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PandaDoc

Your own API keyBusiness OpsKnowledge

Connect it in Quilt

PandaDoc offers document creation, e-signatures, and workflow automation, helping sales teams and businesses streamline proposals, contracts, and agreement processes

Uses your own API key. Composio asks for it once and keeps it; Quilt never sees it.

Reads on its own51

Agents use these right away.

  • Download a completed documentDownload a completed document.
  • Download DocumentDownload a PandaDoc document as PDF, or a bundle as separate PDFs in a ZIP.
  • Download a document attachmentDownload a document attachment.
  • Get API log detailsGet API log details.
  • Get attachment detailsGet attachment details.
  • Get automatic reminder settingsGet automatic reminder settings.
  • Get automatic reminder statusGet automatic reminder status.
  • Get contact detailsGet contact details.
  • Get content library item detailsGet content library item details.
  • Get content library item statusGet content library item status.
  • Get the current memberGet the current member.
  • Get Document DetailsFetch detailed metadata for a specific PandaDoc document including recipients, fields/tokens values, pricing data, metadata, tags, and content-block names.
  • Get the document eSign disclosureGet the document eSign disclosure.
  • Get document section detailsGet document section details.
  • Get document settingsGet document settings.
  • Get document statusGet document status.
  • Get member detailsGet member details.
  • Get notarization request detailsGet notarization request details.
  • Get a product catalog itemGet a product catalog item.
  • Get section upload statusGet section upload status.
  • Get template settingsGet template settings.
  • Get template sharing settingsGet template sharing settings.
  • Get template statusGet template status.
  • Get a user by IDGet a user by ID.
  • Get webhook event detailsGet webhook event details.
  • Get webhook subscription detailsGet webhook subscription details.
  • List API logsList API logs.
  • List ContactsList PandaDoc workspace contacts, optionally filtering by email address.
  • List content library itemsList content library items.
  • List document attachmentsList document attachments.
  • List document audit trailList document audit trail.
  • List document fieldsList document fields.
  • List Document FoldersList PandaDoc document folders, optionally specifying a parent folder and pagination.
  • List DocumentsList and search PandaDoc documents with filters, pagination, and ordering.
  • List documents by linked objectList documents by linked object.
  • List document sectionsList document sections.
  • List formsList forms.
  • List linked objectsList linked objects.
  • List notariesList notaries.
  • List notarization requestsList notarization requests.
  • List recent SMS opt-outsList recent SMS opt-outs.
  • List template foldersList template folders.
  • List TemplatesThis tool retrieves a list of all templates available in the PandaDoc account.
  • List usersList users.
  • List webhook eventsList webhook events.
  • List webhook subscriptionsList webhook subscriptions.
  • List workspace membersList workspace members.
  • List workspacesList workspaces.
  • Search Catalog ItemsSearch PandaDoc product catalog items with filters and ordering.
  • Search product catalog itemsSearch product catalog items.
  • Get Template DetailsRetrieve details for a specific PandaDoc template by ID, including metadata, roles, fields, tokens and pricing information when available.

Asks someone first60

Anything that sends, creates, changes or deletes waits for a person to approve it in the session’s chat.

  • Add a document recipientAdd a document recipient.
  • Add a workspace memberAdd a workspace member.
  • Append a content library item to a documentAppend a content library item to a document.
  • Bulk-delete documentsBulk-delete documents.
  • Change document ownershipChange document ownership.
  • Change document statusChange document status.
  • Change a workspace member roleChange a workspace member role.
  • Create a content library itemCreate a content library item.
  • Create Document AttachmentCreates and adds an attachment to a PandaDoc document.
  • Create a document editing sessionCreate a document editing session.
  • Create document fieldsCreate document fields.
  • Create Document from File UploadCreates a new document in PandaDoc by uploading a file (PDF, DOCX, or RTF).
  • Create a document sectionCreate a document section.
  • Create Document Section from File UploadAdd a section to an existing version 2 document from a PDF, DOCX, or RTF.
  • Create an embedded signing sessionCreate an embedded signing session.
  • Create Document FolderCreates a new folder in PandaDoc to organize documents.
  • Create a linked objectCreate a linked object.
  • Create a notarization requestCreate a notarization request.
  • Create a product catalog itemCreate a product catalog item.
  • Create TemplateThis tool allows users to create a new template in PandaDoc from a PDF file or from scratch.
  • Create a template editing sessionCreate a template editing session.
  • Create a template folderCreate a template folder.
  • Create a userCreate a user.
  • Create PandaDoc WebhookCreates a new webhook subscription in PandaDoc to receive notifications about specific events.
  • Create a workspaceCreate a workspace.
  • Deactivate a workspaceDeactivate a workspace.
  • Delete ContactThis tool allows you to delete a contact from your PandaDoc account.
  • Delete a documentDelete a document.
  • Delete a document attachmentDelete a document attachment.
  • Delete a document recipientDelete a document recipient.
  • Delete a document sectionDelete a document section.
  • Delete a linked objectDelete a linked object.
  • Delete a notarization requestDelete a notarization request.
  • Delete a product catalog itemDelete a product catalog item.
  • Delete TemplateThis tool deletes a specific template from PandaDoc.
  • Delete a webhook subscriptionDelete a webhook subscription.
  • Duplicate a templateDuplicate a template.
  • Move a document to draftMove a document to draft.
  • Move Document to FolderThis tool allows users to move a document to a specific folder within their PandaDoc account.
  • Reassign a document signerReassign a document signer.
  • Remove a workspace memberRemove a workspace member.
  • Rename a document folderRename a document folder.
  • Rename a template folderRename a template folder.
  • Send a documentSend a document.
  • Send a manual reminderSend a manual reminder.
  • Transfer ownership of all documentsTransfer ownership of all documents.
  • Update automatic reminder settingsUpdate automatic reminder settings.
  • Update a documentUpdate a document.
  • Update document field assignmentsUpdate document field assignments.
  • Update a document quoteUpdate a document quote.
  • Update a document recipientUpdate a document recipient.
  • Update document settingsUpdate document settings.
  • Update a product catalog itemUpdate a product catalog item.
  • Update a templateUpdate a template.
  • Update template settingsUpdate template settings.
  • Update template sharing settingsUpdate template sharing settings.
  • Update a webhook subscriptionUpdate a webhook subscription.
  • Change Document Status with UploadManually change a document's status with an optional file attachment.
  • Create Content Library Item from File UploadUpload a file to create a PandaDoc content library item asynchronously.
  • Create or Update ContactCreate a PandaDoc contact or attempt to update an existing contact by email.
PandaDoc integration · Quilt