Agentic Service Discovery

Resources

P

PandaDoc

by PandaDoc, Inc.

Connect agents to PandaDoc to create documents from templates, send for signature, and track completion.

OtherPaidBearer tokendocumentse-signatureproposalscontractstemplatessales

How agents use PandaDoc

  • ✓Auto-generate proposals and contracts from CRM deal data
  • ✓Monitor document signing status and trigger follow-up sequences
  • ✓Archive completed contracts to cloud storage
  • ✓Send contracts when specific pipeline stages or events occur
  • ✓Pull templates list to let users select the right document type

Agent actions

Create Document from TemplateGenerate a document by populating a PandaDoc template with data

Inputs: templateUuid, name, recipients, tokens, fields, sendNow, message

Returns: documentId, status, documentUrl, sharingLink, document

Send DocumentSend a draft document to recipients for signing

Inputs: documentId, message, subject, silent

Returns: status, documentId

Get Document StatusRetrieve a document and its signing status

Inputs: documentId

Returns: document, status, recipients, completedAt, allSigned

List DocumentsList documents with status and date filters

Inputs: status, count, page, q

Returns: documents, total

Download Document PDFDownload a completed document as a PDF

Inputs: documentId

Returns: pdfBase64, filename

List TemplatesList available document templates

Inputs: q, count

Returns: templates, total

Delete DocumentDelete a document permanently

Inputs: documentId

Returns: success

Example workflows

1

Proposal automation

Agent populates a proposal template from CRM data and sends it when a deal moves to the proposal stage

2

Contract generation

Auto-generate and send contracts when e-commerce orders exceed a threshold

About PandaDoc

Vendor
PandaDoc, Inc.
Pricing Always review details with the vendor
Paid — Essentials from $19/user/month. Business from $49/user/month. API access on Business plan and above.
Authentication
Bearer token
Rate limit Always review details with the vendor
100 requests / minute
Compatible nodes
AgentResourceInputOutput
Website
https://www.pandadoc.com

Build an AI workflow with PandaDoc

Use the Agentic Planner to design, visualize, and connect PandaDoc with your other tools.

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