PandaDoc Tools
PandaDoc propose la création de documents, les signatures électroniques et l’automatisation des flux de travail, aidant les équipes commerciales et les entreprises à simplifier les processus de propositions, de contrats et d’accords
Utilisez PandaDoc Tools avec des agents IA
Aident Loadout permet à Claude Code, Codex, Cursor et aux autres agents compatibles d’appeler PandaDoc Tools. Choisissez parmi 14 Actions prises en charge. Examinez chaque exécution dans Audit.
Connectez PandaDoc Tools une fois via Aident Vault. Votre agent peut utiliser les Actions prises en charge sans recevoir les identifiants sous-jacents.
Catégorie
Document File ManagementTarifs et paiement
- Tarif
- Gratuit dans Loadout. Le fournisseur peut facturer l’utilisation d’un compte connecté personnellement.
- Paiement unifié
- Non pris en charge actuellement. Connectez un compte fournisseur si nécessaire.
Actions incluses
- Pandadoc Create Document AttachmentCreates and adds an attachment to a PandaDoc document. This tool allows you to attach downloadable files such as supplemental materials, Excel spreadsheets, or other content without embedding them directly into the document. Attachments can be added only to documents in 'documen…
- Pandadoc Create Document From FileCreates a new document in PandaDoc by uploading a file (PDF, DOCX, or RTF). Converts existing documents into PandaDoc documents for processing, signing, and tracking. Either `file` or `url` must be provided; omitting both will fail. Large files may time out during upload and con…
- Pandadoc Create FolderCreates a new folder in PandaDoc to organize documents. This action allows users to create a new folder with a specified name and optionally set a parent folder to create a nested folder structure.
- Pandadoc Create Or Update ContactThis tool creates a new contact or updates an existing one in PandaDoc based on the email address. If a contact with the provided email exists, it will be updated; otherwise, a new contact will be created.
- Pandadoc Create TemplateThis tool allows users to create a new template in PandaDoc from a PDF file or from scratch. It handles file upload validation, parameter checks, proper error handling, and authentication with the PandaDoc API. The template can be created either by uploading a PDF file or by pro…
- Pandadoc Create WebhookCreates a new webhook subscription in PandaDoc to receive notifications about specific events. This action allows you to set up webhook notifications for various document-related events such as status changes, recipient completions, and updates. The webhook will send HTTP notifi…
- Pandadoc Delete ContactThis tool allows you to delete a contact from your PandaDoc account. The action is permanent and cannot be undone.
- Pandadoc Delete TemplateThis tool deletes a specific template from PandaDoc. Once a template is deleted, it cannot be recovered. This action is permanent and should be used with caution.
- Pandadoc Get Document DetailsFetch detailed metadata for a specific PandaDoc document including recipients, fields/tokens values, pricing data, metadata, tags, and content-block names. Use this after discovering a document via list/search to inspect recipients/status/fields/metadata/content-block references…
- Pandadoc Get Template DetailsThis tool retrieves detailed information about a specific template by its ID. The endpoint returns comprehensive template details including metadata, content details, and sharing settings.
- Pandadoc List ContactsList all contacts in your PandaDoc workspace. Returns all contacts with their details including email, name, company, and contact information. Optionally filter by exact email address. Note: The API returns all contacts at once without pagination - filtering and pagination shoul…
- Pandadoc List Document FoldersThis tool retrieves a list of all document folders in PandaDoc. It's a standalone action that doesn't require any external dependencies or resource IDs. The tool will return a list of folders containing documents, with each folder containing information about its ID, name, and p…
- Pandadoc List TemplatesThis tool retrieves a list of all templates available in the PandaDoc account. It supports parameters to filter templates by name, shared status, deleted status, pagination, and tag filtering, and returns detailed template information.
- Pandadoc Move Document To FolderThis tool allows users to move a document to a specific folder within their PandaDoc account. It performs a POST request to move the document to the specified folder. Both the document and the destination folder must exist. Only documents in draft status can be moved; attempting…
Sources du fournisseur
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