PandaDoc Document Link to CRM API

openapi: 3.2.0
info:
  title: PandaDoc REST API Logs Document Link to CRM API
  description: The PandaDoc REST API provides programmatic access to PandaDoc's document automation platform, enabling developers to create, send, track, and manage documents within their own applications. The API supports the full document lifecycle including generating documents from templates with dynamic data, collecting e-signatures, managing recipients, and tracking document status. Authentication is handled via API keys or OAuth 2.0, and a free sandbox environment is available for testing integrations before moving to production. An active Enterprise plan is required to access the production API.
  version: 7.18.0
  contact:
    name: PandaDoc API Support
    url: https://developers.pandadoc.com/
    email: api-track@pandadoc.com
  termsOfService: https://www.pandadoc.com/master-services-agreement/
servers:
- url: https://api.pandadoc.com/public/v1
  description: Production Server
security:
- apiKey: []
- oauth2: []
tags:
- name: Document Link to CRM
  description: Operations for managing links between PandaDoc documents and external CRM entities such as contacts, deals, or accounts.
paths:
  /documents/linked-objects:
    get:
      operationId: listLinkedObjects
      summary: List Linked Objects
      description: Returns a list of documents that are linked to a specified CRM object. Supports filtering by CRM provider, object type, and object identifier.
      tags:
      - Document Link to CRM
      parameters:
      - name: provider
        in: query
        required: true
        description: CRM provider name (e.g., salesforce, hubspot).
        schema:
          type: string
      - name: entity_type
        in: query
        required: true
        description: CRM entity type (e.g., contact, deal, account).
        schema:
          type: string
      - name: entity_id
        in: query
        required: true
        description: Unique identifier of the CRM entity.
        schema:
          type: string
      responses:
        '200':
          description: List of documents linked to the CRM object.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/LinkedObjectsResponse'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '429':
          $ref: '#/components/responses/TooManyRequests'
components:
  schemas:
    LinkedObjectsResponse:
      type: object
      description: Documents linked to a CRM object.
      properties:
        items:
          type: array
          description: Array of linked document records.
          items:
            $ref: '#/components/schemas/DocumentListItem'
    DocumentStatus:
      type: string
      description: Current lifecycle status of a PandaDoc document. Documents progress through statuses as they are drafted, sent, viewed, signed, and completed.
      enum:
      - document.draft
      - document.sent
      - document.completed
      - document.uploaded
      - document.error
      - document.viewed
      - document.waiting_approval
      - document.approved
      - document.rejected
      - document.waiting_pay
      - document.paid
      - document.voided
      - document.declined
      - document.external_review
      example: document.draft
    ErrorResponse:
      type: object
      description: Standard error response body.
      properties:
        type:
          type: string
          description: Error type identifier.
        detail:
          type: string
          description: Human-readable description of the error.
    DocumentListItem:
      type: object
      description: Summary record for a document returned in list responses.
      properties:
        id:
          type: string
          description: Unique identifier of the document.
          example: cKbJ7uay3cEGtsKuGPwYGX
        name:
          type: string
          description: Display name of the document.
          example: Service Agreement Q1 2026
        status:
          $ref: '#/components/schemas/DocumentStatus'
        date_created:
          type: string
          format: date-time
          description: ISO 8601 timestamp when the document was created.
        date_modified:
          type: string
          format: date-time
          description: ISO 8601 timestamp when the document was last modified.
        expiration_date:
          type: string
          format: date-time
          nullable: true
          description: ISO 8601 timestamp after which the document expires.
        version:
          type: string
          nullable: true
          description: Document version string.
  responses:
    Unauthorized:
      description: Authentication credentials are missing or invalid.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
    TooManyRequests:
      description: Rate limit exceeded. Retry after the indicated delay.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
  securitySchemes:
    apiKey:
      type: apiKey
      in: header
      name: Authorization
      description: API Key authentication. Include the key in the Authorization header as "API-Key YOUR_API_KEY". Generate keys from the PandaDoc Developer Dashboard.
    oauth2:
      type: oauth2
      description: OAuth 2.0 authentication. Use the authorization code flow to obtain user-scoped access tokens. Tokens expire after approximately one year.
      flows:
        authorizationCode:
          authorizationUrl: https://app.pandadoc.com/oauth2/authorize
          tokenUrl: https://api.pandadoc.com/oauth2/access_token
          scopes:
            read: Read access to documents, templates, contacts, and workspace data.
            write: Write access to create and modify documents, templates, and contacts.
externalDocs:
  description: PandaDoc API Reference
  url: https://developers.pandadoc.com/reference/about