> ## Documentation Index
> Fetch the complete documentation index at: https://docs.boxd.sh/llms.txt
> Use this file to discover all available pages before exploring further.

# PandaDoc

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

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

`pandadoc` · **14 tools** · no triggers

## Connect it

```bash theme={"theme":"github-dark"}
run auth pandadoc
run auth pandadoc --scope team    # shared with the organization
```

Or from the [Integrations page](https://app.boxd.sh/integrations) in the console. See [Connections](/guides/integrations/connections) for personal versus shared, and who may remove one.

## Use it

```bash theme={"theme":"github-dark"}
run pandadoc          # common commands
run pandadoc --all    # every command
```

```ts theme={"theme":"github-dark"}
import { pandadoc } from "@boxd/run";
```

## Common tools

| Tool                         | What it does                                                                                                                                                |
| ---------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `create-document-attachment` | Creates and adds an attachment to a PandaDoc document. This tool allows you to attach downloadable files such as supplemental materials, Excel...           |
| `create-document-from-file`  | Creates a new document in PandaDoc by uploading a file (PDF, DOCX, or RTF).                                                                                 |
| `create-folder`              | Creates a new folder in PandaDoc to organize documents. This action allows users to create a new folder with a specified name and optionally set a...       |
| `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.                                                                                        |
| `delete-template`            | This tool deletes a specific template from PandaDoc. Once a template is deleted, it cannot be recovered.                                                    |
| `get-document-details`       | Fetch detailed metadata for a specific PandaDoc document including recipients, fields/tokens values, pricing data, metadata, tags, and content-block names. |
| `list-contacts`              | List all contacts in your PandaDoc workspace. Returns all contacts with their details including email, name, company, and contact information.              |
| `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.                                                               |

<Accordion title="All 14 tools" icon="list">
  | Tool                         | What it does                                                                                                                                                |
  | ---------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------- |
  | `create-document-attachment` | Creates and adds an attachment to a PandaDoc document. This tool allows you to attach downloadable files such as supplemental materials, Excel...           |
  | `create-document-from-file`  | Creates a new document in PandaDoc by uploading a file (PDF, DOCX, or RTF).                                                                                 |
  | `create-folder`              | Creates a new folder in PandaDoc to organize documents. This action allows users to create a new folder with a specified name and optionally set a...       |
  | `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.                                                                                        |
  | `delete-template`            | This tool deletes a specific template from PandaDoc. Once a template is deleted, it cannot be recovered.                                                    |
  | `get-document-details`       | Fetch detailed metadata for a specific PandaDoc document including recipients, fields/tokens values, pricing data, metadata, tags, and content-block names. |
  | `get-template-details`       | This tool retrieves detailed information about a specific template by its ID.                                                                               |
  | `list-contacts`              | List all contacts in your PandaDoc workspace. Returns all contacts with their details including email, name, company, and contact information.              |
  | `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.                                                               |
</Accordion>

[Open PandaDoc in the console →](https://app.boxd.sh/integrations/detail/pandadoc)