1) Get a PandaDoc API Key
Log in to PandaDoc
(You need to be an Org Admin to create API keys)Go to Settings → Integrations → API
Click Generate API Key
Sandbox – for testing: PDFs have watermarks, emails only go to your own domain
Production – for live use: request from PandaDoc Sales; no watermarks, sends to any email
Copy the key — you will paste it when connecting in Influencer Hero
Docs: PandaDoc API key authentication
2) Connect PandaDoc in Influencer Hero
In Influencer Hero, go to Integrations
Find PandaDoc and click Connect
Paste your PandaDoc API Key
Click Save — the integration shows as Connected
Once connected, your PandaDoc templates are available when sending contracts, and document events (viewed, signed, voided) are automatically sent to Influencer Hero — no manual webhook setup needed.
3) Create your contract template in PandaDoc
In PandaDoc, go to Templates → New Template
Upload your contract document (PDF, Word, etc.) or start from scratch
Add a recipient role: click Add Role, name it e.g.
Signer. Leave name and email blank — Influencer Hero fills these automatically when sendingAdd form fields to auto-fill influencer data (see section 4 below)
Add a signature block and assign it to the
SignerroleClick Save
4) How to add auto-filled form fields
Drag a Text Field from the left panel onto your document. In the field settings panel:
Set Field ID to the name from the table below (e.g.
influencer_email)The Merge Field will show
{{influencer_email}}automaticallyEnable Read-only so the signer cannot edit the pre-filled value (recommended)
Influencer Hero pre-fills every form field whose Field ID matches a supported name.
Important: Field IDs are case-sensitive. Use lowercase with underscores, e.g. influencer_name not Influencer_Name.
5) Supported Field IDs
Use these as the Field ID in your PandaDoc form fields. When you send from Influencer Hero, they auto-populate from the influencer's Deal data.
Tab Label | Description |
influencer_name | Full name (first + last) |
influencer_email | Email address |
first_name | First name |
last_name | Last name |
deal_id | Deal ID |
discount_code | Discount/promo code |
discount_code_percentage | Discount percentage |
commission_percentage | Commission percentage |
custom_url | Custom tracking URL |
full_custom_url | Full custom URL |
influencer_address_line | Street address |
influencer_city | City |
influencer_region | State/Region |
influencer_country | Country |
influencer_postcode | Postal/ZIP code |
phone | Phone number |
phone_nr | Phone number (alias) |
platform | Social platform |
profile_url | Profile URL |
nr_followers | Number of followers |
social_full_name | Name on social profile |
deal_name | Handle (prefixed with @) |
dealflow_name | Dealflow/pipeline name |
input_variable_1 | User-provided input in IH (e.g., payout amount or post date) |
input_variable_2 | User-provided input in IH |
contract_sent_date | Date contract was sent (format: DD-Mon-YY, e.g. 14-Mar-25) |
Example: drag a Text Field onto the document, set Field ID to influencer_email, enable Read-only — it will be pre-filled with the influencer's email when the contract is sent.
6) Send the contract to influencers from Influencer Hero
From the Deal page
Open the influencer's Deal page
Open the actions menu → Send Contract (PandaDoc)
Select your Contract Template
(Optional) Fill Input Variable 1 and/or Input Variable 2
Examples:4000 USD|August 2025Click Save — PandaDoc emails the influencer with a signing invitation
From the Bulk Tool
Open your Campaign Board → Open Bulk Tool
Select the influencers you want
In Select bulk action, choose Send Contract (PandaDoc)
Select the Contract Template
(Optional) Fill Input Variable 1 / Input Variable 2
Click Save
7) Tracking contract status in Influencer Hero
After sending, the influencer's Deal page automatically updates:
Contract Sent — logged immediately when the contract is sent
Contract Viewed — logged when the influencer opens the document
Contract Signed — logged when all parties have completed signing
From the Contract Sent activity you can also:
View in PandaDoc — open the document directly in your PandaDoc account
Resend Contract — resend the signing invitation email
Void Contract — cancel the contract so it can no longer be signed
No webhook setup is needed — Influencer Hero registers the webhook automatically when you connect.