At a glance
- Availability: Experimental (how to enable).
- Auth: API key.
- Connection: The key from
PANDADOC_API_KEYis sent as theAPI-KeyprefixedAuthorizationheader. - Docs: https://developers.pandadoc.com/reference/api-key-authentication-process
Credentials
Set these per environment. See Connect an integration.| Variable | Required | Description |
|---|---|---|
PANDADOC_API_KEY | Yes | PandaDoc API key (sandbox or production), generated on the Configuration page of the Developer Dashboard Docs. |
Setup
- Get a PandaDoc account with API access: API access is included with Enterprise plans (active or in trial) and is also sold as standalone API plans - including a free API key for development/sandbox use and paid API Developer plans at https://www.pandadoc.com/api/pricing/. Sandbox keys work during a trial.
- Generate an API key: Open the Developer Dashboard at https://app.pandadoc.com/a/#/api-dashboard/configuration and generate a Sandbox key (for testing) or a Production key (requires approval from PandaDoc).
- Set the environment variable: Add PANDADOC_API_KEY to your .env. Requests authenticate with the header ‘Authorization: API-Key <your-key>’.
- Verify access: Run List Documents. To exercise the full flow, create a template in the PandaDoc app, then create a document from it and send it.
- API keys are tied to the user who generates them - keys inherit that user’s role and license, and are deactivated if the user is removed from the workspace.
- After creating a document it stays in document.uploaded for a few seconds before moving to document.draft; poll Get Document Status before calling Send Document.
- Sandbox keys have lower rate limits than production keys.
Tools
| Tool | Access | Description |
|---|---|---|
| List Documents | Read | List and search documents with optional filtering by status, template, folder, or date |
| Get Document Status | Read | Get basic info and current status of a document - useful to confirm it reached the expected state (e.g. document.draft before sending, document.completed before downloading) |
| Get Document Details | Read | Get full details of a document: recipients and their completion status, fields, tokens, pricing tables, metadata, and timestamps |
| List Templates | Read | List templates in the workspace to find template IDs for creating documents |
| Get Template Details | Read | Get a template’s roles, tokens, fields, and pricing tables to know what Create Document from Template needs |
| Create Document Link | Write | Create a signing session link for a recipient to view and sign a sent document, without sending an email |
| Create Document from Template | Write | Create a new draft document from an existing template, pre-filling recipients, tokens, and fields |
| Send Document | Write | Send a draft document to its recipients for completion and signing (document must be in document.draft status) |
Example prompts
- List my PandaDoc documents that have been sent or viewed but not yet completed, and who still needs to sign.
- Create a PandaDoc document from a template I specify, fill in the recipient details, and send it for signature once it reaches draft status.
- Check the status of a PandaDoc document I specify and summarize each recipient’s progress.