PandaDoc
Drive PandaDoc (proposals + e-signature) from any AI agent: documents, templates, contacts, recipients, sending for signature, status tracking. 10 tools, API-key auth.
7-day free trial · No credit card · EU-hosted
Ask PandaDoc anything
Try a real prompt against PandaDoc via AnythingMCP — Claude calls the tools, returns the answer. Press Enter on your own message to install on Cloud.
Install PandaDoc on CloudClaude is AI and can make mistakes. Please double-check responses.
Setup in 2 minutes
- 1Start a free trial on cloud.anythingmcp.com.
- 2Click PandaDoc in the connector store. Paste credentials when prompted.
- 3Mint an MCP API key and point your AI client at the generated MCP URL.
Guides for PandaDoc
Step-by-step setup for the most popular AI clients.
Setting up PandaDoc
From the connector definition itself: where to find the credentials, what they need to be allowed to do, and which API this adapter talks to.
This connector uses the PandaDoc API v1 (developers.pandadoc.com).
Setup:
- Sign in to https://app.pandadoc.com → top-right avatar → API → API Key.
- Use the Production API Key (or Sandbox for testing). The key format is
<long-string>. - Set
PANDADOC_API_KEY.
Authentication: Authorization: API-Key ${PANDADOC_API_KEY} — literal API-Key prefix, NOT Bearer. Adapter handles via API_KEY profile.
Document workflow:
- Create document from template (
pandadoc_create_document) — fills template variables withtokensand pricing tables, sets recipients. - Wait for document.status = 'document.draft' (initial state).
- Send for signature (
pandadoc_send_document). - Recipients receive emails; poll
pandadoc_get_document_statusto track signing. - When all signed, status = 'document.completed' and you can download via
pandadoc_download_document.
Templates: build the visual template in PandaDoc UI; access via pandadoc_list_templates to get template_id. Templates have tokens (placeholders), fields (form inputs filled by recipients), pricing_tables, and roles (named recipient slots like 'Client', 'Vendor').
Status values: document.draft, document.sent, document.viewed, document.waiting_approval, document.approved, document.rejected, document.completed, document.expired, document.declined, document.voided.
Pagination: ?page=N&count=M (max 100). Headers include X-Total-Count.
Rate limits: 100 req/min per API key. On 429 back off.
Out of scope here: webhooks management, OAuth (for multi-tenant apps), in-app branding, payment forms config.
Your AI is two clicks away from PandaDoc.
Install the connector, paste your credentials, ask your AI a question. 7-day free trial, no credit card.