PandaDoc

Attach a file to an existing PandaDoc document so recipients receive supporting materials alongside the agreement.

Generate a new PandaDoc document from a template, populating it with data fields from your CRM, spreadsheet, or workflow variables.

Add a new recipient contact to PandaDoc or update their email, name, or company if they already exist — keeps the contact book accurate without manual deduplication.

Search PandaDoc for an existing document by name, status, or recipient so the agent can retrieve it without knowing its exact ID.

Retrieve the list of files attached to a specific PandaDoc document so the agent can verify what supporting materials are already included.

Fetch the full metadata and field values of a specific PandaDoc document using its unique identifier — useful when you already know which document to inspect.

Dispatch a PandaDoc document to one or more recipients via email, kicking off the signature or approval workflow without manual intervention.

Retrieve a filtered list of PandaDoc documents by status, date range, or recipient so the agent can process batches or build pipeline reports.

Permanently remove a PandaDoc document that is no longer needed — typically used to clean up test drafts, duplicates, or superseded agreements.

Retrieve the current lifecycle status of a PandaDoc document — draft, sent, viewed, waiting for payment, completed, or declined — so the agent can branch logic accordingly.

Retrieve all contacts in the PandaDoc address book so the agent can verify recipient details, detect duplicates, or sync to an external CRM.

Export a PandaDoc document as a PDF and save it to a file store or attach it to another system — ideal for archiving signed agreements outside PandaDoc.

Retrieve all available PandaDoc templates so the agent can select the right one dynamically based on deal type, region, or product line.

Retrieve a specific PandaDoc contact's full details by ID or email so the agent can verify the recipient before sending a document.

Relocate a PandaDoc document into a specific workspace folder to keep the account organised by client, team, or deal stage.

Fires when all required signatories have signed and the document reaches fully executed status — the clearest signal that a deal or agreement is legally closed.

Fires whenever a document moves between lifecycle stages — draft, sent, viewed, approved, declined — and can be filtered to a specific target status to build reactive workflows.

Fires when a payment collected through PandaDoc's built-in payment feature is confirmed, signalling that the client has both signed and paid in a single session.

Fires the moment a document is dispatched to recipients, enabling the agent to start tracking open times, log the send event in the CRM, and arm follow-up reminders.

Fires the first time a recipient opens a sent PandaDoc document, giving the agent a precise signal that the prospect or signer is actively engaged with the content.

Fires when a recipient actively declines a PandaDoc document, triggering immediate escalation and enabling the agent to capture the decline reason and initiate a revised workflow.