it (which work group, which device, which rule) is configured to your IT setup.

Released drawing embeds in the kiosk
Trigger A drawing is approved and published in PandaDoc
  1. 1PandaDoc publishes the new revision via webhook or sync.
  2. 2Ignite Lean swaps the kiosk to the latest revision on next build start.
  3. 3Operators always see the current document.
No printed drawings, no stale revisions on the floor.
As-built artifacts upload back
Trigger An operator captures an as-built photo or inspection result
  1. 1Ignite Lean attaches the artifact to the build.
  2. 2The connector uploads the file to the right PandaDoc folder with serial + build metadata.
  3. 3Quality and engineering find evidence by serial in their normal tool.
Audit + warranty evidence lands in your document system, organized for retrieval.

Connect PandaDoc today

This works now through our REST API, outbound webhooks, and Excel/CSV. Start with the API reference, or talk to us about a guided setup.