PandaDoc Automation

PandaDoc Automation

Manage PandaDoc document workflows directly from Claude Code. Create documents from uploaded files, manage recipients and contacts, organize with folders, set up event webhooks, create templates, and track document status without leaving your terminal.

Toolkit docs: composio.dev/toolkits/pandadoc

Setup

1. Add the Composio MCP server to your configuration:

   https://rube.app/mcp
   

2. Connect your PandaDoc account when prompted. The agent will provide an OAuth link to authenticate.
3. Ensure your PandaDoc workspace has the appropriate plan for the features you need (e.g., e-signatures, templates, webhooks).

Core Workflows

1. Create a Document from File

Upload a PDF, DOCX, or RTF file to create a new PandaDoc document with designated recipients for signing and tracking.

Tool: PANDADOC_CREATE_DOCUMENT_FROM_FILE

Key parameters:

• name (required) -- document name
• recipients (required) -- array of recipient objects, each with:
  • email (required) -- recipient email
  • first_name, last_name -- recipient name
  • role -- signer (default), approver, or cc (must be unique per recipient)
  • signing_order -- numeric order (if set for one, must be set for all)
• file -- uploaded file object with name, mimetype, and s3key
• url -- alternatively, a public HTTPS URL to the file
• parse_form_fields (default false) -- parse PDF form fields
• tags -- array of strings for categorization
• owner -- document owner (email or membership_id)