01
Auto-index new files
- Watch for new uploads
- Chunk, embed, and index
- Make queryable via your knowledge persona
PandaDoc
14 tools available
PandaDoc offers document creation, e-signatures, and workflow automation, helping sales teams and businesses streamline proposals, contracts, and agreement processes
Connect PandaDoc to Definable to auto-index uploads, answer questions over a doc set, extract structured fields from contracts. Personas call PandaDoc's 14 tools directly from chat or scheduled flows. Connect this integration to a knowledge persona — the agent will ground answers in your documents with citations.
Common workflows with PandaDoc
02
Q&A against a folder
- Pin a folder as a brain
- Ask the persona questions
- Returns answers with citations
03
Document-trigger flows
- New contract uploaded
- Persona extracts key terms
- Routes to the right approver
PandaDoc actions 14
Every PandaDoc action below is a callable tool any Definable persona can invoke.
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.
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.
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.
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.
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.
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.
Delete Contact
This tool allows you to delete a contact from your PandaDoc account. The action is permanent and cannot be undone.
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.
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.
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.
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.
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.
List Templates
This tool retrieves a list of all templates available in the PandaDoc account. It supports parameters to filter templates by name, shared status, deleted status, pagination, and tag filtering, and returns detailed template information.
Move Document to Folder
This tool allows users to move a document to a specific folder within their PandaDoc account. It performs a POST request to move the document to the specified folder. Both the document and the destination folder must exist. Only documents in draft status can be moved; attempting to move documents in sent, completed, or other non-draft states will fail.
Algodocs
AlgoDocs is an AI-powered platform that automates data extraction from business documents, offering fast, secure, and accurate processing without the need for templates or training.
API2PDF
Api2Pdf is a REST API that enables developers to generate PDFs from HTML, URLs, and various document formats using engines like wkhtmltopdf, Headless Chrome, and LibreOffice.
Boldsign
BoldSign delivers eSignature solutions, letting organizations create, send, and manage legally binding documents through streamlined digital signing workflows
Boloforms
BoloForms is an eSignature platform designed for small businesses, offering unlimited signatures, templates, forms, and team members at a fixed price.
Box
Box is a cloud content management platform for secure file storage, sharing, collaboration, and governance.
Carbone
Carbone is a fast and simple report generator that converts JSON data into various document formats such as PDF, DOCX, XLSX, ODT, and more, using templates.
Frequently asked questions
What can I automate with PandaDoc on Definable?
Anything PandaDoc exposes through its API. Common documents workflows on Definable include auto-index uploads, answer questions over a doc set, extract structured fields from contracts. Personas can call any of the 14 PandaDoc tools directly, then chain the result into another integration without you writing code.
How does PandaDoc authentication work?
PandaDoc uses API_KEY on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.
Is the PandaDoc integration included in my Definable plan?
Yes — every Definable plan, including Starter, includes access to all 14 PandaDoc tools. You only need a separate PandaDoc subscription if PandaDoc itself charges per seat or per API call.
Is using PandaDoc through Definable secure?
Every call from a persona to PandaDoc is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.
How do I get started with PandaDoc on Definable?
Sign up for Definable, open the integrations page, find PandaDoc, and connect via OAuth or API key. You can immediately attach PandaDoc to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.
What PandaDoc actions does Definable expose?
Definable exposes all 14 PandaDoc actions as callable tools — including `Create Document Attachment`, `Create Document from File Upload`, `Create Document Folder`, plus 11 more. Each tool gets a typed parameter schema so personas know exactly how to call it.
Ready to automate with PandaDoc?
Wire it up in minutes. No coding required.