PandaDoc

Manage PandaDoc: documents, templates, send-to-sign, contacts, folders. Exposes 28 actions covering the full API surface the agent needs - read and write.

What it can do

Method	What it does
pandadoc_list_documents	List all documents with optional status filter - GET /documents.
pandadoc_create_document	Create a new document from template or content - POST /documents.
pandadoc_get_document	Get document details - GET /documents/{document_id}.
pandadoc_update_document	Update document metadata/fields - PATCH /documents/{document_id}.
pandadoc_delete_document	Delete a document (typically draft only) - DELETE /documents/{document_id}.
pandadoc_send_document	Send a draft document to recipients - POST /documents/{document_id}/send.
pandadoc_download_document	Download a document in specified format - GET /documents/{document_id}/download.
pandadoc_document_status	Get document status and event timeline - GET /documents/{document_id}/status.
pandadoc_list_templates	List workspace templates - GET /templates.
pandadoc_get_template	Get template summary - GET /templates/{template_uuid}.
pandadoc_template_details	Get template structure and field details - GET /templates/{template_uuid}/details.
pandadoc_list_contacts	List workspace contacts - GET /contacts.
pandadoc_create_contact	Create a new contact - POST /contacts.
pandadoc_get_contact	Get contact details - GET /contacts/{contact_id}.
pandadoc_update_contact	Update contact information - PATCH /contacts/{contact_id}.
pandadoc_delete_contact	Delete a contact - DELETE /contacts/{contact_id}.
pandadoc_list_folders	List workspace folders - GET /folders.
pandadoc_create_folder	Create a new folder - POST /folders.
pandadoc_get_folder	Get folder details - GET /folders/{folder_uuid}.
pandadoc_update_folder	Update folder name - PATCH /folders/{folder_uuid}.
pandadoc_delete_folder	Delete a folder - DELETE /folders/{folder_uuid}.
pandadoc_list_webhooks	List webhook subscriptions - GET /webhooks.
pandadoc_create_webhook	Create a webhook subscription - POST /webhooks.
pandadoc_delete_webhook	Delete a webhook subscription - DELETE /webhooks/{webhook_uuid}.
pandadoc_list_members	List workspace members - GET /members.
pandadoc_get_member	Get member details - GET /members/{member_id}.
pandadoc_list_form_responses	List form responses/submissions - GET /form_responses.
pandadoc_get_form_response	Get a specific form response - GET /form_responses/{form_response_uuid}.

How to get credentials

This connector uses an API key / token. Create one in the provider dashboard, then paste it into FlyMyAI:

• PANDADOC_API_KEY - PandaDoc - Settings - Integrations - API - Create API key. (https://app.pandadoc.com/a/#/settings/integrations/api/dashboard)

Fields to fill in FlyMyAI

FlyMyAI field	Where it comes from
PANDADOC_API_KEY	PandaDoc - Settings - Integrations - API - Create API key.

Troubleshooting

• 401 Unauthorized / 403 Forbidden - the token is wrong, expired, or missing a required scope - regenerate it.
• 429 Too Many Requests - you hit the provider rate limit; retry after a short backoff.
• Unexpected 4xx on writes - double-check required fields; the agent confirms before write actions.

Links

• PandaDoc API documentation

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