PandaDoc

At a glance

Availability: Experimental (how to enable).
Auth: API key.
Connection: The key from PANDADOC_API_KEY is sent as the API-Key prefixed Authorization header.
Docs: https://developers.pandadoc.com/reference/api-key-authentication-process

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.

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.

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)

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.