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In your stack

Create a document from your own system, and hear back when it is signed.

The API covers the useful half: make a document, get it back as a PDF, send it. Everything else arrives as a signed webhook you can point anywhere.

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POST /api/v2/docs
Authorization: Bearer pb_live_…
{
  "template_id": "tpl_sow",
  "client": "Northwind Traders",
  "send": true
}
webhookdocument.completed → your endpoint, signed
01

API v2

GET and POST /api/v2/docs to create from a template or from a brief, GET /api/v2/docs/{id}?pdf=1 for the PDF, POST /api/v2/docs/{id}/send, and GET /api/v2/templates. Keys are pb_live_ prefixed.

02

Signed webhooks

Document events go out as signed outbound webhooks, so Zapier, Make or n8n can carry them wherever you need without a bespoke integration.

03

Slack, HubSpot and Pipedrive directly

A Slack incoming webhook, a HubSpot private-app token or a Pipedrive API token, driven by the same document events.

Plan: The API, webhooks and integrations begin on Pro.

What it is not: There is no Salesforce integration.

More of what it does

Answers for recipients

On the page your client opens

Approvals

Before it goes out

Intake forms

Before there is a deal

Bulk send

When it is the same document, many times

Price catalog

Where the numbers come from

Signed contracts

After it is signed

Call ends. Proposal sent. In seconds.

Three documents a month, free. No card.

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