Cloud Storage

PandaDoc
API integration

Ship Cloud Storage features without building the integration. Full PandaDoc API access via Proxy, normalized data through Unified APIs, and 120+ MCP-ready tools for AI agents — all extensible to your exact use case.

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Use Cases

Why integrate with PandaDoc

Common scenarios for SaaS companies building PandaDoc integrations for their customers.

Auto-generate proposals from your platform's deal data

SaaS companies building CRMs or sales tools can let users trigger PandaDoc proposal creation directly from their app, injecting deal values like amounts, client names, and line items into branded templates — eliminating copy-paste and accelerating close rates.

Embed document signing into your application's workflow

Platforms in field service, healthcare, or HR can offer in-app signing experiences using PandaDoc's embedded sessions, so end users never leave your product to collect legally binding signatures from customers, candidates, or vendors.

Sync document statuses back into your app in real time

B2B SaaS products can listen for PandaDoc webhook events — like document viewed, signed, or declined — and reflect those statuses natively in their own UI, enabling users to act on document milestones without switching tools.

Automate offer letter workflows for ATS and HRIS platforms

HR tech platforms can map candidate data to PandaDoc templates so recruiters generate offer letters with a single click, and upon signature the signed PDF is automatically archived to the employee's profile.

Populate pricing tables from your product's catalog or estimates

Vertical SaaS platforms with quoting or invoicing features can push line items, quantities, discounts, and taxes directly into PandaDoc pricing tables, producing polished proposals that stay in sync with the source of truth.

What You Can Build

Ship these features with Truto + PandaDoc

Concrete product features your team can ship faster by leveraging Truto’s PandaDoc integration instead of building from scratch.

One-click document generation from app records

Let users select a PandaDoc template, auto-map your platform's data fields to PandaDoc tokens, and generate a ready-to-send document without leaving your product.

Real-time document status dashboard

Surface live PandaDoc document states (Draft, Sent, Viewed, Completed, Declined) inside your app's native UI by consuming webhook events.

Embedded in-app signing experience

Generate PandaDoc embedded signing sessions so your end users' recipients can sign documents directly within your product's portal or mobile app.

Signed PDF auto-archival to records

Automatically download the finalized signed PDF when a document is completed and attach it to the relevant record in your platform — deal, employee profile, or project.

User directory sync via Unified API

Use Truto's Unified User Directory API to read PandaDoc workspace users, enabling your platform to map document ownership, manage permissions, and display sender identities natively.

Dynamic pricing table injection from line items

Push your app's estimate or invoice line items — including optional selections, quantities, and discounts — directly into PandaDoc pricing tables for interactive, client-facing proposals.

SuperAI

PandaDoc AI agent tools

Comprehensive AI agent toolset with fine-grained control. Integrates with MCP clients like Cursor and Claude, or frameworks like LangChain.

list_all_panda_doc_members

List Members. Returns: user_id, membership_id, email, first_name, last_name, is_active, workspace, workspace_name, emails_verified, role, user_license, date_created, date_modified.

get_single_panda_doc_member_by_id

Member Details. Returns: user_id, membership_id, email, first_name, last_name, is_active, workspace, workspace_name, emails_verified, role, user_license, date_created, date_modified. Required: id.

list_all_panda_doc_attachment_downloads

Download Document Attachment. Returns no documented response fields; the response body is the raw file bytes. Required: id, attachment_id.

list_all_panda_doc_auto_reminders_status

Document Auto Reminder Status. Returns: recipient_id, status. Required: document_id.

create_a_panda_doc_document_append_content_library_item

Append Content Library Item to a document. Returns: cli, block_mapping. Required: id.

panda_doc_document_attachments_bulk_delete

Delete Document Attachment. Returns an empty 204 response on success. Required: id, attachment_id.

list_all_panda_doc_document_attachments

Document Attachment Details. Returns: uuid, date_created, created_by, name. Required: id, attachment_id.

create_a_panda_doc_document_attachments_upload

Create Document Attachment From Upload. Returns: uuid, date_created, created_by, name. Required: id.

list_all_panda_doc_document_audit_trails

List Document Audit Trail. Returns: id, user, action, reason, date_created, ip_address. Required: document_id.

panda_doc_document_auto_reminders_bulk_update

Update Document Auto Reminder Settings. Returns: enabled, delivery_method, initial_delay_days, is_recurring, recurrence_frequency_days. Required: document_id, enabled.

list_all_panda_doc_document_auto_reminders

Document Auto Reminder Settings. Returns: enabled, delivery_method, initial_delay_days, is_recurring, recurrence_frequency_days. Required: document_id.

list_all_panda_doc_document_details

Document Details. Returns: id, name, autonumbering_sequence_name_prefix, folder_uuid, date_created, date_modified, date_completed, content_date_modified, date_sent, ref_number, created_by, template, expiration_date, metadata, tokens, fields, pricing, tables, images, texts, tags, sent_by, recipients, grand_total, linked_objects, status, approval_execution, version, lock. Required: id.

list_all_panda_doc_document_download_protecteds

Download Completed Document. Returns no documented response fields; the response body is the raw file bytes. Required: id.

list_all_panda_doc_document_downloads

Document Download. Returns no documented response fields; the response body is the raw file bytes. Required: id.

create_a_panda_doc_document_draft

Move Document to Draft. Returns: id, name, status, date_created, date_modified, expiration_date, version. Required: id.

create_a_panda_doc_document_editing_session

Create Document Editing Session. Returns: id, email, expires_at, key, token, document_id. Required: id, email.

list_all_panda_doc_document_esign_disclosures

Document eSign disclosure. Returns: is_enabled, company_name, esign_disclosure_text. Required: document_id.

panda_doc_document_fields_bulk_update

Update Document Fields Assignment. Returns an empty 204 response on success. Required: id, fields.

create_a_panda_doc_document_field

Create Document Fields. Returns: fields. Required: id.

list_all_panda_doc_document_fields

List Document Fields. Returns: uuid, name, title, value, field_id, type, placeholder, assigned_to, layout, section_uuid. Required: id.

panda_doc_document_linked_objects_bulk_delete

Delete Linked Object. Returns an empty 204 response on success. Required: id, linked_object_id.

create_a_panda_doc_document_linked_object

Create Linked Object. Returns: id, provider, entity_type, entity_id, children. Required: id, provider, entity_type, entity_id.

list_all_panda_doc_document_linked_objects

List Linked Objects. Returns: id, provider, entity_type, entity_id, children. Required: id.

create_a_panda_doc_document_move_to_folder

Document move to folder. Returns an empty 204 response on success. Required: id, folder_id.

panda_doc_document_ownerships_bulk_update

Update document ownership. Returns an empty 204 response on success. Required: id.

panda_doc_document_recipients_bulk_delete

Delete Document Recipient. Returns an empty 204 response on success. Required: id, recipient_id.

create_a_panda_doc_document_recipient

Add Document Recipient. Returns: recipient_id. Required: id, kind.

panda_doc_document_sections_bulk_delete

Delete Document Section. Returns an empty 204 response on success. Required: document_id, section_id.

get_single_panda_doc_document_section_by_id

Document Section Details. Returns: uuid, name, document_uuid. Required: document_id, id.

list_all_panda_doc_document_sections

List Document Sections. Returns: uuid, name. Required: document_id.

create_a_panda_doc_document_send_reminder

Send Manual Reminder. Returns: result. Required: document_id.

create_a_panda_doc_document_session

Create Document Session for Embedded Sign. Returns: id, expires_at. Required: id, recipient.

panda_doc_document_settings_bulk_update

Update document settings. Returns: language, qualified_electronic_signature, expires_in, suggest_edits. Required: document_id.

list_all_panda_doc_document_settings

Get document settings. Returns: language, qualified_electronic_signature, expires_in, suggest_edits. Required: document_id.

panda_doc_document_status_bulk_update

Document Status Change. Returns an empty 204 response on success. Required: id, status.

panda_doc_document_status_uploads_bulk_update

Document Status Change with Upload. Returns an empty 204 response on success. Required: id.

list_all_panda_doc_documents_linked_objects

List Documents by Linked Object. Returns: id, status, date_created, template_id. Required: entity_id, entity_type, provider.

panda_doc_documents_ownerships_bulk_update

Transfer all documents ownership. Returns an empty 204 response on success.

create_a_panda_doc_oauth_2_access_token

Create/Refresh Access Token. Returns: access_token, token_type, expires_in, scope, refresh_token.

panda_doc_public_documents_attach_attachment

Create Document Attachment. Returns: uuid, date_created, created_by, name. Required: id.

panda_doc_public_documents_bulk_delete

Delete documents (bulk). Returns: id.

create_a_panda_doc_public_document

Create Document. Returns: id, name, status, date_created, date_modified, expiration_date, version, uuid, links, info_message.

delete_a_panda_doc_public_document_by_id

Delete Document. Returns an empty 204 response on success. Required: id.

get_single_panda_doc_public_document_by_id

Document Status. Returns: id, name, status, date_created, date_modified, date_completed, expiration_date, version, uuid. Required: id.

list_all_panda_doc_public_documents

List Documents. Returns: id, name, status, date_created, date_modified, date_completed, expiration_date, version.

panda_doc_public_documents_list_attachments

List Document Attachments. Returns: uuid, date_created, created_by, name. Required: id.

panda_doc_public_documents_send

Send Document. Returns: id, name, status, date_created, date_modified, date_completed, expiration_date, version, uuid, recipients. Required: id.

update_a_panda_doc_public_document_by_id

Update Document. Returns an empty 204 response on success. Required: id.

create_a_panda_doc_public_documents_upload_markdown

Create Document from Markdown File Upload. Returns: id, name, status, date_created, date_modified, expiration_date, version, uuid, links, info_message.

create_a_panda_doc_public_documents_upload

Create Document from File Upload. Returns: id, name, status, date_created, date_modified, expiration_date, version, uuid, links, info_message.

create_a_panda_doc_recipient_reassign

Change Signer (Reassign Document Recipient). Returns: recipient_id. Required: id, recipient_id, kind.

panda_doc_recipients_bulk_update

Update Document Recipient. Returns an empty 204 response on success. Required: id, recipient_id.

list_all_panda_doc_sections_uploads

Document Section Upload Status. Returns: uuid, document_uuid, status, name, sections_uuids, date_created, date_modified. Required: document_id, upload_id.

create_a_panda_doc_sections_upload

Create Document Section. Returns: uuid, name, document_uuid, status, date_created, date_modified, date_completed, info_message. Required: document_id.

create_a_panda_doc_sections_uploads_upload

Create Document Section from File Upload. Returns: uuid, name, document_uuid, status, date_created, date_modified, date_completed, info_message. Required: document_id.

create_a_panda_doc_add_named_item

Add DSV Named Items to a Document. Returns: results, count. Required: document_id, items.

list_all_panda_doc_public_content_library_items

List Content Library Item. Returns: id, name, date_created, date_modified, version.

create_a_panda_doc_public_content_library_item

Create Content Library Item. Returns: id, name, date_created, date_modified, version, status.

get_single_panda_doc_public_content_library_item_by_id

Content Library Item Status. Returns: id, name, date_created, date_modified, version, status. Required: id.

create_a_panda_doc_public_content_library_items_upload

Create Content Library Item from File Upload. Returns: id, name, date_created, date_modified, version, status.

list_all_panda_doc_content_library_item_details

Content Library Item Details. Returns: id, name, date_created, date_modified, content_date_modified, created_by, metadata, tokens, fields, pricing, tags, roles, version, content_placeholders, tables, images. Required: id.

list_all_panda_doc_public_templates

List Templates. Returns: id, name, date_created, date_modified, version, content_date_modified.

create_a_panda_doc_public_template

Create Template. Returns: id, name, date_created, date_modified, version, content_date_modified.

get_single_panda_doc_public_template_by_id

Template Status. Returns: id, name, date_created, date_modified, version, status. Required: id.

update_a_panda_doc_public_template_by_id

Template Update. Returns an empty 204 response on success. Required: id.

delete_a_panda_doc_public_template_by_id

Delete Template. Returns an empty 204 response on success. Required: id.

create_a_panda_doc_public_templates_upload

Create Template from File Upload. Returns: id, name, date_created, date_modified, version, content_date_modified.

list_all_panda_doc_template_details

Template Details. Returns: id, name, folder_uuid, date_created, date_modified, content_date_modified, created_by, metadata, tokens, fields, pricing, tags, roles, version, content_placeholders, tables, images. Required: id.

create_a_panda_doc_template_editing_session

Create Template Editing Session. Returns: id, email, expires_at, key, token, template_id. Required: id, email.

list_all_panda_doc_template_settings

Get template settings. Returns: language. Required: template_id.

panda_doc_template_settings_bulk_update

Update template settings. Returns: language. Required: template_id.

list_all_panda_doc_public_forms

List Forms. Returns: id, name, date_created, date_modified, status.

list_all_panda_doc_documents_folders

List Documents Folders. Returns: uuid, name, date_created, has_folders, has_items.

create_a_panda_doc_documents_folder

Create Documents Folder. Returns: uuid, name, date_created. Required: name.

update_a_panda_doc_documents_folder_by_id

Rename Documents Folder. Returns: uuid, name, date_created. Required: id, name.

list_all_panda_doc_templates_folders

List Templates Folders. Returns: uuid, name, date_created, has_folders, has_items.

create_a_panda_doc_templates_folder

Create Templates Folder. Returns: uuid, name, date_created. Required: name.

update_a_panda_doc_templates_folder_by_id

Rename Templates Folder. Returns: uuid, name, date_created. Required: id, name.

list_all_panda_doc_public_contacts

List contacts. Returns: id, email, first_name, last_name, company, job_title, phone, country, state, street_address, city, postal_code.

create_a_panda_doc_public_contact

Create contact. Returns: id, email, first_name, last_name, company, job_title, phone, country, state, street_address, city, postal_code.

get_single_panda_doc_public_contact_by_id

Contact Details. Returns: id, email, first_name, last_name, company, job_title, phone, country, state, street_address, city, postal_code. Required: id.

update_a_panda_doc_public_contact_by_id

Update Contact. Returns: id, email, first_name, last_name, company, job_title, phone, country, state, street_address, city, postal_code. Required: id.

delete_a_panda_doc_public_contact_by_id

Delete Contact. Returns an empty 204 response on success. Required: id.

list_all_panda_doc_public_logs

List API Log. Returns: id, url, status, request_time, response_time.

get_single_panda_doc_public_log_by_id

API Log Details. Returns: id, url, method, status, request_time, response_time, response_body, query_params_string, query_params_object, request_body, token_type, application, key, request_id, user_email, user_id. Required: id.

list_all_panda_doc_public_logs_v_2

List API Log. Returns: id, url, status, request_time, response_time.

get_single_panda_doc_public_logs_v_2_by_id

get_single_panda_doc_public_member_by_id

Current Member Details. Returns: user_id, membership_id, email, first_name, last_name, is_active, workspace, workspace_name, emails_verified, role, user_license, date_created, date_modified.

create_a_panda_doc_member_token

Create Member Token. Returns: token. Required: member_id.

list_all_panda_doc_notary_notaries

List Notaries. Returns: id, email, name, status, commission_state.

list_all_panda_doc_notary_notarization_requests

List Notarization Requests. Returns: id, status, name, document_id, date_created, date_started, date_completed, created_by_user_id.

create_a_panda_doc_notary_notarization_request

Create Notarization Request. Returns: id, name, status, date_created, date_accepted, created_by, invitees. Required: document_id, invitation.

get_single_panda_doc_notary_notarization_request_by_id

Notarization Request Details. Returns: id, status, document_id, date_created, date_started, date_completed, created_by, invitees, signed_documents, recording, termination_reason, termination_details. Required: id.

delete_a_panda_doc_notary_notarization_request_by_id

Delete Notarization Request. Returns an empty 204 response on success. Required: id.

list_all_panda_doc_public_webhook_events

List Webhook Events. Returns: uuid, name, type, http_status_code, error, delivery_time. Required: count.

get_single_panda_doc_public_webhook_event_by_id

Webhook Event Details. Returns: uuid, name, type, http_status_code, error, delivery_time, url, signature, request_body, response_body, response_headers, event_time. Required: id.

list_all_panda_doc_public_webhook_subscriptions

List Webhook Subscriptions. Returns: uuid, name, url, active, payload, triggers, workspace_id, shared_key, status.

create_a_panda_doc_public_webhook_subscription

Create Webhook Subscription. Returns: uuid, name, url, active, payload, triggers, workspace_id, shared_key, status. Required: name, url, triggers.

get_single_panda_doc_public_webhook_subscription_by_id

Webhook Subscription Details. Returns: uuid, name, url, active, payload, triggers, workspace_id, shared_key, status. Required: id.

update_a_panda_doc_public_webhook_subscription_by_id

Update Webhook Subscription. Returns: uuid, name, url, active, payload, triggers, workspace_id, shared_key, status. Required: id.

delete_a_panda_doc_public_webhook_subscription_by_id

Delete Webhook Subscription. Returns an empty 204 response on success. Required: id.

panda_doc_webhook_subscription_shared_keys_bulk_update

Update Webhook Subscription Shared Key. Returns: shared_key. Required: id.

list_all_panda_doc_contents

[Beta] Document Content. Returns: format, content. Required: document_id, format.

list_all_panda_doc_document_ai_metadatas

[Beta] Get AI Metadata for a Document. Returns: id, key, field_type, settings, value. Required: document_id.

create_a_panda_doc_document_docx_export_task

[Beta] Create DOCX Export Task. Returns: id, document_id, status. Required: document_id.

list_all_panda_doc_document_docx_export_tasks

[Beta] DOCX Export Task. Returns: id, document_id, status, docx_items. Required: document_id, task_id.

panda_doc_document_quotes_bulk_update

Quote update. Returns: id, currency, total, summary, sections, merge_rules, settings. Required: document_id, quote_id.

list_all_panda_doc_document_summaries

[Beta] Document Summary. Returns: type, summary. Required: document_id, type.

create_a_panda_doc_documents_ai_metadata

[Beta] Get AI Metadata for Multiple Documents. Returns: count, results. Required: document_ids.

list_all_panda_doc_documents_searches

[Beta] List Documents Search. Returns: document_id, name, status, date_created, owner, folder, extra_fields. Required: q.

list_all_panda_doc_items_searches

List Catalog Items Search. Returns: billing_cycle, billing_type, bundle_items_count, workspace_id, category_id, category_name, created_by, cost, currency, custom_fields, date_created, date_modified, description, image_src, images, max_tier_value, min_tier_value, modified_by, price, pricing_method, sku, title, tiers, type, uuid, highlights.

panda_doc_member_roles_bulk_update

Change Member Role in Workspace. Returns: member_id, workspace_id, role, email. Required: workspace_id, member_id, role.

panda_doc_product_catalog_items_bulk_delete

Delete Catalog Item. Returns an empty 204 response on success. Required: item_uuid.

panda_doc_product_catalog_items_bulk_update

Update Catalog Item. Returns: uuid, title, date_created, date_modified, created_by, modified_by, category_id, category_name, type, bundle_items, default_price_configuration, variants. Required: item_uuid.

create_a_panda_doc_product_catalog_item

Create Catalog Item. Returns: uuid, title, date_created, date_modified, created_by, modified_by, category_id, category_name, type, bundle_items, default_price_configuration, variants. Required: title, price_configuration.

list_all_panda_doc_product_catalog_items

Catalog Item Details. Returns: uuid, title, date_created, date_modified, created_by, modified_by, category_id, category_name, type, bundle_items, default_price_configuration, variants. Required: item_uuid.

list_all_panda_doc_public_sms_opt_outs

Recent SMS Opt-out. Returns: phone_number, status, opt_out_changed.

create_a_panda_doc_public_user

Create User. Returns: user_id, workspaces. Required: user, workspaces, license.

get_single_panda_doc_public_user_by_id

Get User Details by ID. Returns: user_id, email, first_name, last_name, phone_number, license, is_organization_owner, workspaces. Required: id.

list_all_panda_doc_public_users

List Users. Returns: user_id, email, first_name, last_name, phone_number, license, is_organization_owner, workspaces.

panda_doc_public_workspaces_attach_member

Add Member to Workspace. Returns: member_id, workspace_id, role, email, first_name, last_name. Required: workspace_id, user_id, role.

create_a_panda_doc_public_workspace

Create Workspace. Returns: id, name. Required: name.

panda_doc_public_workspaces_deactivate

Deactivate Workspace. Specifies an empty response body on success. Required: workspace_id.

list_all_panda_doc_public_workspaces

List Workspaces. Returns: id, name, date_created, owner.

create_a_panda_doc_workspace_api_key

Create API Key. Returns: user_id, type, workspace_id, key. Required: workspace_id, type.

panda_doc_workspace_members_bulk_delete

Remove Member from Workspace. Returns an empty 204 response on success. Required: workspace_id, member_id.

Why Truto

Why use Truto’s MCP server for PandaDoc

Other MCP servers give you a static tool list for one app. Truto gives you a managed, multi-tenant MCP infrastructure across 550+ integrations.

Auto-generated, always up to date

Tools are dynamically generated from curated documentation — not hand-coded. As integrations evolve, tools stay current without manual maintenance.

Fine-grained access control

Scope each MCP server to read-only, write-only, specific methods, or tagged tool groups. Expose only what your AI agent needs — nothing more.

Multi-tenant by design

Each MCP server is scoped to a single connected account with its own credentials. The URL itself is the auth token — no shared secrets, no credential leaking across tenants.

Works with every MCP client

Standard JSON-RPC 2.0 protocol. Paste the URL into Claude, ChatGPT, Cursor, or any MCP-compatible agent framework — tools are discovered automatically.

Built-in auth, rate limits, and error handling

Tool calls execute through Truto’s proxy layer with automatic OAuth refresh, rate-limit handling, and normalized error responses. No raw API plumbing in your agent.

Expiring and auditable servers

Create time-limited MCP servers for contractors or automated workflows. Optional dual-auth requires both the URL and a Truto API token for high-security environments.

Unified APIs

Unified APIs for PandaDoc

Skip writing code for every integration. Use Truto’s category-specific Unified APIs out of the box or customize the mappings with AI.

Unified User Directory API

Users

The User object represents a User.

View Docs

How It Works

From zero to integrated

Go live with PandaDoc in under an hour. No boilerplate, no maintenance burden.

Link your customer’s PandaDoc account

Use Truto’s frontend SDK to connect your customer’s PandaDoc account. We handle all OAuth and API key flows — you don’t need to create the OAuth app.

We handle authentication

Don’t spend time refreshing access tokens or figuring out secure storage. We handle it and inject credentials into every API request.

Call our API, we call PandaDoc

Truto’s Proxy API is a 1-to-1 mapping of the PandaDoc API. You call us, we call PandaDoc, and pass the response back in the same cycle.

Unified response format

Every response follows a single format across all integrations. We translate PandaDoc’s pagination into unified cursor-based pagination. Data is always in the result attribute.

FAQs

Common questions about PandaDoc on Truto

Authentication, rate limits, data freshness, and everything else you need to know before you integrate.

What Truto Unified APIs are available for PandaDoc today?

PandaDoc is currently supported under Truto's Unified User Directory API, which covers reading users from PandaDoc workspaces. Additional tools and unified API coverage (documents, templates, webhooks) are built on request — contact Truto to scope your specific workflow needs.

How does authentication work for PandaDoc through Truto?

PandaDoc supports OAuth 2.0 for third-party integrations. Truto manages the full OAuth flow — token acquisition, refresh, and secure storage — so your end users connect their PandaDoc accounts with a simple authorization prompt and you never handle credentials directly.

Does PandaDoc have API rate limits I should be aware of?

Yes. PandaDoc enforces rate limits on its API that vary by endpoint and plan tier. Truto handles retry logic and rate-limit awareness so your integration gracefully manages throttling without dropping requests.

Can I access PandaDoc template tokens and roles via the integration?

PandaDoc's API exposes template details including tokens (merge variables) and recipient roles. While specific Truto tools for templates are built on request, this data is available through PandaDoc's API and Truto can proxy or unify access to it for your use case.

What happens if my customer's PandaDoc plan doesn't include API access?

PandaDoc API access is available on their Business and Enterprise plans. If an end user is on a lower-tier plan, API calls will be rejected by PandaDoc. Truto surfaces these errors clearly so you can guide users to upgrade their PandaDoc subscription.

Can Truto support PandaDoc webhooks for real-time event handling?

PandaDoc offers webhooks for events like document state changes and PDF readiness. Truto can be configured to receive and normalize these webhook payloads as part of a custom integration build — reach out to discuss your specific event-driven workflow requirements.

PandaDoc

Get PandaDoc integrated into your app

Our team understands what it takes to make a PandaDoc integration successful. A short, crisp 30 minute call with folks who understand the problem.