n8n-nodes-pandadoc

This package contains n8n nodes to integrate with the PandaDoc API, allowing you to automate document workflows, e-signatures, and manage contracts within your n8n workflows.

Overview

PandaDoc is a document automation platform that helps you streamline your sales documents, create, send, track, and e-sign documents.

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This n8n integration provides the following nodes:

- PandaDoc Node: For creating, managing, and tracking documents, templates, contacts, and folders
- PandaDoc Trigger Node: For triggering workflows when document events occur (e.g., status changes, document views)

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📦 Installation

Follow these steps to install the PandaDoc nodes in your n8n instance:

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1. Go to Settings > Community Nodes
2. Click Install
3. Enter n8n-nodes-pandadoc and click Install

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If you're using a self-hosted n8n instance, you can install the package directly:

``bash
npm install n8n-nodes-pandadoc
`

For n8n Desktop users, you can install the package via the UI as described above.

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🔐 Authentication

The PandaDoc nodes support two authentication methods:

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1. Log in to your PandaDoc account
2. Go to Settings > API (you'll need admin permissions)
3. Generate a new API key
4. Use this API key in the PandaDoc node credentials

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1. Go to the PandaDoc Developer Dashboard
2. Create a new application
3. Configure the OAuth2 settings with your redirect URL (typically https://your-n8n-domain.com/rest/oauth2-credential/callback)
4. Use the client ID and secret in the PandaDoc OAuth2 credentials in n8n

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📚 Node Usage

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The PandaDoc node allows you to work with several resources:

#### Documents

- Get All Documents: Retrieve a list of documents with filtering options
- Get Document Details: Get detailed information about a specific document
- Get Document Status: Check the current status of a document
- Create Document from Template: Generate a new document using an existing template
- Create Document from PDF: Upload a PDF and convert it to a PandaDoc document
- Send Document: Send a document to recipients for signing
- Download Document: Download a document in various formats (PDF, DOCX, etc.)
- Delete Document: Remove a document from your account
- Update Document: Modify document properties, metadata, or move to a folder
- Create Document Link: Generate a sharing link for a document

#### Templates

- Get All Templates: List available templates with filtering options
- Get Template Details: Get detailed information about a template

#### Folders

- Get All Folders: List folders in your account
- Get Folder Details: Get detailed information about a specific folder
- Create Folder: Create a new folder
- Delete Folder: Remove a folder

#### Contacts

- Get All Contacts: List contacts with filtering options
- Get Contact Details: Get detailed information about a contact
- Create Contact: Add a new contact
- Update Contact: Modify contact information
- Delete Contact: Remove a contact

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The PandaDoc Trigger node allows you to start workflows when certain events occur in PandaDoc:

#### Events

- Document State Changed: Triggers when a document changes state (e.g., draft → sent → completed)
- Document Updated: Triggers when a document is updated
- Document Viewed: Triggers when a recipient views a document
- Document Completed: Triggers when all recipients complete a document

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💡 Example Workflows

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This workflow creates a document from a template, sends it for signing, and then processes the document once it's completed:

1. HTTP Request node: Receives request with customer data
2. PandaDoc node: Creates document from template with customer data
3. PandaDoc node: Sends document for signing
4. PandaDoc Trigger node: Waits for document to be completed
5. PandaDoc node: Downloads completed document
6. Email node: Sends confirmation with document attached

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This workflow monitors for contracts nearing expiration and sends renewal notifications:

1. Schedule node: Runs daily
2. PandaDoc node: Gets all documents with filtering for contracts
3. Function node: Identifies contracts expiring within 30 days
4. PandaDoc node: Creates renewal documents from templates
5. Slack node: Notifies account managers of pending renewals

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⚠️ API & Usage Limits

PandaDoc has certain API limits that you should be aware of:

- Free accounts: 100 API calls per day
- Business accounts: 1000 API calls per day
- Enterprise accounts: Custom limits

Refer to the PandaDoc API documentation for the most up-to-date information on limits and quotas.

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🔧 Troubleshooting

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1. Authentication Failed: Ensure your API key is valid and has not expired. For OAuth2, you may need to reauthorize if your token has expired.

2. Rate Limiting: If you hit the API rate limits, the node will return a 429 error. Try implementing a retry mechanism with exponential backoff.

3. Document Creation Fails: When creating documents from templates, ensure all required fields are provided and properly formatted.

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If you encounter issues with the PandaDoc nodes:

1. Check the PandaDoc API documentation
2. Open an issue on the GitHub repository
3. Contact the author directly: Nader Heidari (nader.c.heidari@gmail.com)
4. Reach out to the n8n community on the forum

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👥 Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

1. Fork the repository
2. Create your feature branch: git checkout -b feature/my-new-feature
3. Commit your changes: git commit -am 'Add some feature'
4. Push to the branch: git push origin feature/my-new-feature`
5. Submit a pull request

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📄 License

MIT © 2025 Nader Heidari