# PandaDoc AI integration on Definable

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

## What this connects

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

Vendor: https://www.pandadoc.com/

## Tools available

**14** tools available. First 12:

- `PANDADOC_CREATE_DOCUMENT_ATTACHMENT` — Create Document Attachment — Creates and adds an attachment to a PandaDoc document. This tool allows you to attach downloadable files such as supplemental materials, Excel spreadsheets, or other content without embedding them directly into the document. Attachments can be added only to documents in 'document.draft' status, with a maximum of 10 files per document and a size limit of 50MB per file.
- `PANDADOC_CREATE_DOCUMENT_FROM_FILE` — Create Document from File Upload — Creates a new document in PandaDoc by uploading a file (PDF, DOCX, or RTF). Converts existing documents into PandaDoc documents for processing, signing, and tracking. Either `file` or `url` must be provided; omitting both will fail. Large files may time out during upload and conversion.
- `PANDADOC_CREATE_FOLDER` — Create Document Folder — Creates a new folder in PandaDoc to organize documents. This action allows users to create a new folder with a specified name and optionally set a parent folder to create a nested folder structure.
- `PANDADOC_CREATE_OR_UPDATE_CONTACT` — Create or Update Contact — This tool creates a new contact or updates an existing one in PandaDoc based on the email address. If a contact with the provided email exists, it will be updated; otherwise, a new contact will be created.
- `PANDADOC_CREATE_TEMPLATE` — Create Template — This tool allows users to create a new template in PandaDoc from a PDF file or from scratch. It handles file upload validation, parameter checks, proper error handling, and authentication with the PandaDoc API. The template can be created either by uploading a PDF file or by providing a structured content object that defines the template layout and elements.
- `PANDADOC_CREATE_WEBHOOK` — Create PandaDoc Webhook — Creates a new webhook subscription in PandaDoc to receive notifications about specific events. This action allows you to set up webhook notifications for various document-related events such as status changes, recipient completions, and updates. The webhook will send HTTP notifications to your specified endpoint when the configured events occur.
- `PANDADOC_DELETE_CONTACT` — Delete Contact — This tool allows you to delete a contact from your PandaDoc account. The action is permanent and cannot be undone.
- `PANDADOC_DELETE_TEMPLATE` — Delete Template — This tool deletes a specific template from PandaDoc. Once a template is deleted, it cannot be recovered. This action is permanent and should be used with caution.
- `PANDADOC_GET_DOCUMENT_DETAILS` — Get Document Details — Fetch detailed metadata for a specific PandaDoc document including recipients, fields/tokens values, pricing data, metadata, tags, and content-block names. Use this after discovering a document via list/search to inspect recipients/status/fields/metadata/content-block references for follow-up automation or reporting.
- `PANDADOC_GET_TEMPLATE_DETAILS` — Get Template Details — This tool retrieves detailed information about a specific template by its ID. The endpoint returns comprehensive template details including metadata, content details, and sharing settings.
- `PANDADOC_LIST_CONTACTS` — List Contacts — List all contacts in your PandaDoc workspace. Returns all contacts with their details including email, name, company, and contact information. Optionally filter by exact email address. Note: The API returns all contacts at once without pagination - filtering and pagination should be done client-side if needed.
- `PANDADOC_LIST_DOCUMENT_FOLDERS` — List Document Folders — This tool retrieves a list of all document folders in PandaDoc. It's a standalone action that doesn't require any external dependencies or resource IDs. The tool will return a list of folders containing documents, with each folder containing information about its ID, name, and parent folder relationship.

## Auth

Auth schemes: `API_KEY`.

## How agents use PandaDoc

Inside a Definable workflow, PandaDoc is one of the tools the **Distributor specialist** can call. Example coordination patterns:

- **Researcher → PandaDoc** — the Researcher (GPT-5.5) pulls context from PandaDoc (records, threads, documents), synthesises findings, and briefs the rest of the team.
- **Writer → Distributor → PandaDoc** — the Writer (Claude Opus 4.7) drafts copy in brand voice, the Verifier passes it, then the Distributor writes the result into PandaDoc (create record, post message, draft email).
- **Designer / Engineer → Distributor → PandaDoc** — the Designer ships an asset or the Engineer ships a code change, the Distributor delivers it via PandaDoc (attach file, open PR comment, post status).

The Verifier checks every PandaDoc call. On rate limit, schema drift, or auth refresh it self-heals and retries — the workflow completes without manual intervention.

## Categories

- documents — https://definable.ai/apps/category/documents/
- signatures — https://definable.ai/apps/category/signatures/

## Related

- HTML page: https://definable.ai/apps/pandadoc/
- Same category (documents): https://definable.ai/apps/category/documents/
- All integrations: https://definable.ai/apps/
- Workflow (multi-agent loop): https://definable.ai/workflow/
- Apps llms.txt index: https://definable.ai/llms-apps.txt