All connectors
PandaDoc
14 tools · Documents · Signatures
PandaDoc offers document creation, e-signatures, and workflow automation, helping sales teams and businesses streamline proposals, contracts, and agreement processes
Connect PandaDoc
- Open Slashspace and go to Settings, then Connectors.
- On Discover, search for PandaDoc and click Connect.
- Sign in to PandaDoc in your browser. Slashspace updates when the account is connected.
- Then ask for what you need in any Agent mode chat. PandaDoc is on in every chat unless you switch it off.
What your chats can do
14 tools from 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 'document.draft' status, with a maximum of 10 files per document and a size limit of 50MB per file.
- Create Document from File UploadCreates 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 conversion.
- Create Document 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.
- 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.
- 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 providing a structured content object that defines the template layout and elements.
