Requirements
Connecting PandaDoc takes an active account plus an API access token from your account settings — no other setup is required.[3]
Get your PandaDoc credentials
Credential type option 1
PandaDoc
- API KeypasswordRequired
Your workspace API key (found under Settings > API & Integrations). Enter only the key; the 'API-Key' prefix is added automatically.
[1]
Credential type option 2
PandaDoc
You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.
- Client IDtextRequired
Client ID generated after creating your app in the Developer Dashboard (Configuration page).
[1] - Client SecretpasswordRequired
Client Secret generated alongside the Client ID in the Developer Dashboard.
[1]
Integration requests 1 permission:
Create, send, delete, and download documents; read templates and document details.
Connect PandaDoc in WEXTL
- Log in to your WEXTL account, add the PandaDoc node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your PandaDoc account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
PandaDoc node modules
The list below is a reference of every PandaDoc node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Expand any PandaDoc node module below to see exactly what it takes in, what it returns, and what connection it needs.
Output fields[3]
| Field | Type |
|---|---|
UUID | text |
Name | text |
Date Created | text |
Has Folders | boolean |
Has Items | boolean |
Output fields[3]
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Date Created | text |
Date Modified | text |
Date Completed | text |
Expiration Date | text |
Version | text |
Output fields[3]
| Field | Type |
|---|---|
ID | text |
Name | text |
Date Created | text |
Date Modified | text |
Status | text |
Output fields[3]
| Field | Type |
|---|---|
ID | text |
Name | text |
Date Created | text |
Date Modified | text |
Version | text |
Output fields[3]
| Field | Type |
|---|---|
ID | text |
URL | text |
Status | number |
Request Time | text |
Response Time | text |
Output fields[3]
| Field | Type |
|---|---|
ID | text |
URL | text |
Status | number |
Request Time | text |
Response Time | text |
Output fields[3]
| Field | Type |
|---|---|
User ID | text |
Membership ID | text |
Email | text |
First Name | text |
Last Name | text |
Is Active | boolean |
Workspace | text |
Workspace Name | text |
Emails Verified | boolean |
4other output fields
Output fields[3]
| Field | Type |
|---|---|
ID | text |
Status | text |
Name | text |
Document ID | text |
Date Created | date |
Date Started | date |
Date Completed | date |
Created By User ID | text |
Output fields[3]
| Field | Type |
|---|---|
UUID | text |
Name | text |
Date Created | text |
Has Folders | boolean |
Has Items | boolean |
Output fields[3]
| Field | Type |
|---|---|
ID | text |
Name | text |
Date Created | date |
Date Modified | date |
Version | text |
Content Date Modified | date |
Output fields[3]
| Field | Type |
|---|---|
ID | text |
Name | text |
Date Created | text |
Owner |
Input fields[3]
| Field | Type |
|---|---|
DocumentRequired | choice |
Limit | number |
Output fields[3]
| Field | Type |
|---|---|
UUID | text |
Name | text |
Title | text |
Value | text |
Is Filled | boolean |
Field ID | text |
Type | text |
Placeholder | text |
Assigned To | object |
ID | text |
First Name | text |
Last Name | text |
Email | text |
Phone | text |
Recipient Type | text |
Has Completed | boolean |
Signing Order | text |
Delivery Methods | text |
Redirect | text |
2other output fields
Input fields[3]
| Field | Type |
|---|---|
Query | text |
Order By | choice |
Types | array |
Types | text |
Billing Types | array |
Billing Types | text |
Exclude Uuids | array |
Exclude Uuids | text |
Category | text |
No Category | boolean |
Limit | number |
Output fields[3]
| Field | Type |
|---|---|
Billing Cycle | number |
Billing Type | text |
Bundle Items Count | number |
Workspace ID | text |
Category ID | text |
Category Name | text |
Created By | text |
Cost | number |
Currency | text |
17other output fields
Input fields[3]
| Field | Type |
|---|---|
QRequired | text |
Limit | number |
Output fields[3]
| Field | Type |
|---|---|
Document ID | text |
Name | text |
Status | text |
Date Created | date |
Owner | object |
ID | text |
Name | text |
Email | text |
Avatar | text |
Folder | object |
ID | text |
Name | text |
Extra Fields | object |
Title | text |
Date Modified | date |
Date Of Last Action | date |
Date Sent | date |
Date First Signed | date |
Date Last Signed | date |
Date First Viewed | date |
Date Last Viewed | date |
Date Completed | date |
Date Expired | date |
Input fields[3]
| Field | Type |
|---|---|
DocumentRequired | choice |
StatusRequired | choice |
Note | text |
Notify Recipients | boolean |
Input fields[3]
| Field | Type |
|---|---|
DocumentRequired | choice |
File | text |
Data | object |
StatusRequired | choice |
Note | text |
Notify Recipients | boolean |
Input fields[3]
| Field | Type |
|---|---|
TitleRequired | text |
Category | text |
Sku | text |
Description | text |
Type | choice |
Bundle Items | array |
Quantity | number |
Item Or UUID | object |
Images | array |
Is Main | boolean |
Order | number |
Src | text |
Custom Fields | array |
Name | text |
Value | text |
Price ConfigurationRequired | object |
CurrencyRequired | text |
Price | number |
Cost | number |
Billing Type | text |
Billing Cycle | text |
Tiers | array |
Pricing MethodRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
UUID | text |
Title | text |
Date Created | date |
Date Modified | date |
Created By | text |
Modified By | text |
Category ID | text |
Category Name | text |
Type | text |
3other output fields
Input fields[3]
| Field | Type |
|---|---|
Editor Ver | text |
Use Form Field Properties | text |
Template | choice |
Fields | object |
Images | array |
UrlsRequired | array |
NameRequired | text |
Pricing Tables | array |
NameRequired | text |
Data Merge | boolean |
Options | object |
Sections | array |
Tables | array |
NameRequired | text |
DataRequired | object |
Texts | array |
NameRequired | text |
DataRequired | text |
Detect Title Variables | boolean |
10other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Date Created | text |
Date Modified | text |
Expiration Date | text |
Version | text |
UUID | text |
Links | array |
Rel | text |
Href | text |
Type | text |
1other output field
Input fields[3]
| Field | Type |
|---|---|
DocumentRequired | choice |
Fields | array |
Field ID | text |
Merge Field | text |
TypeRequired | choice |
Assigned To | text |
Settings | object |
LayoutRequired | object |
Output fields[3]
| Field | Type |
|---|---|
Fields | array |
UUID | text |
Name | text |
Title | text |
Value | text |
Is Filled | boolean |
Field ID | text |
Type | text |
Placeholder | text |
Assigned To | object |
Layout | object |
Input fields[3]
| Field | Type |
|---|---|
Editor Ver | text |
Use Form Field Properties | text |
File | text |
Data | object |
Parse Form Fields | boolean |
Fields | object |
NameRequired | text |
Folder UUID | text |
Owner | object |
Recipients | array |
Tokens | array |
Metadata | object |
Tags | array |
Output fields[3]
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Date Created | text |
Date Modified | text |
Expiration Date | text |
Version | text |
UUID | text |
Links | array |
Rel | text |
Href | text |
Type | text |
1other output field
Input fields[3]
| Field | Type |
|---|---|
File | text |
Data | object |
NameRequired | text |
Folder UUID | text |
Owner | object |
Recipients | array |
Tokens | array |
Metadata | object |
Tags | array |
Fields Mapping | object |
Output fields[3]
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Date Created | text |
Date Modified | text |
Expiration Date | text |
Version | text |
UUID | text |
Links | array |
Rel | text |
Href | text |
Type | text |
1other output field
Input fields[3]
| Field | Type |
|---|---|
DocumentRequired | choice |
Disable Invitees Notifications | boolean |
InvitationRequired | object |
Message | text |
Invitees | array |
Notary | object |
IDRequired | text |
Scheduled AtRequired | date |
Message | text |
Output fields[3]
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Date Created | date |
Date Accepted | date |
Created By | object |
User ID | text |
Email | text |
First Name | text |
Last Name | text |
Invitees | array |
ID | text |
Email | |
First Name | text |
Last Name | text |
Notarization Link | text |
Input fields[3]
| Field | Type |
|---|---|
WorkspaceRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
Catalog ItemRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
DocumentRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
DocumentRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
DocumentRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
DocumentRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
Notarization RequestRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
DocumentRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
TemplateRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
Webhook SubscriptionRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
User ID | text |
Membership ID | text |
Email | text |
First Name | text |
Last Name | text |
Is Active | boolean |
Workspace | text |
Workspace Name | text |
Emails Verified | boolean |
4other output fields
Output fields[3]
| Field | Type |
|---|---|
ID | text |
URL | text |
Method | text |
Status | number |
Request Time | text |
Response Time | text |
Response Body | object |
Query Params String | text |
Query Params Object | object |
7other output fields
Output fields[3]
| Field | Type |
|---|---|
ID | text |
URL | text |
Method | text |
Status | number |
Request Time | text |
Response Time | text |
Response Body | object |
Query Params String | text |
Query Params Object | object |
7other output fields
Input fields[3]
| Field | Type |
|---|---|
DocumentRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
DocumentRequired | choice |
Watermark Color | text |
Watermark Font Size | number |
Watermark Opacity | number |
Watermark Text | text |
Separate Files | boolean |
Input fields[3]
| Field | Type |
|---|---|
DocumentRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
DocumentRequired | choice |
Separate Files | boolean |
Input fields[3]
| Field | Type |
|---|---|
DocumentRequired | choice |
Email | text |
Phone | text |
Delivery Methods | object |
Email | boolean |
SMS | boolean |
First Name | text |
Last Name | text |
Company | text |
Title | text |
State | text |
8other input fields
Input fields[3]
| Field | Type |
|---|---|
Notarization RequestRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
ID | text |
Status | text |
Document ID | text |
Date Created | date |
Date Started | date |
Date Completed | date |
Created By | object |
User ID | text |
Email | text |
First Name | text |
Last Name | text |
Invitees | array |
ID | text |
Email | |
First Name | text |
Last Name | text |
Signed Documents | array |
URL | text |
Document Name | text |
Size | number |
Document Type | text |
3other output fields
Input fields[3]
| Field | Type |
|---|---|
DocumentRequired | choice |
Currency | text |
Summary | object |
Custom Columns | object |
Discounts | object |
Fees | object |
Taxes | object |
Sections | array |
ID | text |
Name | text |
Summary | object |
Items | array |
Settings | object |
Settings | object |
Selection Type | choice |
Output fields[3]
| Field | Type |
|---|---|
ID | text |
Currency | text |
Total | text |
Summary | object |
Total | text |
Subtotal | text |
One Time Subtotal | text |
Recurring Subtotal | array |
Total Qty | text |
Discounts | object |
Taxes | object |
Fees | object |
Custom Fields | object |
Total Discount | text |
Sections | array |
ID | text |
Name | text |
Summary | object |
Columns | array |
Items | array |
Total | text |
Settings | object |
Merge Rules | array |
ID | text |
Enabled | boolean |
Action | object |
Condition | object |
Settings | object |
Selection Type | text |
Input fields[3]
| Field | Type |
|---|---|
WorkspaceRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
DocumentRequired | choice |
Message | text |
Subject | text |
Silent | boolean |
Sender | object |
Membership ID | text |
Email | text |
Forwarding Settings | object |
Forwarding Allowed | boolean |
Forwarding With Reassigning Allowed | boolean |
Reply To | |
Selected Approvers | object |
Steps | array |
Output fields[3]
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Date Created | text |
Date Modified | text |
Date Completed | text |
Expiration Date | text |
Version | text |
UUID | text |
1other output field
Input fields[3]
| Field | Type |
|---|---|
DocumentRequired | choice |
Member | choice |
Input fields[3]
| Field | Type |
|---|---|
Member | choice |
Member | choice |
Input fields[3]
| Field | Type |
|---|---|
Catalog ItemRequired | choice |
Title | text |
Category | text |
Type | choice |
Bundle Items | array |
Quantity | number |
Item Or UUID | object |
Product Variant | object |
Sku | text |
Description | text |
Images | array |
Custom Fields | array |
Price Configuration | object |
Output fields[3]
| Field | Type |
|---|---|
UUID | text |
Title | text |
Date Created | date |
Date Modified | date |
Created By | text |
Modified By | text |
Category ID | text |
Category Name | text |
Type | text |
3other output fields
Input fields[3]
| Field | Type |
|---|---|
DocumentRequired | choice |
Name | text |
Recipients | array |
Email | text |
Phone | text |
First Name | text |
Last Name | text |
ID | text |
Delivery Methods | object |
Redirect | object |
Type | choice |
Signing Order | number |
Name | text |
Fields | object |
Tokens | array |
NameRequired | text |
ValueRequired | text |
Tags | array |
Tags | text |
Metadata | object |
Pricing Tables | array |
NameRequired | text |
Data Merge | boolean |
Options | object |
Sections | array |
Tables | array |
NameRequired | text |
DataRequired | object |
2other input fields
Input fields[3]
| Field | Type |
|---|---|
DocumentRequired | choice |
FieldsRequired | array |
Field IDRequired | text |
Assigned ToRequired | text |
Input fields[3]
| Field | Type |
|---|---|
TemplateRequired | choice |
Tokens | array |
NameRequired | text |
ValueRequired | text |
Roles | array |
ID | text |
NameRequired | text |
Signing Order | number |
Input fields[3]
| Field | Type |
|---|---|
DocumentRequired | choice |
Merge Field Scope | choice |
File | text |
Data | object |
Parse Form Fields | boolean |
Fields | object |
Name | text |
RecipientsRequired | array |
Tokens | array |
Tags | array |
Input fields[3]
| Field | Type |
|---|---|
DocumentRequired | choice |
Merge Field Scope | choice |
Template | choice |
Pricing Tables | array |
NameRequired | text |
Data Merge | boolean |
Options | object |
Sections | array |
Content Placeholders | array |
Content Library Items | array |
Block IDRequired | text |
Fields | object |
Name | text |
Recipients | array |
Role | text |
Signing Order | number |
Email | text |
Phone | text |
First Name | text |
Last Name | text |
Delivery Methods | object |
Redirect | object |
Type | choice |
Verification Settings | object |
Tokens | array |
NameRequired | text |
ValueRequired | text |
3other input fields
Output fields[3]
| Field | Type |
|---|---|
UUID | text |
Name | text |
Document UUID | text |
Status | text |
Date Created | text |
Date Modified | text |
Date Completed | text |
Info Message | text |
Templates
Look for PandaDoc templates in the WEXTL template library.
Browse templates →Explore alternative apps
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References
- WEXTL® PandaDoc Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for PandaDoc.
- WEXTL® visual workflow builder data.
Last updated: Aug 11, 2026 00:20