PandaDoc

PandaDoc module for RobinPath.

Package: @robinpath/pandadoc | Category: Documents | Type: Integration

Authentication

pandadoc.setCredentials "your-credentials"

Call this once at the start of your script before using any other function. Credentials persist for the duration of the script execution.

Use Cases

Use the pandadoc module when you need to:

• listDocuments -- Use pandadoc.listDocuments to perform this operation
• getDocument -- Use pandadoc.getDocument to perform this operation
• createDocument -- Use pandadoc.createDocument to perform this operation
• createDocumentFromTemplate -- Use pandadoc.createDocumentFromTemplate to perform this operation
• sendDocument -- Use pandadoc.sendDocument to perform this operation

Quick Reference

Function	Description	Returns
setCredentials	Configure pandadoc credentials.	object
listDocuments	listDocuments	object
getDocument	getDocument	object
createDocument	createDocument	object
createDocumentFromTemplate	createDocumentFromTemplate	object
sendDocument	sendDocument	object
getDocumentStatus	getDocumentStatus	object
downloadDocument	downloadDocument	object
deleteDocument	deleteDocument	object
listTemplates	listTemplates	object
getTemplate	getTemplate	object
listContacts	listContacts	object
createContact	createContact	object
getDocumentDetails	getDocumentDetails	object
listLinkedObjects	listLinkedObjects	object

Functions

setCredentials

Configure pandadoc credentials.

Module: pandadoc | Returns: object -- API response.

pandadoc.setCredentials

Parameter	Type	Required	Description
apiKey	string	Yes	apiKey

---

listDocuments

listDocuments

Module: pandadoc | Returns: object -- API response.

pandadoc.listDocuments

Parameter	Type	Required	Description
input	string	No	Input parameter

---

getDocument

getDocument

Module: pandadoc | Returns: object -- API response.

pandadoc.getDocument

Parameter	Type	Required	Description
input	string	No	Input parameter

---

createDocument

createDocument

Module: pandadoc | Returns: object -- API response.

pandadoc.createDocument

Parameter	Type	Required	Description
input	string	No	Input parameter

---

createDocumentFromTemplate

createDocumentFromTemplate

Module: pandadoc | Returns: object -- API response.

pandadoc.createDocumentFromTemplate

Parameter	Type	Required	Description
input	string	No	Input parameter

---

sendDocument

sendDocument

Module: pandadoc | Returns: object -- API response.

pandadoc.sendDocument

Parameter	Type	Required	Description
input	string	No	Input parameter

---

getDocumentStatus

getDocumentStatus

Module: pandadoc | Returns: object -- API response.

pandadoc.getDocumentStatus

Parameter	Type	Required	Description
input	string	No	Input parameter

---

downloadDocument

downloadDocument

Module: pandadoc | Returns: object -- API response.

pandadoc.downloadDocument

Parameter	Type	Required	Description
input	string	No	Input parameter

---

deleteDocument

deleteDocument

Module: pandadoc | Returns: object -- API response.

pandadoc.deleteDocument

Parameter	Type	Required	Description
input	string	No	Input parameter

---

listTemplates

listTemplates

Module: pandadoc | Returns: object -- API response.

pandadoc.listTemplates

Parameter	Type	Required	Description
input	string	No	Input parameter

---

getTemplate

getTemplate

Module: pandadoc | Returns: object -- API response.

pandadoc.getTemplate

Parameter	Type	Required	Description
input	string	No	Input parameter

---

listContacts

listContacts

Module: pandadoc | Returns: object -- API response.

pandadoc.listContacts

Parameter	Type	Required	Description
input	string	No	Input parameter

---

createContact

createContact

Module: pandadoc | Returns: object -- API response.

pandadoc.createContact

Parameter	Type	Required	Description
input	string	No	Input parameter

---

getDocumentDetails

getDocumentDetails

Module: pandadoc | Returns: object -- API response.

pandadoc.getDocumentDetails

Parameter	Type	Required	Description
input	string	No	Input parameter

---

listLinkedObjects

listLinkedObjects

Module: pandadoc | Returns: object -- API response.

pandadoc.listLinkedObjects

Parameter	Type	Required	Description
input	string	No	Input parameter

---

Error Handling

All functions throw on failure. Common errors:

Error	Cause
Pandadoc API error (${res.status}): ${t}	Check the error message for details
pandadoc.setCredentials requires apiKey.	Check the error message for details
pandadoc.deleteDocument requires an ID.	Check the error message for details
Pandadoc: "..." not configured. Call pandadoc.setCredentials first.	Check the error message for details

@desc "List documents and validate result"
do
  set $result as pandadoc.listDocuments
  if $result != null
    print "Success"
  else
    print "No result"
  end
enddo

Recipes

1. List and iterate Documents

Retrieve all items and loop through them.

@desc "Setup authentication"
do
  pandadoc.setCredentials $token
enddo

@desc "List documents and iterate results"
do
  set $result as pandadoc.listDocuments
  each $item in $result
    print $item
  end
enddo

2. Create a new item with createDocument

Create a new resource and capture the result.

@desc "Setup authentication"
do
  pandadoc.setCredentials $token
enddo

@desc "Create document"
do
  set $result as pandadoc.createDocument
  print "Created: " + $result
enddo

3. Check before creating

List existing items and only create if needed.

@desc "Setup authentication"
do
  pandadoc.setCredentials $token
enddo

@desc "List documents and create document"
do
  set $existing as pandadoc.listDocuments
  if $existing == null
    pandadoc.createDocument
    print "Item created"
  else
    print "Item already exists"
  end
enddo

4. Multi-step PandaDoc workflow

Chain multiple pandadoc operations together.

@desc "Setup authentication"
do
  pandadoc.setCredentials $token
enddo

@desc "List documents, get document, and more"
do
  set $r_listDocuments as pandadoc.listDocuments
  set $r_getDocument as pandadoc.getDocument
  set $r_createDocument as pandadoc.createDocument
  print "All operations complete"
enddo

5. Safe listDocuments with validation

Check results before proceeding.

@desc "Setup authentication"
do
  pandadoc.setCredentials $token
enddo

@desc "List documents and validate result"
do
  set $result as pandadoc.listDocuments
  if $result != null
    print "Success: " + $result
  else
    print "Operation returned no data"
  end
enddo

Related Modules

• pdf -- PDF module for complementary functionality
• excel -- Excel module for complementary functionality
• office -- Office module for complementary functionality
• docusign -- DocuSign module for complementary functionality
• hellosign -- HelloSign module for complementary functionality