PandaDoc
Use AI with PandaDoc to inspect template metadata, manage contact profiles and create a document from a supplied file URL.
Use AI with PandaDoc to inspect template metadata, manage contact profiles and create a document from a supplied file URL.
What your agent can do in PandaDoc
Actions grouped by task. Each group lists the actions it calls.
Inspect a Template
Find a template and inspect its detailed metadata before preparing a document.
- List Templates
- Get Template Details
Create a Document from a File
Create a named document with supplied recipients, then inspect its details.
- Create Document From File
- Get Document Details
Maintain a Contact
Create or update a contact matched by email.
- Create Or Update Contact
Tasks to hand your agent
Fill in the brackets, and connect any second app a task names.
Inspect a Template
Find a template and inspect its detailed metadata before preparing a document.
List templates matching [query], then read template [ID] and explain its returned fields.
Create a Document from a File
Create a named document with supplied recipients, then inspect its details.
Create document [name] from [public file URL] with recipients [recipients], then retrieve its details.
Maintain a Contact
Create or update a contact matched by email.
Create or update contact [email] with name [name] and company [company].
Actions13
Every action the PandaDoc connector offers, by name and id.
- List Contacts
list_contactsList contacts in the connected PandaDoc workspace, with optional exact email filtering. - Create Or Update Contact
create_or_update_contactCreate a PandaDoc contact, or update the existing contact that matches the provided email address. - Delete Contact
delete_contactDelete a contact from the connected PandaDoc workspace. - List Templates
list_templatesList templates available in the connected PandaDoc workspace. - Get Template Details
get_template_detailsRetrieve detailed metadata for a specific PandaDoc template. - Create Template
create_templateCreate a PandaDoc template from structured content or from a local PDF upload. - Delete Template
delete_templateDelete a template from the connected PandaDoc workspace. - List Document Folders
list_document_foldersList document folders in the connected PandaDoc workspace. - Create Folder
create_folderCreate a new document folder in PandaDoc. - Create Document From File
create_document_from_fileCreate a PandaDoc document from a public file URL, a transit file reference, or a local file upload. - Get Document Details
get_document_detailsRetrieve detailed metadata for a specific PandaDoc document. - Create Webhook
create_webhookCreate a PandaDoc webhook subscription for document lifecycle events. - Create Document Attachment
create_document_attachmentUpload an attachment file to a draft PandaDoc document.
How PandaDoc signs in
- Sign-in method
- API keyConnect a PandaDoc Sandbox or Production API key from Dev Center.
- You need
- PandaDoc API access to the target workspace and suitable source document files.
- Notes
- Specify the key environment, document name, recipient details and accessible file URL. Creating a document is separate from sending it for signature.