PandaDoc

Document automation and e-signature: templates, documents and sending for signature.

5 actions API key 3 read2 write Calls api.pandadoc.com

Connect

TypeScript

const conn = await setu.connections.initiate({ userId: "user_1", toolkit: "pandadoc" });
console.log(conn.connectUrl); // show this to your user
await conn.waitUntilActive();

Permissions requested

This toolkit uses a single credential and requests no scopes.

Actions

Create document from templatewritepandadoc.create_document_from_templateCreate a draft document from a template, filling recipients (by role), merge variables (tokens), fields and metadata. It is created as a draft; PandaDoc processes it asynchronously, so poll get_document until status is document.draft before sending.

Input	Type		Description
`template_uuid`	string	Required	Template id from list_templates
`name`	string	Optional	Document name
`recipients`	array of object	Required	Recipients: [{email, first_name, last_name, role}] where role matches a template role
`tokens`	array of object	Optional	Template variables: [{name, value}]
`fields`	object	Optional	Field name to {value}, e.g. {"Delivery": {"value": "Same Day"}}
`metadata`	object	Optional	Your own key-value data stored on the document
`tags`	array of string	Optional	Tags

TypeScript

await setu.execute({
  userId: "user_1",
  action: "pandadoc.create_document_from_template",
  input: {
    "template_uuid": "<template_uuid>",
    "recipients": []
  },
});

Get documentreadpandadoc.get_documentGet a document's details: status, dates, recipients, total and template.

Input	Type		Description
`id`	string	Required	Document id

TypeScript

await setu.execute({
  userId: "user_1",
  action: "pandadoc.get_document",
  input: {
    "id": "<id>"
  },
});

List documentsreadpandadoc.list_documentsList and search documents with id, name and status. Filter by name, status number (0 draft, 1 sent, 2 completed...), template or tag.

Input	Type		Description
`q`	string	Optional	Match on name or reference number
`status`	integer	Optional	0 draft, 1 sent, 2 completed, 5 viewed, 6 waiting approval, 11 voided, 12 declined
`template_id`	string	Optional	Only documents made from this template
`tag`	string	Optional	Only documents with this tag
`order_by`	string	Optional	Sort field, prefix with - for descending, e.g. -date_created
`count`	integer	Optional	Results per page (max 100, default 50)
`page`	integer	Optional	Page number

TypeScript

await setu.execute({
  userId: "user_1",
  action: "pandadoc.list_documents",
  input: {},
});

List templatesreadpandadoc.list_templatesList document templates with ids and names; search by name or tag.

Input	Type		Description
`q`	string	Optional	Match on template name
`tag`	string	Optional	Only templates with this tag
`count`	integer	Optional	Results per page
`page`	integer	Optional	Page number

TypeScript

await setu.execute({
  userId: "user_1",
  action: "pandadoc.list_templates",
  input: {},
});

Send documentwritepandadoc.send_documentSend a draft document to its recipients by email for signature. This emails external people; the document must be in draft status. With a sandbox key, sending is limited.

Input	Type		Description
`id`	string	Required	Document id
`subject`	string	Optional	Email subject
`message`	string	Optional	Email message with the signing link
`silent`	boolean	Optional	Send no email notifications; recipients use a shared link instead

TypeScript

await setu.execute({
  userId: "user_1",
  action: "pandadoc.send_document",
  input: {
    "id": "<id>"
  },
});