Tools
Pandadoc
PandaDoc offers document creation, e-signatures, and workflow automation, helping sales teams and businesses streamline proposals, contracts, and agreement processes
Create Document from File Upload
Create Document from File Upload
Creates a new document in pandadoc by uploading a file (pdf, docx, etc.). this tool converts existing documents into pandadoc documents for processing, signing, and tracking through the pandadoc system.
Create Contact
Create Contact
This tool creates a new contact in pandadoc. it allows you to add a new contact with their personal and professional information to your pandadoc account. the tool is completely independent and doesn’t require any external resource ids or dependencies.
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.
Create Document 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.
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.
List Contacts
List Contacts
A tool to list and search contacts in pandadoc. it retrieves a list of contacts with various options including filtering by email, search query, pagination, and shared status. all parameters are optional and it supports flexible queries to get contacts.
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.
List Templates
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
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.
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.
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.
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.
Delete Contact
Delete Contact
This tool allows you to delete a contact from your pandadoc account. the action is permanent and cannot be undone.
Create PandaDoc 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.