The /pandadoc command enables you to manage your documents and signatures through the PandaDoc API. Perfect for:

• Creating and managing documents
• E-signature workflows
• Document templates
• Recipient management
• Document lifecycle automation

​

Basic Usage

Use the command to work with PandaDoc:

/pandadoc create new contract from template with customer details

/pandadoc send document for signature to client

/pandadoc search for documents by name or status

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Key Features

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Document Management

• Create documents from templates
• Update document details
• Delete documents
• Get document information
• Document organization

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E-signature Workflow

• Send documents for signing
• Track signature status
• Manage recipients
• Automated reminders
• Completion notifications

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Template System

• Use predefined templates
• Custom field mapping
• Dynamic content insertion
• Template management
• Reusable workflows

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Example Commands

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Document Creation

/pandadoc create service agreement from template for new client

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Signature Process

/pandadoc send contract to customer for electronic signature

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Document Search

/pandadoc find all pending documents for this month

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Document Updates

/pandadoc update document recipient information

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Document Operations

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Create Document

{
  "name": "Sample Document",
  "template_uuid": "template-id-123",
  "recipients": [
    {
      "email": "[email protected]",
      "first_name": "John",
      "last_name": "Doe",
      "role": "Signer"
    }
  ],
  "fields": {
    "field_id_1": "Field Value"
  }
}

​

Create Response

{
  "id": "document-id-123",
  "name": "Sample Document",
  "status": "document.draft",
  "date_created": "2025-01-15T10:00:00.000Z",
  "date_modified": "2025-01-15T10:00:00.000Z",
  "expiration_date": "2025-02-15T10:00:00.000Z",
  "recipients": [
    {
      "email": "[email protected]",
      "first_name": "John",
      "last_name": "Doe",
      "role": "Signer",
      "signing_order": 1
    }
  ]
}

​

Update Document

{
  "name": "Updated Document Name",
  "recipients": [
    {
      "email": "[email protected]",
      "first_name": "Jane",
      "last_name": "Smith",
      "role": "Signer"
    }
  ]
}

​

Get Document

const url = PANDADOC_URL + `documents/${documentId}`;

​

Document Response

{
  "id": "document-id-123",
  "name": "Sample Document",
  "status": "document.draft",
  "date_created": "2025-01-15T10:00:00.000Z",
  "date_modified": "2025-01-15T10:00:00.000Z",
  "recipients": [
    {
      "email": "[email protected]",
      "first_name": "John",
      "last_name": "Doe",
      "role": "Signer",
      "has_completed": false
    }
  ],
  "metadata": {},
  "tokens": []
}

​

Signature Workflow

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Send Document

{
  "message": "Please review and sign the document.",
  "subject": "Document Signature Request",
  "silent": false
}

​

Send Response

{
  "id": "document-id-123",
  "status": "document.sent",
  "date_created": "2025-01-15T10:00:00.000Z",
  "date_modified": "2025-01-15T10:30:00.000Z",
  "recipients": [
    {
      "email": "[email protected]",
      "first_name": "John",
      "last_name": "Doe",
      "role": "Signer",
      "has_completed": false,
      "date_sent": "2025-01-15T10:30:00.000Z"
    }
  ]
}

​

Document Status

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Status Types

• document.draft: Document in draft state
• document.sent: Document sent for signing
• document.viewed: Document has been viewed
• document.waiting_approval: Waiting for approval
• document.approved: Document approved
• document.rejected: Document rejected
• document.waiting_pay: Waiting for payment
• document.paid: Payment completed
• document.completed: All signatures completed
• document.cancelled: Document cancelled
• document.declined: Document declined
• document.voided: Document voided
• document.error: Document has errors

​

Status Tracking

{
  "status": "document.completed",
  "date_completed": "2025-01-16T14:30:00.000Z",
  "recipients": [
    {
      "email": "[email protected]",
      "has_completed": true,
      "date_completed": "2025-01-16T14:30:00.000Z"
    }
  ]
}

​

Search and Filtering

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Search Documents

const url = PANDADOC_URL + `documents?name=${searchQuery}`;

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Search Parameters

• name: Search by document name
• status: Filter by document status
• tag: Filter by document tags
• folder_uuid: Filter by folder
• count: Number of results to return
• page: Page number for pagination

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Search Response

{
  "count": 2,
  "next": null,
  "previous": null,
  "results": [
    {
      "id": "document-id-123",
      "name": "Sample Document",
      "status": "document.draft",
      "date_created": "2025-01-15T10:00:00.000Z"
    },
    {
      "id": "document-id-456",
      "name": "Sample Agreement",
      "status": "document.sent",
      "date_created": "2025-01-14T15:30:00.000Z"
    }
  ]
}

​

Recipients Management

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Recipient Roles

• Signer: Can sign the document
• Approver: Can approve the document
• CC: Receives copy for information
• Editor: Can edit the document

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Recipient Properties

• email: Recipient email address
• first_name: First name
• last_name: Last name
• role: Recipient role
• signing_order: Order of signing
• message: Custom message to recipient

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Multiple Recipients

{
  "recipients": [
    {
      "email": "[email protected]",
      "first_name": "John",
      "last_name": "Doe",
      "role": "Signer",
      "signing_order": 1
    },
    {
      "email": "[email protected]",
      "first_name": "Jane",
      "last_name": "Smith",
      "role": "Approver",
      "signing_order": 2
    }
  ]
}

​

Template Integration

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Template Fields

• template_uuid: Template identifier
• fields: Dynamic field values
• tokens: Token replacements
• pricing: Pricing information

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Field Mapping

{
  "template_uuid": "template-id-123",
  "fields": {
    "customer_name": "John Doe",
    "contract_date": "2025-01-15",
    "service_description": "Professional consulting services",
    "total_amount": "$5,000"
  }
}

​

Error Handling

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Common Issues

• Invalid template UUID
• Missing required fields
• Invalid recipient email
• Document already sent
• Insufficient permissions

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Error Response

{
  "type": "validation_error",
  "details": [
    {
      "field": "recipients.0.email",
      "error_code": "invalid_email",
      "message": "Enter a valid email address."
    }
  ]
}

​

Best Practices

1. Document Creation

   • Use descriptive document names
   • Validate recipient information
   • Set appropriate expiration dates
   • Include clear instructions

2. Template Usage

   • Design reusable templates
   • Map fields consistently
   • Test template rendering
   • Maintain template versions

3. Workflow Management

   • Set logical signing order
   • Use appropriate recipient roles
   • Monitor document progress
   • Handle rejections gracefully

4. Integration

   • Implement webhook handlers
   • Cache document states
   • Handle API rate limits
   • Log important events

​

Common Use Cases

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Contract Management

/pandadoc create employment contract from template with employee details

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Sales Proposals

/pandadoc generate sales proposal and send to prospect for approval

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Service Agreements

/pandadoc create service agreement with custom terms and pricing

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Document Tracking

/pandadoc check status of all pending signature requests

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Connection Requirements

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Paragon Proxy

• Uses PARA_BASE_URL + pandadoc/ endpoint
• Requires PandaDoc connection ID
• OAuth 2.0 authentication
• Proper scope permissions

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API Permissions

• documents:read: Read document information
• documents:write: Create and update documents
• documents:send: Send documents for signing
• templates:read: Access templates

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Performance Optimization

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Efficient Operations

• Cache template information
• Batch document operations
• Use appropriate pagination
• Monitor API rate limits

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Workflow Optimization

• Design efficient templates
• Minimize recipient steps
• Use automation rules
• Track completion metrics

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Integration Tips

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Webhook Integration

• Set up completion webhooks
• Handle status change events
• Implement retry logic
• Validate webhook signatures

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Data Management

• Sync document status
• Store document metadata
• Implement search functionality
• Archive completed documents

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Tips

• Always validate recipient email addresses before creating documents
• Use templates for consistent document creation
• Set appropriate signing order for multiple recipients
• Monitor document status to track completion progress
• Implement proper error handling for API failures
• Use meaningful document names for easy identification