Automate PandaDoc for free on Stepper

Document State Changed

Triggers when a document changes state (e.g., sent, viewed, completed, signed, voided, declined).

• 1 parameters
• Status Filter

Document Completed

Triggers when a document is fully signed and completed by all recipients.

Create Document from Template

Creates a new document from a PandaDoc template with recipients and optional field values.

• 10 parameters
• Template
• Document Name
• Recipient Email
• Recipient First Name
• Recipient Last Name
• Recipient Role
• Variables (JSON)
• Metadata (JSON)
• Tags
• Folder

Send Document

Sends a document to its recipients via email. The document must be in draft status.

• 4 parameters
• Document
• Email Subject
• Email Message
• Silent Send

Get Document Details

Retrieves full details for a document including status, recipients, fields, and pricing.

• 1 parameters
• Document

List Documents

Returns a paginated list of documents with optional filters by status, template, or date range.

• 6 parameters
• Status Filter
• Template
• Search
• Tag
• Created From
• Created To

Download Document

Returns the download URL for a document as a PDF.

• 2 parameters
• Document
• Watermark Text

Create Contact

Creates a new contact in the PandaDoc workspace.

• 11 parameters
• Email
• First Name
• Last Name
• Company
• Job Title
• Phone
• Country
• State
• City
• Street Address
• Postal Code

Make HTTP Request

Make an HTTP request to any URL with full control over method, headers, and body.