---
title: "PandaDoc integration for LuumenAI"
url: "https://www.luumen.ai/integrations/pandadoc/"
entity: SoftwareIntegration
category: "Knowledge & documentation"
audience: "SRE, DevOps, platform engineering, IT operations"
---

# PandaDoc integration for LuumenAI

Read contracts, templates, and folders in PandaDoc, then file changes with approval.

## What LuumenAI can do with PandaDoc

LuumenAI connects to PandaDoc with an API token and exposes 14 tools (5 read-only · 7 write · 2 destructive). Reads answer immediately; writes are shown as a plan and require approval by default, configurable per tool by an administrator.

## Key facts

- Authentication: API token
- Tools available: 14 tools (5 read-only · 7 write · 2 destructive)
- Plan: available on all plans
- Category: Knowledge & documentation

## About PandaDoc with LuumenAI

Connect PandaDoc and Luumen can look up any document's recipients, field values, tags, and pricing data, read template definitions, and list contacts and folders. When something needs to change — a document filed into the right folder, a contact record corrected, a new template added — Luumen shows the plan first and, by default, waits for your approval. Authentication is by API key.

## Example tools

Read-only (5 in total):

- `PANDADOC_GET_DOCUMENT_DETAILS` — Fetch detailed metadata for a specific PandaDoc document including recipients, fields/tokens values, pricing data, metadata, tags, and content-block names.
- `PANDADOC_GET_TEMPLATE_DETAILS` — This tool retrieves detailed information about a specific template by its ID.
- `PANDADOC_LIST_CONTACTS` — List all contacts in your PandaDoc workspace.
- `PANDADOC_LIST_DOCUMENT_FOLDERS` — This tool retrieves a list of all document folders in PandaDoc.
- `PANDADOC_LIST_TEMPLATES` — This tool retrieves a list of all templates available in the PandaDoc account.

Write and destructive (9 in total, approval required by default):

- `PANDADOC_CREATE_DOCUMENT_ATTACHMENT` — Creates and adds an attachment to a PandaDoc document.
- `PANDADOC_CREATE_DOCUMENT_FROM_FILE` — Creates a new document in PandaDoc by uploading a file (PDF, DOCX, or RTF).
- `PANDADOC_CREATE_FOLDER` — Creates a new folder in PandaDoc to organize documents.
- `PANDADOC_CREATE_OR_UPDATE_CONTACT` — This tool creates a new contact or updates an existing one in PandaDoc based on the email address.
- `PANDADOC_CREATE_TEMPLATE` — This tool allows users to create a new template in PandaDoc from a PDF file or from scratch.
- `PANDADOC_CREATE_WEBHOOK` — Creates a new webhook subscription in PandaDoc to receive notifications about specific events.
- `PANDADOC_DELETE_CONTACT` — This tool allows you to delete a contact from your PandaDoc account.
- `PANDADOC_DELETE_TEMPLATE` — This tool deletes a specific template from PandaDoc.

## Frequently asked questions

### How does LuumenAI connect to PandaDoc?

Authorize once with API token. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.

### Can LuumenAI change things in PandaDoc on its own?

Read actions answer immediately. Anything that writes is shown as a plan and requires approval by default, including the 2 actions classified as destructive. Administrators configure that per tool.

### Is there an audit trail?

Every call to PandaDoc — read or write, approved or declined — is recorded with the actor, the input, and the result.

Full page: https://www.luumen.ai/integrations/pandadoc/