Parse Document in PandaDoc – Step-by-step Guide
- Add PandaDoc
- Setup PandaDoc Configuration
- Test Trigger
- Returned Sample Invoice
- Add PDF.co
- Setup PDF.co Configuration
- Test Action
- Parsed Invoice Result
- Document Parser Template Guide
In this tutorial, we will parse a completed invoice in PandaDoc using the PDF.co Document Parser. Below is a screenshot of our sample invoice.

Step 1: Add PandaDoc
To get started, click on the create a new zap button. Select PandaDoc as the App and the Document Completed as the Trigger Event.
This zap will run every time it finds a newly completed document in PandaDoc.
Step 2: Setup PandaDoc Configuration
Let’s set up the Trigger.
- In the Source field, select Template. Only choose Template when your document is made from a Template and not a Form.
- In the Template field, choose the Template name.
Step 3: Test Trigger
Let’s test the trigger to make sure that we set it up correctly.
Step 4: Returned Sample Invoice
Great! PandaDoc returned the latest completed Sample Invoice. Let’s now proceed to PDF.co and parse the document.
Step 5: Add PDF.co
In the second step, choose PDF.co as the App and the Document Parser as the Action Event.
Step 6: Setup PDF.co Configuration
Now, let’s configure the Document Parser.
- In the Input field, select the PandaDoc file.
- In the Template Id field, type in the Document Parser Template Id. You can get a copy of this template here. Open the Template Editor. Click on the Edit Template button. Paste the contents of the JSON file and click update. Then, click on Save Template and Return button to get the Template Id. For more information, check out the guide below.
Step 7: Test Action
Let us now send a Document Parser request to PDF.co.
Step 8: Parsed Invoice Result
Great! We have successfully parsed the PandaDoc Sample Invoice. You can see the parsed Invoice Number value in the image below.

Document Parser Template Guide
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- First, go to your PDF.co Dashboard, and open the Document Parser.
- Next, click on the New Template link. This will take us to the Template Editor. Here’s a direct link.
- Then, open your document in the Template Editor.
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- Click on the +Add Object button and select Add FIELD based on TEXT SEARCH.
- To use the Add FIELD based on TEXT SEARCH, let’s use the Invoice Number as an example. Add this in the Expression field
Invoice No.: (?<value>{{Digits}})
and tick off the Regex checkbox.
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- The Add FIELD from RECTANGLE Selection object is very easy to use. Simply select the object in the +Add Object menu, and a rectangle object will appear on top of the document. You can drag, drop and resize the rectangle to fit the text you want to parse. We used it on both Sender and Recipient names.
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- The Add TABLE Field based on TEXT SEARCH uses Regex also. It requires the start and end table expressions and the rows and columns. Below is a screenshot of the Properties text field.
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- Here’s the output when you run the Sample Invoice using this template.
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- Finally, click on the Save Template and Return button to get the Template Id.
In this tutorial, you learned how to set up PandaDoc to trigger the Zap when there’s a newly completed document. You learned how to create a template using the PDF.co Document Parser. You also learned how to configure the Document Parser step to parse the PandaDoc document.