> ## Documentation Index > Fetch the complete documentation index at: https://docs.atako.ai/llms.txt > Use this file to discover all available pages before exploring further. # PandaDoc > Connect PandaDoc to your Atako agents — 14 read and 9 write actions. Let your agents create e-signature documents from your PandaDoc templates, send them and track their status, recipients and contacts. ## Connection * **Authentication**: API key. PandaDoc → Settings → API and Integrations → API and Webhooks → Enable, then Open → Dev Center → Configuration → API keys → Sandbox key (verified 2026-09-22). A key has no scopes: it inherits the role and license of the member who creates it. Sandbox keys prefix document names and allow 10 requests per minute; Production keys require the Enterprise plan and activation by PandaDoc. See [PandaDoc's documentation](https://developers.pandadoc.com/reference/api-keys). ## Read actions (14) | 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. | ## Write actions (9) | 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). | ## Permissions Every action above must be explicitly granted to an agent before it can be used. See [Permissions](/integrations/permissions) for the grant model and [Security](/integrations/security) for how credentials are protected.