PandaDoc

Create, send, track, and eSign documents and proposals via the PandaDoc API.

API Key109 tools6 triggers

Connect PandaDoc

Free account. No credit card required.

Three ways to use PandaDoc

Ask your specialist

Pull data, take actions, or answer questions with this integration, right in a conversation.

Build a workflow

Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.

Power an app

Use this integration as a data source or action layer behind a dashboard, form, or internal tool.

Supported tools

Actions your AI agents can perform with PandaDoc.

Add Member to Workspace

Add an existing user to a workspace with a specified role. Requires Organization Admin or Workspace Admin API key.

Tool

Add Recipient (CC)

Add a CC recipient to a document by contact details.

Tool

Append Content Library Item to Document

Append a content library item to an existing draft document, adding its content blocks.

Tool

Change Document Status

Manually change a document's status to completed, paid, voided, or declined.

Tool

Change Document Status with Upload

Manually change a document's status while attaching evidence (e.g., a signed PDF) as proof of the status change.

Tool

Create API Key

Generate a new API key (Sandbox or Production) for a workspace. Requires Organization Admin API key.

Tool

Supported triggers

Start a workflow when something happens in PandaDoc.

Document Sent in PandaDoc

Triggers when a document transitions to sent status

Trigger

Document Viewed in PandaDoc

Triggers when a document transitions to viewed status

Trigger

Document Completed in PandaDoc

Triggers when a document transitions to completed status (all signers signed)

Trigger

Document Paid in PandaDoc

Triggers when a document transitions to paid status

Trigger

Document Declined in PandaDoc

Triggers when a document transitions to declined status

Trigger

Document Status Changed in PandaDoc

Triggers when a document reaches a configured status. Use the pre-baked Document Sent/Viewed/Completed/Paid/Declined triggers when you only need one specific status — this trigger is for cases where you want to react to multiple status transitions in one workflow.

Trigger

Get started automating PandaDoc

01Connect your accountLink your account securely with OAuth or an API key.

02Choose a trigger or toolPick the events and actions your workflow should use.

03Configure the workflowDescribe what you want and your specialist wires it up for you.

04Refine the processTest runs, review output, and tweak until it's right.

05Turn it onSet it live and it runs on a schedule or on events.

Ready-to-use workflows

Prompts using PandaDoc

Browse all

Draft PandaDoc proposals from Fireflies sales calls Deal won handoff when a PandaDoc contract is signed Auto-send QuickBooks invoices when PandaDoc contracts are signed Pre-draft PandaDoc proposals when HubSpot deals advance Daily triage of stalled PandaDoc deals into Slack