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PandaDoc API

PandaDoc is a comprehensive document automation platform that streamlines document creation, approval workflows, and e-signature processes, helping businesses accelerate sales cycles and improve operational efficiency through intelligent document management.

PandaDoc API icon

Power end-to-end data operations for your PandaDoc API API with Nexla. Our bi-directional PandaDoc API connector is purpose-built for PandaDoc API, making it simple to ingest data, sync it across systems, and deliver it anywhere — all with no coding required. Nexla turns API-sourced data into ready-to-use, reusable data products and makes it easy to send data to PandaDoc API or any other destination. With comprehensive monitoring, lineage tracking, and access controls, Nexla keeps your PandaDoc API workflows fast, secure, and fully governed.

Features

Type: API

SourceDestination

  • Seamless API Integration: Connect to any endpoint as source or destination without coding, with automatic data product creation
  • Visual Composition & Chaining: Build complex integrations using visual templates, chain API calls, and compose workflows with data validation and filtering
  • API Proxy: Expose curated slices of your data securely with a secure and customizable API proxy that validates and transforms data on the fly
  • Request optimization with intelligent batching, retry, and caching to minimize API calls and costs

Prerequisites​

Before creating a PandaDoc credential, you need to obtain your API key from your PandaDoc account. PandaDoc uses API key authentication for all API requests, with the API key sent in the Authorization header with the API-Key prefix.

To obtain your PandaDoc API key, follow these steps:

  1. Sign in to your PandaDoc account, or create a new account at PandaDoc.

  2. Navigate to your account dashboard or profile settings in the PandaDoc interface.

  3. Click on your profile icon or account name, and navigate to Settings > Developer Dashboard or API section.

  4. If you don't have an API key yet, look for the option to generate a new API key. You can generate either a Sandbox key (for testing) or a Production key (for live use).

  5. Click Generate API Key or Create API Key to create a new API key.

  6. Configure your API key settings:

    • Select whether you want a Sandbox or Production key
    • Enter a name for the API key (e.g., "Nexla Integration")
    • Review and select the permissions or scopes for the key (if applicable)

  7. Click Generate or Create to create the API key.

  8. Copy the API key immediately after it's generated, as it may not be accessible again after you navigate away from the page. The API key will be displayed only once.

  9. Store the API key securely, as you will need it to configure your Nexla credential. The API key is sensitive information and should be kept confidential.

The API key is sent in the Authorization header with the API-Key prefix (e.g., Authorization: API-Key {api_key}) for all API requests to the PandaDoc API. The API key authenticates your requests and grants access to PandaDoc resources based on your account plan and the key's permissions. If your API key is compromised, you should immediately revoke it in your PandaDoc Developer Dashboard and generate a new one. For detailed information about obtaining API keys, API authentication, and available endpoints, refer to the PandaDoc API documentation.

Authenticate​

Credentials required​

FieldRequiredSecretDescription
API Key ValueYesYesTo access the API, go to the Developer Dashboard page and generate either a Sandbox or a Production key.

Create a credential in Nexla​

  1. After selecting the data source/destination type, click the Add Credential tile to open the Add New Credential overlay.

New Credential Overlay – PandaDoc

PandaDocCred.png

  1. Enter a name for the credential in the Credential Name field and a short, meaningful description in the Credential Description field.

  2. Enter your PandaDoc API key in the API Key Value field. This is the API key you obtained from your PandaDoc Developer Dashboard in Prerequisites. The API key is sent in the Authorization: API-Key {api_key} header for all API requests to the PandaDoc API and must be kept confidential.

    If your API key is compromised, you should immediately revoke it in your PandaDoc Developer Dashboard and generate a new one. The API key provides access to your PandaDoc account and should be treated as sensitive information.

    For detailed information about obtaining API keys, API authentication, and available endpoints, see the PandaDoc API documentation.

  3. Click the Save button at the bottom of the overlay. The newly added credential will now appear in a tile on the Authenticate screen during data source/destination creation.

Use as a data source​

To create a new data flow, navigate to the Integrate section, and click the New Data Flow button. Select the PandaDoc connector tile, then select the credential that will be used to connect to your PandaDoc account, and click Next; or, create a new PandaDoc credential for use in this flow.

Endpoint templates​

Nexla provides pre-built templates that can be used to rapidly configure data sources to ingest data from common PandaDoc endpoints. Select the endpoint from which this source will fetch data from the Endpoint pulldown menu. Available endpoint templates are listed in the expandable boxes below.

Fetch Resources of a Type

This endpoint template returns a list of resources of a specific type from your PandaDoc account. Use this template when you need to retrieve contacts, members, or other PandaDoc resources associated with your workspace.

  • Select the resource type from the Resource Type pulldown menu. Available options include Contacts (contacts) and Members (members). The resource type determines which PandaDoc resource will be queried. Select the resource type that matches the data you want to retrieve.

This endpoint returns a list of resources of a specific type from your PandaDoc account, including contacts and members associated with your workspace. The endpoint returns all available resources of the specified type without pagination.

For detailed information about resource types, API response structures, and available resource data, see the PandaDoc API documentation.

Document Status

This endpoint template retrieves basic data about a document such as name, status, and dates from your PandaDoc account. Use this template when you need to retrieve document status information, including document names, current status, creation dates, and other basic document metadata.

  • Enter the document ID in the Document ID field. This should be the unique identifier of the document for which you want to retrieve status information. The document ID determines which document's status will be retrieved. You can find the document ID in your PandaDoc account or in document URLs.

This endpoint retrieves basic data about a document from your PandaDoc account, including document name, status, creation date, modification date, and other basic document metadata. The endpoint returns a single document's status information.

For detailed information about document status, API response structures, and available document data, see the PandaDoc API documentation.

Document Details

This endpoint template returns detailed data about a document from your PandaDoc account. Use this template when you need to retrieve comprehensive document information, including document content, fields, recipients, and other detailed document data.

  • Enter the document ID in the Document ID field. This should be the unique identifier of the document for which you want to retrieve detailed information. The document ID determines which document's details will be retrieved. You can find the document ID in your PandaDoc account or in document URLs.

This endpoint returns detailed data about a document from your PandaDoc account, including document content, fields, recipients, status, dates, and other comprehensive document information. The endpoint returns a single document's detailed information.

For detailed information about document details, API response structures, and available document data, see the PandaDoc API documentation.

Once the selected endpoint template has been configured, click the Test button to the right of the endpoint selection menu to retrieve a sample of the data that will be fetched. Sample data will be displayed in the Endpoint Test Result panel on the right, allowing you to verify that the source is configured correctly before saving.

Manual configuration​

PandaDoc data sources can also be manually configured to ingest data from any valid PandaDoc API endpoint, including endpoints not covered by the pre-built templates, chained API calls, or custom request parameters. Select the Advanced tab at the top of the configuration screen, and follow the instructions in Connect to Any API to configure the API method, endpoint URL, date/time and lookup macros, path to data, metadata, and request headers.

PandaDoc API endpoints use the base URL https://api.pandadoc.com/public/v1/ (e.g., https://api.pandadoc.com/public/v1/contacts, https://api.pandadoc.com/public/v1/documents/{document_id}) and typically use the GET method for retrieving data. For the Response Data Path, use $.results[*] to extract all items from a list response, or $ to extract the entire response for single-record endpoints.

Once all of the relevant settings have been configured, click the Create button in the upper right corner of the screen to save and create the new PandaDoc data source. Nexla will now begin ingesting data from the configured endpoint and will organize any data that it finds into one or more Nexsets.

Use as a destination​

Click the + icon on the Nexset that will be sent to the PandaDoc destination, and select the Send to Destination option from the menu. Select the PandaDoc connector from the list of available destination connectors, then select the credential that will be used to connect to your PandaDoc account, and click Next; or, create a new PandaDoc credential for use in this flow.

Endpoint templates​

Nexla provides pre-built templates that can be used to rapidly configure destinations to send data to common PandaDoc endpoints. Select the endpoint to which data will be sent from the Endpoint pulldown menu. Then, click on the template in the list below to expand it, and follow the instructions to configure additional endpoint settings.

Create Contacts

This endpoint template adds a contact into a contacts list in your PandaDoc account using records from a Nexset. Use this template when you need to create new contacts in PandaDoc for document recipients, collaborators, or other contact management purposes.

  • This endpoint automatically creates contacts from your data. No additional configuration is required beyond selecting this endpoint template. The request body should contain the contact data in JSON format matching the PandaDoc API structure.

This endpoint sends data as JSON in the request body to create contacts in your PandaDoc account. Each record from your Nexset will be sent as a separate API request to create a new contact in PandaDoc. The request body should contain the contact data in the format required by the PandaDoc API.

The contact structure must match the PandaDoc API's expected format. For detailed information about contact creation, request body formats, available contact properties, and contact management, see the PandaDoc API documentation.

Manual configuration​

PandaDoc destinations can also be manually configured to send data to any valid PandaDoc API endpoint. Using manual configuration, you can also configure Nexla to automatically send the response received from the PandaDoc API after each call to a new Nexla webhook data source. Select the Advanced tab at the top of the configuration screen, and follow the instructions in Connect to Any API to configure the API method, data format, endpoint URL, request headers, attribute exclusions, record batching, and response webhooks.

PandaDoc API endpoints use the base URL https://api.pandadoc.com/public/v1/ (e.g., https://api.pandadoc.com/public/v1/contacts), typically use the POST method, and expect JSON format for all requests. Configure the request body as {message.json} to send the entire Nexset record as JSON, or construct a custom JSON structure with field names matching the PandaDoc API's expected format for the endpoint you're using.

Save & activate​

Once all endpoint settings have been configured, click the Done button in the upper right corner of the screen to save and create the destination. To send the data to the configured PandaDoc endpoint, open the destination resource menu, and select Activate.

The Nexset data will not be sent to the PandaDoc endpoint until the destination is activated. Destinations can be activated immediately or at a later time, providing full control over data movement.