Document Workflows - PandaDoc
Use Document Workflows - PandaDoc in Recued for documents, document attachments, document audit trail, and document fields. It includes 53 built-in actions. Connect your Pandadoc account to use it. Actions that change data use Recued's approval controls.
What this pack installs
- pandadoc-document-workflows Ingredient
Trust & control
What installing this whole pack would let it do. Recued grants these permissions at install — review them there before approving.
What it's allowed to do
Destructive
Web APIs
pandadoc-document-workflows
external change
Read: document.ai_metadata.batch_read · No approvalRead: document.ai_metadata.search · No approvalRead: document.ai_search · No approvalRead: document.all · No approvalWrite: document.attachment.create · Always asksDestructive: document.attachment.delete · Always asksRead: document.attachment.file.download · No approvalRead: document.attachment.read · No approvalRead: document.attachment.search · No approvalRead: document.audit_trail.search · No approvalRead: document.auto_reminder.settings.read · No approvalWrite: document.auto_reminder.settings.update · Always asksRead: document.auto_reminder.status.read · No approvalWrite: document.content_library_item.append · Always asksRead: document.content.read · No approvalWrite: document.create_from_url · Always asksDestructive: document.delete · Always asksWrite: document.docx_export.create · Always asksRead: document.docx_export.read · No approvalDestructive: document.draft.restore · Always asksWrite: document.editing_session.create · Always asksRead: document.esign_disclosure.read · No approvalWrite: document.field.assignment.update · Always asksWrite: document.field.create · Always asksRead: document.field.search · No approvalRead: document.file.download · No approvalWrite: document.folder.move · Always asksWrite: document.linked_object.create · Always asksDestructive: document.linked_object.delete · Always asksRead: document.linked_object.search · No approvalDestructive: document.ownership.transfer · Always asksDestructive: document.ownership.transfer_all · Always asksRead: document.protected_file.download · No approvalWrite: document.quote.update · Always asksWrite: document.recipient.add · Always asksDestructive: document.recipient.delete · Always asksDestructive: document.recipient.reassign · Always asksWrite: document.recipient.update · Always asksWrite: document.reminder.send · Always asksWrite: document.section.create_from_template · Always asksWrite: document.section.create_from_url · Always asksDestructive: document.section.delete · Always asksRead: document.section.read · No approvalRead: document.section.search · No approvalRead: document.section.upload.read · No approvalRead: document.settings.read · No approvalWrite: document.settings.update · Always asksWrite: document.signing_session.create · Always asksDestructive: document.status.update · Always asksWrite: document.structure.named_item.add · Always asksRead: document.summary.read · No approvalWrite: document.update · Always asksRead: linked_object.document.search · No approval