Built by Metorial, the integration platform for agentic AI.
Create a new PandaDoc document from a template or a publicly accessible PDF URL, populating it with recipients, tokens, fields, metadata, and content data. The document is created in draft status and can then be sent for signing.
Send a manual reminder to all recipients of a PandaDoc document who have not yet completed their actions.
List all members in the current PandaDoc workspace, including their roles and contact info.
List contacts from the PandaDoc contacts directory. Optionally filter by email address.
Download a PandaDoc document and return the file content as a Slate attachment, with structured output limited to file metadata.
Update an existing contact in the PandaDoc contacts directory. Only provide the fields you want to change.
Search and list PandaDoc templates with optional filtering by name, folder, tag, and sharing status. Supports pagination.
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.
Create a new folder for organizing PandaDoc documents.
Search and list PandaDoc documents with filtering by status, date ranges, template, folder, tag, contact, and metadata. Supports pagination and sorting.
List document folders in the PandaDoc workspace.
Add a new recipient (CC) to an existing PandaDoc document. Works on documents in any status.
Link a PandaDoc document to an external CRM object (e.g., Salesforce opportunity, HubSpot deal). Also supports listing and removing existing links.
Update an existing recipient's details on a PandaDoc document.
Create a new contact in the PandaDoc contacts directory. Contacts can be used as recipients when creating documents.
Remove a recipient from a PandaDoc document.
Permanently delete a PandaDoc document by its ID.
List and search content library items in PandaDoc. Content library items are reusable content blocks that can be inserted into documents via content placeholders.
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.
List all available forms in the PandaDoc workspace. Forms allow external recipients to fill out information that generates documents.
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.
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.
Delete a contact from the PandaDoc contacts directory.
Retrieve full details of a PandaDoc template including its roles, fields, tokens, pricing tables, content placeholders, and metadata.
Retrieve lightweight PandaDoc document status and lifecycle timestamps. Use this to poll newly created documents until they reach draft status before sending or updating.
Update a draft PandaDoc document with supported mutable values such as name, recipients, fields, tokens, tags, metadata, pricing tables, tables, text blocks, or image blocks.
Rename an existing PandaDoc document folder.