PandaDoc

Find a contact by email

Resolve an email address to the contact it belongs to. Use it to get the `contact_id` that `recipients_add_cc` needs, or the `new_contact_id` that `recipients_reassign` needs. For someone already on the document, skip this lookup: `documents_details_get` returns `contact_id` on each recipient alongside the recipient's own `id`. The match is on the full email address and nothing else: there is no search by name, by company, or by part of an address. When the user names a person without an email, ask for the email rather than guessing one. Returns no contact when the workspace address book holds none for that address.

Requiredemail

Archive document

Archive a document by ID. Uses PandaDoc delete endpoint with forever=false for reversible deletion.

Requireddocument_id

Get document audit trail

Retrieve audit trail for a document.

Requireddocument_id

Get document content

Returns the textual content of a document in plaintext or markdown format.

Requireddocument_idcontent_format

Create document

# Create document Create a new PandaDoc document. Pass a single `request` object and set its `source` to choose how the document is created: - `source: "template"` — from an existing template. Required: `template_uuid`. Also accepts `name`, `recipients`, `fields`, `tokens`, `metadata`, `tags`, `images`, `pricing_tables`, `tables`, `texts`, `folder_uuid`, `owner`, `detect_title_variables`, `content_placeholders`. - `source: "markdown"` — from markdown content. Required: `name`, `document_markdown`. Also accepts `recipients` (individual recipients only; groups are not supported), `role_fields`, `folder_uuid`. - `source: "file"` — from a downloadable PDF or DOCX file URL. Required: `name`, `url`. Also accepts `recipients`, `parse_form_fields`, `fields`, `tokens`, `metadata`, `tags`, `folder_uuid`, `owner`. The schema is polymorphic on `source`: each source accepts **only** its own parameters. Passing a parameter that belongs to another source is rejected by validation, so you never need to guess which fields are ignored. Not for editing an existing document — use `documents_update` for that. ## Asynchronous creation Document creation is asynchronous for every `source` (template, markdown, and file). A successful tool response means creation was accepted, not that the document is ready. The document starts in `Uploaded` and becomes `Draft` once it is ready. After calling this tool: 1. Poll `documents_status_get` until it reports `Draft`, or until it returns an error. 2. If `Draft`, the document is ready to edit, send, or fetch details/content. 3. If `documents_status_get` returns an error, creation failed (invalid file, markdown conversion failure, validation errors, etc.). Report `error.detail` and do not call details/content/edit/send on it. This is terminal — `error.retryable` is `false`, so stop polling. 4. While status is still `Uploaded`, do not assume success and do not call tools that require a ready document. A failed creation is reported for roughly 8 hours. After that a status lookup reports the document as not found — treat that as the same terminal failure, not a reason to resume polling. ## Template Create a document populated from an existing PandaDoc template. Requires `template_uuid`. Recipients are optional — omit them to use template defaults or to add them later. If the template isn't known yet, call `templates_list` first, then `templates_details_get` to discover its roles, fields, and variables. Optionally set fields, tokens, pricing tables, recipients, and other template data. ## File Create a document from a PDF or DOCX file referenced by `url`. The URL must be directly downloadable (no auth, no HTML interstitials) — presigned S3/GCS/Azure URLs or direct CDN links work best; Google Drive and Dropbox share links do not (they return HTML, not the file). To parse fillable PDF form fields, set `parse_form_fields: true` and provide `fields` mapping **every** form field name to a recipient role — omitting any causes failure. ## Markdown Create a new document in PandaDoc from markdown when there is only text representing the document content. Document content must be generated according to the guidelines below. The response includes a `document_url` field with a direct URL to open the created document in PandaDoc. ### Markdown guidelines You can use standard CommonMark and GitHub-Flavored Markdown (tables, strikethrough, etc), plus the following custom extensions: #### Custom Syntax Extensions ##### 1. Variables Variables are placeholder values that the document creator fills in PandaDoc before sending to recipients. Prioritize variables over fields for any value that the sender controls or pre-fills, even if it may be visible to recipients. **Syntax:** `[VariableName]` or `[Variable.Name]` or `[Multi.Part.Variable]` - Can include underscores, numbers, and multiple dot-separated parts **Use variables for values controlled by the document creator:** - Document metadata: `[Effective.Date]`, `[Agreement.Number]`, `[Contract.Value]` - Company/sender information: `[Company.Name]`, `[Company.Address]` - Pre-calculated values: `[Invoice.Total]`, `[Discount.Amount]` - Recipient information already known: `[Recipient.CompanyName]`, `[Recipient.FirstName]` **Key principle:** If the sender controls the value, use a variable. ##### 2. Fields Fields are interactive form elements that recipients fill in or interact with during the signing process. Recipients see these as input boxes, checkboxes, or signature areas. > **Making a recipient a Signer — three things must line up.** A recipient becomes a Signer only when a field is assigned to their role. To assign one, all three of these must agree: > > 1. Give the field an `id` in `document_markdown` — e.g. `[[signature id="Signer_Sig"]]`. > 2. Add a recipient whose `role` matches — e.g. `{ "email": "signer@example.com", "role": "Signer" }`. > 3. Map the role to that id in `role_fields` — e.g. `[{ "role": "Signer", "field_ids": ["Signer_Sig"] }]`. > > A bare `[[signature]]` with no `id`, or a recipient that no `role_fields` entry references, is added as **CC** and cannot sign. Always set an `id` on signature/date fields the recipient must complete and reference it from `role_fields`. **Use fields for values controlled by the recipient:** - Recipient signatures: `[[signature id="Signer_Sig"]]` (see the Signer callout above — a signature with no `id` and no `role_fields` mapping leaves the recipient as CC) - Recipient personal data they must enter: `[[text]]`, `[[email]]`, `[[phone]]`, `[[date]]` - Recipient choices/consents: `[[checkbox]]` - Information only the recipient knows or decides **Key principle:** If the recipient controls the value, use a field. Fields can be prefilled with default values, but are typically left empty for the recipient to fill. **Syntax:** `[[field_type attributes]]` **Field Types:** - `text` - Text input field - `email` - Email input field - `phone` - Phone number input field (**`format` is required** — see below) - `number` - Number input field - `date` - Date input field - `checkbox` - Checkbox field - `signature` - Digital signature field - `dropdown` - Dropdown selection field (**`option` is required** — see below) **Attributes (HTML-style):** - `required="true"` - Makes field required - `placeholder="text"` - Placeholder text - `checked="true"` - Pre-checked (checkbox only) - `value="timestamp"` - For date fields, use UNIX timestamp with millisecond precision (e.g., value="1718406000000"). For other fields, use plain text (e.g., value="John Doe"). - `format="US"` or `format="international"` - **Required for `phone` fields.** Must be exactly `"US"` or `"international"`. There is no default — omitting it causes a validation error. - `date_format="yyyy/MM/dd"` - Date format in ICU notation (e.g., `"dd/MM/yyyy"`, `"MM-dd-yyyy"`). Defaults to `"yyyy/MM/dd"` if omitted. - `option="Text"` - **Required for `dropdown` fields.** Repeatable — add one per option (e.g., `option="Yes" option="No"`). To assign a stable UUID to an option, use `option="uuid:Text"` format. - `id="Client_Text1"` - Specify an external ID that describes who should fill this field and what it represents (e.g., `id="Client_Signature"`, `id="Landlord_FullName"`, `id="Buyer_Email"`). Use the pattern `<RecipientRole>_<FieldPurpose>` so the field can later be assigned to the correct recipient. Multiple fields MAY share the same ID (they'll be synced — when one is filled, all are filled with the same value), but they MUST have the same type and attributes. **This is also the only value `role_fields[].field_ids` may reference** (see below) — a field with no `id="..."` cannot be pre-assigned to a role. **Assigning fields to roles via `role_fields`:** to pre-assign a field to a recipient's role at creation time, give the field an `id="..."` in `document_markdown`, then reference that exact same string in `role_fields[].field_ids`. A `field_ids` value that does not match any `id="..."` in `document_markdown` is rejected — never invent a `role_fields` value without first setting the matching `id="..."` on the field: ```text document_markdown: "Signed: [[signature id=\"Signer_Sig\"]]" role_fields: [{"role": "Signer", "field_ids": ["Signer_Sig"]}] ``` **Examples:** - `[[text placeholder="Enter name"]]` - `[[email required="true" placeholder="Email address"]]` - `[[phone format="US"]]` - `[[phone format="international"]]` - `[[number]]` - `[[date required="true" value="1718406000000"]]` - `[[date date_format="dd/MM/yyyy"]]` - `[[checkbox checked="true"]]` - `[[dropdown option="Yes" option="No"]]` - `[[dropdown option="Yes" option="No" value="Yes" placeholder="Choose..."]]` **Important:** Fields with the same ID must have the same type and attributes. For example, you cannot have `[[text id="Field1"]]` and `[[email id="Field1"]]` in the same document as well as `[[text id="Field2" placeholder="Full Legal Name" ]]` and `[[text id="Field2"]]` because they have different attributes. **Dropdown constraints:** - At least one `option` attribute is required. - Option texts must be unique within the dropdown. - If `value` is set, it must match one of the defined option texts exactly; otherwise a validation error occurs. ##### 3. Standalone Checkboxes Checkboxes use GFM syntax but can appear anywhere, not just in lists: - `[ ]` - Unchecked - `[x]` - Checked - Can be used inline, standalone, or in task lists ##### 4. Page Breaks **Syntax:** `---` (three hyphens) creates a page break. **IMPORTANT:** Page breaks should be rare and intentional. Most documents don't need page breaks. Only use `---` when content **must** be on separate pages for a specific reason: - Legal/structural requirement - Document structure demands it **Do NOT use `---`:** - Between sections (use headings: `## Section Title`) - As visual decoration (use blank lines) - Simply because there's a section transition ##### 5. Pricing Tables A pricing table is a table of line items followed by a list of totals, wrapped in HTML comment markers that the reader never sees. Use one whenever the document quotes prices: quotes, proposals, order forms, invoices. **Without the markers it is an ordinary table** — the numbers come back as plain text, with no currency, no quantities and no recalculation. **Syntax:** ```markdown <!-- pandadoc:pricing-table name="Services" --> | Name | Description | Price | QTY | Tax | Subtotal | |------------|-------------|-------------|-----|------|-------------| | Consulting | Senior rate | 2000.24 USD | 3 | 23 % | 6000.72 USD | * Subtotal: 6000.72 USD * Discount: -10 % * Total: 5400.65 USD <!-- pandadoc:end-pricing-table --> ``` **Columns** are matched by name: - `Name` — **required**, on every row. Text, may be formatted. - `Price` — **required**, on every row. An amount, e.g. `2000.24 USD`. - `Description` — text, may be formatted - `SKU` — text - `Cost` — an amount - `QTY` — a number. Added for you (as 1) if the column is left out. - `Tax` — a percentage (`23 %`) or an amount (`50.00 USD`) - `Discount` — a percentage (`-10 %`) or an amount (`-50.00 USD`), written negative - `Subtotal` — an amount. Added for you if the column is left out. An empty `Name` or `Price` cell is an error, and a column not in this list is kept as text under the name you wrote. `Tax` and `Discount` may each be a percentage or money, but a single column has to agree with itself: one mixing `-10 %` and `-5.00 USD` is an error. **Footer totals** go in a list directly under the table as `Name: value`. Only `Subtotal`, `Discount`, `Tax`, `Total` and `Total QTY` are accepted; any other total is an error. **The name** builds the document's tokens: a table named `Services` with a `Total` gives you `[Services.Total]` to use in any paragraph. Two tables may not share a name; an unnamed table takes the next free `Pricing Table N`. **The end marker** may be left out for a single table, which then reads as the table after the marker plus the totals after that. It is **required** for a table in sections, and it stops an unrelated table further down being swallowed into the prices. **Sections and optional items** — a heading above a table titles that group of line items, and every section must describe the same columns. A checkbox before the name offers the item rather than including it; no box means it is simply part of the quote. `[optional]` on a section heading lets the reader drop the whole section, `[choose one]` limits it to a single ticked row: ```markdown <!-- pandadoc:pricing-table --> ### Setup | Name | Price | |---------|------------| | Install | 500.00 USD | ### Add-ons [optional] | Name | Price | |-----------------------|------------| | [ ] Extended warranty | 200.00 USD | | [x] Support plan | 100.00 USD | * Total: 600.00 USD <!-- pandadoc:end-pricing-table --> ``` **Currency** comes from the amounts themselves, which must all agree on one. A currency code (`2000.24 USD`) always names it; a symbol only when it belongs to a single currency — `zł` is Poland's alone, but `$` is shared by many and names none. **Not supported in a Markdown pricing table:** photos, tiered ("buy 10+") prices, per-item editable quantities, column width, lock and colour, and the CRM datasource. Those are set in the PandaDoc editor. ##### 6. Money Formatting By default amounts are read the Anglo way — `.` splits decimals, `,` groups thousands, and the currency code follows the number (`1,234.56 USD`). If the document writes money any other way, say so in YAML front matter at the very top of the file: ```markdown --- pandadoc: money: display_as: symbol position: before separate_with_space: true precision: 2 decimal_delimiter: comma thousand_delimiter: space --- ``` With that block, `zł 2 000,24` reads as two thousand. All six settings are required when the block is present: - `display_as` — `no_code`, `symbol`, `code`, `code_and_symbol` - `position` — `before`, `after` - `separate_with_space` — `true`, `false` - `precision` — a number of decimal places, e.g. `2` - `decimal_delimiter` — `dot`, `comma`, `space`, `quote`, `no_delimiter` - `thousand_delimiter` — same values as `decimal_delimiter` These say **how** money is written, not which currency it is. Quantities and percentages carry no currency but are written the same way, so a document splitting decimals with a comma writes `1,5` and `7,25 %`. Digits that are not grouped in threes are an error rather than a guess, so write amounts consistently with the settings you declared. **Note:** front matter opens with `---`, which is also the page break. The block is only read as front matter at the very top of the file naming `pandadoc`; a `---` anywhere else stays a page break. ### Limitations (Features NOT Supported) **Do NOT include:** - Raw HTML, including `<br>`, `<u>`, and `<div>` - Blockquotes inside lists - Images inside links inline with text (e.g., `[](link)`) - Merged table cells **Field syntax rules:** - Field types must be lowercase and match the closed set exactly (`text`, `email`, `phone`, `number`, `date`, `checkbox`, `signature`, `dropdown`). Capitalized or otherwise altered forms are not recognized. - The only valid syntax is `[[field_type attributes]]`. Forms like `[[Signature|Signer]]`, `[[signature:sig_a]]`, `[[s:Owner1]]`, and `[[signature_1]]` are not recognized — use `[[signature id="Signer_Signature"]]` instead. - Fields sharing the same `id` must have the same field type — a mismatched type is rejected. `signature` fields cannot share an `id` with any other field, including another `signature` field. - Every value passed in `role_fields.field_ids` must match the `id` attribute of a field present in `document_markdown`.

Requiredrequest

Get document details

Retrieve a document's full structure by document_id: name, status, dates, version, reference number, creator, template, recipients, fields, variables, tokens, tags, pricing/grand total, and linked objects. Use to inspect a document before acting on it. Does not return extracted metadata — use `documents_metadata_batch_get` for that; for the overall status only, use `documents_status_get`.

Requireddocument_id

Assign document fields to recipients

Assign, reassign, or unassign document fields to recipients. The document must be in draft status. Provide a list of field-to-recipient mappings. Set recipient_id to null to unassign a field. Use get document details to obtain field UUIDs (fields[].uuid) and recipient IDs (recipients[].id). Once a field is assigned, that recipient becomes a signer for it. If it's unclear which recipient a field belongs to, ask the user before assigning.

Requireddocument_idassignments

List documents

Paginated document listing with structured filters: status, folder, tag, free-text search, sorting, and created/completed date ranges. Examples: 'list 50 Draft docs' · 'documents in folder <folder_uuid> tagged onboarding' · 'page 3 sorted by date_modified' For natural-language queries, prefer ``ai_search`` if available.

Batch get document metadata

Use to read the business terms extracted from documents — counterparty, contract value, dates, renewal terms — without fetching and re-reading their full text. Handles 1-40 documents per call, so pass a one-element `document_ids` for a single one. Narrow the response with `field_keys` when only certain terms matter. Extraction generally runs once a document is completed, so a document still being worked on may have nothing to return yet. Each document reports its own outcome, so one failure does not lose the rest: `ok` carries that document's fields, `extraction_pending` should be retried after `retry_after` seconds, `extraction_not_started` means the document is not completed yet, `extraction_failed` is terminal (contact support), `not_found` and `access_denied` mean the document cannot be read, and `internal_error` is safe to retry for that document alone.

Requireddocument_ids

Send document reminder

Send a reminder to recipients of a document that is out for signature, so the ones who have not completed their part are prompted again. The document must be in Sent or Viewed status. Reminders reach real people by email and/or SMS, so confirm with the user which recipients to remind before calling. Take recipient ids from the document's details; recipients left out of the call are not reminded. To word the email yourself, pass subject and message at the top level of the call — they apply to every recipient in it. The outcome is reported per recipient and per delivery method, including the reason a reminder was not delivered.

Requireddocument_idreminders

Search documents (full-text)

Full-text search with status/date filters. Examples: 'NDA in completed docs' · 'modified 2026-01-01–2026-03-31' · 'sent docs Q1 2026' For natural-language queries, prefer ``ai_search`` if available. If the user refers to a document by name and an ID is needed for a downstream operation, use this tool to resolve the name to an ID first. Do not ask the user for a document ID before attempting this lookup.

Requiredquery

Send document

Send a document to its recipients. The document must be in Draft status. After sending, the status changes to Sent and recipients receive a notification. Use skip_unfilled_variables to send even when some variables are empty. Pass selected_approvers only if documents_details_get shows an `approval_execution`; if absent, send without it. Always confirm with the user before sending.

Requireddocument_id

Document Status Change

Manually change a document's status. Only these transitions are allowed: Completed, Paid, Expired, or Declined. Status changes are restricted based on the current document status. Other statuses (such as Sent, Viewed, Approved) are set automatically by the system and cannot be set with this tool.

Requireddocument_idstatus

Get document status

Retrieve the overall document status (e.g. Draft, Sent, Completed, Expired). Some statuses are set automatically by the system: Sent (when the document is sent), Viewed (when a recipient opens it), Approved/Rejected (via approval workflows). For per-recipient signing progress use documents_details_get. Right after creating a document it may still be processing — if so, wait briefly and check again before acting.

Requireddocument_id

Get document summary

Returns a summary for the specified document. Supports three granularity levels: detailed, short, or headline. If not ready, returns `{retry_after: N}` where N is seconds to wait before retrying.

Requireddocument_idsummary_type

Update document

Update a document. Document must be in Draft status. You can update text blocks, fields, and other document properties. After creating a new document, wait for it to reach Draft status before updating. To modify individual recipients, use `recipients_*` tools — the `recipients` param here replaces the entire list.

Requireddocument_id

Add CC recipient to document

Add a CC (non-signing) recipient to a document. Requires an existing contact ID, which is not the same as a recipient id. For someone already on the document, take `contact_id` from that recipient in `documents_details_get`. Otherwise resolve their email with `contacts_list`. Cannot add to Expired or Declined documents. Adding a contact that is already a CC recipient is silently ignored. This tool only adds CC recipients; signers must be set via `documents_create` or `documents_update`.

Requireddocument_idcontact_id

Delete document recipient

Remove a recipient from a document. Signers can only be removed in Draft status. CC recipients can be removed in any status except Expired/Declined.

Requireddocument_idrecipient_id

Edit document recipient

Update one recipient's details (email, name, phone, company, address, redirect) in place. Signers can be edited in Draft, Waiting Approval, Approved, Rejected, Sent, or Viewed status. A signer's email cannot be changed after they have signed. CC recipients can be edited in any status except Expired or Declined. Get recipient_id from document details first. Cannot use emails of existing contacts — use `recipients_reassign` for that.

Requireddocument_idrecipient_id

Reassign signer (change signer)

Replace a signer with another contact. `recipient_id` is the signer being replaced, from the recipient's `id` in document details. `new_contact_id` is the replacement's contact ID, never a recipient id: take it from that recipient's `contact_id` in document details when they are already on the document, and otherwise resolve their email with `contacts_list`. Transfers all assigned fields to the new signer. The original signer is removed. Cannot reassign already-signed recipients. To just fix a signer's email/name, use `recipients_edit`.

Requireddocument_idrecipient_idnew_contact_id

Create template

Create a new template from a PDF URL. Provide a secure (HTTPS) publicly accessible URL to the PDF document.

Requiredurl

Delete template

Delete a template by ID. The template is moved to the deleted state and no longer appears in normal listings (it can still be found by listing with the deleted filter). Confirm with the user before deleting.

Requiredtemplate_id

Get Template Details

Inspect a template's schema — roles, fields, variables, pricing tables, content placeholders, tags, metadata — usually to prepare a `documents_create` call (e.g. 'what roles does the Sales Contract template expect?'). Typical flow: `templates_list` -> this tool -> `documents_create`. Not for listing templates or fetching a regular document.

Requiredtemplate_id

Duplicate template

Create a copy of an existing template within the same workspace. Optionally provide a `name` for the copy; when omitted or empty, a name is auto-generated from the source template. Returns the new template's id and name, plus the source template id.

Requiredtemplate_id

List templates

Discover, browse, or pick a template by name, tag, or folder (e.g. 'what templates do we have?', 'find the NDA template'). If the user refers to a template by name and an ID is needed for a downstream operation, use this tool to resolve the name to an ID first. Do not ask the user for a template ID before attempting this lookup. Returns a paginated list of templates. Pass a returned `id` as `templates_details_get`'s `template_id` to inspect roles/fields/variables, or as `documents_create`'s `template_uuid` to generate a document. Not for searching documents (use `documents_list`) or creating one.

Update template

Update an existing template's CUSTOM variables (tokens) and/or its signer roles. Provide `tokens` to upsert variables by name, and/or `roles` to replace the full list of roles. Inspect current roles and variables with `templates_details_get` first. At least one of `tokens` or `roles` must be provided. This tool does not rename a template or edit its content/pages. A newly created template needs a few seconds to finish processing before it can be updated; if an update fails immediately after creation, wait briefly and retry. This returns only a confirmation, not the updated template — to read the UUIDs of any newly created roles, call `templates_details_get` afterwards.

Requiredtemplate_id