Folk integration with PandaDoc

In your Folk account, navigate to Settings and locate your API key

Copy the API key

Navigate to Settings > API and Integrations in PandaDoc

Locate and select Folk from the available integrations

Click Connect to begin the integration setup

Paste the API key into the connection field and select Authorize

Create a new template or open an existing one

Select +Add step and select Pull data from integration step

Select Folk

Select the object you'll be pulling the data from. You can select People or Companies.

Select Go to editor on the Variables button to add variables to the template.

Hover over a variable (data field from the selected object in Folk) and select Copy. Then paste it in a text block in your template.

You can also add a variable directly within a text block. Click inside the block, type an open square bracket, choose the object you want to pull the variable from, then select the specific variable. It will be inserted at your cursor, highlighted in yellow.

Add all the variables you need and click Save changes at the top right.

Select a field or add a new one

In Properties on the right, the Merge field data source should list the 'Folk' object

You can search and select the needed Folk field to pre-populate them for the recipients

Select Use this template to start document generation.

Choose the specific company or contact record you want to use

Add document recipients.

Select Edit document at the top right and preview the document to verify all variables are populated correctly. Add missing details if needed

Select Continue to editor to review the generated document to ensure all information is accurate

Select Review and send at the top right to review document settings, add an email message, and send the document