PandaDoc
Create, send, and track PandaDoc documents, templates, and e-signature workflows.
Tools
| Name | Description |
|---|---|
createDocumentFromTemplateCreate a PandaDoc document from a template. | Create a PandaDoc document from a template. |
createAttachmentAttach a file reference to a PandaDoc document. | Attach a file reference to a PandaDoc document. |
createOrUpdateContactCreate a PandaDoc contact or update one by contact ID. | Create a PandaDoc contact or update one by contact ID. |
findDocumentFind PandaDoc documents by ID or search filters. | Find PandaDoc documents by ID or search filters. |
getDocumentAttachmentsGet one PandaDoc document attachment by ID. | Get one PandaDoc document attachment by ID. |
getDocumentDetailsGet detailed PandaDoc document data. | Get detailed PandaDoc document data. |
downloadDocumentDownload a PandaDoc document PDF or completed document package. This writes the file to Weavz files. | Download a PandaDoc document PDF or completed document package. This writes the file to Weavz files. |
sendDocumentSend a PandaDoc document to recipients. | Send a PandaDoc document to recipients. |
createDocumentSessionCreate an embedded PandaDoc session for document viewing, editing, or signing. | Create an embedded PandaDoc session for document viewing, editing, or signing. |
listTemplatesList PandaDoc templates. | List PandaDoc templates. |
getTemplateDetailsGet detailed PandaDoc template data. | Get detailed PandaDoc template data. |
listWebhookEventsList recent PandaDoc webhook delivery events for monitoring and debugging. | List recent PandaDoc webhook delivery events for monitoring and debugging. |
deleteDocumentDelete a PandaDoc document by exact ID. | Delete a PandaDoc document by exact ID. |
custom_api_callMake a bounded custom call to the PandaDoc Public API. | Make a bounded custom call to the PandaDoc Public API. |
Triggers
| Name | Description |
|---|---|
documentCompletedReceive PandaDoc PDF-ready completion events. | Receive PandaDoc PDF-ready completion events. |
documentStateChangedReceive PandaDoc document status-change events. | Receive PandaDoc document status-change events. |
documentUpdatedReceive PandaDoc document-updated webhook events. | Receive PandaDoc document-updated webhook events. |
Quick Start
import { WeavzClient } from '@weavz-io/sdk'
const weavz = new WeavzClient({ apiKey: 'wvz_...' })
const result = await weavz.actions.execute('pandadoc', 'createDocumentFromTemplate', {
workspaceId: '550e8400-e29b-41d4-a716-446655440000',
integrationAlias: 'pandadoc',
input: { /* ... */ },
})Related Integrations
Works well with
Frequently Asked Questions
How do I connect PandaDoc to my app?
Use Weavz Hosted Connect for API Key authentication. Install the SDK, create a connection through the connect portal or API, then execute tools programmatically.
What tools does PandaDoc support?
PandaDoc supports 14 tools including Create Document From Template, Create Attachment, Create Or Update Contact, Find Document, Get Document Attachment, and more.
Can I use PandaDoc with AI agents?
Yes. Add PandaDoc to an MCP server in Tool Mode or Code Mode. Code Mode provides 3 meta-tools with on-demand API discovery so agents can compose stateful workflows without loading every action schema up front.
How do I connect PandaDoc to ChatGPT or Claude?
Open the Weavz connector setup, sign in, choose a workspace, and add PandaDoc as an approved app. ChatGPT, Claude, and other remote MCP clients can then call the scoped PandaDoc tools exposed by that workspace.
Does PandaDoc work with Claude Code, Cursor, Codex, and local agents?
Yes. Remote and local MCP clients can connect to a Weavz MCP endpoint for the workspace. Local coding agents can also use the Weavz CLI to inspect apps, discover actions, run approved PandaDoc work, and execute Code Mode workflows from a terminal.
What can I ask an AI agent to do with PandaDoc?
PandaDoc exposes 14 tools, including Create Document From Template, Create Attachment, Create Or Update Contact, Find Document, Get Document Attachment, and more. Use Weavz to keep credentials scoped, require approval for sensitive work, and audit what the agent did.
Can PandaDoc be used in stateful agent workflows?
Yes. Agents can combine PandaDoc tools with Filesystem, State KV, Human Gates, input partials, and other workspace integrations while keeping execution scoped to the selected workspace or end user.
What authentication does PandaDoc use?
PandaDoc uses API Key. Weavz stores credentials securely and uses them for authorized action execution.
How much does the PandaDoc integration cost?
The PandaDoc integration is included on all Weavz plans including the free tier with 20,000 actions per month. No credit card required.
What triggers does PandaDoc support?
PandaDoc supports 3 triggers including Document Completed, Document State Changed, Document Updated.
Connect PandaDoc in minutes
Get 20,000 free action executions every month. No credit card required.