# PandaDoc

> Connect your PandaDoc account to create, send, and track documents.

App · E-Signatures · 4 actions. Web page: https://docs.lodol.com/docs/integrations/pandadoc

## Actions

### Create document from template

Create a new document from a PandaDoc template.

**Inputs**

- Name (`name`, text, required): Name for the new document.
- Template ID (`template_uuid`, text, required): 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 (`recipients`, list, required): Who should receive the document. Each recipient needs an email; first_name, last_name, and role are optional.

**Outputs**

- `document_id` (text): ID of the created document. Use with get-document-status and send-document.
- `name` (text): Document name
- `status` (text): Document status immediately after creation, typically 'document.uploaded' while it is generated

**Example output**

```json
{
  "document_id": "AbCdEfGh123456",
  "name": "Sales Proposal: Acme Corp",
  "status": "document.uploaded"
}
```

### Get document status

Check a document's current status.

**Inputs**

- Document ID (`document_id`, text, required): ID of the document to look up.

**Outputs**

- `date_completed` (text): When the document was completed, empty if not yet completed
- `date_created` (text): When the document was created
- `date_modified` (text): When the document was last modified
- `id` (text): Document ID
- `name` (text): Document name
- `status` (text): Document status, for example 'document.draft', 'document.sent', or 'document.completed'

**Example output**

```json
{
  "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 (`count`, number): Maximum number of documents to return (default 25).

**Outputs**

- `documents` (list): List of documents in the account

**Example output**

```json
{
  "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_id`, text, required): ID of the document to send.
- Subject (`subject`, text): Email subject line. Uses the document's default if omitted.
- Message (`message`, text): Email message body. Uses the document's default if omitted.

**Outputs**

- `id` (text): Document ID
- `recipients` (list): Recipients the document was sent to
- `status` (text): Document status after sending, typically 'document.sent'

**Example output**

```json
{
  "id": "AbCdEfGh123456",
  "recipients": [
    {
      "email": "jane@example.com",
      "first_name": "Jane",
      "last_name": "Doe"
    }
  ],
  "status": "document.sent"
}
```