Connect PandaDoc to your AI agent

Productivity 14 actions available

PandaDoc offers document creation, e-signatures, and workflow automation, helping sales teams and businesses streamline proposals, contracts, and agreement processes

We set up the connection using your own PandaDoc account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in PandaDoc

Each one is a real action the agent can take on its own, the same things a person clicking around PandaDoc could do. Read-only by default; write actions are confirmed against your policy.

  • Create Document Attachment Creates and adds an attachment to a PandaDoc document. This tool allows you to attach downloadable files such as supplemental materials, Excel spreadsheets, or other content without embedding them directly into the docu…
  • Create Document from File Upload Creates a new document in PandaDoc by uploading a file (PDF, DOCX, or RTF). Converts existing documents into PandaDoc documents for processing, signing, and tracking. Either `file` or `url` must be provided; omitting bo…
  • Create Document Folder Creates a new folder in PandaDoc to organize documents. This action allows users to create a new folder with a specified name and optionally set a parent folder to create a nested folder structure.
  • Create or Update Contact This tool creates a new contact or updates an existing one in PandaDoc based on the email address. If a contact with the provided email exists, it will be updated; otherwise, a new contact will be created.
  • Create Template This tool allows users to create a new template in PandaDoc from a PDF file or from scratch. It handles file upload validation, parameter checks, proper error handling, and authentication with the PandaDoc API. The temp…
  • Create PandaDoc Webhook Creates a new webhook subscription in PandaDoc to receive notifications about specific events. This action allows you to set up webhook notifications for various document-related events such as status changes, recipient…
  • Delete Contact This tool allows you to delete a contact from your PandaDoc account. The action is permanent and cannot be undone.
  • Delete Template This tool deletes a specific template from PandaDoc. Once a template is deleted, it cannot be recovered. This action is permanent and should be used with caution.
  • Get Document Details Fetch detailed metadata for a specific PandaDoc document including recipients, fields/tokens values, pricing data, metadata, tags, and content-block names. Use this after discovering a document via list/search to inspec…
  • Get Template Details This tool retrieves detailed information about a specific template by its ID. The endpoint returns comprehensive template details including metadata, content details, and sharing settings.
  • List Contacts List all contacts in your PandaDoc workspace. Returns all contacts with their details including email, name, company, and contact information. Optionally filter by exact email address. Note: The API returns all contacts…
  • List Document Folders This tool retrieves a list of all document folders in PandaDoc. It's a standalone action that doesn't require any external dependencies or resource IDs. The tool will return a list of folders containing documents, with…
  • List Templates This tool retrieves a list of all templates available in the PandaDoc account. It supports parameters to filter templates by name, shared status, deleted status, pagination, and tag filtering, and returns detailed templ…
  • Move Document to Folder This tool allows users to move a document to a specific folder within their PandaDoc account. It performs a POST request to move the document to the specified folder. Both the document and the destination folder must ex…
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in PandaDoc, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

PandaDoc questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions PandaDoc's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put PandaDoc to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

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