> ## Documentation Index
> Fetch the complete documentation index at: https://docs.plura.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# 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](#pandadoc-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](#pandadoc-create-document)
* Create Document Session
* Create Draft
* Create Field
* Delete Document
* Download Document
* Get Document Settings
* List Document Audit Trail
* [List Documents](#pandadoc-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](#pandadoc-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

<a id="pandadoc-list-documents" />

#### Example 1: PandaDoc: List Documents

Get list of documents with optional filters

```json theme={null}
{
  "automationType": "pandadoc",
  "nodeId": "pandadoc-list-docs-001",
  "nodeParams": {
    "action": "list_documents",
    "params": {
      "apiKey": "YOUR_PANDADOC_API_KEY"
    }
  }
}
```

***

<a id="pandadoc-create-document" />

#### Example 2: PandaDoc: Create Document

Create a document from template or URL

```json theme={null}
{
  "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": "recipient@example.com",
            "first_name": "John",
            "last_name": "Doe",
            "role": "user"
          }
        ]
      }
    }
  }
}
```

***

<a id="pandadoc-get-document" />

#### Example 3: PandaDoc: Get Document

Get document status and details

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

***

<a id="pandadoc-send-document" />

#### Example 4: PandaDoc: Send Document

Send document to recipients by email

```json theme={null}
{
  "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"
      }
    }
  }
}
```

***

<a id="pandadoc-list-templates" />

#### Example 5: PandaDoc: List Templates

Get list of templates

```json theme={null}
{
  "automationType": "pandadoc",
  "nodeId": "pandadoc-list-templates-001",
  "nodeParams": {
    "action": "list_templates",
    "params": {
      "apiKey": "YOUR_PANDADOC_API_KEY"
    }
  }
}
```

***

<a id="pandadoc-get-template" />

#### Example 6: PandaDoc: Get Template

Get template by ID

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

***

<a id="pandadoc-api-call" />

#### Example 7: PandaDoc: Generic API Call

Make a custom API request to PandaDoc

```json theme={null}
{
  "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](https://developers.pandadoc.com/reference/about)