n8n-nodes-pandadoc

Overview

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

🚀 Features

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)

📦 Installation

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

In n8n Desktop or Self-Hosted

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

Via npm

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

npm install n8n-nodes-pandadoc

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

🔐 Authentication

The PandaDoc nodes support two authentication methods:

API Key Authentication

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

OAuth2 Authentication

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

📚 Node Usage

PandaDoc Node

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

PandaDoc Trigger Node 🔔

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

💡 Example Workflows

Document Approval Workflow

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

Contract Renewal Notification

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

⚠️ 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.

🔧 Troubleshooting

Common Issues

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.

Support

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 ([email protected])
4. Reach out to the n8n community on the forum

👥 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

📄 License

MIT © 2025 Nader Heidari