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What can you do with it?

Manage your documents and signatures with PandaDoc, including creating documents from templates, updating document details, sending documents for signature, searching for documents, and tracking document status for efficient document management workflows.

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How to use it?

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Basic Command Structure

/your-pandadoc-connection [action] [required-parameters] [optional-parameters]

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Parameters

Required:
  • action - The operation to perform (create-document, update-document, get-document, delete-document, send-document, search-documents)
Optional:
  • document-id - PandaDoc document ID
  • document-name - Name of the document
  • template-uuid - Template UUID for document creation
  • recipient-email - Email address of the recipient
  • recipient-first-name - First name of the recipient
  • recipient-last-name - Last name of the recipient
  • recipient-role - Role of the recipient (Signer, Viewer, etc.)

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Tools

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Create Document

Create a new document in PandaDoc Parameters:
  • document-name (required) - Name of the document
  • template-uuid (required) - Template ID to use for document creation
  • recipient-email (required) - Email address of the recipient
  • recipient-first-name (required) - First name of the recipient
  • recipient-last-name (required) - Last name of the recipient
  • recipient-role (optional) - Role of the recipient (default: Signer)
  • field-values (optional) - Field values for template fields
Example: 
/your-pandadoc-connection
action: create-document
document-name: Sample Document
template-uuid: template-id-123
recipient-email: [email protected]
recipient-first-name: John
recipient-last-name: Doe
recipient-role: Signer
Response: 
{
  "id": "document-id-123",
  "name": "Sample Document",
  "status": "document.draft"
}

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Update Document

Update details of an existing document in PandaDoc Parameters:
  • document-id (required) - PandaDoc document ID to update
  • document-name (optional) - Updated document name
  • recipient-email (optional) - Updated recipient email
  • recipient-first-name (optional) - Updated recipient first name
  • recipient-last-name (optional) - Updated recipient last name
  • recipient-role (optional) - Updated recipient role
Example: 
/your-pandadoc-connection
action: update-document
document-id: document-id-123
document-name: Updated Document Name
recipient-email: [email protected]
recipient-first-name: Jane
recipient-last-name: Smith
recipient-role: Signer
Response: 
{
  "id": "document-id-123",
  "name": "Updated Document Name",
  "status": "document.draft"
}

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Get Document

Retrieve details of a specific document using its unique ID Parameters:
  • document-id (required) - PandaDoc document ID
Example: 
/your-pandadoc-connection
action: get-document
document-id: document-id-123
Response: 
{
  "id": "document-id-123",
  "name": "Sample Document",
  "status": "document.draft"
}

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Delete Document

Delete a document from PandaDoc using its unique ID Parameters:
  • document-id (required) - PandaDoc document ID to delete
Example: 
/your-pandadoc-connection
action: delete-document
document-id: document-id-123
Response: 
{
  "message": "Document deleted successfully."
}

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Send Document

Send a document for signing in PandaDoc Parameters:
  • document-id (required) - PandaDoc document ID to send
  • message (optional) - Message to include with signature request
  • subject (optional) - Email subject for signature request
  • silent (optional) - Whether to send without email notifications
Example: 
/your-pandadoc-connection
action: send-document
document-id: document-id-123
message: Please review and sign the document.
subject: Document Signature Request
silent: false
Response: 
{
  "id": "document-id-123",
  "status": "document.sent"
}

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Search Documents

Search for documents in PandaDoc matching specific criteria Parameters:
  • search-name (optional) - Search by document name
  • status (optional) - Filter by document status
  • template-uuid (optional) - Filter by template ID
Example: 
/your-pandadoc-connection
action: search-documents
search-name: Sample
Response: 
{
  "results": [
    {
      "id": "document-id-123",
      "name": "Sample Document",
      "status": "document.draft"
    },
    {
      "id": "document-id-456",
      "name": "Sample Agreement",
      "status": "document.sent"
    }
  ]
}

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Notes

PandaDoc documents support various statuses including document.draft, document.sent, document.viewed, document.completed, and document.canceled. Template UUIDs are required for creating documents from templates. Recipients can have different roles such as Signer, Viewer, CC, or Approver. Document fields can be populated with custom values during creation.