PandaDoc
App · E-Signatures · 4 actions
Connect your PandaDoc account to create, send, and track documents.
Actions
| Action | What it does |
|---|---|
| Create document from template | Create a new document from a PandaDoc template. |
| Get document status | Check a document's current status. |
| List documents | List the documents in your PandaDoc account. |
| Send document | Send a draft document to its recipients for signature. |
Create document from template
Create a new document from a PandaDoc template.
Inputs
- Name
nametextRequired - Name for the new document.
- Template ID
template_uuidtextRequired - ID of the PandaDoc template to create the document from. Find it in the template's URL when viewing it in the PandaDoc app: app.pandadoc.com/a/#/templates/{id}.
- Recipients
recipientslistRequired - Who should receive the document. Each recipient needs an email; first_name, last_name, and role are optional.
Outputs
document_idtext- ID of the created document. Use with get-document-status and send-document.
nametext- Document name
statustext- Document status immediately after creation, typically 'document.uploaded' while it is generated
Example output
{
"document_id": "AbCdEfGh123456",
"name": "Sales Proposal: Acme Corp",
"status": "document.uploaded"
}Get document status
Check a document's current status.
Inputs
- Document ID
document_idtextRequired - ID of the document to look up.
Outputs
date_completedtext- When the document was completed, empty if not yet completed
date_createdtext- When the document was created
date_modifiedtext- When the document was last modified
idtext- Document ID
nametext- Document name
statustext- Document status, for example 'document.draft', 'document.sent', or 'document.completed'
Example output
{
"date_completed": "2026-01-16T09:00:00.000000Z",
"date_created": "2026-01-15T10:00:00.000000Z",
"date_modified": "2026-01-16T09:00:00.000000Z",
"id": "AbCdEfGh123456",
"name": "Sales Proposal: Acme Corp",
"status": "document.completed"
}List documents
List the documents in your PandaDoc account.
Inputs
- Maximum documents
countnumber - Maximum number of documents to return (default 25).
Outputs
documentslist- List of documents in the account
Example output
{
"documents": [
{
"date_created": "2026-01-15T10:00:00.000000Z",
"date_modified": "2026-01-15T10:00:00.000000Z",
"id": "AbCdEfGh123456",
"name": "Sales Proposal: Acme Corp",
"status": "document.draft"
}
]
}Send document
Send a draft document to its recipients for signature.
Inputs
- Document ID
document_idtextRequired - ID of the document to send.
- Subject
subjecttext - Email subject line. Uses the document's default if omitted.
- Message
messagetext - Email message body. Uses the document's default if omitted.
Outputs
idtext- Document ID
recipientslist- Recipients the document was sent to
statustext- Document status after sending, typically 'document.sent'
Example output
{
"id": "AbCdEfGh123456",
"recipients": [
{
"email": "jane@example.com",
"first_name": "Jane",
"last_name": "Doe"
}
],
"status": "document.sent"
}