PandaDoc

Track PandaDoc documents and status, read templates, contacts, folders and attachments, create drafts from templates, update drafts and send them.

Generate proposals and contracts from CRM deals and update records when documents are viewed, signed or paid.

Build a flow with PandaDoc Provider API documentation

Source actions

Destination actions

Data types

Validation status

Implemented · fixture tested.

Implementation is checked against provider-shaped fixtures for every action, authentication failures, rate limits, pagination and duplicate safety. Provider sandbox and authorised account validation are recorded separately when credential-backed runs are completed.

What you can map

contacts

Create contact
Destination
Not retried automatically
Creates a workspace contact.
Get contact
Source
A contact by ID.
List contacts
Source
Workspace contacts, optionally matched by exact email.
Update contact
Destination
Duplicate protected
Updates supplied fields on a contact.

document attachments

List document attachments
Source
Attachment metadata on a document.

document folders

List document folders
Source
Document folders, optionally inside a parent folder.

document status

Get document status
Source
Lightweight status check, for polling after create or send.

documents

Create document from template
Destination
Not retried automatically
Creates a draft document from a template with recipients, variables and field values.
Get document details
Source
Full document details: recipients, tokens, fields, pricing, metadata and tags.
List documents
Source
Incremental
Documents filtered by status, template, folder, tag, search text or modified date.
Send document
Destination
Not retried automatically
High risk: sends a draft document to its recipients for viewing, approval, signature or payment.
Update draft document
Destination
Duplicate protected
Changes the name, recipients, variables, fields or metadata of a draft document.

templates

Get template details
Source
Template roles, variables (tokens), fields and metadata for mapping document creation.
List templates
Source
Templates in the workspace.

Authentication

PandaDoc API key

Plans and access

API access requires an Enterprise plan or a developer sandbox key. Sandbox keys work only with sandbox documents and have low rate limits.

Test environment

Generate a sandbox API key in the Developer Dashboard.

Rate limits

Per-endpoint limits per minute in production (for example document creation and sending are lower than reads); sandbox keys are limited to 10 requests per minute. HTTP 429.

Provider events

PandaDoc webhooks for document state, recipient and content events (HMAC signed). Nexra event triggers are not yet available; flows run on demand or on a schedule.

Before you build a flow

OAuth 2.0 connections are not implemented; use an API key.
Document creation is asynchronous: new documents start in document.uploaded; poll Get document status until document.draft before sending.
Creating documents from uploaded PDFs, document downloads, deletes, status overrides and recipient edits are not implemented.
Document creation and sending have no idempotency key; uncertain writes are not repeated automatically.