Built by Metorial, the integration platform for agentic AI.
Provider Summary
create documents from templates
send documents for signing
electronic signature management
embed signing experiences
manage document templates
track document status
manage product catalog
link documents to CRM
manage contacts directory
configure webhook notifications
Create, send, track, and electronically sign documents such as proposals, contracts, and quotes. Generate documents programmatically from templates or public PDF URLs, populate them with dynamic data (tokens, fields, recipients, pricing tables, text blocks, tables, and images), and manage the core document lifecycle. Inspect templates, content library items, contacts, recipients, folders, forms, workspace members, and CRM links.
Create a shareable or embeddable session link for a PandaDoc document, targeted at a specific recipient. The link can be used for embedded signing or direct sharing.
Create a new PandaDoc document from a template or a publicly accessible PDF URL, populating it with recipients, tokens, fields, metadata, pricing data, tables, text blocks, and image blocks. The document is created in draft status and can then be sent for signing.
Update a draft PandaDoc document with mutable values such as name, recipients, fields, tokens, tags, metadata, pricing tables, tables, texts, or images.
Permanently delete a PandaDoc document by its ID.
Download a PandaDoc document and return the file as a Slate attachment.
Retrieve full details of a PandaDoc document including its status, recipients, fields, tokens, metadata, tags, pricing, and linked objects. Use this to inspect any aspect of a document.
Retrieve lightweight document status and lifecycle timestamps. Use this to poll newly created documents until they reach draft status.
Retrieve full details of a PandaDoc template including its roles, fields, tokens, pricing tables, content placeholders, and metadata.
List and search content library items in PandaDoc. Content library items are reusable content blocks that can be inserted into documents via content placeholders.
Search and list PandaDoc documents with filtering by status, date ranges, template, folder, tag, contact, and metadata. Supports pagination and sorting.
List all available forms in the PandaDoc workspace. Forms allow external recipients to fill out information that generates documents.
List all members in the current PandaDoc workspace, including their roles and contact info.
Search and list PandaDoc templates with optional filtering by name, folder, tag, and sharing status. Supports pagination.
Create a new contact in the PandaDoc contacts directory. Contacts can be used as recipients when creating documents.
List contacts from the PandaDoc contacts directory. Optionally filter by email address.
Update an existing PandaDoc contact.
Delete a contact from the PandaDoc contacts directory.
Manually change a PandaDoc document's status to completed, voided, or paid. Use this to force-complete documents, void/expire documents, or mark them as paid.
List document folders in the PandaDoc workspace.
Create a new document folder. PandaDoc's public API does not provide a delete-folder endpoint.
Rename an existing PandaDoc document folder.
Link a PandaDoc document to an external CRM object (e.g., Salesforce opportunity, HubSpot deal). Also supports listing and removing existing links.
Add a new recipient (CC) to an existing PandaDoc document. Works on documents in any status.
Update recipient delivery and contact details on an existing PandaDoc document.
Remove a recipient from a PandaDoc document.
Send a PandaDoc document to its recipients for viewing, signing, or approval. Optionally customize the email subject and message, or send silently for embedded signing flows.
Send a manual reminder to all recipients of a PandaDoc document who have not yet completed their actions.
This integration is licensed under the FSL-1.1.
Built with ❤️ by Metorial