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OtherReal-timeUpdated May 2026

PandaDoc

PandaDoc proposal and contract workflows

PandaDoc is the proposal-and-contract platform that competes with DocuSign on the document-creation side — its templates support rich layouts, dynamic pricing tables, and conditional content alongside the signature-collection workflow. Tiny Command exposes five actions, no triggers (PandaDoc emits document state-change events via webhooks configured in the dashboard; point them at a Tiny Command webhook trigger for "proposal viewed", "document signed", "document declined" workflows): Create Document from Template (the primary creation path — reference a saved template ID, fill recipient role mappings and merge variables, returns a document ID), Send Document (transitions a draft to sent, recipients get the email), Get Document Status (the current state plus per-recipient progress), List Documents (paginated, with filters by status, template, date range), Download Document PDF (the final signed PDF once status is completed). The connection uses a PandaDoc API key from API & Integrations settings; sandbox vs production is per-key.

0triggers
5actions
≈ 2 minto set up
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Actions

Do anything PandaDoc can do, from a workflow.

Every action accepts dynamic inputs from upstream nodes, whether that's an AI output, a form field, or a search result.

ActionWhat it does
Create PandaDoc DocumentCreates a document from a saved template with role mappings, merge variables, pricing-table data. For "deal qualified → auto-generate the proposal from template" workflows.
Download PandaDoc PDFReturns the signed PDF once the document is completed. For "all signers complete → fetch signed PDF for archival" workflows.
Get PandaDoc Document StatusReturns current state plus per-recipient progress. The lookup before downloading the signed PDF or for polling completion workflows.
List PandaDoc DocumentsPaginated documents with filters by status, template, date. For "all outstanding signatures >7 days old" reminder workflows.
Send PandaDoc DocumentTransitions a draft to sent, triggering the per-recipient email. The standard "review complete → send to client for signature" workflow step.
Recipes

Pre-built PandaDoc workflows.

Clone any recipe and customize it in one click. Every recipe is fully editable.

Before you build

Three things worth knowing.

Filter at the trigger

Tiny Command counts a run the moment a trigger fires. Filtering early means only matching events spend your usage budget.

Authorize once, reuse anywhere

Connect PandaDoc once and every workflow on your account can use its triggers and actions. You don't have to re-auth per workflow.

No JSON to read

Every PandaDoc field shows up in the visual picker for downstream nodes. The raw payload is there for power users, optional for everyone else.

FAQ

Questions about the PandaDoc integration.

If we missed yours, ping support. We usually reply within an hour.

How do I connect PandaDoc to Tiny Command?
Open the Tiny Command workflow builder, drop in a PandaDoc node, and click Connect. Authorize PandaDoc once and any workflow on your account can use its triggers and actions. Most teams finish the connection in under two minutes.
What PandaDoc triggers does Tiny Command support?
Tiny Command focuses on outbound actions for PandaDoc today. Use Tiny Command's universal Webhook or Schedule trigger to start PandaDoc workflows, then run any PandaDoc action you need.
What PandaDoc actions can I run from a workflow?
5 PandaDoc actions are available out of the box, covering other operations like "Create PandaDoc Document". Every action accepts dynamic inputs from upstream nodes, whether that's a search result, an AI output, or a form field.
Is the PandaDoc integration real-time?
PandaDoc actions execute synchronously inside your workflow. Tiny Command waits for PandaDoc's API to confirm before continuing to the next step, so downstream nodes can rely on the result.
Do I need to write code to use PandaDoc with Tiny Command?
No. Every PandaDoc trigger and action is fully configurable from the visual workflow builder. For edge cases that aren't covered, drop in a custom HTTP node and call any PandaDoc API endpoint directly.
How much does the PandaDoc integration cost?
There's a free tier you can start on without a credit card. Higher run volumes and team features come with paid plans. The PandaDoc integration itself has no per-app surcharge.
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Do more with PandaDoc.

Wire it to Slack, Notion, HubSpot, Stripe, or any of the other 438 apps in our catalog. Setup takes roughly two minutes. Free to try, no credit card.