# PandaDoc — Pipedream Connect

> Create, Approve, Track & eSign Docs 40% Faster

- API slug: `pandadoc` (use in MCP headers and tool keys)
- Auth: OAuth (Pipedream-managed)
- Categories: File Storage
- Website: https://www.pandadoc.com
- Managed OAuth scopes: `read+write`
- This page (HTML): https://pipedream.com/apps/pandadoc
- Tools: 18 actions · 5 triggers

## Connect via MCP (recommended)

- Endpoint: `https://remote.mcp.pipedream.net/v3`
- Headers: `Authorization: Bearer <token>` · `x-pd-project-id` · `x-pd-environment` · `x-pd-external-user-id` · `x-pd-app-slug: pandadoc`

```ts
import { Client } from "@modelcontextprotocol/sdk/client/index.js"
import { StreamableHTTPClientTransport } from "@modelcontextprotocol/sdk/client/streamableHttp.js"
import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const accessToken = await pd.rawAccessToken

const transport = new StreamableHTTPClientTransport(
  new URL("https://remote.mcp.pipedream.net/v3"),
  {
    requestInit: {
      headers: {
        Authorization: `Bearer ${accessToken}`,
        "x-pd-project-id": process.env.PIPEDREAM_PROJECT_ID!,
        "x-pd-environment": "production",
        "x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
        "x-pd-app-slug": "pandadoc",
      },
    },
  },
)

const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)

const { tools } = await mcp.listTools()

// e.g. run Create Document Attachment:
const result = await mcp.callTool({
  name: "pandadoc-create-document-attachment",
  arguments: {
    documentId: "Document Id",
    file: "File Path or URL",
  },
})
```

Docs: [MCP guide](https://pipedream.com/docs/connect/mcp/developers.md)

## API proxy

For a PandaDoc endpoint with no pre-built tool, the proxy forwards your request with the connected user's credentials attached.

```bash
# The path segment is the target URL, URL-safe base64 encoded:
# https://api.pandadoc.com/public/v1/members/current/

curl "https://api.pipedream.com/v1/connect/{project_id}/proxy/aHR0cHM6Ly9hcGkucGFuZGFkb2MuY29tL3B1YmxpYy92MS9tZW1iZXJzL2N1cnJlbnQv?external_user_id={external_user_id}&account_id=apn_xxxxxxx" \
  -H "Authorization: Bearer {access_token}" \
  -H "x-pd-environment: production"
```

Docs: [API proxy guide](https://pipedream.com/docs/connect/api-proxy.md)

## SDK

```ts
import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "pandadoc-create-document-attachment",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    pandadoc: { authProvisionId: "apn_xxxxxxx" },
    documentId: "Document Id",
    file: "File Path or URL",
  },
})
```

Docs: [Managed auth guide](https://pipedream.com/docs/connect/managed-auth/quickstart.md) · [Tools guide](https://pipedream.com/docs/connect/components.md)

## Actions (18)

### `pandadoc-create-document-attachment` — Create Document Attachment (Write)

Adds an attachment to a document. See the documentation here

Full schema: https://pipedream.com/apps/pandadoc/actions/create-document-attachment.md

### `pandadoc-create-document-from-file` — Create Document From File (Write)

Create a document from a file or public file URL. See the documentation here

Full schema: https://pipedream.com/apps/pandadoc/actions/create-document-from-file.md

### `pandadoc-create-document-from-template` — Create Document From Template (Write)

Create a Document from a PandaDoc Template. See the documentation here

Full schema: https://pipedream.com/apps/pandadoc/actions/create-document-from-template.md

### `pandadoc-create-folder` — Create Folder (Write)

Create a new folder to store your documents. See the documentation here

Full schema: https://pipedream.com/apps/pandadoc/actions/create-folder.md

### `pandadoc-create-or-update-contact` — Create or Update Contact (Write)

This method adds or updates a contact using the email as index. See the documentation here

Full schema: https://pipedream.com/apps/pandadoc/actions/create-or-update-contact.md

### `pandadoc-download-document` — Download Document (Write)

Download a document as PDF. See documentation here

Full schema: https://pipedream.com/apps/pandadoc/actions/download-document.md

### `pandadoc-download-protected-document` — Download Protected Document (Write)

Download a completed document as a verifiable PDF. See documentation here

Full schema: https://pipedream.com/apps/pandadoc/actions/download-protected-document.md

### `pandadoc-document-details` — Get Document Details (Read-only)

Return detailed data about a document. See the documentation here

Full schema: https://pipedream.com/apps/pandadoc/actions/document-details.md

### `pandadoc-get-document-status` — Get Document Status (Read-only)

Get basic status info about a document. See documentation here

Full schema: https://pipedream.com/apps/pandadoc/actions/get-document-status.md

### `pandadoc-list-completed-document-id-options` — List Completed Document Id Options (Read-only)

Retrieves available options for the Completed Document Id field.

Full schema: https://pipedream.com/apps/pandadoc/actions/list-completed-document-id-options.md

### `pandadoc-list-contacts` — List Contacts (Read-only)

List all contacts within an account. See the documentation here

Full schema: https://pipedream.com/apps/pandadoc/actions/list-contacts.md

### `pandadoc-list-document-attachments` — List Document Attachments (Read-only)

Returns a list of attachments associated with a specified document. See the documentation here

Full schema: https://pipedream.com/apps/pandadoc/actions/list-document-attachments.md

### `pandadoc-list-document-folder-id-options` — List Document Folder Id Options (Read-only)

Retrieves available options for the Document Folder Id field.

Full schema: https://pipedream.com/apps/pandadoc/actions/list-document-folder-id-options.md

### `pandadoc-list-document-id-options` — List Document Id Options (Read-only)

Retrieves available options for the Document Id field.

Full schema: https://pipedream.com/apps/pandadoc/actions/list-document-id-options.md

### `pandadoc-list-documents` — List Documents (Read-only)

List documents, optionally filtering by a search query or tags. See the documentation here

Full schema: https://pipedream.com/apps/pandadoc/actions/list-documents.md

### `pandadoc-list-folders` — List Folders (Read-only)

List folders which contain Documents. See the documentation here

Full schema: https://pipedream.com/apps/pandadoc/actions/list-folders.md

### `pandadoc-list-template-id-options` — List Template Id Options (Read-only)

Retrieves available options for the Template Id field.

Full schema: https://pipedream.com/apps/pandadoc/actions/list-template-id-options.md

### `pandadoc-send-document` — Send Document (Write)

Move a document to sent status and send an optional email. See the documentation

Full schema: https://pipedream.com/apps/pandadoc/actions/send-document.md

## Triggers (5)

### `pandadoc-document-creation-failed` — Document Creation Failed (Instant) (Instant)

Emit new event when a document failed to be created. See the documentation here

Full schema: https://pipedream.com/apps/pandadoc/triggers/document-creation-failed.md

### `pandadoc-document-deleted` — Document Deleted (Instant) (Instant)

Emit new event when a document is deleted. See the documentation here

Full schema: https://pipedream.com/apps/pandadoc/triggers/document-deleted.md

### `pandadoc-document-state-changed` — Document State Changed (Instant) (Instant)

Emit new event when a document's state is changed. See the documentation here

Full schema: https://pipedream.com/apps/pandadoc/triggers/document-state-changed.md

### `pandadoc-document-updated` — Document Updated (Instant) (Instant)

Emit new event when a document is updated. See the documentation here

Full schema: https://pipedream.com/apps/pandadoc/triggers/document-updated.md

### `pandadoc-recipient-completed` — Recipient Completed (Instant) (Instant)

Emit new event when a recipient completes a document. See the documentation here

Full schema: https://pipedream.com/apps/pandadoc/triggers/recipient-completed.md

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- All apps: https://pipedream.com/apps — index: https://pipedream.com/llms.txt
- Pipedream docs for agents: https://pipedream.com/docs/llms.txt