PandaDoc

Generate, send, and track proposals and contracts in PandaDoc

Overview

Generate, send, and track proposals and contracts in PandaDoc. Call actions with automationType, action, and params from any workflow node that supports automations.

Authentication

• PandaDoc API Key (Bearer) or OAuth 2.0.

Available Actions

Click any action to jump to its example payload.

Api

• API Call

Attachments

• Create Attachment
• Delete Attachment
• List Attachments

Catalog

• Create Catalog Item
• Delete Catalog Item
• List Catalog Items
• Update Catalog Item

Contacts

• Delete Contact
• List Contacts
• Update Contact

Content-Library

• Create Content Library Item
• Get Content Library Item
• Get Content Library Item Details

Documents

• Create Document
• Create Document Session
• Create Draft
• Create Field
• Delete Document
• Download Document
• Get Document Settings
• List Document Audit Trail
• List Documents
• Move Document to Folder
• Send Document Reminder
• Update Auto Reminders
• Update Document
• Update Document Settings
• Update Document Status

Folders

• Create Documents Folder
• Create Templates Folder
• List Templates Folders
• Update Documents Folder

Forms

• List Forms

Linked-Objects

• Delete Linked Object
• List Linked Objects

Logs

• List Logs

Members

• Create Member Token
• Get Membership
• List Current Member

Notarization

• Create Notarization Request

Quotes

• Update Quote

Recipients

• Add Recipient
• Reassign Recipient
• Update Recipient

Sections

• Create Document Section
• Delete Section
• Get Section Details

Sms

• List SMS Opt-Outs

Templates

• Create Template
• Create Template Editing Session
• Delete Template
• Get Template Details
• Get Template Settings
• List Templates
• Update Template
• Update Template Settings

Users

• Create User

Webhooks

• Create Webhook Subscription
• Get Webhook Event
• Get Webhook Subscription
• List Webhook Events
• List Webhook Subscriptions
• Update Shared Key
• Update Webhook Subscription

Workspaces

• Create API Key
• Create Member
• Delete Membership
• List Workspaces

Examples

Example 1: PandaDoc: List Documents

Get list of documents with optional filters

{
  "automationType": "pandadoc",
  "nodeId": "pandadoc-list-docs-001",
  "nodeParams": {
    "action": "list_documents",
    "params": {
      "apiKey": "YOUR_PANDADOC_API_KEY"
    }
  }
}

---

Example 2: PandaDoc: Create Document

Create a document from template or URL

{
  "automationType": "pandadoc",
  "nodeId": "pandadoc-create-doc-001",
  "nodeParams": {
    "action": "create_document",
    "params": {
      "apiKey": "YOUR_PANDADOC_API_KEY",
      "body": {
        "name": "My Document",
        "template_uuid": "TEMPLATE_UUID",
        "recipients": [
          {
            "email": "[e-mail]",
            "first_name": "John",
            "last_name": "Doe",
            "role": "user"
          }
        ]
      }
    }
  }
}

---

Example 3: PandaDoc: Get Document

Get document status and details

{
  "automationType": "pandadoc",
  "nodeId": "pandadoc-get-doc-001",
  "nodeParams": {
    "action": "get_document",
    "params": {
      "apiKey": "YOUR_PANDADOC_API_KEY",
      "documentId": "DOCUMENT_ID_HERE"
    }
  }
}

---

Example 4: PandaDoc: Send Document

Send document to recipients by email

{
  "automationType": "pandadoc",
  "nodeId": "pandadoc-send-doc-001",
  "nodeParams": {
    "action": "send_document",
    "params": {
      "apiKey": "YOUR_PANDADOC_API_KEY",
      "documentId": "DOCUMENT_ID_HERE",
      "body": {
        "message": "Please sign this document"
      }
    }
  }
}

---

Example 5: PandaDoc: List Templates

Get list of templates

{
  "automationType": "pandadoc",
  "nodeId": "pandadoc-list-templates-001",
  "nodeParams": {
    "action": "list_templates",
    "params": {
      "apiKey": "YOUR_PANDADOC_API_KEY"
    }
  }
}

---

Example 6: PandaDoc: Get Template

Get template by ID

{
  "automationType": "pandadoc",
  "nodeId": "pandadoc-get-template-001",
  "nodeParams": {
    "action": "get_template",
    "params": {
      "apiKey": "YOUR_PANDADOC_API_KEY",
      "templateId": "TEMPLATE_ID_HERE"
    }
  }
}

---

Example 7: PandaDoc: Generic API Call

Make a custom API request to PandaDoc

{
  "automationType": "pandadoc",
  "nodeId": "pandadoc-api-call-001",
  "nodeParams": {
    "action": "api_call",
    "params": {
      "apiKey": "YOUR_PANDADOC_API_KEY",
      "method": "GET",
      "path": "/public/v1/documents"
    }
  }
}

Third-Party Documentation

• https://developers.pandadoc.com/reference/about