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PandaDoc

PandaDoc

Drive PandaDoc (proposals + e-signature) from any AI agent: documents, templates, contacts, recipients, sending for signature, status tracking. 10 tools, API-key auth.

在 Cloud 上安装 PandaDocAPI 文档

7 天免费 · 无需信用卡 · EU 托管

问 PandaDoc 任何事

通过 AnythingMCP 对 PandaDoc 试一个真实提示 — Claude 调用工具并返回答案。在你的消息上按 Enter 即可在 Cloud 安装。

在 Cloud 上安装 PandaDoc
PandaDoc · 通过 MCP 实时
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Opus 4.7

Claude 是 AI，可能会出错。请核对回答。

2 分钟设置

  1. 1在 cloud.anythingmcp.com 开始免费试用。
  2. 2在连接器商店点击 PandaDoc。提示时粘贴凭据。
  3. 3生成 MCP API 密钥，将 AI 客户端指向生成的 MCP URL。
立即安装 PandaDoc

PandaDoc 指南

面向主流 AI 客户端的逐步设置。

配置 PandaDoc

直接来自连接器定义：在哪里获取凭据、需要哪些权限，以及该适配器调用的是哪个 API。 由连接器作者以英文提供。

This connector uses the PandaDoc API v1 (developers.pandadoc.com).

Setup:

  1. Sign in to https://app.pandadoc.com → top-right avatar → API → API Key.
  2. Use the Production API Key (or Sandbox for testing). The key format is <long-string>.
  3. 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:

  1. Create document from template (pandadoc_create_document) — fills template variables with tokens and pricing tables, sets recipients.
  2. Wait for document.status = 'document.draft' (initial state).
  3. Send for signature (pandadoc_send_document).
  4. Recipients receive emails; poll pandadoc_get_document_status to track signing.
  5. 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.

你的 AI 距离 PandaDoc 仅两次点击。

安装连接器、粘贴凭据、向 AI 提问。7 天免费，无需信用卡。

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