Select Document Template ⏳ Fetching template details... ⚠️ Email collision detected

📰 Recent Updates

✅ Complete GUI Redesign
♾️ Infinite dynamic roles based on template
🪄 Pre-fill supported documents with ESD data!
👥 Customer Names are now appended to documents
⚠️ Email collision warning
🌐 New documentation domain: docs.esd.quest

⚙️ Trouble with new version? 📱 Text Support

🪄 Pre-Fill Document Fields

📞 Customer Lookup

Enter any phone number to automatically populate customer data:

Loading document fields...

🎓 Help & Tutorial

🐼 ESD Quest Documentation

📋 Overview

Welcome to **ESD Quest**, the streamlined document management platform powered by the PandaDoc API. This system enables the efficient creation, customization, and sending of documents with powerful automation and a redesigned user interface.

🚀 Quick Start Guide

1Template Selection

Choose a document template from the dynamic dropdown menu. All available templates are fetched and categorized for easy access.

2Recipient Configuration

Once you select a template, recipient fields are **dynamically generated** based on the roles defined in that specific document (e.g., "Client", "Sales Rep", "Spouse").

Fill in the full name and a valid email address for each role.
Pre-assigned roles (like a CC'd manager) will be displayed as read-only.

3Pre-fill with ESD Data

For supported documents, click the 🪄 Pre-fill supported documents with ESD data! button to open the data entry modal. This is the fastest way to ensure accuracy.

Enter the customer's 10-digit phone number. The system will search the ESD booking database.
If a match is found, all corresponding customer data (name, address, etc.) will be automatically populated into the form fields.
The data you enter is saved in your browser, so if you work with the same client again, their info may load automatically!

💡 Pro Tip: The pre-fill feature is only available for specific contract documents to ensure data relevance. If the button is not visible, that template does not support this feature.

4Send Document

After all recipients and data are set, click **Send Document**. The system will:

Generate the document using your selected template.
Apply all pre-filled field values.
Append the customer's name to the document title for easy tracking.
Send the final document to all recipients for signature.

⚡ Key Features

👥Infinite Dynamic Roles

Recipient fields adapt to any role defined in the PandaDoc template, providing maximum flexibility without code changes.

🪄Smart Data Pre-fill

Enter a customer's phone number to instantly pull their data from the ESD booking system, saving time and reducing errors.

⚠️Email Collision Warning

Prevents you from sending a document if you try to use an email address that is already assigned to a pre-defined (CC) role.

✨Redesigned GUI

A complete visual overhaul featuring an animated background, custom controls, and a modern, intuitive layout.

⚠️ Important Notes

Email Requirements: All recipients must have a valid and unique email address. The system will warn you if you attempt to use an email that is already in use by a pre-assigned/CC'd role.

Best Practice: Always use the **Pre-fill** feature when available. It's the most reliable way to ensure document accuracy and leverage the system's full potential.

🆘 Troubleshooting

Template Not Loading

Refresh the page and select the template again.
Ensure you have a stable internet connection. If the issue persists, the PandaDoc API may be temporarily unavailable.

Pre-fill Button is Missing

This is by design. The pre-fill functionality is only enabled for specific documents (like sales contracts) where it makes sense to pull customer data.

Customer Lookup Fails

Verify the phone number is exactly 10 digits (e.g., 1234567890).
The customer must have an existing record in the ESD booking system associated with that phone number.

📞 Support

For technical assistance, bug reports, or feature requests, please contact the development team.