PandaDoc for AI agents

list_all_pandadoc_members

List Members. Returns: user_id, membership_id, email, first_name, last_name, is_active, workspace, workspace_name, emails_verified, role, user_license, date_created, date_modified.

get_single_pandadoc_member_by_id

Member Details. Returns: user_id, membership_id, email, first_name, last_name, is_active, workspace, workspace_name, emails_verified, role, user_license, date_created, date_modified. Required: id.

list_all_pandadoc_attachment_downloads

Download Document Attachment. Returns no documented response fields; the response body is the raw file bytes. Required: id, attachment_id.

list_all_pandadoc_auto_reminders_status

Document Auto Reminder Status. Returns: recipient_id, status. Required: document_id.

create_a_pandadoc_document_append_content_library_item

Append Content Library Item to a document. Returns: cli, block_mapping. Required: id.

pandadoc_document_attachments_bulk_delete

Delete Document Attachment. Returns an empty 204 response on success. Required: id, attachment_id.

list_all_pandadoc_document_attachments

Document Attachment Details. Returns: uuid, date_created, created_by, name. Required: id, attachment_id.

create_a_pandadoc_document_attachments_upload

Create Document Attachment From Upload. Returns: uuid, date_created, created_by, name. Required: id.

list_all_pandadoc_document_audit_trails

List Document Audit Trail. Returns: id, user, action, reason, date_created, ip_address. Required: document_id.

pandadoc_document_auto_reminders_bulk_update

Update Document Auto Reminder Settings. Returns: enabled, delivery_method, initial_delay_days, is_recurring, recurrence_frequency_days. Required: document_id, enabled.

list_all_pandadoc_document_auto_reminders

Document Auto Reminder Settings. Returns: enabled, delivery_method, initial_delay_days, is_recurring, recurrence_frequency_days. Required: document_id.

list_all_pandadoc_document_details

Document Details. Returns: id, name, autonumbering_sequence_name_prefix, folder_uuid, date_created, date_modified, date_completed, content_date_modified, date_sent, ref_number, created_by, template, expiration_date, metadata, tokens, fields, pricing, tables, images, texts, tags, sent_by, recipients, grand_total, linked_objects, status, approval_execution, version, lock. Required: id.

list_all_pandadoc_document_download_protecteds

Download Completed Document. Returns no documented response fields; the response body is the raw file bytes. Required: id.

list_all_pandadoc_document_downloads

Document Download. Returns no documented response fields; the response body is the raw file bytes. Required: id.

create_a_pandadoc_document_draft

Move Document to Draft. Returns: id, name, status, date_created, date_modified, expiration_date, version. Required: id.

create_a_pandadoc_document_editing_session

Create Document Editing Session. Returns: id, email, expires_at, key, token, document_id. Required: id, email.

list_all_pandadoc_document_esign_disclosures

Document eSign disclosure. Returns: is_enabled, company_name, esign_disclosure_text. Required: document_id.

pandadoc_document_fields_bulk_update

Update Document Fields Assignment. Returns an empty 204 response on success. Required: id, fields.

create_a_pandadoc_document_field

Create Document Fields. Returns: fields. Required: id.

list_all_pandadoc_document_fields

List Document Fields. Returns: uuid, name, title, value, field_id, type, placeholder, assigned_to, layout, section_uuid. Required: id.

pandadoc_document_linked_objects_bulk_delete

Delete Linked Object. Returns an empty 204 response on success. Required: id, linked_object_id.

create_a_pandadoc_document_linked_object

Create Linked Object. Returns: id, provider, entity_type, entity_id, children. Required: id, provider, entity_type, entity_id.

list_all_pandadoc_document_linked_objects

List Linked Objects. Returns: id, provider, entity_type, entity_id, children. Required: id.

create_a_pandadoc_document_move_to_folder

Document move to folder. Returns an empty 204 response on success. Required: id, folder_id.

pandadoc_document_ownerships_bulk_update

Update document ownership. Returns an empty 204 response on success. Required: id.

pandadoc_document_recipients_bulk_delete

Delete Document Recipient. Returns an empty 204 response on success. Required: id, recipient_id.

create_a_pandadoc_document_recipient

Add Document Recipient. Returns: recipient_id. Required: id, kind.

pandadoc_document_sections_bulk_delete

Delete Document Section. Returns an empty 204 response on success. Required: document_id, section_id.

get_single_pandadoc_document_section_by_id

Document Section Details. Returns: uuid, name, document_uuid. Required: document_id, id.

list_all_pandadoc_document_sections

List Document Sections. Returns: uuid, name. Required: document_id.

create_a_pandadoc_document_send_reminder

Send Manual Reminder. Returns: result. Required: document_id.

create_a_pandadoc_document_session

Create Document Session for Embedded Sign. Returns: id, expires_at. Required: id, recipient.

pandadoc_document_settings_bulk_update

Update document settings. Returns: language, qualified_electronic_signature, expires_in, suggest_edits. Required: document_id.

list_all_pandadoc_document_settings

Get document settings. Returns: language, qualified_electronic_signature, expires_in, suggest_edits. Required: document_id.

pandadoc_document_status_bulk_update

Document Status Change. Returns an empty 204 response on success. Required: id, status.

pandadoc_document_status_uploads_bulk_update

Document Status Change with Upload. Returns an empty 204 response on success. Required: id.

list_all_pandadoc_documents_linked_objects

List Documents by Linked Object. Returns: id, status, date_created, template_id. Required: entity_id, entity_type, provider.

pandadoc_documents_ownerships_bulk_update

Transfer all documents ownership. Returns an empty 204 response on success.

create_a_pandadoc_oauth_2_access_token

Create/Refresh Access Token. Returns: access_token, token_type, expires_in, scope, refresh_token.

pandadoc_public_documents_attach_attachment

Create Document Attachment. Returns: uuid, date_created, created_by, name. Required: id.

pandadoc_public_documents_bulk_delete

Delete documents (bulk). Returns: id.

create_a_pandadoc_public_document

Create Document. Returns: id, name, status, date_created, date_modified, expiration_date, version, uuid, links, info_message.

delete_a_pandadoc_public_document_by_id

Delete Document. Returns an empty 204 response on success. Required: id.

get_single_pandadoc_public_document_by_id

Document Status. Returns: id, name, status, date_created, date_modified, date_completed, expiration_date, version, uuid. Required: id.

list_all_pandadoc_public_documents

List Documents. Returns: id, name, status, date_created, date_modified, date_completed, expiration_date, version.

pandadoc_public_documents_list_attachments

List Document Attachments. Returns: uuid, date_created, created_by, name. Required: id.

pandadoc_public_documents_send

Send Document. Returns: id, name, status, date_created, date_modified, date_completed, expiration_date, version, uuid, recipients. Required: id.

update_a_pandadoc_public_document_by_id

Update Document. Returns an empty 204 response on success. Required: id.

create_a_pandadoc_public_documents_upload_markdown

Create Document from Markdown File Upload. Returns: id, name, status, date_created, date_modified, expiration_date, version, uuid, links, info_message.

create_a_pandadoc_public_documents_upload

Create Document from File Upload. Returns: id, name, status, date_created, date_modified, expiration_date, version, uuid, links, info_message.

create_a_pandadoc_recipient_reassign

Change Signer (Reassign Document Recipient). Returns: recipient_id. Required: id, recipient_id, kind.

pandadoc_recipients_bulk_update

Update Document Recipient. Returns an empty 204 response on success. Required: id, recipient_id.

list_all_pandadoc_sections_uploads

Document Section Upload Status. Returns: uuid, document_uuid, status, name, sections_uuids, date_created, date_modified. Required: document_id, upload_id.

create_a_pandadoc_sections_upload

Create Document Section. Returns: uuid, name, document_uuid, status, date_created, date_modified, date_completed, info_message. Required: document_id.

create_a_pandadoc_sections_uploads_upload

Create Document Section from File Upload. Returns: uuid, name, document_uuid, status, date_created, date_modified, date_completed, info_message. Required: document_id.

create_a_pandadoc_add_named_item

Add DSV Named Items to a Document. Returns: results, count. Required: document_id, items.

list_all_pandadoc_public_content_library_items

List Content Library Item. Returns: id, name, date_created, date_modified, version.

create_a_pandadoc_public_content_library_item

Create Content Library Item. Returns: id, name, date_created, date_modified, version, status.

get_single_pandadoc_public_content_library_item_by_id

Content Library Item Status. Returns: id, name, date_created, date_modified, version, status. Required: id.

create_a_pandadoc_public_content_library_items_upload

Create Content Library Item from File Upload. Returns: id, name, date_created, date_modified, version, status.

list_all_pandadoc_content_library_item_details

Content Library Item Details. Returns: id, name, date_created, date_modified, content_date_modified, created_by, metadata, tokens, fields, pricing, tags, roles, version, content_placeholders, tables, images. Required: id.

list_all_pandadoc_public_templates

List Templates. Returns: id, name, date_created, date_modified, version, content_date_modified.

create_a_pandadoc_public_template

Create Template. Returns: id, name, date_created, date_modified, version, content_date_modified.

get_single_pandadoc_public_template_by_id

Template Status. Returns: id, name, date_created, date_modified, version, status. Required: id.

update_a_pandadoc_public_template_by_id

Template Update. Returns an empty 204 response on success. Required: id.

delete_a_pandadoc_public_template_by_id

Delete Template. Returns an empty 204 response on success. Required: id.

create_a_pandadoc_public_templates_upload

Create Template from File Upload. Returns: id, name, date_created, date_modified, version, content_date_modified.

list_all_pandadoc_template_details

Template Details. Returns: id, name, folder_uuid, date_created, date_modified, content_date_modified, created_by, metadata, tokens, fields, pricing, tags, roles, version, content_placeholders, tables, images. Required: id.

create_a_pandadoc_template_editing_session

Create Template Editing Session. Returns: id, email, expires_at, key, token, template_id. Required: id, email.

list_all_pandadoc_template_settings

Get template settings. Returns: language. Required: template_id.

pandadoc_template_settings_bulk_update

Update template settings. Returns: language. Required: template_id.

list_all_pandadoc_public_forms

List Forms. Returns: id, name, date_created, date_modified, status.

list_all_pandadoc_documents_folders

List Documents Folders. Returns: uuid, name, date_created, has_folders, has_items.

create_a_pandadoc_documents_folder

Create Documents Folder. Returns: uuid, name, date_created. Required: name.

update_a_pandadoc_documents_folder_by_id

Rename Documents Folder. Returns: uuid, name, date_created. Required: id, name.

list_all_pandadoc_templates_folders

List Templates Folders. Returns: uuid, name, date_created, has_folders, has_items.

create_a_pandadoc_templates_folder

Create Templates Folder. Returns: uuid, name, date_created. Required: name.

update_a_pandadoc_templates_folder_by_id

Rename Templates Folder. Returns: uuid, name, date_created. Required: id, name.

list_all_pandadoc_public_contacts

List contacts. Returns: id, email, first_name, last_name, company, job_title, phone, country, state, street_address, city, postal_code.

create_a_pandadoc_public_contact

Create contact. Returns: id, email, first_name, last_name, company, job_title, phone, country, state, street_address, city, postal_code.

get_single_pandadoc_public_contact_by_id

Contact Details. Returns: id, email, first_name, last_name, company, job_title, phone, country, state, street_address, city, postal_code. Required: id.

update_a_pandadoc_public_contact_by_id

Update Contact. Returns: id, email, first_name, last_name, company, job_title, phone, country, state, street_address, city, postal_code. Required: id.

delete_a_pandadoc_public_contact_by_id

Delete Contact. Returns an empty 204 response on success. Required: id.

list_all_pandadoc_public_logs

List API Log. Returns: id, url, status, request_time, response_time.

get_single_pandadoc_public_log_by_id

API Log Details. Returns: id, url, method, status, request_time, response_time, response_body, query_params_string, query_params_object, request_body, token_type, application, key, request_id, user_email, user_id. Required: id.

list_all_pandadoc_public_logs_v_2

List API Log. Returns: id, url, status, request_time, response_time.

get_single_pandadoc_public_logs_v_2_by_id

API Log Details. Returns: id, url, method, status, request_time, response_time, response_body, query_params_string, query_params_object, request_body, token_type, application, key, request_id, user_email, user_id. Required: id.

get_single_pandadoc_public_member_by_id

Current Member Details. Returns: user_id, membership_id, email, first_name, last_name, is_active, workspace, workspace_name, emails_verified, role, user_license, date_created, date_modified.

create_a_pandadoc_member_token

Create Member Token. Returns: token. Required: member_id.

list_all_pandadoc_notary_notaries

List Notaries. Returns: id, email, name, status, commission_state.

list_all_pandadoc_notary_notarization_requests

List Notarization Requests. Returns: id, status, name, document_id, date_created, date_started, date_completed, created_by_user_id.

create_a_pandadoc_notary_notarization_request

Create Notarization Request. Returns: id, name, status, date_created, date_accepted, created_by, invitees. Required: document_id, invitation.

get_single_pandadoc_notary_notarization_request_by_id

Notarization Request Details. Returns: id, status, document_id, date_created, date_started, date_completed, created_by, invitees, signed_documents, recording, termination_reason, termination_details. Required: id.

delete_a_pandadoc_notary_notarization_request_by_id

Delete Notarization Request. Returns an empty 204 response on success. Required: id.

list_all_pandadoc_public_webhook_events

List Webhook Events. Returns: uuid, name, type, http_status_code, error, delivery_time. Required: count.

get_single_pandadoc_public_webhook_event_by_id

Webhook Event Details. Returns: uuid, name, type, http_status_code, error, delivery_time, url, signature, request_body, response_body, response_headers, event_time. Required: id.

list_all_pandadoc_public_webhook_subscriptions

List Webhook Subscriptions. Returns: uuid, name, url, active, payload, triggers, workspace_id, shared_key, status.

create_a_pandadoc_public_webhook_subscription

Create Webhook Subscription. Returns: uuid, name, url, active, payload, triggers, workspace_id, shared_key, status. Required: name, url, triggers.

get_single_pandadoc_public_webhook_subscription_by_id

Webhook Subscription Details. Returns: uuid, name, url, active, payload, triggers, workspace_id, shared_key, status. Required: id.

update_a_pandadoc_public_webhook_subscription_by_id

Update Webhook Subscription. Returns: uuid, name, url, active, payload, triggers, workspace_id, shared_key, status. Required: id.

delete_a_pandadoc_public_webhook_subscription_by_id

Delete Webhook Subscription. Returns an empty 204 response on success. Required: id.

pandadoc_webhook_subscription_shared_keys_bulk_update

Update Webhook Subscription Shared Key. Returns: shared_key. Required: id.

list_all_pandadoc_contents

[Beta] Document Content. Returns: format, content. Required: document_id, format.

list_all_pandadoc_document_ai_metadatas

[Beta] Get AI Metadata for a Document. Returns: id, key, field_type, settings, value. Required: document_id.

create_a_pandadoc_document_docx_export_task

[Beta] Create DOCX Export Task. Returns: id, document_id, status. Required: document_id.

list_all_pandadoc_document_docx_export_tasks

[Beta] DOCX Export Task. Returns: id, document_id, status, docx_items. Required: document_id, task_id.

pandadoc_document_quotes_bulk_update

Quote update. Returns: id, currency, total, summary, sections, merge_rules, settings. Required: document_id, quote_id.

list_all_pandadoc_document_summaries

[Beta] Document Summary. Returns: type, summary. Required: document_id, type.

create_a_pandadoc_documents_ai_metadata

[Beta] Get AI Metadata for Multiple Documents. Returns: count, results. Required: document_ids.

list_all_pandadoc_documents_searches

[Beta] List Documents Search. Returns: document_id, name, status, date_created, owner, folder, extra_fields. Required: q.

list_all_pandadoc_items_searches

List Catalog Items Search. Returns: billing_cycle, billing_type, bundle_items_count, workspace_id, category_id, category_name, created_by, cost, currency, custom_fields, date_created, date_modified, description, image_src, images, max_tier_value, min_tier_value, modified_by, price, pricing_method, sku, title, tiers, type, uuid, highlights.

pandadoc_member_roles_bulk_update

Change Member Role in Workspace. Returns: member_id, workspace_id, role, email. Required: workspace_id, member_id, role.

pandadoc_product_catalog_items_bulk_delete

Delete Catalog Item. Returns an empty 204 response on success. Required: item_uuid.

pandadoc_product_catalog_items_bulk_update

Update Catalog Item. Returns: uuid, title, date_created, date_modified, created_by, modified_by, category_id, category_name, type, bundle_items, default_price_configuration, variants. Required: item_uuid.

create_a_pandadoc_product_catalog_item

Create Catalog Item. Returns: uuid, title, date_created, date_modified, created_by, modified_by, category_id, category_name, type, bundle_items, default_price_configuration, variants. Required: title, price_configuration.

list_all_pandadoc_product_catalog_items

Catalog Item Details. Returns: uuid, title, date_created, date_modified, created_by, modified_by, category_id, category_name, type, bundle_items, default_price_configuration, variants. Required: item_uuid.

list_all_pandadoc_public_sms_opt_outs

Recent SMS Opt-out. Returns: phone_number, status, opt_out_changed.

create_a_pandadoc_public_user

Create User. Returns: user_id, workspaces. Required: user, workspaces, license.

get_single_pandadoc_public_user_by_id

Get User Details by ID. Returns: user_id, email, first_name, last_name, phone_number, license, is_organization_owner, workspaces. Required: id.

list_all_pandadoc_public_users

List Users. Returns: user_id, email, first_name, last_name, phone_number, license, is_organization_owner, workspaces.

pandadoc_public_workspaces_attach_member

Add Member to Workspace. Returns: member_id, workspace_id, role, email, first_name, last_name. Required: workspace_id, user_id, role.

create_a_pandadoc_public_workspace

Create Workspace. Returns: id, name. Required: name.

pandadoc_public_workspaces_deactivate

Deactivate Workspace. Specifies an empty response body on success. Required: workspace_id.

list_all_pandadoc_public_workspaces

List Workspaces. Returns: id, name, date_created, owner.

create_a_pandadoc_workspace_api_key

Create API Key. Returns: user_id, type, workspace_id, key. Required: workspace_id, type.

pandadoc_workspace_members_bulk_delete

Remove Member from Workspace. Returns an empty 204 response on success. Required: workspace_id, member_id.

PandaDoc

PandaDoc tools for your AI agents