lunartech-x/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

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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).

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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)

Example prompt: "Create a PandaDoc document from contract.pdf with [email protected] as signer and [email protected] as approver"

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2. Get Document Details

Fetch comprehensive metadata for a document including recipients, fields, tokens, pricing, tags, and content-block references.

Tool: PANDADOC_GET_DOCUMENT_DETAILS

Key parameters:

• id (required) -- the unique document identifier (e.g., BhVzRcxH9Z2LgfPPGXFUqa)

Use this to check document status, inspect recipient completion, review field values, or gather metadata for reporting.

Example prompt: "Get the full details and status for PandaDoc document BhVzRcxH9Z2LgfPPGXFUqa"

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3. Manage Contacts

Create new contacts or update existing ones in PandaDoc. Contacts are matched by email -- if a contact with the given email exists, it gets updated; otherwise, a new one is created.

Tool: PANDADOC_CREATE_OR_UPDATE_CONTACT

Key parameters:

• email (required) -- contact email address
• first_name, last_name -- contact name
• company -- company name
• job_title -- role/title
• phone -- phone number
• street_address, city, state, postal_code, country -- address fields

Example prompt: "Create a PandaDoc contact for [email protected] at Acme Corp as Software Engineer"

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4. Organize with Folders

Create folders and move documents to organize your PandaDoc workspace.

Tools: PANDADOC_CREATE_FOLDER, PANDADOC_LIST_DOCUMENT_FOLDERS, PANDADOC_MOVE_DOCUMENT_TO_FOLDER

For creating folders:

• name (required) -- folder name
• parent_uuid -- parent folder UUID for nested structures

Example prompt: "Create a 'Q1 2026 Contracts' folder in PandaDoc and move document BhVzRcxH9Z to it"

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5. Set Up Webhooks

Create webhook subscriptions to receive real-time notifications when document events occur.

Tool: PANDADOC_CREATE_WEBHOOK

Key parameters:

• name (required) -- descriptive name for the webhook
• url (required) -- endpoint URL for notifications
• triggers (required) -- event types: document_state_changed, recipient_completed, document_updated, etc.
• active (default true) -- enable/disable the webhook
• payload -- additional data to include: fields, products, metadata, tokens, pricing

Example prompt: "Set up a PandaDoc webhook to notify https://api.example.com/hooks when documents change state or recipients complete"

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6. Create Templates

Create reusable templates from PDF files or from scratch with structured content blocks.

Tool: PANDADOC_CREATE_TEMPLATE

Key parameters:

• name (required) -- template name
• file_path -- path to PDF file for template creation
• content -- structured content object with title and blocks array for building from scratch
• description -- template description
• tags -- categorization tags

Example prompt: "Create a PandaDoc template called 'Standard NDA' from the nda-template.pdf file"

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Known Pitfalls

• Unique recipient roles: PandaDoc API does not allow duplicate roles within a single document. Each recipient must have a unique role value (e.g., signer, signer_2, approver, cc).
• Signing order consistency: If you specify signing_order for any recipient, you must specify it for ALL recipients in the document. Partial ordering will cause errors.
• File upload requirements: Either file (with s3key) or url must be provided for document creation, not both. The URL must be publicly accessible HTTPS.
• Contact upsert behavior: PANDADOC_CREATE_OR_UPDATE_CONTACT matches by email. If you need to update a contact's email itself, you must create a new contact and handle the old one separately.
• Document ID format: Document IDs are alphanumeric strings (e.g., BhVzRcxH9Z2LgfPPGXFUqa). They are returned when documents are created and can be found via the PandaDoc dashboard.
• Webhook event naming: Trigger event names must match exactly (e.g., document_state_changed, not stateChanged or state_changed). Check PandaDoc API docs for the complete list.
• Folder operations require UUIDs: Moving documents requires both the document ID and the destination folder UUID. List folders first to get the correct UUID.
• Template content blocks: When creating templates from scratch, the blocks array must contain valid content block objects per PandaDoc's schema. Check their API documentation for supported block types.

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Quick Reference

| Tool Slug | Description | |---|---| | PANDADOC_CREATE_DOCUMENT_FROM_FILE | Create a document from PDF/DOCX/RTF with recipients | | PANDADOC_GET_DOCUMENT_DETAILS | Get full document metadata, status, and fields | | PANDADOC_CREATE_OR_UPDATE_CONTACT | Create or update a contact by email | | PANDADOC_CREATE_FOLDER | Create a folder for document organization | | PANDADOC_LIST_DOCUMENT_FOLDERS | List all document folders | | PANDADOC_MOVE_DOCUMENT_TO_FOLDER | Move a document to a specific folder | | PANDADOC_CREATE_WEBHOOK | Set up event notification webhooks | | PANDADOC_CREATE_TEMPLATE | Create a reusable document template |

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