PandaDoc

Connect to PandaDoc for document creation, e-signatures, and contract automation.

Overview

PandaDoc is a document automation platform. The integration supports:

Templates - List and use document templates
Documents - Create, send, and track documents
E-signatures - Send for signature and track status
Folders - Organize documents
Contacts - Manage recipient contacts

Prerequisites

PandaDoc account (Free trial, Essentials, Business, or Enterprise)
API access enabled
OAuth app or API key configured

Authentication

PandaDoc uses OAuth 2.0 for authentication via Nango.

curl "http://localhost:3000/api/v1/connections/pandadoc/auth-url" \
  -H "x-api-key: YOUR_API_KEY"

Available Actions

Template Actions

listTemplates

List available templates.

{
  "action": "pandadoc.listTemplates",
  "config": {
    "q": "Sales Contract",
    "tag": "sales",
    "folderId": "folder-uuid",
    "count": 50,
    "page": 1
  }
}

Parameters:

Field	Type	Description
`q`	string	Search query
`tag`	string	Filter by tag
`folderId`	string	Filter by folder
`count`	number	Results per page (default: 50)
`page`	number	Page number
`deleted`	boolean	Include deleted

getTemplate

Get template details.

{
  "action": "pandadoc.getTemplate",
  "config": {
    "templateId": "{{input.templateId}}"
  }
}

Document Actions

createDocument

Create a document from a template.

{
  "id": "create-contract",
  "type": "action",
  "action": "pandadoc.createDocument",
  "config": {
    "templateId": "{{input.templateId}}",
    "name": "Contract - {{input.companyName}}",
    "recipients": [
      {
        "email": "{{input.signerEmail}}",
        "first_name": "{{input.signerFirstName}}",
        "last_name": "{{input.signerLastName}}",
        "role": "signer",
        "signing_order": 1
      },
      {
        "email": "{{input.ccEmail}}",
        "first_name": "{{input.ccFirstName}}",
        "last_name": "{{input.ccLastName}}",
        "role": "cc"
      }
    ],
    "tokens": [
      { "name": "Company.Name", "value": "{{input.companyName}}" },
      { "name": "Contract.Amount", "value": "{{input.amount}}" },
      { "name": "Contract.Date", "value": "{{input.contractDate}}" }
    ],
    "pricingTables": [
      {
        "name": "Products",
        "sections": [
          {
            "title": "Services",
            "rows": [
              {
                "options": { "qty_editable": false },
                "data": {
                  "Name": "Professional Services",
                  "Price": 5000,
                  "QTY": 1
                }
              }
            ]
          }
        ]
      }
    ],
    "folderId": "{{input.folderId}}",
    "tags": ["sales", "q1-2024"],
    "metadata": {
      "opportunity_id": "{{input.opportunityId}}",
      "source": "workflow"
    }
  }
}

Parameters:

Field	Type	Required	Description
`templateId`	string	Yes	Template UUID
`name`	string	Yes	Document name
`recipients`	array	No	Document recipients
`recipients[].email`	string	Yes	Recipient email
`recipients[].first_name`	string	No	First name
`recipients[].last_name`	string	No	Last name
`recipients[].role`	string	No	Role from template
`recipients[].signing_order`	number	No	Signing order
`tokens`	array	No	Template variable values
`tokens[].name`	string	Yes	Token name
`tokens[].value`	string	Yes	Token value
`pricingTables`	array	No	Pricing table data
`folderId`	string	No	Folder UUID
`tags`	array	No	Document tags
`metadata`	object	No	Custom metadata

getDocument

Get document details.

{
  "action": "pandadoc.getDocument",
  "config": {
    "documentId": "{{input.documentId}}"
  }
}

getDocumentStatus

Get document status (lighter endpoint for status checks).

{
  "action": "pandadoc.getDocumentStatus",
  "config": {
    "documentId": "{{steps.create.output.id}}"
  }
}

Document Statuses:

Status	Description
`document.draft`	Draft, not yet sent
`document.sent`	Sent for signature
`document.completed`	All signatures collected
`document.viewed`	Viewed by recipient
`document.waiting_approval`	Awaiting internal approval
`document.approved`	Internally approved
`document.rejected`	Rejected
`document.waiting_pay`	Awaiting payment
`document.paid`	Payment received
`document.voided`	Voided
`document.declined`	Declined by recipient
`document.external_review`	External review in progress

listDocuments

List documents with filters.

{
  "action": "pandadoc.listDocuments",
  "config": {
    "status": "document.sent",
    "templateId": "{{input.templateId}}",
    "q": "Contract",
    "tag": "sales",
    "folderId": "{{input.folderId}}",
    "createdFrom": "2024-01-01",
    "createdTo": "2024-12-31",
    "orderBy": "date_created",
    "count": 50,
    "page": 1
  }
}

sendDocument

Send a document for signature.

{
  "id": "send-for-signature",
  "type": "action",
  "action": "pandadoc.sendDocument",
  "config": {
    "documentId": "{{steps.create-contract.output.id}}",
    "subject": "Please sign: {{input.documentName}}",
    "message": "Hi {{input.recipientName}},\n\nPlease review and sign the attached document at your earliest convenience.\n\nThank you!",
    "silent": false,
    "forwarding_allowed": true
  }
}

Parameters:

Field	Type	Description
`documentId`	string	Document UUID
`subject`	string	Email subject
`message`	string	Email message
`silent`	boolean	Send without email (default: false)
`forwarding_allowed`	boolean	Allow forwarding (default: true)

createDocumentLink

Create a sharing/signing link.

{
  "action": "pandadoc.createDocumentLink",
  "config": {
    "documentId": "{{input.documentId}}",
    "recipient": "{{input.recipientEmail}}",
    "lifetime": 3600
  }
}

Parameters:

Field	Type	Description
`documentId`	string	Document UUID
`recipient`	string	Recipient email (for specific recipient link)
`lifetime`	number	Link lifetime in seconds (default: 3600)

Response:

{
  "id": "session-uuid",
  "expires_at": "2024-01-15T11:30:00Z",
  "link": "https://app.pandadoc.com/s/..."
}

downloadDocument

Get document download URL.

{
  "action": "pandadoc.downloadDocument",
  "config": {
    "documentId": "{{input.documentId}}",
    "watermark": false,
    "separateFiles": false
  }
}

deleteDocument

Delete a document.

{
  "action": "pandadoc.deleteDocument",
  "config": {
    "documentId": "{{input.documentId}}"
  }
}

updateDocumentStatus

Update document status (void, mark complete, etc.).

{
  "action": "pandadoc.updateDocumentStatus",
  "config": {
    "documentId": "{{input.documentId}}",
    "status": "document.voided",
    "note": "Voided per customer request",
    "notifySigner": true
  }
}

Valid Status Transitions:

From	To
`document.draft`	`document.sent`
`document.sent`	`document.voided`
`document.viewed`	`document.voided`
`document.waiting_approval`	`document.approved`, `document.rejected`

Folder Actions

listFolders

List folders.

{
  "action": "pandadoc.listFolders",
  "config": {
    "parentId": "{{input.parentFolderId}}",
    "count": 50,
    "page": 1
  }
}

createFolder

Create a new folder.

{
  "action": "pandadoc.createFolder",
  "config": {
    "name": "Q1 2024 Contracts",
    "parentId": "{{input.parentFolderId}}"
  }
}

renameFolder

Rename a folder.

{
  "action": "pandadoc.renameFolder",
  "config": {
    "folderId": "{{input.folderId}}",
    "name": "Q1 2024 Contracts - Archived"
  }
}

Contact Actions

listContacts

List contacts.

{
  "action": "pandadoc.listContacts",
  "config": {
    "email": "{{input.email}}"
  }
}

createContact

Create a new contact.

{
  "action": "pandadoc.createContact",
  "config": {
    "email": "{{input.email}}",
    "firstName": "{{input.firstName}}",
    "lastName": "{{input.lastName}}",
    "company": "{{input.companyName}}",
    "jobTitle": "{{input.title}}",
    "phone": "{{input.phone}}",
    "streetAddress": "{{input.address.street}}",
    "city": "{{input.address.city}}",
    "state": "{{input.address.state}}",
    "postalCode": "{{input.address.zip}}",
    "country": "{{input.address.country}}"
  }
}

updateContact

Update a contact.

{
  "action": "pandadoc.updateContact",
  "config": {
    "contactId": "{{input.contactId}}",
    "company": "{{input.newCompanyName}}",
    "jobTitle": "{{input.newTitle}}"
  }
}

deleteContact

Delete a contact.

{
  "action": "pandadoc.deleteContact",
  "config": {
    "contactId": "{{input.contactId}}"
  }
}

Webhook Triggers

PandaDoc webhooks trigger workflows on document events.

{
  "trigger": {
    "type": "webhook",
    "provider": "pandadoc",
    "events": ["document_state_changed", "recipient_completed"]
  }
}

Event Types:

Event	Description
`document_state_changed`	Document status changed
`recipient_completed`	Recipient completed their actions
`document_completed`	All recipients completed
`document_paid`	Payment received
`document_viewed`	Document was viewed
`document_deleted`	Document was deleted

Example Workflow

Complete contract workflow:

{
  "name": "Send Contract on Deal Close",
  "trigger": {
    "type": "webhook",
    "provider": "hubspot",
    "events": ["deal.propertyChange"]
  },
  "steps": [
    {
      "id": "check-stage",
      "type": "condition",
      "config": {
        "conditions": {
          "left": "{{input[0].propertyName}}",
          "operator": "eq",
          "right": "dealstage"
        },
        "then": ["check-closed"],
        "else": []
      }
    },
    {
      "id": "check-closed",
      "type": "condition",
      "config": {
        "conditions": {
          "left": "{{input[0].propertyValue}}",
          "operator": "eq",
          "right": "closedwon"
        },
        "then": ["get-deal"],
        "else": []
      }
    },
    {
      "id": "get-deal",
      "type": "action",
      "action": "hubspot.getDeal",
      "config": {
        "dealId": "{{input[0].objectId}}",
        "properties": ["dealname", "amount", "closedate"]
      }
    },
    {
      "id": "get-contact",
      "type": "action",
      "action": "hubspot.getAssociations",
      "config": {
        "objectType": "deals",
        "objectId": "{{input[0].objectId}}",
        "toObjectType": "contacts"
      }
    },
    {
      "id": "create-contract",
      "type": "action",
      "action": "pandadoc.createDocument",
      "config": {
        "templateId": "contract-template-uuid",
        "name": "Service Agreement - {{steps.get-deal.output.properties.dealname}}",
        "recipients": [
          {
            "email": "{{steps.get-contact.output.results[0].email}}",
            "role": "signer"
          }
        ],
        "tokens": [
          { "name": "Deal.Name", "value": "{{steps.get-deal.output.properties.dealname}}" },
          { "name": "Deal.Amount", "value": "{{steps.get-deal.output.properties.amount}}" }
        ]
      }
    },
    {
      "id": "wait-for-processing",
      "type": "wait",
      "config": {
        "duration": 5000
      }
    },
    {
      "id": "send-contract",
      "type": "action",
      "action": "pandadoc.sendDocument",
      "config": {
        "documentId": "{{steps.create-contract.output.id}}",
        "subject": "Service Agreement Ready for Signature",
        "message": "Please review and sign the attached service agreement."
      }
    },
    {
      "id": "notify-team",
      "type": "action",
      "action": "slack.sendMessage",
      "config": {
        "channel": "#sales",
        "text": "Contract sent for {{steps.get-deal.output.properties.dealname}}"
      }
    }
  ]
}

Rate Limits

Limit	Value
API calls	50/minute (standard)
API calls	300/minute (enterprise)
Document creation	100/hour
Bulk operations	10 concurrent

Troubleshooting

Common Errors

Error	Cause	Solution
`document_not_found`	Invalid document ID	Verify document exists
`template_not_found`	Invalid template ID	Verify template ID
`invalid_recipients`	Missing required recipient data	Check email format
`rate_limit_exceeded`	Too many requests	Implement backoff

Document Processing

Documents take time to process after creation:

Create document (status: document.draft)
Wait 3-5 seconds for processing
Send document (status: document.sent)

Use a wait step between creation and sending.

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