Pandadoc

Troubleshooting

If requests fail, run zero doctor check-connector --env-name PANDADOC_TOKEN or zero doctor check-connector --url https://api.pandadoc.com/public/v1/documents --method GET

Authentication

PandaDoc uses a custom API-Key auth scheme on the standard Authorization header — it is NOT Bearer. All examples below use:

Authorization: API-Key $PANDADOC_TOKEN

Base URL: https://api.pandadoc.com/public/v1

Environment Variables

Documents

1. List Documents

List documents in the workspace. Supports filtering by status, template_id, tag, q (name search), created_from, created_to, pagination (page, count max 100).

curl -s "https://api.pandadoc.com/public/v1/documents?count=20" --header "Authorization: API-Key $PANDADOC_TOKEN" | jq '.results[] | {id, name, status, date_created, date_modified}'

2. Get Document Details

Replace <document-id> with the document's UUID.

curl -s "https://api.pandadoc.com/public/v1/documents/<document-id>/details" --header "Authorization: API-Key $PANDADOC_TOKEN" | jq '{id, name, status, recipients, metadata, date_created, date_completed}'

3. Get Document Status (lightweight)

curl -s "https://api.pandadoc.com/public/v1/documents/<document-id>" --header "Authorization: API-Key $PANDADOC_TOKEN" | jq '{id, name, status, date_modified}'

4. Create Document from Template

Write to /tmp/pandadoc_create_from_template.json:

{
  "name": "Sample Contract",
  "template_uuid": "<template-id>",
  "recipients": [
    {
      "email": "jane@example.com",
      "first_name": "Jane",
      "last_name": "Doe",
      "role": "Client"
    }
  ],
  "tokens": [
    { "name": "Client.FirstName", "value": "Jane" },
    { "name": "Client.Company", "value": "Acme Corp" }
  ],
  "fields": {
    "Amount": { "value": "5000" }
  },
  "metadata": {
    "source": "vm0"
  },
  "tags": ["api-created"]
}

curl -s -X POST "https://api.pandadoc.com/public/v1/documents" --header "Authorization: API-Key $PANDADOC_TOKEN" --header "Content-Type: application/json" -d @/tmp/pandadoc_create_from_template.json | jq '{id, name, status, uuid}'

Document creation is asynchronous. Poll the status endpoint until it is document.draft before sending.

5. Create Document from a PDF URL

Write to /tmp/pandadoc_create_from_pdf.json:

{
  "name": "Contract from PDF",
  "url": "https://example.com/contract.pdf",
  "recipients": [
    {
      "email": "jane@example.com",
      "first_name": "Jane",
      "last_name": "Doe",
      "role": "Client"
    }
  ],
  "parse_form_fields": false,
  "fields": {},
  "tags": ["api-created"]
}

curl -s -X POST "https://api.pandadoc.com/public/v1/documents" --header "Authorization: API-Key $PANDADOC_TOKEN" --header "Content-Type: application/json" -d @/tmp/pandadoc_create_from_pdf.json | jq '{id, name, status}'

6. Send Document for Signature

Poll GET /documents/<document-id> until status == "document.draft", then send.

Write to /tmp/pandadoc_send.json:

{
  "message": "Please review and sign this document.",
  "subject": "Please sign: Sample Contract",
  "silent": false
}

curl -s -X POST "https://api.pandadoc.com/public/v1/documents/<document-id>/send" --header "Authorization: API-Key $PANDADOC_TOKEN" --header "Content-Type: application/json" -d @/tmp/pandadoc_send.json | jq '{id, name, status}'

Set silent: true to skip email notifications (you deliver the sign link yourself).

7. Download Signed PDF

Downloads the PDF (signed if completed, current state otherwise).

curl -s "https://api.pandadoc.com/public/v1/documents/<document-id>/download" --header "Authorization: API-Key $PANDADOC_TOKEN" --output /tmp/signed_document.pdf

Add ?watermark=true to include the unsigned watermark on in-progress documents.

8. Create a Signing Session Link

Generate a short-lived (default 900s) direct signing URL for a recipient. Replace <document-id> and provide the recipient's email.

Write to /tmp/pandadoc_session.json:

{
  "recipient": "jane@example.com",
  "lifetime": 900
}

curl -s -X POST "https://api.pandadoc.com/public/v1/documents/<document-id>/session" --header "Authorization: API-Key $PANDADOC_TOKEN" --header "Content-Type: application/json" -d @/tmp/pandadoc_session.json | jq '{id, expires_at}'

Open the signing page at https://app.pandadoc.com/s/<session-id>.

9. Change Document Status

Mark a document as paid, for example. Valid transitions depend on current status.

Write to /tmp/pandadoc_status.json:

{
  "status": 2
}

Status codes: 2 = paid (only valid when status is document.completed).

curl -s -X PATCH "https://api.pandadoc.com/public/v1/documents/<document-id>/status" --header "Authorization: API-Key $PANDADOC_TOKEN" --header "Content-Type: application/json" -d @/tmp/pandadoc_status.json

10. Delete Document

curl -s -X DELETE "https://api.pandadoc.com/public/v1/documents/<document-id>" --header "Authorization: API-Key $PANDADOC_TOKEN"

Templates

List Templates

Filter by tag, q (name search), folder_uuid. Paginate with page and count (max 100).

curl -s "https://api.pandadoc.com/public/v1/templates?count=20" --header "Authorization: API-Key $PANDADOC_TOKEN" | jq '.results[] | {id, name, date_created, date_modified}'

Template Details

Replace <template-id>.

curl -s "https://api.pandadoc.com/public/v1/templates/<template-id>/details" --header "Authorization: API-Key $PANDADOC_TOKEN" | jq '{id, name, content_placeholders, fields, pricing, roles, tokens}'

Use roles[].name when constructing recipients[].role in the create-from-template body.

Contacts

List Contacts

curl -s "https://api.pandadoc.com/public/v1/contacts" --header "Authorization: API-Key $PANDADOC_TOKEN" | jq '.[] | {id, email, first_name, last_name, company}'

Create Contact

Write to /tmp/pandadoc_contact.json:

{
  "email": "new.contact@example.com",
  "first_name": "New",
  "last_name": "Contact",
  "company": "Acme Corp",
  "job_title": "Procurement"
}

curl -s -X POST "https://api.pandadoc.com/public/v1/contacts" --header "Authorization: API-Key $PANDADOC_TOKEN" --header "Content-Type: application/json" -d @/tmp/pandadoc_contact.json | jq '{id, email, first_name, last_name}'

Get / Update / Delete Contact

curl -s "https://api.pandadoc.com/public/v1/contacts/<contact-id>" --header "Authorization: API-Key $PANDADOC_TOKEN"

Update via PATCH — write partial fields to /tmp/pandadoc_contact_patch.json:

{
  "job_title": "VP Procurement"
}

curl -s -X PATCH "https://api.pandadoc.com/public/v1/contacts/<contact-id>" --header "Authorization: API-Key $PANDADOC_TOKEN" --header "Content-Type: application/json" -d @/tmp/pandadoc_contact_patch.json

curl -s -X DELETE "https://api.pandadoc.com/public/v1/contacts/<contact-id>" --header "Authorization: API-Key $PANDADOC_TOKEN"

Document Status Values

Guidelines

1. The Authorization header uses the `API-Key` prefix, not Bearer. Bearer is only for OAuth access tokens. 2. Document creation is asynchronous — always poll GET /documents/<id> until status is document.draft before calling /send. 3. For Production API keys you need a paid plan with API access; Sandbox keys are free but documents have no legal validity. 4. UUIDs (id, uuid, template_uuid) are dynamic — capture them from responses rather than hard-coding. 5. count is capped at 100 per page on list endpoints; paginate with page (1-indexed). 6. Session links (/documents/<id>/session) expire in lifetime seconds (default 900). Request a new one when expired. 7. Rate limits apply per workspace — on 429, back off exponentially and retry.