Automate document workflows with PandaDoc -- create documents from files, manage contacts, organize folders, set up webhooks, create templates, and track document status through the Composio PandaDoc integration.
SKILL.md
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.
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"
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"
4. Organize with Folders
Create folders and move documents to organize your PandaDoc workspace.
parent_uuid -- parent folder UUID for nested structures
Example prompt: "Create a 'Q1 2026 Contracts' folder in PandaDoc and move document BhVzRcxH9Z to it"
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"
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"
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.
Quick Reference
Tool Slug
Description
PANDADOC_CREATE_DOCUMENT_FROM_FILE
Create a document from PDF/DOCX/RTF with recipients
