create_document
Create a new PandaDoc document from a template or a publicly accessible PDF URL, populating it with recipients, tokens, fields, metadata, and content data. The document is created in draft status and can then be sent for signing.
send_reminder
Send a manual reminder to all recipients of a PandaDoc document who have not yet completed their actions.
list_members
List all members in the current PandaDoc workspace, including their roles and contact info.
list_contacts
List contacts from the PandaDoc contacts directory. Optionally filter by email address.
download_document
Download a PandaDoc document and return the file content as a Slate attachment, with structured output limited to file metadata.
update_contact
Update an existing contact in the PandaDoc contacts directory. Only provide the fields you want to change.
list_templates
Search and list PandaDoc templates with optional filtering by name, folder, tag, and sharing status. Supports pagination.
get_document
Retrieve full details of a PandaDoc document including its status, recipients, fields, tokens, metadata, tags, pricing, and linked objects. Use this to inspect any aspect of a document.
create_document_folder
Create a new folder for organizing PandaDoc documents.
list_documents
Search and list PandaDoc documents with filtering by status, date ranges, template, folder, tag, contact, and metadata. Supports pagination and sorting.
list_document_folders
List document folders in the PandaDoc workspace.
add_recipient
Add a new recipient (CC) to an existing PandaDoc document. Works on documents in any status.
link_crm_object
Link a PandaDoc document to an external CRM object (e.g., Salesforce opportunity, HubSpot deal). Also supports listing and removing existing links.
update_recipient
Update an existing recipient's details on a PandaDoc document.
create_contact
Create a new contact in the PandaDoc contacts directory. Contacts can be used as recipients when creating documents.
remove_recipient
Remove a recipient from a PandaDoc document.
delete_document
Permanently delete a PandaDoc document by its ID.
list_content_library
List and search content library items in PandaDoc. Content library items are reusable content blocks that can be inserted into documents via content placeholders.
send_document
Send a PandaDoc document to its recipients for viewing, signing, or approval. Optionally customize the email subject and message, or send silently for embedded signing flows.
list_forms
List all available forms in the PandaDoc workspace. Forms allow external recipients to fill out information that generates documents.
create_document_link
Create a shareable or embeddable session link for a PandaDoc document, targeted at a specific recipient. The link can be used for embedded signing or direct sharing.
change_document_status
Manually change a PandaDoc document's status to completed, voided, or paid. Use this to force-complete documents, void/expire documents, or mark them as paid.
delete_contact
Delete a contact from the PandaDoc contacts directory.
get_template
Retrieve full details of a PandaDoc template including its roles, fields, tokens, pricing tables, content placeholders, and metadata.
get_document_status
Retrieve lightweight PandaDoc document status and lifecycle timestamps. Use this to poll newly created documents until they reach draft status before sending or updating.
update_document
Update a draft PandaDoc document with supported mutable values such as name, recipients, fields, tokens, tags, metadata, pricing tables, tables, text blocks, or image blocks.
rename_document_folder
Rename an existing PandaDoc document folder.
Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues. Subscribe to real-time webhooks for changes to issues, projects, cycles, comments, documents, and more.
Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.
Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.
Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.
Create, read, update, and delete records in Airtable bases and tables. Manage base schemas including creating tables and fields. Filter records using formulas, sort by fields, and scope queries to specific views. Upsert records to find, create, or update in a single call. Upload attachments to records, read and write record comments, list accessible bases, and receive real-time base change events through webhooks.
Create, read, update, and delete pages, blog posts, comments, and attachments in Confluence spaces. Manage spaces, permissions, labels, and content restrictions. Search content using Confluence Query Language (CQL). Upload and download file attachments with versioning. Manage users, groups, and group memberships. Create and manage whiteboards, databases, folders, and templates. View and update inline tasks. Access audit logs. Listen for webhooks on page, blog, comment, attachment, space, label, and user events.
Create, send, track, and electronically sign documents such as proposals, contracts, and quotes. Generate documents programmatically from templates or file uploads, populate them with dynamic data (tokens, fields, recipients, pricing tables), and manage the full document lifecycle. Embed document editing, sending, and signing experiences directly in applications. Manage templates, content library items, contacts, and a product catalog. Link documents to external CRM objects, manage workspaces and users, handle notarization requests, and configure webhooks for real-time event notifications on document state changes, recipient completions, and template updates.
Common questions about connecting Pandadoc to AI agents with Metorial.
