Documentation Index
Fetch the complete documentation index at: /llms.txt
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Connect PandaDoc to your Atako agents — 14 read and 9 write actions.
| Action | Description |
|---|---|
get_contact | Get a contact by ID. Returns email, name, company, job title, phone, address fields. |
get_current_member | Get the current API key owner’s member info (identity probe — useful to verify the key works and identify the workspace). |
get_document_details | Get full document details including name, status, dates, folder_uuid, tokens, fields, recipients, metadata, tags, and pricing tables. |
get_document_status | Get a document’s basic info: id, name, status (string like “document.draft”), date_created, date_modified, date_completed, expiration_date, version. |
get_template_details | Get full template details including fields, tokens, recipients (roles), and content structure. |
list_contacts | List contacts in the workspace. |
list_content_library_items | List content library items (reusable content blocks like images, text snippets, and tables). |
list_document_audit_trail | List the audit trail events for a document (who did what and when). |
list_document_fields | List all fields in a document (text, checkbox, date, signature, etc.) with their current values and assigned recipients. |
list_document_folders | List document folders in the workspace. |
list_documents | List documents. Optional filters: q (name/reference), status (integer 0–14: 0=draft, 1=sent, 2=completed, 3=uploaded, 5=viewed, 7=approved, 11=voided, 12=declined), count (max 100, default 50), page, template_id, folder_uuid, contact_id, order_by (string enum: date_created, -date_created, date_status_changed, -date_status_changed, name, -name, etc.). |
list_members | List workspace members (users with their roles and status). |
list_template_folders | List template folders in the workspace. |
list_templates | List templates in the workspace. Returns template IDs, names, dates, and folder info. |
| Action | Description |
|---|---|
add_recipient | Add a recipient to a document. Required path param: id (string — document ID). Body: id (string — contact UUID, required), kind (string enum: “contact” or “contact_group”, required). The document must be in draft or uploaded status. |
create_contact | Create a new contact. All fields optional: email (string), first_name (string), last_name (string), company (string), job_title (string), phone (string), country (string), state (string), street_address (string), city (string), postal_code (string). |
create_document_from_template | Create a document from a template. Required: template_uuid (string — template ID from list_templates), recipients (array of objects — each with email OR phone, optional first_name, last_name, role, signing_order). Optional: name (string — document name), tokens (array of {name: string, value: string}), fields (object — map of field names to {value: string|number|boolean, role?: string}), metadata (object — arbitrary key-value pairs), tags (array of strings), folder_uuid (string). Note: creation is asynchronous — the document starts as “document.uploaded” and transitions to “document.draft”. Use get_document_status to verify readiness before calling send_document. |
create_folder | Create a new document folder. Required: name (string — folder name). Optional: parent_uuid (string — parent folder ID; omit to create in root). |
move_document_to_folder | Move a document to a folder. Required path params: id (string — document ID), folder_id (string — destination folder UUID from list_document_folders). |
send_document | Send a document for signing. Required path param: id (string — document ID). Optional body: subject (string — email subject), message (string — email body text), silent (boolean — if true, disables email notifications and scheduled reminders). The document must be in draft or uploaded status. |
send_reminder | Send a manual reminder to one or more recipients of a sent document. Required: document_id (string), recipient_ids (array of strings — recipient IDs from get_document_details). Optional: subject (string), message (string, Markdown) for the reminder e-mail. The document must be in “sent” status. |
update_contact | Update an existing contact. Only provided fields are changed. Optional body: first_name, last_name, company, job_title, phone, state, street_address, city, postal_code (all strings, nullable). |
update_document | Update a document. Only works when the document is in draft or uploaded status. Optional body fields: name (string), tokens (array of {name: string, value: string}), fields (object — map of field names to {value, role?}), metadata (object — key-value pairs, merges with existing), tags (array of strings). |
