PandaDoc offers document creation, e-signatures, and workflow automation, helping sales teams and businesses streamline proposals, contracts, and agreement processes
14
Available Tools
0
Triggers
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.
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.
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.
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.
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.
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.
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