PandaDoc

Create, manage, and e-sign documents and proposals via the PandaDoc API.

Detail	Value
Category	Legal
Base URL	https://api.pandadoc.com/public/v1
Authentication	API Key
Endpoints	6
Connector key	pandadoc

Using PandaDoc in a workflow

1. Go to Connections and click New Connection.
2. Pick PandaDoc from the marketplace.
3. Enter your credentials (see Authentication above for what's expected).
4. In a workflow, drop an API Call node and select this connection.
5. Pick the operation you need from the Operation dropdown — the full list is below.

Available endpoints

Endpoint	Summary
GET /documents	List documents
POST /documents	Create a document
GET /documents/{documentId}	Get document details
POST /documents/{documentId}/send	Send a document for signing
GET /documents/{documentId}/download	Download a completed document
GET /templates	List templates

Each endpoint is documented in full below. Use the outline on the right to jump to one.

GET /documents

List documents

Detail	Value
Operation ID	legal.listDocuments
Method	GET
Path	/documents

Parameters

Name	Location	Type	Required
q	query	string	No

Using this endpoint in a workflow

1. Add an API Call node to your workflow.
2. Pick your PandaDoc connection from the Connection dropdown.
3. In the Operation dropdown, select legal.listDocuments.
4. Fill in the parameter fields that appear. Use {{...}} to reference upstream values.

What it returns

The API Call node writes the response to the workflow context:

{
  status: 200,
  success: true,
  data: { ...response body from the API... },
  latencyMs: 142
}

Reference response fields downstream as {{nodeId.data.path}}. The exact response shape is documented on the upstream PandaDoc API reference.

POST /documents

Create a document

Detail	Value
Operation ID	legal.createDocument
Method	POST
Path	/documents

Parameters

No parameters.

Using this endpoint in a workflow

1. Add an API Call node to your workflow.
2. Pick your PandaDoc connection from the Connection dropdown.
3. In the Operation dropdown, select legal.createDocument.
4. Fill in the parameter fields that appear. Use {{...}} to reference upstream values.

What it returns

The API Call node writes the response to the workflow context:

{
  status: 200,
  success: true,
  data: { ...response body from the API... },
  latencyMs: 142
}

Reference response fields downstream as {{nodeId.data.path}}. The exact response shape is documented on the upstream PandaDoc API reference.

GET /documents/{documentId}

Get document details

Detail	Value
Operation ID	legal.getDocument
Method	GET
Path	/documents/{documentId}

Parameters

Name	Location	Type	Required
documentId	path	string	Yes

Using this endpoint in a workflow

1. Add an API Call node to your workflow.
2. Pick your PandaDoc connection from the Connection dropdown.
3. In the Operation dropdown, select legal.getDocument.
4. Fill in the parameter fields that appear. Use {{...}} to reference upstream values.

Required fields are marked — fill them or the call will fail at runtime.

What it returns

The API Call node writes the response to the workflow context:

{
  status: 200,
  success: true,
  data: { ...response body from the API... },
  latencyMs: 142
}

Reference response fields downstream as {{nodeId.data.path}}. The exact response shape is documented on the upstream PandaDoc API reference.

POST /documents/{documentId}/send

Send a document for signing

Detail	Value
Operation ID	legal.sendDocument
Method	POST
Path	/documents/{documentId}/send

Parameters

Name	Location	Type	Required
documentId	path	string	Yes

Using this endpoint in a workflow

1. Add an API Call node to your workflow.
2. Pick your PandaDoc connection from the Connection dropdown.
3. In the Operation dropdown, select legal.sendDocument.
4. Fill in the parameter fields that appear. Use {{...}} to reference upstream values.

Required fields are marked — fill them or the call will fail at runtime.

What it returns

The API Call node writes the response to the workflow context:

{
  status: 200,
  success: true,
  data: { ...response body from the API... },
  latencyMs: 142
}

Reference response fields downstream as {{nodeId.data.path}}. The exact response shape is documented on the upstream PandaDoc API reference.

GET /documents/{documentId}/download

Download a completed document

Detail	Value
Operation ID	legal.downloadDocument
Method	GET
Path	/documents/{documentId}/download

Parameters

Name	Location	Type	Required
documentId	path	string	Yes

Using this endpoint in a workflow

1. Add an API Call node to your workflow.
2. Pick your PandaDoc connection from the Connection dropdown.
3. In the Operation dropdown, select legal.downloadDocument.
4. Fill in the parameter fields that appear. Use {{...}} to reference upstream values.

Required fields are marked — fill them or the call will fail at runtime.

What it returns

The API Call node writes the response to the workflow context:

{
  status: 200,
  success: true,
  data: { ...response body from the API... },
  latencyMs: 142
}

Reference response fields downstream as {{nodeId.data.path}}. The exact response shape is documented on the upstream PandaDoc API reference.

GET /templates

List templates

Detail	Value
Operation ID	legal.listTemplates
Method	GET
Path	/templates

Parameters

No parameters.

Using this endpoint in a workflow

1. Add an API Call node to your workflow.
2. Pick your PandaDoc connection from the Connection dropdown.
3. In the Operation dropdown, select legal.listTemplates.
4. Fill in the parameter fields that appear. Use {{...}} to reference upstream values.

What it returns

The API Call node writes the response to the workflow context:

{
  status: 200,
  success: true,
  data: { ...response body from the API... },
  latencyMs: 142
}

Reference response fields downstream as {{nodeId.data.path}}. The exact response shape is documented on the upstream PandaDoc API reference.