PandaDoc

Document workflow platform for proposals, contracts, e-signatures, and templates.

11 triggers30 searches91 actionsPollingAuth: API keyAuth: OAuth

AI-assisted documentation31 min read

This documentation is compiled from our integration source code, internal specs for PandaDoc, its official API documentation and anonymized requests logs we collect from our support team[2].

Open PandaDoc on WEXTL →

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 2 permissions:

Read documents, templates and document details.Create, send, delete and download documents.

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 →

Connecting PandaDoc to WEXTL® — Video slide demonstrates how to integrate PandaDoc in the WEXTL visual workflow builder.[4]

Video slide demonstrates how to integrate PandaDoc in the WEXTL visual workflow builder.[4]

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.

Watch Document FoldersTrigger

Output fields[3]

Field	Type
UUID	text
Name	text
Date Created	text
Has Folders	boolean
Has Items	boolean

Watch DocumentsTrigger

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

Watch FormsTrigger

Output fields[3]

Field	Type
ID	text
Name	text
Date Created	text
Date Modified	text
Status	text

Watch Library ItemsTrigger

Output fields[3]

Field	Type
ID	text
Name	text
Date Created	text
Date Modified	text
Version	text

Watch LogsTrigger

Output fields[3]

Field	Type
ID	text
URL	text
Status	number
Request Time	text
Response Time	text

Watch Logs V2Trigger

Output fields[3]

Field	Type
ID	text
URL	text
Status	number
Request Time	text
Response Time	text

Watch MembersTrigger

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

Watch Notarization RequestsTrigger

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

Watch Template FoldersTrigger

Output fields[3]

Field	Type
UUID	text
Name	text
Date Created	text
Has Folders	boolean
Has Items	boolean

Watch TemplatesTrigger

Output fields[3]

Field	Type
ID	text
Name	text
Date Created	date
Date Modified	date
Version	text
Content Date Modified	date

Watch WorkspacesTrigger

Output fields[3]

Field	Type
ID	text
Name	text
Date Created	text
Owner	email

Get AI MetadataSearch

Input fields[3]

Field	Type
DocumentRequired	choice
Limit	number

Output fields[3]

Field	Type
ID	text
Key	text
Field Type	text
Settings	object
Value	object
Value	text
Acceptance Status	text

Get Catalog ItemAction

Input fields[3]

Field	Type
Catalog ItemRequired	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

Get Document ContentAction

Input fields[3]

Field	Type
DocumentRequired	choice

Output fields[3]

Field	Type
Format	text
Content	text

Get Document SummaryAction

Input fields[3]

Field	Type
DocumentRequired	choice

Output fields[3]

Field	Type
Type	text
Summary	text

Get Export TaskAction

Input fields[3]

Field	Type
DocumentRequired	choice
Export TaskRequired	text

Output fields[3]

Field	Type
ID	text
Document ID	text
Status	text
DOCX Items	array
Section Title	text
URL	url

Get Reminder SettingsAction

Input fields[3]

Field	Type
DocumentRequired	choice

Output fields[3]

Field	Type
Enabled	boolean
Delivery Method	text
Initial Delay Days	number
Is Recurring	boolean
Recurrence Frequency Days	number

Get Template SharesAction

Input fields[3]

Field	Type
TemplateRequired	choice

Output fields[3]

Field	Type
Workspace Ids	array
Workspace Ids	text

Get Workspaces ListSearch

Input fields[3]

Field	Type
Q	text
Limit	number

Output fields[3]

Field	Type
ID	text
Name	text
Date Created	text
Owner	email

List Audit TrailSearch

Input fields[3]

Field	Type
DocumentRequired	choice
Limit	number

Output fields[3]

Field	Type
ID	text
User	object
ID	text
Email	email
Action	number
Reason	text
Date Created	date
Ip Address	text

List ContactsSearch

Input fields[3]

Field	Type
Email	text
Limit	number

Output fields[3]

Field	Type
ID	text
Email	text
First Name	text
Last Name	text
Company	text
Job Title	text
Phone	text
Country	text
State	text

3other output fields

List Document AttachmentsSearch

Input fields[3]

Field	Type
DocumentRequired	choice
Limit	number

Output fields[3]

Field	Type
UUID	text
Date Created	text
Created By	object
ID	text
Email	text
First Name	text
Last Name	text
Avatar	text
Name	text

List Document FieldsSearch

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

List Document FoldersSearch

Input fields[3]

Field	Type
Parent	choice
Limit	number

Output fields[3]

Field	Type
UUID	text
Name	text
Date Created	text
Has Folders	boolean
Has Items	boolean

List DocumentsSearch

Input fields[3]

Field	Type
Template	choice
Form	choice
Folder	choice
Contact	choice
Order By	choice
Created From	date
Created To	date
Deleted	boolean
Record	choice

11other input fields

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

List FormSearch

Input fields[3]

Field	Type
Status	array
Status	text
Order By	choice
Asc	boolean
Name	text
Limit	number

Output fields[3]

Field	Type
ID	text
Name	text
Date Created	text
Date Modified	text
Status	text

List Library ItemsSearch

Input fields[3]

Field	Type
Q	text
Record	choice
Deleted	boolean
Folder	choice
Tag	text
Limit	number

Output fields[3]

Field	Type
ID	text
Name	text
Date Created	text
Date Modified	text
Version	text

List Linked DocumentsSearch

Input fields[3]

Field	Type
EntityRequired	text
Entity TypeRequired	text
ProviderRequired	text
Order By	text
Owner Ids	array
Owner Ids	text
Limit	number

Output fields[3]

Field	Type
ID	text
Status	text
Date Created	text
Template ID	text

List Linked ObjectsSearch

Input fields[3]

Field	Type
DocumentRequired	choice
Limit	number

Output fields[3]

Field	Type
ID	text
Provider	text
Entity Type	text
Entity ID	text
Children	array
ID	text
Entity Type	text
Entity ID	text

List LogsSearch

Input fields[3]

Field	Type
Limit	number

Output fields[3]

Field	Type
ID	text
URL	text
Status	number
Request Time	text
Response Time	text

List Logs V2Search

Input fields[3]

Field	Type
Limit	number

Output fields[3]

Field	Type
ID	text
URL	text
Status	number
Request Time	text
Response Time	text

List MembersSearch

Input fields[3]

Field	Type
Limit	number

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

List NotariesSearch

Input fields[3]

Field	Type
Status	array
Status	text
Commission State	array
Commission State	text
Order By	choice
Limit	number

Output fields[3]

Field	Type
ID	text
Email	email
Name	text
Status	text
Commission State	text

List Notarization RequestsSearch

Input fields[3]

Field	Type
Status	array
Status	text
Created By User ID	array
Created By User ID	text
Document ID	array
Document ID	text
Order By	choice
Limit	number

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

List SectionsSearch

Input fields[3]

Field	Type
DocumentRequired	choice
Limit	number

Output fields[3]

Field	Type
UUID	text
Name	text

List SMS OptoutsSearch

Input fields[3]

Field	Type
Timestamp From	date
Timestamp To	date
Limit	number

Output fields[3]

Field	Type
Phone Number	text
Status	text
Opt Out Changed	date

List Template FoldersSearch

Input fields[3]

Field	Type
Parent	choice
Limit	number

Output fields[3]

Field	Type
UUID	text
Name	text
Date Created	text
Has Folders	boolean
Has Items	boolean

List TemplatesSearch

Input fields[3]

Field	Type
Q	text
Shared	boolean
Deleted	boolean
Record	choice
Folder	choice
Tag	array
Tag	text
Fields	array
Fields	text
Limit	number

Output fields[3]

Field	Type
ID	text
Name	text
Date Created	date
Date Modified	date
Version	text
Content Date Modified	date

List UsersSearch

Input fields[3]

Field	Type
Show Removed	boolean
Limit	number

Output fields[3]

Field	Type
User ID	text
Email	text
First Name	text
Last Name	text
Phone Number	text
License	text
Is Organization Owner	boolean
Workspaces	array
Role	text
Workspace ID	text
Membership ID	text

Search Catalog ItemsSearch

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

Search Documents AISearch

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

Add Document RecipientAction

Input fields[3]

Field	Type
DocumentRequired	choice
KindRequired	choice

Output fields[3]

Field	Type
Recipient ID	text

Add DSV ItemsAction

Input fields[3]

Field	Type
DocumentRequired	choice
ItemsRequired	array
NameRequired	text
LevelRequired	number
Page NameRequired	text

Output fields[3]

Field	Type
Results	array
ID	text
Name	text
Level	number
Page Name	text
Page UUID	text
Count	number

Add MemberAction

Input fields[3]

Field	Type
WorkspaceRequired	choice
Notify User	boolean
Notify Ws Admins	boolean
UserRequired	choice
RoleRequired	choice

Output fields[3]

Field	Type
Member ID	text
Workspace ID	text
Role	text
Email	text
First Name	text
Last Name	text

Append Library ItemAction

Input fields[3]

Field	Type
DocumentRequired	choice
Cli	object
IDRequired	text
Pages	array

Output fields[3]

Field	Type
Cli	object
ID	text
Pages	array
Block Mapping	object
Tables	array
Pricing Tables	array
Images	array
Texts	array

Batch AI MetadataAction

Input fields[3]

Field	Type
Document IdsRequired	array
Document Ids	text
Field Keys	array
Field Keys	text

Output fields[3]

Field	Type
Count	number
Results	array
Document ID	text
Status	text
AI Metadata	object
Retry After	number
Description	text

Bulk Delete DocumentsAction

Input fields[3]

Field	Type
ItemsRequired	array

Output fields[3]

Field	Type
ID	array
ID	text

Change Document StatusAction

Input fields[3]

Field	Type
DocumentRequired	choice
StatusRequired	choice
Note	text
Notify Recipients	boolean

Change Member RoleAction

Input fields[3]

Field	Type
WorkspaceRequired	choice
RoleRequired	choice

Output fields[3]

Field	Type
Member ID	text
Workspace ID	text
Role	text
Email	text

Change Status UploadAction

Input fields[3]

Field	Type
DocumentRequired	choice
File	text
Data	object
StatusRequired	choice
Note	text
Notify Recipients	boolean

Create Attachment UploadAction

Input fields[3]

Field	Type
DocumentRequired	choice
File	text
Name	text

Output fields[3]

Field	Type
UUID	text
Date Created	text
Created By	object
ID	text
Email	text
First Name	text
Last Name	text
Avatar	text
Name	text

Create Catalog ItemAction

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

Create ContactAction

Input fields[3]

Field	Type
Email	text
First Name	text
Last Name	text
Company	text
Job Title	text
Phone	text
Country	text
State	text
Street Address	text

2other input fields

Output fields[3]

Field	Type
ID	text
Email	text
First Name	text
Last Name	text
Company	text
Job Title	text
Phone	text
Country	text
State	text

3other output fields

Create DocumentAction

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

Create Document AttachmentAction

Input fields[3]

Field	Type
DocumentRequired	choice
Source	text
Name	text

Output fields[3]

Field	Type
UUID	text
Date Created	text
Created By	object
ID	text
Email	text
First Name	text
Last Name	text
Avatar	text
Name	text

Create Document FieldsAction

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

Create Document FolderAction

Input fields[3]

Field	Type
NameRequired	text
Parent	choice

Output fields[3]

Field	Type
UUID	text
Name	text
Date Created	text

Create Document LinkAction

Input fields[3]

Field	Type
DocumentRequired	choice
RecipientRequired	text
Lifetime	number

Output fields[3]

Field	Type
ID	text
Expires At	text

Create Document UploadAction

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

Create DOCX TaskAction

Input fields[3]

Field	Type
DocumentRequired	choice

Output fields[3]

Field	Type
ID	text
Document ID	text
Status	text

Create Editing SessionAction

Input fields[3]

Field	Type
DocumentRequired	choice
EmailRequired	email
Lifetime	number

Output fields[3]

Field	Type
ID	text
Email	email
Expires At	date
Key	text
Token	text
Document ID	text

Create Editing SessionAction

Input fields[3]

Field	Type
TemplateRequired	choice
EmailRequired	email
Lifetime	number

Output fields[3]

Field	Type
ID	text
Email	email
Expires At	date
Key	text
Token	text
Template ID	text

Create Item UploadAction

Input fields[3]

Field	Type
File	text
Data	object
Name	text

Output fields[3]

Field	Type
ID	text
Name	text
Date Created	date
Date Modified	date
Version	text
Status	text

Create Library ItemAction

Input fields[3]

Field	Type
URL	text
Name	text

Output fields[3]

Field	Type
ID	text
Name	text
Date Created	date
Date Modified	date
Version	text
Status	text

Create Linked ObjectAction

Input fields[3]

Field	Type
DocumentRequired	choice
ProviderRequired	text
Entity TypeRequired	text
EntityRequired	text

Output fields[3]

Field	Type
ID	text
Provider	text
Entity Type	text
Entity ID	text
Children	array
ID	text
Entity Type	text
Entity ID	text

Create Manual ReminderAction

Input fields[3]

Field	Type
DocumentRequired	choice
Reminders	array
Recipient ID	text
Delivery Methods	object
Email Customization	object

Output fields[3]

Field	Type
Result	array
Recipient ID	text
SMS	object
Email	object
Email Customization	object

Create Markdown UploadAction

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

Create Member TokenAction

Input fields[3]

Field	Type
MemberRequired	choice
Lifetime	number

Output fields[3]

Field	Type
Token	text

Create Notarization RequestAction

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	email
First Name	text
Last Name	text
Notarization Link	text

Create TemplateAction

Input fields[3]

Field	Type
Fields	array
Fields	text
URL	text
Name	text
Folder	choice
Owner	object
Membership ID	text
Email	email
Metadata	object
Tokens	array
NameRequired	text
ValueRequired	text

Output fields[3]

Field	Type
ID	text
Name	text
Date Created	date
Date Modified	date
Version	text
Content Date Modified	date

Create Template FolderAction

Input fields[3]

Field	Type
NameRequired	text
Parent	choice

Output fields[3]

Field	Type
UUID	text
Name	text
Date Created	text

Create Template UploadAction

Input fields[3]

Field	Type
Fields	array
Fields	text
File	text
Data	object
Name	text
Folder UUID	text
Owner	object
Metadata	object
Tokens	array

Output fields[3]

Field	Type
ID	text
Name	text
Date Created	date
Date Modified	date
Version	text
Content Date Modified	date

Create UserAction

Input fields[3]

Field	Type
Notify User	boolean
Notify Ws Admins	boolean
UserRequired	object
Email	text
First Name	text
Last Name	text
Phone Number	text
WorkspacesRequired	array
Workspace ID	text
Role	choice
LicenseRequired	choice

Output fields[3]

Field	Type
User ID	text
Workspaces	array
Workspace ID	text
Role	text
Member ID	text

Create Webhook SubscriptionAction

Input fields[3]

Field	Type
NameRequired	text
URLRequired	text
Active	boolean
Payload	array
Payload	text
TriggersRequired	array
Triggers	text

Output fields[3]

Field	Type
UUID	text
Name	text
URL	url
Active	boolean
Payload	array
Payload	text
Triggers	array
Triggers	text
Workspace ID	text
Shared Key	text
Status	text

Create WorkspaceAction

Input fields[3]

Field	Type
NameRequired	text
Icon URL	text
Settings	object
Allow Join By Domain	boolean
Allow Request Access	boolean

Output fields[3]

Field	Type
ID	text
Name	text

Deactivate WorkspaceAction

Input fields[3]

Field	Type
WorkspaceRequired	choice

Delete Catalog ItemAction

Input fields[3]

Field	Type
Catalog ItemRequired	choice

Delete ContactAction

Input fields[3]

Field	Type
ContactRequired	choice

Delete DocumentAction

Input fields[3]

Field	Type
DocumentRequired	choice

Delete Document AttachmentAction

Input fields[3]

Field	Type
DocumentRequired	choice

Delete Document RecipientAction

Input fields[3]

Field	Type
DocumentRequired	choice

Delete Linked ObjectAction

Input fields[3]

Field	Type
DocumentRequired	choice

Delete Notarization RequestAction

Input fields[3]

Field	Type
Notarization RequestRequired	choice

Delete SectionAction

Input fields[3]

Field	Type
DocumentRequired	choice

Delete TemplateAction

Input fields[3]

Field	Type
TemplateRequired	choice

Delete Webhook SubscriptionAction

Input fields[3]

Field	Type
Webhook SubscriptionRequired	choice

Details ContactAction

Input fields[3]

Field	Type
ContactRequired	choice

Output fields[3]

Field	Type
ID	text
Email	text
First Name	text
Last Name	text
Company	text
Job Title	text
Phone	text
Country	text
State	text

3other output fields

Details Current MemberAction

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

Details DocumentAction

Input fields[3]

Field	Type
DocumentRequired	choice

Output fields[3]

Field	Type
ID	text
Name	text
Autonumbering Sequence Name Prefix	text
Folder UUID	text
Date Created	text
Date Modified	text
Date Completed	text
Content Date Modified	text
Date Sent	text

20other output fields

Details Document AttachmentAction

Input fields[3]

Field	Type
DocumentRequired	choice

Output fields[3]

Field	Type
UUID	text
Date Created	text
Created By	object
ID	text
Email	text
First Name	text
Last Name	text
Avatar	text
Name	text

Details Library ItemAction

Input fields[3]

Field	Type
Content Library ItemRequired	choice

Output fields[3]

Field	Type
ID	text
Name	text
Date Created	text
Date Modified	text
Content Date Modified	text
Created By	object
ID	text
Email	text
First Name	text
Last Name	text
Avatar	text
Metadata	object
Tokens	array
Fields	array

7other output fields

Details LogAction

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

Details Log V2Action

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

Details MemberAction

Input fields[3]

Field	Type
MemberRequired	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

Details TemplateAction

Input fields[3]

Field	Type
TemplateRequired	choice

Output fields[3]

Field	Type
ID	text
Name	text
Folder UUID	text
Date Created	text
Date Modified	text
Content Date Modified	text
Created By	object
ID	text
Email	text
First Name	text
Last Name	text
Avatar	text
Metadata	object
Tokens	array
Name	text
Value	text

8other output fields

Details UserAction

Input fields[3]

Field	Type
UserRequired	choice

Output fields[3]

Field	Type
User ID	text
Email	text
First Name	text
Last Name	text
Phone Number	text
License	text
Is Organization Owner	boolean
Workspaces	array
Role	text
Workspace ID	text
Membership ID	text

Document Move FolderAction

Input fields[3]

Field	Type
DocumentRequired	choice

Document Revert DraftAction

Input fields[3]

Field	Type
DocumentRequired	choice

Output fields[3]

Field	Type
ID	text
Name	text
Status	text
Date Created	text
Date Modified	text
Expiration Date	text
Version	text

Document Settings GetAction

Input fields[3]

Field	Type
DocumentRequired	choice

Output fields[3]

Field	Type
Language	text
Qualified Electronic Signature	boolean
Expires In	number
Suggest Edits	boolean

Document Settings UpdateAction

Input fields[3]

Field	Type
DocumentRequired	choice
Language	choice
Qualified Electronic Signature	boolean
Expires In	number
Suggest Edits	boolean

Output fields[3]

Field	Type
Language	text
Qualified Electronic Signature	boolean
Expires In	number
Suggest Edits	boolean

Download DocumentAction

Input fields[3]

Field	Type
DocumentRequired	choice
Watermark Color	text
Watermark Font Size	number
Watermark Opacity	number
Watermark Text	text
Separate Files	boolean

Download Document AttachmentAction

Input fields[3]

Field	Type
DocumentRequired	choice

Download Protected DocumentAction

Input fields[3]

Field	Type
DocumentRequired	choice
Separate Files	boolean

Duplicate TemplateAction

Input fields[3]

Field	Type
TemplateRequired	choice
Name	text

Output fields[3]

Field	Type
ID	text
Name	text
Date Created	date
Date Modified	date
Meta	object
Source Template ID	text

E Sign DisclosureAction

Input fields[3]

Field	Type
DocumentRequired	choice

Output fields[3]

Field	Type
Result	object
Is Enabled	boolean
Company Name	text
eSign Disclosure Text	text

Edit Document RecipientAction

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

Notarization Request DetailsAction

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	email
First Name	text
Last Name	text
Signed Documents	array
URL	text
Document Name	text
Size	number
Document Type	text

3other output fields

Quote UpdateAction

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

Reassign Document RecipientAction

Input fields[3]

Field	Type
DocumentRequired	choice
KindRequired	choice

Output fields[3]

Field	Type
Recipient ID	text

Remove MemberAction

Input fields[3]

Field	Type
WorkspaceRequired	choice

Rename Document FolderAction

Input fields[3]

Field	Type
FolderRequired	choice
NameRequired	text

Output fields[3]

Field	Type
UUID	text
Name	text
Date Created	text

Rename Template FolderAction

Input fields[3]

Field	Type
Template FolderRequired	choice
NameRequired	text

Output fields[3]

Field	Type
UUID	text
Name	text
Date Created	text

Section DetailsAction

Input fields[3]

Field	Type
DocumentRequired	choice
Section UploadRequired	text

Output fields[3]

Field	Type
UUID	text
Document UUID	text
Status	text
Name	text
Sections Uuids	array
Sections Uuids	text
Date Created	text
Date Modified	text

Section InfoAction

Input fields[3]

Field	Type
DocumentRequired	choice

Output fields[3]

Field	Type
UUID	text
Name	text
Document UUID	text

Send DocumentAction

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	email
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

Status Auto ReminderAction

Input fields[3]

Field	Type
DocumentRequired	choice

Output fields[3]

Field	Type
Reminders	array
Recipient ID	text
Status	text

Status DocumentAction

Input fields[3]

Field	Type
DocumentRequired	choice

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

Status Library ItemAction

Input fields[3]

Field	Type
Content Library ItemRequired	choice

Output fields[3]

Field	Type
ID	text
Name	text
Date Created	date
Date Modified	date
Version	text
Status	text

Status TemplateAction

Input fields[3]

Field	Type
TemplateRequired	choice

Output fields[3]

Field	Type
ID	text
Name	text
Date Created	text
Date Modified	text
Version	text
Status	text

Template Settings GetAction

Input fields[3]

Field	Type
TemplateRequired	choice

Output fields[3]

Field	Type
Language	text

Template Settings UpdateAction

Input fields[3]

Field	Type
TemplateRequired	choice
Language	choice

Output fields[3]

Field	Type
Language	text

Transfer Document OwnershipAction

Input fields[3]

Field	Type
DocumentRequired	choice
Member	choice

Transfer Documents OwnershipAction

Input fields[3]

Field	Type
Member	choice
Member	choice

Update Catalog ItemAction

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

Update ContactAction

Input fields[3]

Field	Type
ContactRequired	choice
First Name	text
Last Name	text
Company	text
Job Title	text
Phone	text
State	text
Street Address	text
City	text

1other input field

Output fields[3]

Field	Type
ID	text
Email	text
First Name	text
Last Name	text
Company	text
Job Title	text
Phone	text
Country	text
State	text

3other output fields

Update DocumentAction

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

Update Fields AssignmentAction

Input fields[3]

Field	Type
DocumentRequired	choice
FieldsRequired	array
Field IDRequired	text
Assigned ToRequired	text

Update Reminder SettingsAction

Input fields[3]

Field	Type
DocumentRequired	choice
EnabledRequired	boolean
Delivery Method	choice
Initial Delay Days	number
Is Recurring	boolean
Recurrence Frequency Days	number

Output fields[3]

Field	Type
Enabled	boolean
Delivery Method	text
Initial Delay Days	number
Is Recurring	boolean
Recurrence Frequency Days	number

Update Sharing SettingsAction

Input fields[3]

Field	Type
TemplateRequired	choice
Workspace IdsRequired	array
Workspace Ids	text

Output fields[3]

Field	Type
Workspace Ids	array
Workspace Ids	text

Update TemplateAction

Input fields[3]

Field	Type
TemplateRequired	choice
Tokens	array
NameRequired	text
ValueRequired	text
Roles	array
ID	text
NameRequired	text
Signing Order	number

Upload SectionAction

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

Upload SectionAction

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

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

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