Parse Document in PandaDoc – Step-by-step Guide

  1. Add PandaDoc
  2. Set up Trigger
  3. Test Trigger
  4. Returned Sample Invoice
  5. Add PDF.co
  6. Set up Action
  7. Test Action
  8. Parsed Invoice Result
  9. 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.

PandaDoc Completed Sample Invoice
PandaDoc Completed 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.

Use PandaDoc Document Completed As Trigger

Step 2: Set up Trigger

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.

Set Up Document Completed Trigger

Step 3: Test Trigger

Let’s test the trigger to make sure that we set it up correctly.

Test Document Completed Trigger

Step 4: Returned Sample Invoice

Great! PandaDoc returned the latest completed Sample Invoice. Let’s now proceed to PDF.co and parse the document.

PandaDoc Completed Sample Invoice

Step 5: Add PDF.co

In the second step, choose PDF.co as the App and the Document Parser as the Action Event.

Add PDF.co Document Parser Step

Step 6: Set up Action

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.

Configure PDF.co Document Parser With PandaDoc Data

Step 7: Test Action

Let us now send a Document Parser request to PDF.co.

Test Document Parser Setup

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.

Parsed Sample Invoice
Parsed Sample Invoice

 

Document Parser Template Guide

    1. First, go to your PDF.co Dashboard, and open the Document Parser.
    2. Next, click on the New Template link. This will take us to the Template Editor. Here’s a direct link.
    3. Then, open your document in the Template Editor.

Open Document In Document Parser Template Editor

    1. Click on the +Add Object button and select Add FIELD based on TEXT SEARCH.
    2. 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.

Invoice Number Expression

    1. 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.

Use Add Field From Rectangle Selection Object

    1. 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.

Table Object Properties

    1. Here’s the output when you run the Sample Invoice using this template.

PandaDoc Parsed Sample Invoice Output

    1. Finally, click on the Save Template and Return button to get the Template Id.

Document Parser 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.

Related Pages:

Related Samples: