PandaDoc

Create a new document from a template, a public file URL, or content-library items.

List documents in the workspace with optional filters.

Get the full details of one document, including recipients, fields, tokens, and pricing.

Check the current processing or workflow status of a document.

Change a draft document's name, recipients, fields, variables, or pricing.

Send a document to its recipients for signing by email.

Create a shareable, time-limited link for a recipient to view or sign a document.

Create a link that lets someone edit a document inside an embedded PandaDoc editor.

Manually mark a document as completed, paid, voided (expired), or declined.

Return a sent document to draft status so it can be edited again.

Move a document into a specific folder.

Transfer ownership of one document to another workspace member.

Reassign every document owned by one member to another member.

Move a single document to the trash.

Delete several documents at once by their ids.

Reference only - the endpoint that would download a document as a PDF file.

Get the electronic-signature disclosure text shown for a document.

List the history of actions taken on a document.

Add a content-library item as new content into an existing document.

Read the sharing and expiration settings of a document.

Change a document's sharing, expiration, or redirect settings.

Read the automatic reminder schedule set on a document.

Set or change the automatic reminder schedule for a document.

Check whether automatic reminders are active on a document.

Send a one-off reminder email to a document's recipients now.

Add a CC recipient (from your contacts) to an existing document.

Update a recipient's details on a document.

Remove a recipient from a document.

Reassign a recipient's signing responsibility to a different person.

List the fillable fields on a document and their current values.

Add new fillable fields to a document.

Reassign which recipient is responsible for which fields.

List the content sections that make up a document.

Add a new section to a document from a template or content-library item.

Get the details of one section of a document.

Remove a section from a document.

List the files attached to a document.

Attach a file to a document from a public URL.

Get the details of one attachment on a document.

Remove an attachment from a document.

List documents linked to a given CRM object.

List the CRM objects linked to a document.

Link a document to a CRM object such as a deal or contact.

Remove a CRM link from a document.

List the folders used to organize documents.

Create a new folder for documents.

Rename an existing document folder.

List the templates available in the workspace.

Create a new template from a public PDF URL.

Get the full details of one template, including its fields and roles.

Check whether a template has finished processing.

Update a template's name, tokens, pricing, or other content.

Move a template to the trash.

Make a copy of an existing template.

Create a link to edit a template inside an embedded PandaDoc editor.

Read a template's settings.

Change a template's settings.

Read which workspaces or members a template is shared with.

Change who a template is shared with.

List the folders used to organize templates.

Create a new folder for templates.

Rename an existing template folder.

List the reusable content-library items in the workspace.

Get the details of one content-library item.

Check whether a content-library item has finished processing.

List the forms in the workspace.

Search the product catalog for items.

Add a new product to the catalog.

Get the details of one catalog product.

Update a product in the catalog.

Remove a product from the catalog.

Update the products, sections, and pricing of a quote inside a document.

List online-notarization requests.

Start an online-notarization request for a document.

Get the details of one notarization request.

Cancel and remove a notarization request.

List the notaries available for online notarization.

List the webhook subscriptions set up for event notifications.

Create a webhook that notifies a URL when document or template events happen.

Get the details of one webhook subscription.

Change a webhook subscription's URL, triggers, or on/off state.

Delete a webhook subscription.

Rotate the signing shared-key of a webhook subscription.

List past webhook events that were sent.

Get the details and payload of one webhook event.

List recent API request logs for the account.

Get the details of one API request log entry.

List the workspaces in the account.

Create a new workspace.

Deactivate a workspace.

List the members of the current workspace.

Get details about the member whose credentials are being used.

Invite or add a member to a workspace.

Remove a member from a workspace.

Change a member's role within a workspace.

List the user accounts in the organization.

Get one user's account details by id.

Create a new user in the organization.

Create a new API key for the account.

List the contacts saved in the workspace.

Save a new contact in the workspace.

Fires when a PandaDoc document moves to a new status (sent, viewed, completed, and more).

Fires when a recipient finishes their part of a PandaDoc document (e.g. signs it).

Fires when a PandaDoc document is updated.

Fires when a PandaDoc document is deleted.

Fires when a PandaDoc document fails to be created.