14 available actions

What your AI agent can do in PandaDoc

PandaDoc offers document creation, e-signatures, and workflow automation, helping sales teams and businesses streamline proposals, contracts, and agreement processes This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

Get Document DetailsFetch detailed metadata for a specific PandaDoc document including recipients, fields/tokens values, pricing data, metadata, tags, and content-block names.
Get Template DetailsThis tool retrieves detailed information about a specific template by its ID.
Create or Update ContactThis tool creates a new contact or updates an existing one in PandaDoc based on the email address.
Create Document FolderCreates a new folder in PandaDoc to organize documents.
Move Document to FolderThis tool allows users to move a document to a specific folder within their PandaDoc account.
Delete ContactThis tool allows you to delete a contact from your PandaDoc account.

Browse all 14 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 5 actionsHide actions

Get Document DetailsFetch detailed metadata for a specific PandaDoc document including recipients, fields/tokens values, pricing data, metadata, tags, and content-block names.
Get Template DetailsThis tool retrieves detailed information about a specific template by its ID.
List ContactsList all contacts in your PandaDoc workspace.
List Document FoldersThis tool retrieves a list of all document folders in PandaDoc.
List TemplatesThis tool retrieves a list of all templates available in the PandaDoc account.

Create & communicateCreate records or send supported messagesView 6 actionsHide actions

Create Document AttachmentCreates and adds an attachment to a PandaDoc document.
Create Document from File UploadCreates a new document in PandaDoc by uploading a file (PDF, DOCX, or RTF).
Create Document FolderCreates a new folder in PandaDoc to organize documents.
Create or Update ContactThis tool creates a new contact or updates an existing one in PandaDoc based on the email address.
Create TemplateThis tool allows users to create a new template in PandaDoc from a PDF file or from scratch.
Create PandaDoc WebhookCreates a new webhook subscription in PandaDoc to receive notifications about specific events.

Update & manageChange and manage existing recordsView 1 actionHide actions

Move Document to FolderThis tool allows users to move a document to a specific folder within their PandaDoc account.

Remove & cancelRemove records or cancel supported workView 2 actionsHide actions

Delete ContactThis tool allows you to delete a contact from your PandaDoc account.
Delete TemplateThis tool deletes a specific template from PandaDoc.

Connection record

A connection you can control.

Sign-in: Customer-managed key
Setup: Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries: Only the approved role and actions.
Off switch: Revoke the connection from your account.

FAQ

Before you connect PandaDoc

How does the agent connect to PandaDoc?

With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.

What can the agent actually do in PandaDoc?

The page above lists the 14 actions currently available through the PandaDoc connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.

Is PandaDoc included in my plan?

Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.

How long until PandaDoc is ready?

Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put PandaDoc to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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