PandaDoc - Stackone

Getting Started

Create or Select a Project

Set up a new project or select an existing one. See Organizations & Projects.

Configure the Connector

Enable the connector and create a Connector Profile in your project. See Setup Connector Profile.

API Key · Connector Profile

Uses a Production or Sandbox API key. The key acts with the role of the person who generated it.

OAuth 2.0 · Connector Profile

Requires registering an OAuth app in the PandaDoc Developer Dashboard, which needs production API access. Tokens act as…

Optionally, configure receiving Events for PandaDoc into StackOne.

Webhooks setup

Link an Account

Link an account from the dashboard (or via StackOne Hub).See the guide for the authentication type chosen in the Connector Profile:

API Key · Link Account

OAuth 2.0 · Link Account

Use Actions

Connect an AI platform to the linked account’s actions. See AI Platforms.Other ways to call actions are listed in Protocols & SDKs.

Actions

68 actions

Action

Description

Required scopes

List Catalog Items Search

This method searches for items in your product catalog.

Create Catalog Item

Create a new catalog item.

Catalog Item Details

Get a product catalog item by its UUID, including its pricing, SKU, category and custom fields.

Update Catalog Item

Update the fields of an existing product catalog item, such as its title, pricing, SKU or category.

Delete Catalog Item

Permanently delete a product catalog item by its UUID.

List Contacts

This method returns a list of contacts associated with a workspace.

Create Contact

This method adds a contact into a contacts list.

Contact Details

Returns contact details by its ID.

Delete Contact

This method deletes a contact.

Update Contact

This method updates a contact details.

List Content Library Items

Retrieves a list of content library items.

List Documents

This endpoint will let you list and search for the documents.

Create Document

Create from a template See the Create document from template tutorial for details on how to use this endpoint, as well a…

Delete Documents (bulk)

Delete multiple documents in one request by sending a JSON array.

Document Status

It is useful to request document status to ensure a document is in the expected state before calling additional API meth…

Delete Document

Delete a PandaDoc document by its ID. Deletion is permanent by default; set forever to false to move it to the Trash Bin…

Update Document

Use the PATCH method to update a PandaDoc document.

Document ESign Disclosure

Retrieves the current version of eSign disclosure text for a specified document.

Document Status Change

PandaDoc has eight document statuses, but you can manually set your document status to only four - Document statuses - C…

Move Document To Draft

Revert your document back to draft to continue editing it.

Document Details

Return detailed data about a document.

Send Document

Send a draft document to its recipients for viewing, approval or signature.

Create Document Editing Session

Creates a new editing session for the Embedded Editor.

Create Document Session For Embedded Sign

Creates a document session for a recipient to view and sign a document.

Update Document Ownership

This operation allows transferring the ownership of a document to another user by specifying the document ID and members…

Transfer All Documents Ownership

This method transfers ownership of all documents from one member to another.

Document Move To Folder

This operation allows you to move a document to a folder by specifying the document ID and folder ID.

Append Content Library Item To A Document

Appends a Content Library Item (CLI) to a document and provides a name mapping for its content blocks.

List Documents Folders

Get the list of folders which contain Documents in your account.

Create Documents Folder

Create a new folder to store your documents.

Rename Documents Folder

Rename an existing documents folder by its UUID.

List Templates Folders

Get the list of folders that contain Templates in your account.

Create Templates Folder

Create a new folder to store your templates.

Rename Templates Folder

Rename a templates folder.

Get Unified Credentials

Get the current PandaDoc connection’s unified credentials and identity.

List Unified Groups

List unified groups (workspaces) in a PandaDoc account.

Get Unified Group

Get a unified PandaDoc group (workspace) by ID.

List Unified Roles

List the built-in roles of a PandaDoc account.

Get Unified Role

Get a built-in PandaDoc role by ID.

List Unified Users

List unified users in a PandaDoc account.

Get Unified User

Get a unified PandaDoc user by ID.

List Members

List the members of the workspace the PandaDoc API key belongs to.

Get Member

Get one member of the PandaDoc API key’s workspace by membership ID.

Get Current Member

Get the PandaDoc member who owns the API key.

Create Member Token

Create a short-lived session token that lets an organization admin act as a workspace member. Available on request only.

Add Document Recipient

Add an existing contact or contact group to a document as a CC recipient.

Delete Document Recipient

Remove a recipient from a document.

Update Document Recipient

Modify a recipient’s personal details, or update a recipient group’s name and members.

Reassign Document Recipient

Reassign a signer’s fields to another contact or contact group before the original signer has signed.

List Templates

Retrieves a list of templates.

Create Template

This operation allows you to create a new template by providing the necessary template details.

Duplicate Template

Duplicate Template Creates a copy of a template within the same workspace.

Template Details

Get details about a template by id.

Delete Template

Delete a PandaDoc template by its ID.

Template Status

Available Template Statuses The following is a complete list of all possible template statuses returned - | Template Sta…

Template Update

Update a processed template, including its variables (tokens) and its roles.

Create Template Editing Session

Creates a new editing session for the Embedded Editor.

List Users

List the users in the PandaDoc organization with their licenses and workspace roles.

Get User

Get one PandaDoc user by user ID.

Create User

Create users, and assign them roles, licenses, and workspaces.

List Workspaces

List the workspaces in the PandaDoc organization.

Add Member To Workspace

Add an existing PandaDoc user to a workspace with a role.

Change Member Role

Change the role of a member in a PandaDoc workspace.

Remove Member From Workspace

Remove a member from a PandaDoc workspace.

Create Workspace

Create a workspace in your organization.

Deactivate Workspace

Deactivate the workspace, remove all the members from it and make it unavailable.

Create API Key

Generate a new API key for the workspace.

[Beta] Update Workspace

Update a workspace’s name and branding.

Events

13 events

Event