> ## Documentation Index > Fetch the complete documentation index at: https://docs.stackone.com/llms.txt > Use this file to discover all available pages before exploring further. # PandaDoc > How to set up the PandaDoc connector, plus the actions and events that are available. ![PandaDoc](https://stackone-logos.com/api/pandadoc/filled/svg) Previewv0.2.1[See changelog](https://docs.stackone.com/connectors/pandadoc/changelog.md) [68 actions](#actions) · [13 events](#events) · 2 auth methods E-Signature Documents IAM ## Getting Started **1. Create or Select a Project** Set up a new project or select an existing one. See [Organizations & Projects](https://docs.stackone.com/gateway/concepts/organizations-and-projects.md). **2. Configure the Connector** Enable the connector and create a Connector Profile in your project. See [Setup Connector Profile](https://docs.stackone.com/gateway/quickstart.md#setup-connector-profile). > [card] [API Key · Connector Profile](https://docs.stackone.com/connectors/pandadoc/guides/connector-profile/api-key.md) > > Uses a Production or Sandbox API key. The key acts with the role of the person who generated it. > [card] [OAuth 2.0 · Connector Profile](https://docs.stackone.com/connectors/pandadoc/guides/connector-profile/oauth-2-0.md) > > 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. > [card] [Webhooks setup](https://docs.stackone.com/connectors/pandadoc/guides/webhook-setup.md) **3. Link an Account** Link an account [from the dashboard](https://docs.stackone.com/connect/managing-connectors/linking-accounts.md#link-from-the-dashboard) (or via [StackOne Hub](https://docs.stackone.com/embed/account-linking/overview)). See the guide for the authentication type chosen in the Connector Profile: > [card] [API Key · Link Account](https://docs.stackone.com/connectors/pandadoc/guides/link-account/api-key.md) > [card] [OAuth 2.0 · Link Account](https://docs.stackone.com/connectors/pandadoc/guides/link-account/oauth-2-0.md) **4. Use Actions** Connect an AI platform to the linked account's actions. See [AI Platforms](https://docs.stackone.com/connect/ai-platforms/overview.md). Other ways to call actions are listed in [Protocols & SDKs](https://docs.stackone.com/connect/protocols-and-sdks.md). ## Actions Authentication type Select all | Clear API Key OAuth 2.0 No auth methods found Scopes Select all | Clear read write No scopes found 68 actions ActionDescriptionRequired scopes List Catalog Items Search`pandadoc_search_catalog_items` This method searches for items in your product catalog. `read` Create Catalog Item`pandadoc_create_catalog_item` Create a new catalog item. `write` Catalog Item Details`pandadoc_get_catalog_item` Get a product catalog item by its UUID, including its pricing, SKU, category and custom fields. `read` Update Catalog Item`pandadoc_update_catalog_item` Update the fields of an existing product catalog item, such as its title, pricing, SKU or category. `write` Delete Catalog Item`pandadoc_delete_catalog_item` Permanently delete a product catalog item by its UUID. `write` List Contacts`pandadoc_list_contacts` This method returns a list of contacts associated with a workspace. `read` Create Contact`pandadoc_create_contact` This method adds a contact into a contacts list. `write` Contact Details`pandadoc_details_contact` Returns contact details by its ID. `read` Delete Contact`pandadoc_delete_contact` This method deletes a contact. `write` Update Contact`pandadoc_update_contact` This method updates a contact details. `write` List Content Library Items`pandadoc_list_content_library_items` Retrieves a list of content library items. `read` List Documents`pandadoc_list_documents` This endpoint will let you list and search for the documents. `read` Create Document`pandadoc_create_document` Create from a template See the Create document from template tutorial for details on how to use this endpoint, as well a... `write` Delete Documents (bulk)`pandadoc_bulk_delete_documents` Delete multiple documents in one request by sending a JSON array. `write` Document Status`pandadoc_status_document` It is useful to request document status to ensure a document is in the expected state before calling additional API meth... `read` Delete Document`pandadoc_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... `write` Update Document`pandadoc_update_document` Use the PATCH method to update a PandaDoc document. `write` Document ESign Disclosure`pandadoc_document_e_sign_disclosure` Retrieves the current version of eSign disclosure text for a specified document. `read` Document Status Change`pandadoc_change_document_status` PandaDoc has eight document statuses, but you can manually set your document status to only four - Document statuses - C... `write` Move Document To Draft`pandadoc_document_revert_to_draft` Revert your document back to draft to continue editing it. `write` Document Details`pandadoc_details_document` Return detailed data about a document. `read` Send Document`pandadoc_send_document` Send a draft document to its recipients for viewing, approval or signature. `write` Create Document Editing Session`pandadoc_create_document_editing_session` Creates a new editing session for the Embedded Editor. `write` Create Document Session For Embedded Sign`pandadoc_create_document_link` Creates a document session for a recipient to view and sign a document. `write` Update Document Ownership`pandadoc_transfer_document_ownership` This operation allows transferring the ownership of a document to another user by specifying the document ID and members... `write` Transfer All Documents Ownership`pandadoc_transfer_all_documents_ownership` This method transfers ownership of all documents from one member to another. `write` Document Move To Folder`pandadoc_document_move_to_folder` This operation allows you to move a document to a folder by specifying the document ID and folder ID. `write` Append Content Library Item To A Document`pandadoc_append_content_library_item_to_document` Appends a Content Library Item (CLI) to a document and provides a name mapping for its content blocks. `write` List Documents Folders`pandadoc_list_document_folders` Get the list of folders which contain Documents in your account. `read` Create Documents Folder`pandadoc_create_document_folder` Create a new folder to store your documents. `write` Rename Documents Folder`pandadoc_rename_document_folder` Rename an existing documents folder by its UUID. `write` List Templates Folders`pandadoc_list_template_folders` Get the list of folders that contain Templates in your account. `read` Create Templates Folder`pandadoc_create_template_folder` Create a new folder to store your templates. `write` Rename Templates Folder`pandadoc_rename_template_folder` Rename a templates folder. `write` Get Unified Credentials`pandadoc_unified_get_me` Get the current PandaDoc connection's unified credentials and identity. `read` List Unified Groups`pandadoc_unified_list_groups` List unified groups (workspaces) in a PandaDoc account. `read` Get Unified Group`pandadoc_unified_get_group` Get a unified PandaDoc group (workspace) by ID. `read` List Unified Roles`pandadoc_unified_list_roles` List the built-in roles of a PandaDoc account. `read` Get Unified Role`pandadoc_unified_get_role` Get a built-in PandaDoc role by ID. `read` List Unified Users`pandadoc_unified_list_users` List unified users in a PandaDoc account. `read` Get Unified User`pandadoc_unified_get_user` Get a unified PandaDoc user by ID. `read` List Members`pandadoc_list_members` List the members of the workspace the PandaDoc API key belongs to. `read` Get Member`pandadoc_get_member` Get one member of the PandaDoc API key's workspace by membership ID. `read` Get Current Member`pandadoc_get_current_member` Get the PandaDoc member who owns the API key. `read` Create Member Token`pandadoc_create_member_token` Create a short-lived session token that lets an organization admin act as a workspace member. Available on request only. `write` Add Document Recipient`pandadoc_add_document_recipient` Add an existing contact or contact group to a document as a CC recipient. `write` Delete Document Recipient`pandadoc_delete_document_recipient` Remove a recipient from a document. `write` Update Document Recipient`pandadoc_edit_document_recipient` Modify a recipient's personal details, or update a recipient group's name and members. `write` Reassign Document Recipient`pandadoc_reassign_document_recipient` Reassign a signer's fields to another contact or contact group before the original signer has signed. `write` List Templates`pandadoc_list_templates` Retrieves a list of templates. `read` Create Template`pandadoc_create_template` This operation allows you to create a new template by providing the necessary template details. `write` Duplicate Template`pandadoc_duplicate_template` Duplicate Template Creates a copy of a template within the same workspace. `write` Template Details`pandadoc_details_template` Get details about a template by id. `read` Delete Template`pandadoc_delete_template` Delete a PandaDoc template by its ID. `write` Template Status`pandadoc_status_template` Available Template Statuses The following is a complete list of all possible template statuses returned - | Template Sta... `read` Template Update`pandadoc_update_template` Update a processed template, including its variables (tokens) and its roles. `write` Create Template Editing Session`pandadoc_create_template_editing_session` Creates a new editing session for the Embedded Editor. `write` List Users`pandadoc_list_users` List the users in the PandaDoc organization with their licenses and workspace roles. `read` Get User`pandadoc_get_user` Get one PandaDoc user by user ID. `read` Create User`pandadoc_create_user` Create users, and assign them roles, licenses, and workspaces. `write` List Workspaces`pandadoc_list_workspaces` List the workspaces in the PandaDoc organization. `read` Add Member To Workspace`pandadoc_add_member_to_workspace` Add an existing PandaDoc user to a workspace with a role. `write` Change Member Role`pandadoc_change_member_role` Change the role of a member in a PandaDoc workspace. `write` Remove Member From Workspace`pandadoc_remove_member_from_workspace` Remove a member from a PandaDoc workspace. `write` Create Workspace`pandadoc_create_workspace` Create a workspace in your organization. `write` Deactivate Workspace`pandadoc_deactivate_workspace` Deactivate the workspace, remove all the members from it and make it unavailable. `write` Create API Key`pandadoc_create_api_key` Generate a new API key for the workspace. `write` \[Beta] Update Workspace`pandadoc_update_workspace` Update a workspace's name and branding. `write` ## Events Tags Select all | Clear Content Library Items Documents Templates Webhooks No tags found 13 events EventDescriptionTags Document State Changed Webhook`pandadoc_webhook_document_state_changed` Processes PandaDoc document\_state\_changed webhook events, sent when a document's status changes (draft, sent, viewed, co... DocumentsWebhooks Document Completed PDF Ready Webhook`pandadoc_webhook_document_completed_pdf_ready` Processes PandaDoc document\_completed\_pdf\_ready webhook events, sent when a document is completed and its PDF has been s... DocumentsWebhooks Document Updated Webhook`pandadoc_webhook_document_updated` Processes PandaDoc document\_updated webhook events, sent when a document is returned to draft. DocumentsWebhooks Recipient Completed Webhook`pandadoc_webhook_recipient_completed` Processes PandaDoc recipient\_completed webhook events, sent when a recipient completes a document (data.action\_by and da... DocumentsWebhooks Document Deleted Webhook`pandadoc_webhook_document_deleted` Processes PandaDoc document\_deleted webhook events, sent when a document is removed. DocumentsWebhooks Document Creation Failed Webhook`pandadoc_webhook_document_creation_failed` Processes PandaDoc document\_creation\_failed webhook events, sent when asynchronous document creation through the API fai... DocumentsWebhooks Document Section Added Webhook`pandadoc_webhook_document_section_added` Processes PandaDoc document\_section\_added webhook events, sent when asynchronous creation of a document section complete... DocumentsWebhooks Quote Updated Webhook`pandadoc_webhook_quote_updated` Processes PandaDoc quote\_updated webhook events, sent when a quote is saved in the Quote Builder. DocumentsWebhooks Template Created Webhook`pandadoc_webhook_template_created` Processes PandaDoc template\_created webhook events, sent when a template is created. TemplatesWebhooks Template Updated Webhook`pandadoc_webhook_template_updated` Processes PandaDoc template\_updated webhook events, sent when a template's name, roles or sections change. TemplatesWebhooks Template Deleted Webhook`pandadoc_webhook_template_deleted` Processes PandaDoc template\_deleted webhook events, sent when a template is deleted. TemplatesWebhooks Content Library Item Created Webhook`pandadoc_webhook_content_library_item_created` Processes PandaDoc content\_library\_item\_created webhook events, sent when a content library item is created. Content Library ItemsWebhooks Content Library Item Creation Failed Webhook`pandadoc_webhook_content_library_item_creation_failed` Processes PandaDoc content\_library\_item\_creation\_failed webhook events, sent when asynchronous content library item crea... Content Library ItemsWebhooks This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.