Description

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.

🚀 Features

This n8n integration provides the following nodes:

• PandaDoc Node: For creating, managing, and tracking documents, templates, contacts, and folders. Usable as a tool by n8n AI agents.
• PandaDoc Trigger Node: For starting workflows from PandaDoc webhook events (document status changes, recipient completion, template changes, and more) with signature verification

—

📦 Installation

Follow the community nodes installation guide in the n8n documentation.

In the n8n UI

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

Manually

In the n8n user folder of a self-hosted instance:

npm install n8n-nodes-pandadoc

—

🔐 Authentication

The PandaDoc nodes support two authentication methods:

API Key Authentication

1. Log in to your PandaDoc account
2. Go to Settings > Integrations > API (you’ll need admin permissions)
3. Generate a new API key. Sandbox and production keys use the same endpoint, so create one n8n credential per key.
4. Use this API key in the PandaDoc API credential. n8n verifies it against the API when you save.

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 completed document as a PDF into a binary property
• 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, optionally within a parent folder
• Create Folder: Create a new folder
• Rename Folder: Rename an existing folder (PandaDoc’s API cannot delete or move folders)

#### 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 registers a webhook subscription in your PandaDoc workspace and starts the workflow for the events you select. Deliveries are verified with the subscription’s shared key.

#### Events

• Document State Changed, Document Updated, Document Deleted, Document Creation Failed, Document Completed PDF Ready, Document Section Added
• Recipient Completed
• Quote Updated
• Template Created, Template Updated, Template Deleted
• Content Library Item Created, Content Library Item Creation Failed

Optionally include extra payload sections (fields, metadata, pricing, products, tokens) or fetch the full document details for each event. See the trigger node guide.

—

💡 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

—

🧩 Compatibility

Built with the official @n8n/node-cli and tested against n8n 1.x. The package has no runtime dependencies.

—

⚠️ 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 (nader.c.heidari@gmail.com)
4. Reach out to the n8n community on the forum

—

👥 Contributing

Contributions are welcome! See CONTRIBUTING.md for the development setup.

npm install
npm run dev     # starts n8n with the nodes loaded and hot reload
npm run lint
npm run build

—

📄 License

MIT © 2025 Nader Heidari