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PandaDoc

PandaDoc offers document creation, e-signatures, and workflow automation, helping sales teams and businesses streamline proposals, contracts, and agreement processes

What agents can do

Actions14

  • Create contact

    This tool creates a new contact in pandadoc.

  • Create document attachment

    Creates and adds an attachment to a pandadoc document.

  • Create document from file

    Creates a new document in pandadoc by uploading a file (pdf, docx, etc.).

  • Create folder

    Creates a new folder in pandadoc to organize documents.

  • Create or update contact

    This tool creates a new contact or updates an existing one in pandadoc based on the email address.

  • Create template

    This tool allows users to create a new template in pandadoc from a pdf file or from scratch.

  • Create webhook

    Creates a new webhook subscription in pandadoc to receive notifications about specific events.

  • Delete contact

    This tool allows you to delete a contact from your pandadoc account.

6 more
  • Delete template

    This tool deletes a specific template from pandadoc.

  • Get template details

    This tool retrieves detailed information about a specific template by its id.

  • List contacts

    A tool to list and search contacts in pandadoc.

  • List document folders

    This tool retrieves a list of all document folders in pandadoc.

  • List templates

    This tool retrieves a list of all templates available in the pandadoc account.

  • Move document to folder

    This tool allows users to move a document to a specific folder within their pandadoc account.

How it connects

You paste an API key from PandaDoc on a page Composio hosts, so the key never passes through Definable.

Keep the connection to yourself or share it with your workspace. Any action that writes or sends can wait for your approval.