PandaDoc
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AI Compatible
Tools
Create Document Attachment
Adds an attachment to a document. See the documentation here
Create Document From File
Create a document from a file or public file URL. See the documentation here Return only the translated text without explanations.
Create Document From Template
Create a Document from a PandaDoc Template. See the documentation here
Create Folder
Create a new folder to store your documents. See the documentation here
Create or Update Contact
This method adds or updates a contact using the email as index. See the documentation here
Get Document Details Return only the translated text without explanations.
Return detailed data about a document. See the documentation here Return only the translated text without explanations.
Download Document
Download a document as PDF. See documentation here Return only the translated text without explanations.
Download Protected Document
Download a completed document as a verifiable PDF. See documentation here
Get Document Status
Get basic status info about a document. See documentation here Return only the translated text without explanations.
List Completed Document Id Options
Retrieves available options for the Completed Document Id field.
List Contacts
List all contacts within an account. See the documentation here
List Document Attachments
Returns a list of attachments associated with a specified document. See the documentation here Return only the translated text without explanations.
List Document Folder Id Options
Retrieves available options for the Document Folder Id field.
List Document Id Options
Retrieves available options for the Document Id field.
List Documents
List documents, optionally filtering by a search query or tags. See the documentation here
List Folders
List folders which contain Documents. See the documentation here
List Template Id Options
Retrieves available options for the Template Id field.
Send Document
Move a document to sent status and send an optional email. See the documentation