PandaDoc Extension

Connect your PandaDoc workspace by saving your API Key, after checking it actually works. Generate one in the Developer Dashboard (Sandbox key is free/self-serve; Production key requires PandaDoc Sales approval). This manages documents, templates, forms, contacts, webhooks, and your product catalog in your own PandaDoc workspace.

Disconnect a PandaDoc workspace: deletes the saved API Key. Nothing in your PandaDoc account itself is changed.

List the connected PandaDoc workspaces.

List documents in the connected PandaDoc workspace, optionally filtered by parent template/form/folder/contact.

Create a new PandaDoc document from a template (template_uuid + recipients) or from a publicly reachable PDF URL. Pass exactly the fields PandaDoc expects as raw JSON in payload_json (see CONNECTOR_DISCOVERY.md for the two request shapes).

Create a new PandaDoc document by uploading a PDF/DOCX file (base64-encoded content_b64) with a name and recipients, instead of starting from a template.

Read one document's current status by id (draft/sent/completed/viewed/etc).

Permanently delete a PandaDoc document. Cannot be undone.

Permanently delete several PandaDoc documents in one call, by explicit document ids. Cannot be undone.

Update selected fields of an existing PandaDoc document (name, tags, metadata). Pass changed fields as raw JSON in fields_json.

Read one document in full: recipients, pricing tables, tokens, fields, and full metadata.

Send an existing draft document to its recipients for signing, optionally with a custom subject/message.

Move a document to a specific PandaDoc status code (e.g. mark a draft document.draft as sent). Use PandaDoc's documented numeric status codes.

Download a completed/draft document's PDF content as base64.

Read the eSign disclosure text shown to signers for one document.

Read the tamper-evident audit trail (who viewed/signed/declined and when) for one document.

Read per-document settings (e.g. recipient signing order enforcement, language).

Update per-document settings (recipient signing order enforcement, language, etc). Pass changed fields as raw JSON.

Move a document into a different documents folder.

Read which workspace member currently owns a document.

Reassign a document to a different workspace member.

List templates available in the connected PandaDoc workspace, optionally filtered by folder or tag.

Read one PandaDoc template in full -- its tags, roles, and content.

Update a template's tokens and/or role assignments.

Permanently delete a PandaDoc template. Cannot be undone.

Duplicate an existing PandaDoc template -- same content/roles, a new id.

List forms available in the connected PandaDoc workspace.

Read one PandaDoc form's field schema in full.

List Content Library items (reusable blocks/clauses) in the connected PandaDoc workspace.

Read one Content Library item in full.

List folders used to organize documents in the connected PandaDoc workspace.

Create a new folder to organize documents.

Rename an existing document folder.

List folders used to organize templates in the connected PandaDoc workspace.

Create a new folder to organize templates.

Rename an existing template folder.

Read the merge/form field values currently set on a document.

Update merge/form field values on a document that is still in draft.

List the recipients, approvers, and CC'd contacts on a document.

Add a contact as a recipient, approver, or CC on a document, by contact id.

Update a recipient's details on a document still in draft (e.g. fix a mistyped email).

Remove a recipient from a document still in draft. Cannot be undone.

Send an immediate one-off reminder email to a document's pending recipients.

Read a document's automatic reminder schedule settings.

Update a document's automatic reminder schedule (turn on/off, change cadence).

Read whether a document's automatic reminders are currently active.

List files attached to a document (separate from the document's own content).

Attach a file (fetched from a publicly reachable URL) to a document.

Permanently remove an attachment from a document. Cannot be undone.

List the content sections/bundles that make up a multi-section document.

Add a new content section to a document, built from an existing template.

List CRM/external objects (e.g. a HubSpot deal or Salesforce opportunity) linked to a document.

Link an external CRM object (provider + entity type + id) to a document.

Remove a previously linked external CRM object from a document.

List contacts (external people you send documents to) saved in the connected PandaDoc workspace.

Create a new contact (a person you can add as a document recipient/approver) in the connected PandaDoc workspace.

Update selected fields of an existing PandaDoc contact.

Permanently delete a contact from the connected PandaDoc workspace. Documents already sent to them are not affected.

List the members (users) of the connected PandaDoc workspace.

List webhook subscriptions configured on this PandaDoc workspace.

Read one webhook subscription's full configuration by id.

Subscribe to a PandaDoc event (e.g. document_state_changed, recipient_completed) -- PandaDoc will POST to your URL whenever it happens.

Update an existing webhook subscription's name, URL, triggers, and/or active state. Only given fields change.

Permanently remove a webhook subscription. Cannot be undone.

List the event types PandaDoc can notify a webhook subscription about (e.g. document_state_changed, recipient_completed, template_created).

List products/services in the connected PandaDoc pricing catalog.

Create a new product/service in the connected PandaDoc pricing catalog, so it can be added to documents/quotes as a priced line item.

Read one product/service catalog item in full.

Update selected fields of an existing catalog item (price, title, SKU, etc). Only given fields change.

Permanently delete a product/service from the pricing catalog. Cannot be undone.

List recent API request logs for the connected PandaDoc workspace -- useful for debugging integration issues.

Send several draft PandaDoc documents in one call, by explicit document ids. Continues past per-item failures and reports which succeeded/failed.

Send a manual reminder for several PandaDoc documents in one call, by explicit document ids. Continues past per-item failures and reports which succeeded/failed.

Build one aggregated health report across recent documents in the connected PandaDoc workspace: status breakdown (draft/sent/viewed/completed/declined/expired), overdue unsigned documents, and documents with no assigned owner -- a value-add report PandaDoc's own API does not provide directly.