Reference

Create or Update Contact

Automatically add new clients or update existing contact information in PandaDoc by email address, keeping your contact database current without manual entry.

Delete Contact

Remove a contact from your PandaDoc account permanently. Use this when you no longer need to work with a specific person or organization.

List Contacts

Retrieve all contacts stored in your PandaDoc workspace with their complete details like email, name, and company information. Optionally filter results by specific email addresses to quickly locate contacts.

Create Document from File Upload

Upload an existing document file to PandaDoc where it can be edited, signed, and tracked. This converts your PDF, DOCX, or RTF files into PandaDoc documents for collaboration and e-signature workflows.

Get Document Details

Retrieve comprehensive details about a specific PandaDoc document including recipient information, field values, pricing data, and metadata to understand document status and content for reporting or automation purposes.

Create Document Attachment

Add downloadable files to PandaDoc documents as attachments, allowing you to include supplemental materials like spreadsheets or references without embedding them directly in the document.

Create Document Folder

Create organized folders in PandaDoc to categorize and structure your document library. This helps you maintain a clean workspace and quickly locate documents by project, client, or document type.

List Document Folders

Retrieves all document folders stored in your PandaDoc account to help you organize and locate your document collections. This is useful for understanding your document structure and managing your file organization.

Move Document to Folder

Organize your PandaDoc documents by moving them into folders to keep your workspace structured and easy to navigate. This helps you maintain a clean document library and quickly locate files when you need them.

Create Template

Create a new template in PandaDoc by uploading a PDF or defining template structure from scratch, enabling you to reuse standardized document layouts for proposals, contracts, and other business documents.

Delete Template

Permanently removes a document template from PandaDoc that you no longer need or use. This is useful for cleaning up your template library and removing outdated or duplicate templates.

Get Template Details

Retrieve comprehensive details about a PandaDoc template including its content, metadata, and sharing settings to understand its structure and configuration. This helps you verify template setup before using it for document generation or sharing it with team members.

List Templates

Retrieve all available templates from your PandaDoc account with options to filter by name, tags, or sharing status. Use this to discover and organize your document templates for quick access when creating new documents.

Create PandaDoc Webhook

Set up automated notifications to your app whenever important document events occur in PandaDoc, such as when contracts are signed or status changes happen. This lets you keep your workflows synchronized without manually checking PandaDoc.