pandadoc.com

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About Pandadoc

PandaDoc is a document automation and e-signature platform aimed primarily at sales teams. It combines proposal creation, contract lifecycle management, CPQ (Configure Price Quote), payment collection, and legally binding e-signatures in one workflow. It integrates natively with CRMs like HubSpot and Salesforce. In 2026, it offers predictive analytics to suggest optimal send times and AI-assisted field completion. The platform is used by businesses ranging from SMBs to enterprise accounts.

AI Agent Use Cases

- Drag-and-drop document builder with reusable templates and content library

- Legally binding electronic signatures

- CRM integrations with HubSpot, Salesforce, and others

- CPQ (Configure Price Quote) for product catalogs and pricing tables

- Document analytics: open tracking, time-spent per section, completion status

- Payment collection directly within signed documents

Available Actions

These are the specific actions that AI agents can perform with this tool

Create Document Attachment

4 inputs

Attaches a file to an existing document to enhance its content or provide supplementary information

Inputs

documentId

Specify document

file

The file to upload. Provide either a file URL or a path to a file in the `/tmp` directory (for example, `/tmp/myFile.txt`)

fileName

A name you want to set for a file in the system

syncDir

Create Document From File

6 inputs

Creates a new document in PandaDoc from an uploaded file or a publicly accessible file URL.

Inputs

name

Specify the document

recipients

file

The file to upload. Provide either a file URL or a path to a file in the `/tmp` directory (for example, `/tmp/myFile.txt`)

documentFolderId

Specify the document folder ID

fields

Fields

syncDir

Create Document From Template

6 inputs

Generates a new document by populating a PandaDoc template with provided data and settings

Inputs

name

Specify the document

templateId

The ID of a template you want to use. Note: if you want to **prefill fields in your template**, you need to map your template fields to the API fields following [the instruction here](https://developers.pandadoc.com/reference/create-document-from-pandadoc-template#prefilled-fields)

documentFolderId

Specify the document folder ID

Create Folder

2 inputs

Creates a new folder in PandaDoc to organize and store documents efficiently.

Inputs

name

Name the folder for Documents you are creating.

parentFolderId

The ID of a parent folder. If not set, the new folder will be created in the root folder.

Create or Update Contact

11 inputs

Adds a new contact or updates an existing contact in PandaDoc using the email as the unique identifier.

Inputs

Contact

firstName

Contact

lastName

Contact

company

Contact

jobTitle

Contact

phone

Contact

country

Contact

state

Contact

streetAddress

Contact

city

Contact

postalCode

Contact

Download Document

5 inputs

Download a specified document from PandaDoc in PDF format for offline access or distribution.

Inputs

Specify document

outputFilename

The filename of the downloaded file in the `tmp` folder.

showWatermark

Set to true to show available watermark props

separateFiles

Download document bundle as a zip-archive of separate PDFs (1 file per section)

syncDir

Download Protected Document

4 inputs

Download a completed PandaDoc document as a verifiable PDF file

Inputs

Select a completed document or provide its ID

outputFilename

The filename of the downloaded file in the `tmp` folder.

separateFiles

Download document bundle as a zip-archive of separate PDFs (1 file per section)

syncDir

Get Document Details

1 input

Fetch detailed information about a specific PandaDoc document including its status, metadata, and content elements.

Inputs

Specify document

Get Document Status

1 input

Retrieves the current status and key details of a specified PandaDoc document

Inputs

Specify document

List Contacts

Retrieves a comprehensive list of all contacts associated with a Pandadoc account.

List Document Attachments

1 input

Retrieves all attachment files linked to a specific PandaDoc document.

Inputs

documentId

Specify document

List Documents

7 inputs

Retrieve a list of documents with optional filtering by search terms or tags to manage and locate specific documents efficiently.

Inputs

query

Search query. Filter by document reference number (this token is stored on template level) or name.

tag

Search tag. Filter by document tag.

status

Specify the status of documents to return.

Specify document

deleted

Returns only deleted documents. Default is false.

count

Specify how many document results to return. Default is 50 documents, maximum is 100 documents.

page

Specify which page of the dataset to return.

List Folders

1 input

Retrieves a list of folders that contain documents within the Pandadoc account.

Inputs

parentFolderId

The ID of a parent folder whose folders to list. If not set, the root folder will be used.

List Template Folders

1 input

Retrieve a list of all template folders

Inputs

access_token

The OAuth access token used for authentication

List Templates

I want to list all available templates in PandaDoc.

Rename Document Folder

2 inputs

Rename a document folder using its unique identifier.

Inputs

The UUID of the folder that you are renaming.

name

Provide a new name for the folder.

Rename Template Folder

2 inputs

Rename an existing template folder in PandaDoc.

Inputs

folderId

The ID of the template folder to rename.

newName

The new name for the template folder.

Send Document

7 inputs

Updates a document’s status to sent and optionally dispatches an email notification to recipients.

Inputs

documentId

Specify document

subject

Value that will be used as the email subject.

message

A message which will be sent by email with a link to a document to sign.

silent

Disables sent, viewed, comment and completed email notifications for document recipients and the document sender. By default, notifications emails are sent for specific actions. If set as true, it won

senderEmail

Set a sender (email) for the document. Must be an email which is a member on your account.

forwarding_allowed

Your recipient will be able/not able to forward the document to another email address.

forwarding_with_reassigning_allowed

Your recipient will be able/not able to forward the right to fill out all fields (including signature) assigned to them to another email address.