PandaDoc API

Name: PandaDoc API API
Brand: PandaDoc API
Availability: InStock

✓ Official Vendor SpecProductivityDocument ManagementapiKey116 EndpointsREST

For Agents

Automate PandaDoc document creation, sending, signing, and tracking — from templates, PDFs, or dynamic content with placeholders, webhooks, and form data extraction.

Quickstart

Get started with PandaDoc API in minutes using your preferred integration method.

# Add to your MCP client config (Claude Desktop, Cursor, Windsurf)
{
  "jentic": {
    "url": "https://api.jentic.com/mcp",
    "auth": "oauth"
  }
}

# Then ask your agent:
"create a pandadoc document from template"

# → Jentic returns the GET /events tool with parameter schema, agent executes.

Capabilities

What an agent can do with PandaDoc API API.

Create documents from templates with dynamic content placeholders and variable substitution

Upload and send local PDFs for signature with recipient roles and field positioning

Configure recipients with signing order, authentication, and role-based field access

Send documents for signature with email customization and expiration dates

GET STARTED

Start building with PandaDoc API API

Explore with Jentic

View OpenAPI Document

Use for: Create a PandaDoc document from a template, Send a document for signature, Upload a PDF and send it for signing, Check the status of a document

Not supported: Does not provide e-signature verification infrastructure, legal compliance auditing, or identity verification services — use for document creation, sending, tracking, and data extraction only. E-signature legality and compliance are the responsibility of the customer's use case and jurisdiction.

PandaDoc API enables document automation for proposals, quotes, contracts, and e-signature workflows. The API covers document creation from templates or PDF uploads, dynamic content placeholders, recipient configuration, sending for signature, tracking status changes, webhook subscriptions, form field data extraction, content library management, template CRUD, folder organization, analytics, and user administration. Authentication uses API keys (API-Key prefix) or OAuth 2.0 for user-delegated access. The API supports high-volume document generation with rate limits scaled by plan tier.

Use Cases

Patterns agents use PandaDoc API API for, with concrete tasks.

★ Generate and Send Contracts from CRM Data

Automate contract generation by pulling data from a CRM like Salesforce or HubSpot and creating PandaDoc documents from templates. POST /documents with template_uuid and tokens (placeholders like {Client.Name}, {Deal.Value}) generates a document, then POST /documents/{id}/send delivers it to recipients for signature. This eliminates manual copy-paste and ensures contract accuracy.

POST /documents with template_uuid and tokens object mapping placeholders to CRM values, then POST /documents/{id}/send with recipients and subject.

Upload and Send Local PDFs for Signature

Upload a PDF contract or agreement that does not originate from a PandaDoc template and send it for signature. POST /documents with a multipart file upload and recipient configuration allows dynamic PDF signing workflows. This supports scenarios where legal teams provide pre-formatted PDFs that need e-signature without template redesign.

POST /documents with file upload and recipients, then POST /documents/{id}/send to deliver for signature.

Real-Time Document Status Tracking via Webhooks

Subscribe to PandaDoc webhooks to receive real-time notifications when documents are viewed, completed, voided, or declined. POST /webhooks/subscriptions with event types (document_state_changed) and a callback URL enables integrations that trigger downstream workflows like updating CRM deal stages, notifying sales reps in Slack, or releasing product access when a contract is signed.

POST /webhooks/subscriptions with event types ['document_state_changed'] and callback URL to receive status updates.

Extract Form Field Data from Completed Documents

After a document is completed, extract form field values and signature data for downstream processing like populating databases, generating invoices, or triggering fulfillment. GET /documents/{id}/fields returns all field names and values, including text inputs, checkboxes, dropdowns, and signature timestamps. This supports automated order processing and data capture workflows.

GET /documents/{id}/fields after document status is 'document.completed' to extract field names and values.

AI Agent for Document Workflow Automation

Let an AI agent handle document lifecycle tasks like creating contracts from customer data, sending for signature, tracking status, notifying stakeholders, and extracting signed data. Through Jentic, the agent searches by intent (e.g., 'create pandadoc document from template'), loads the schema, and executes with the API key injected securely, enabling conversational document automation.

Use Jentic search 'create pandadoc document from template' to find POST /documents, load schema, execute with template_uuid and tokens.

Key Endpoints

116 endpoints — pandadoc api enables document automation for proposals, quotes, contracts, and e-signature workflows.

METHOD

PATH

DESCRIPTION

POST

/documents

Create a document from template or PDF

POST

/documents/{id}/send

Send a document for signature

GET

/documents

List documents with filters

GET

/documents/{id}

Get document details

GET

/documents/{id}/fields

Extract form field values

POST

/webhooks/subscriptions

Subscribe to document events

GET

/documents/{id}/download

Download completed document as PDF

POST

/documents

Create a document from template or PDF

POST

/documents/{id}/send

Send a document for signature

GET

/documents

List documents with filters

GET

/documents/{id}

Get document details

GET

/documents/{id}/fields

Extract form field values

Why though Jentic?

Three things that make agents converge on Jentic-routed access.

Credential isolation

PandaDoc API keys are stored encrypted in the Jentic vault and injected as the Authorization header at execution time. Raw keys never appear in agent prompts, transcripts, or response payloads.

Intent-based discovery

Agents search by intent such as 'create pandadoc document from template' or 'send document for signature' and Jentic returns the matching endpoint with its schema and parameters.

Time to first call

Direct PandaDoc integration: 2-4 days to model documents, templates, recipients, webhooks, and field extraction. Through Jentic: under 1 hour — search, load schema, execute.

Related APIs

Alternatives and complements available in the Jentic catalogue.

Alternative

DocuSign API

DocuSign provides a mature e-signature platform with enterprise compliance features, while PandaDoc offers document automation with integrated templates and content library.

Choose DocuSign for regulatory compliance-heavy industries; choose PandaDoc for integrated document generation and signature in sales workflows.

Alternative

HelloSign API

HelloSign (Dropbox Sign) offers developer-friendly e-signature, while PandaDoc provides full document lifecycle management including templates, proposals, and CPQ.

Choose HelloSign for simple e-signature; choose PandaDoc for end-to-end document automation with proposals and quotes.

FAQs

Specific to using PandaDoc API API through Jentic.

What authentication does the PandaDoc API use?

The PandaDoc API uses API key authentication with the Authorization header (format: 'API-Key <your-key>') or OAuth 2.0 for user-delegated access. Through Jentic, API keys are stored encrypted and injected at execution time.

Can I create documents from templates with the PandaDoc API?

Yes. POST /documents with template_uuid and a tokens object containing placeholder values creates a document from a template. This supports dynamic contract and proposal generation from CRM or database data.

How do I send a document for signature via the PandaDoc API?

After creating a document, call POST /documents/{id}/send with recipients, subject, and optional message. Recipients receive an email with a signing link, and status updates are tracked via webhooks or polling.

Does the PandaDoc API support webhooks?

Yes. POST /webhooks/subscriptions with event types like 'document_state_changed' and a callback URL enables real-time notifications for document status changes, signature completions, and form field updates.

Is the PandaDoc API free?

PandaDoc offers a sandbox environment for testing on Enterprise plans. Production API access is included with Business and Enterprise plans. Rate limits and features vary by plan tier. Check pandadoc.com/pricing for details.

Can I upload a PDF and send it for signature?

Yes. POST /documents with a multipart file upload allows you to upload a local PDF, configure recipients and fields, then send for signature. This supports PDFs that do not originate from PandaDoc templates.