[Beta] List Documents Search

Find documents from a natural-language query. PandaDoc AI interprets the query and returns the matching documents.

PandaDoc offers two document search tools: this AI-powered search and the structured List Documents endpoint.

Document Search Tools Guide — click to expand

When to use AI Search (this endpoint)

  • The query is in natural language (e.g., "show me all completed documents from Q2 2026")
  • The query mentions people by name (e.g., "contracts shared with John Smith")
  • The query uses relative date expressions (e.g., "last week", "this quarter")
  • You want the system to automatically determine the best filtering strategy
  • You want follow-up suggestions to help refine the search

When to use List Documents

  • You already have exact, structured filter parameters (specific status codes, precise ISO-8601 date ranges)
  • You need to paginate through a large result set (explicit page/count control)
  • You need faster, more predictable response times
  • You need deterministic, repeatable queries for automation workflows

Comparison

FeatureAI SearchList Documents
InputSingle natural-language querySearch query + optional structured filters
Date handlingUnderstands relative dates ("last week", "Q2 2026")Requires explicit ISO-8601 date range
Status filteringInterprets from query ("completed", "sent")Requires numeric status codes
Contact/owner searchResolves people by nameNot supported
PaginationReturns top 100 resultsSupports explicit page and page size (up to 100)
SuggestionsReturns follow-up suggestions for refinementNo suggestions
Best forConversational, exploratory searchPrecise, structured, repeatable queries

The response may return fewer items than the total matches. The search caps the returned list based on query complexity: count shows the number of items returned in results. When the query matches more documents than returned, use one of the returned suggestions as a stricter follow-up query to narrow the results.

Beta

This endpoint is currently in beta and may change without notice.

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Query Params
string
required
length ≥ 1

Natural-language search query. Supports filtering by status, owner, dates, and folder. Also supports keyword content search across document titles and body text.

Responses

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application/json