Overview
PandaDoc is a document automation + e-signature platform – proposals, contracts, quotes. The Automize PandaDoc connector covers the document lifecycle: create from template or upload, send, track status, download signed PDFs.
- Regions: PandaDoc is a single global service – api.pandadoc.com. EU data residency available on Enterprise.
- Plans: Essentials, Business, Enterprise – Business + Enterprise expose the full API; Essentials has limited API access.
Setting up the connection
Auth type: API Key.
- Sign in to PandaDoc → Settings → API.
- Generate an API key (sandbox + production are separate).
- Copy the key. For OAuth (multi-customer apps), separate flow.
- In Automize, open Settings → Connectors → PandaDoc → Add connection. Paste the API key.
Find your credentials at https://app.pandadoc.com/a/#/settings/api-dashboard.
Rate limits
PandaDoc enforces ~5 requests/sec/api-key. Connector retries 429 with backoff.
Data model
Document-centric:
Workspace ─┬─ Templates (reusable blueprints)
└─ Documents (concrete instances)
├─ Recipients (signers + CCs)
├─ Tokens (merge-field values)
└─ Status (draft, sent, viewed, completed, declined)Available operations
8 operations available. Click any row to jump to its detail.
| Operation | Category | What it does |
|---|---|---|
| Create Document | General | Create a document from a template or file |
| Delete Document | General | Delete a document |
| Download Document | General | Download a completed document as PDF |
| Get Document | General | Get document details and status |
| Get Document Status | General | Get document completion status |
| List Documents | General | List all documents |
| List Templates | General | List document templates |
| Send Document | General | Send a document for signing |
Operations
Create Document
Create a document from a template or file
| Parameter | Required | Type | Description |
|---|---|---|---|
Name name | Yes | text | |
Template Uuid template_uuid | Yes | text | |
Recipients recipients | Yes | text | |
Tokens tokens | Yes | text | |
Fields fields | Yes | textarea | |
Metadata metadata | Yes | textarea |
Delete Document
Delete a document
| Parameter | Required | Type | Description |
|---|---|---|---|
Document Id document_id | Yes | text |
Download Document
Download a completed document as PDF
| Parameter | Required | Type | Description |
|---|---|---|---|
Document Id document_id | Yes | text |
Tips
- Returns PDF bytes. Includes form-field values for completed docs.
Get Document
Get document details and status
| Parameter | Required | Type | Description |
|---|---|---|---|
Document Id document_id | Yes | text |
Tips
- Returns document + recipients + status.
Get Document Status
Get document completion status
| Parameter | Required | Type | Description |
|---|---|---|---|
Document Id document_id | Yes | text |
List Documents
List all documents
No input parameters.
Tips
- Filter by status (draft, sent, viewed, completed). Page via count + page.
List Templates
List document templates
No input parameters.
Tips
- Returns available templates.
Send Document
Send a document for signing
| Parameter | Required | Type | Description |
|---|---|---|---|
Document Id document_id | Yes | text | |
Message message | Yes | text | |
Subject subject | Yes | text | |
Silent silent | Yes | text |
Tips
- Moves doc from draft → sent. Triggers emails to recipients.
- Pass message + subject to customise the email.
FAQ
- Why is my Create Document failing with role errors?
- Recipient role must match exactly a role name defined on the template. Check Get Template → roles to see exact names.
- Status flow?
- draft → sent → viewed → completed (or declined). For automated approval, watch for completed via webhooks.
- Sandbox vs production?
- Separate workspaces + API keys. Sandbox is free; production requires a paid plan with API access.