# PandaDoc integration

> Create, send, track, and eSign documents and proposals via the PandaDoc API.

- Authentication: apiKey

## Tools (109)

- **Add Member to Workspace**: Add an existing user to a workspace with a specified role. Requires Organization Admin or Workspace Admin API key.
- **Add Recipient (CC)**: Add a CC recipient to a document by contact details.
- **Append Content Library Item to Document**: Append a content library item to an existing draft document, adding its content blocks.
- **Change Document Status**: Manually change a document's status to completed, paid, voided, or declined.
- **Change Document Status with Upload**: Manually change a document's status while attaching evidence (e.g., a signed PDF) as proof of the status change.
- **Create API Key**: Generate a new API key (Sandbox or Production) for a workspace. Requires Organization Admin API key.
- **Create Catalog Item**: Create a new item in the product catalog with pricing, images, and custom fields.
- **Create Contact**: Create a new contact with email, name, company, and address information.
- **Create Content Library Item**: Create a new content library item, optionally from a URL. Processed asynchronously.
- **Create Content Library Item from Upload**: Create a content library item by uploading a file (max 100 MB). Processed asynchronously.
- **Create Document Attachment**: Attach a file to a document by providing a source URL. Document must be in draft status.
- **Create Document Attachment from Upload**: Upload a file directly as an attachment to a document. Document must be in draft status.
- **Create Document Editing Session**: Create an embedded editor session for a draft document. Max 250 sessions/week per document.
- **Create Document Fields**: Add fields to a document with positioning, type, and recipient assignment.
- **Create Document Folder**: Create a new folder for organizing documents.
- **Create Document from File Upload**: Create a new document by uploading a PDF, DOCX, or other supported file (max 100 MB).
- **Create Document from Template**: Create a new document from a template with recipients, tokens, fields, metadata, and pricing tables.
- **Create Document Link (Embedded Signing)**: Create a session link for embedded document signing by a specific recipient.
- **Create Document Section**: Add a new section to a document from a template or file URL to create a document bundle.
- **Create Document Section from File Upload**: Add a new section to a document by uploading a PDF, DOCX, or RTF file to create a bundle.
- **Create Linked Object**: Link a document to a CRM entity (deal, contact, etc.).
- **Create Notarization Request**: Create a notarization request for a document, scheduling it for remote online notarization (RON).
- **Create Template**: Create a new template, optionally from a URL. Processed asynchronously.
- **Create Template Editing Session**: Create an embedded editor session for a template. Max 250 sessions/week per template.
- **Create Template Folder**: Create a new folder for organizing templates.
- **Create Template from File Upload**: Create a new template by uploading a PDF, DOCX, or RTF file (max 100 MB). Processed asynchronously.
- **Create User**: Create a new user and assign them roles, licenses, and workspaces. Requires Organization Admin API key.
- **Create Webhook Subscription**: Create a new webhook subscription to receive event notifications. Max 300 subscriptions per workspace.
- **Create Workspace**: Create a new workspace in your organization. Requires Organization Admin API key.
- **Deactivate Workspace**: Deactivate a workspace, removing all members and making it unavailable. Requires Organization Admin API key.
- **Delete Catalog Item**: Delete a product catalog item by its UUID.
- **Delete Contact**: Delete a contact by their ID.
- **Delete Document**: Delete a document by its ID (moves it to trash).
- **Delete Document Attachment**: Remove an attachment from a document. Cannot delete evidence-type attachments (proof of manual status change).
- **Delete Document Section**: Remove a section from a bundled document.
- **Delete Linked Object**: Remove a CRM link from a document.
- **Delete Notarization Request**: Cancel and delete a notarization request.
- **Delete Recipient**: Remove a recipient from a document.
- **Delete Template**: Delete a template by its ID.
- **Delete Webhook Subscription**: Delete a webhook subscription by its UUID.
- **Download Document**: Download a document as a PDF file, with optional watermark settings.
- **Download Document Attachment**: Download a specific attachment file from a document.
- **Download Protected Document**: Download the final signed/completed PDF. Requires production API key.
- **Edit Recipient**: Update a document recipient's email, phone, name, delivery methods, or verification settings.
- **Export Document as DOCX (Beta)**: Export a document as a DOCX file. Async operation: create the export task, then poll for completion and download.
- **Get API Log Details**: Retrieve details of a specific API log event for debugging.
- **Get Auto-Reminder Settings**: Retrieve auto-reminder configuration for a document.
- **Get Auto-Reminder Status**: Retrieve the current auto-reminder delivery status for each recipient on a document.
- **Get Catalog Item**: Retrieve details of a specific product catalog item.
- **Get Contact Details**: Retrieve full details of a contact by their ID.
- **Get Content Library Item Details**: Retrieve full details of a content library item including roles, fields, tokens, and pricing.
- **Get Content Library Item Status**: Retrieve the current status of a content library item.
- **Get Current Member Details**: Retrieve details of the currently authenticated user (the API key owner).
- **Get Document Attachment Details**: Retrieve details of a specific attachment on a document.
- **Get Document Details**: Retrieve full details of a document including recipients, fields, tokens, pricing, and metadata.
- **Get Document Section Info**: Retrieve details of a specific section within a bundled document.
- **Get Document Section Upload Status**: Check the processing status of a document section upload to confirm it has been processed.
- **Get Document Settings**: Retrieve the settings configuration for a document including notification, expiration, and signing settings.
- **Get Document Status**: Retrieve the current status and basic info of a document by its ID.
- **Get eSign Disclosure**: Retrieve the eSign disclosure text configured for a document, required for electronic signature compliance.
- **Get Member Details**: Retrieve details of a specific workspace member by their membership ID.
- **Get Notarization Request Details**: Retrieve the details and status of a specific notarization request.
- **Get Template Details**: Retrieve full details of a template including roles, fields, tokens, and pricing configuration.
- **Get Template Settings**: Retrieve the settings configuration for a template including notification, expiration, and signing settings.
- **Get Template Status**: Retrieve the current status of a template by its ID.
- **Get Webhook Event Details**: Retrieve details of a specific webhook event including its payload.
- **Get Webhook Subscription Details**: Retrieve details of a specific webhook subscription including its shared key.
- **List API Logs**: List all API log events within the workspace with filtering by date, status, HTTP method, and environment.
- **List Contacts**: List contacts, optionally filtered by email address.
- **List Content Library Items**: Search and list content library items with filtering by tag, folder, and search query.
- **List Document Attachments**: List all file attachments associated with a document.
- **List Document Audit Trail**: Retrieve the full audit trail for a document including user actions, timestamps, and IP addresses.
- **List Document Fields**: Return the list of all fields for a document, including field IDs, types, and assigned recipients.
- **List Document Folders**: List document folders, optionally filtering by parent folder.
- **List Documents**: Search and list documents with filtering by status, tag, template, folder, date range, and metadata.
- **List Documents by Linked Object**: Find documents linked to a specific CRM entity (e.g. HubSpot deal, Salesforce opportunity).
- **List Document Sections**: List all sections within a bundled document.
- **List Forms**: List forms with filtering by status and sorting options.
- **List Linked Objects for Document**: List all CRM-linked objects associated with a specific document.
- **List Members**: List all workspace members with their membership IDs and roles.
- **List Notaries**: List available in-house notaries for assigning to notarization requests.
- **List Recent SMS Opt-Outs**: Retrieve a list of the most recent SMS opt-out changes for each phone number used in your workspace.
- **List Template Folders**: List template folders, optionally filtering by parent folder.
- **List Templates**: Search and list templates with filtering by tag, folder, and shared status.
- **List Users**: List all users in the organization with their contact information, license type, and workspace roles. Requires Organization Admin API key.
- **List Webhook Events**: List webhook events with filtering by date, type, HTTP status code, and error type.
- **List Webhook Subscriptions**: List all webhook subscriptions for the workspace.
- **List Workspaces**: List all active workspaces in the organization. Requires Organization Admin API key.
- **Move Document to Folder**: Move a document into a specific folder.
- **Reassign Recipient (Change Signer)**: Replace a document recipient/signer with a different contact.
- **Remove Member from Workspace**: Remove a member from a workspace. Requires Organization Admin or Workspace Admin API key.
- **Rename Document Folder**: Rename an existing document folder.
- **Rename Template Folder**: Rename an existing template folder.
- **Revert Document to Draft**: Revert a sent document back to draft status, clearing signatures but preserving other field data.
- **Search Catalog Items**: Search the product catalog by title, SKU, description, or category name with sorting and filtering options.
- **Send Document**: Send a draft document to recipients for review and signing.
- **Send Manual Reminder**: Send an immediate manual reminder to document recipients with optional email customization.
- **Transfer All Documents Ownership**: Transfer all documents from one workspace member to another.
- **Transfer Document Ownership**: Transfer ownership of a single document to another workspace member.
- **Update Auto-Reminder Settings**: Configure auto-reminder settings for a document including delivery method and frequency.
- **Update Catalog Item**: Update an existing product catalog item's title, SKU, pricing, or other details.
- **Update Contact**: Update a contact's email, name, company, phone, or address information.
- **Update Document**: Update text blocks in a document that is in draft status.
- **Update Document Settings**: Update the settings for a document including notification, expiration, and signing settings.
- **Update Quote**: Update a pricing quote/table within a document by specifying sections, items, and pricing details.
- **Update Template**: Update a template's name or tags.
- **Update Template Settings**: Update the settings for a template including notification, expiration, and signing settings.
- **Update Webhook Shared Key**: Regenerate the shared key for a webhook subscription (used for signature verification).
- **Update Webhook Subscription**: Update a webhook subscription's name, URL, triggers, or active status.

## Triggers (6)

- **Document Sent in PandaDoc**: Triggers when a document transitions to sent status
- **Document Viewed in PandaDoc**: Triggers when a document transitions to viewed status
- **Document Completed in PandaDoc**: Triggers when a document transitions to completed status (all signers signed)
- **Document Paid in PandaDoc**: Triggers when a document transitions to paid status
- **Document Declined in PandaDoc**: Triggers when a document transitions to declined status
- **Document Status Changed in PandaDoc**: Triggers when a document reaches a configured status. Use the pre-baked Document Sent/Viewed/Completed/Paid/Declined triggers when you only need one specific status — this trigger is for cases where you want to react to multiple status transitions in one workflow.

## Related prompts

- [Draft PandaDoc proposals from Fireflies sales calls](https://www.generalinput.com/prompts/draft-pandadoc-proposals-from-fireflies-sales-calls.md)
- [Deal won handoff when a PandaDoc contract is signed](https://www.generalinput.com/prompts/deal-won-handoff-when-a-pandadoc-contract-is-signed.md)
- [Auto-send QuickBooks invoices when PandaDoc contracts are signed](https://www.generalinput.com/prompts/auto-send-quickbooks-invoices-when-pandadoc-contracts-are-signed.md)
- [Pre-draft PandaDoc proposals when HubSpot deals advance](https://www.generalinput.com/prompts/pre-draft-pandadoc-proposals-when-hubspot-deals-advance.md)
- [Daily triage of stalled PandaDoc deals into Slack](https://www.generalinput.com/prompts/daily-triage-of-stalled-pandadoc-deals-into-slack.md)

Connect PandaDoc in General Input: https://www.generalinput.com/apps/pandadoc