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Overview

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

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Authentication

  • PandaDoc API Key (Bearer) or OAuth 2.0.

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Available Actions

Click any action to jump to its example payload. Api 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

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Examples

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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"
    }
  }
}

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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": "recipient@example.com",
            "first_name": "John",
            "last_name": "Doe",
            "role": "user"
          }
        ]
      }
    }
  }
}

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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"
    }
  }
}

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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"
      }
    }
  }
}

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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"
    }
  }
}

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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"
    }
  }
}

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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"
    }
  }
}

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Third-Party Documentation