PandaDoc offers document creation, e-signatures, and workflow automation, helping sales teams and businesses streamline proposals, contracts, and agreement processes
Tools
Create Contact
This tool creates a new contact in PandaDoc. It allows you to add a new contact with their personal and professional information to your PandaDoc account. The tool is completely independent and doesn't require any external resource IDs or dependencies.
Create Document Attachment
Creates and adds an attachment to a PandaDoc document. This tool allows you to attach downloadable files such as supplemental materials, Excel spreadsheets, or other content without embedding them directly into the document. Attachments can be added only to documents in 'document.draft' status, with a maximum of 10 files per document and a size limit of 50MB per file.
Create Document From File Upload
Creates a new document in PandaDoc by uploading a file (PDF, DOCX, etc.). This tool converts existing documents into PandaDoc documents for processing, signing, and tracking through the PandaDoc system.
Create Document Folder
Creates a new folder in PandaDoc to organize documents. This action allows users to create a new folder with a specified name and optionally set a parent folder to create a nested folder structure.
Create Or Update Contact
This tool creates a new contact or updates an existing one in PandaDoc based on the email address. If a contact with the provided email exists, it will be updated; otherwise, a new contact will be created.
Create Template
This tool allows users to create a new template in PandaDoc from a PDF file or from scratch. It handles file upload validation, parameter checks, proper error handling, and authentication with the PandaDoc API. The template can be created either by uploading a PDF file or by providing a structured content object that defines the template layout and elements.