# Pandadoc

```json
{
  "name": "Pandadoc",
  "slug": "pandadoc",
  "url": "https://composio.dev/toolkits/pandadoc",
  "markdown_url": "https://composio.dev/toolkits/pandadoc.md",
  "logo_url": "https://logos.composio.dev/api/pandadoc",
  "categories": [
    "document & file management"
  ],
  "is_composio_managed": false,
  "updated_at": "2026-05-12T10:21:13.594Z"
}
```

![Pandadoc logo](https://logos.composio.dev/api/pandadoc)

## Description

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Pandadoc MCP or direct API to generate documents, send contracts for e-signature, automate approval workflows, and track document status through natural language.

## Summary

Pandadoc is a document automation platform for creating, sending, and e-signing proposals and contracts. It streamlines sales workflows and speeds up agreement processes.

## Categories

- document & file management

## Toolkit Details

- Tools: 14

## Images

- Logo: https://logos.composio.dev/api/pandadoc

## Authentication

- **Api Key**
  - Type: `api_key`
  - Description: Api Key authentication for PandaDoc.
  - Setup:
    - Configure Api Key credentials for PandaDoc.
    - Use the credentials when creating an auth config in Composio.

## Suggested Prompts

- Create a new contract from PDF upload
- Add an attachment to a draft proposal
- List details of my latest templates
- Create a contact with company information

## Supported Tools

| Tool slug | Name | Description |
|---|---|---|
| `PANDADOC_CREATE_DOCUMENT_ATTACHMENT` | Create Document Attachment | Creates and adds an attachment to a PandaDoc document. This tool allows you to attach downloadable files such as supplemental materials, Excel spreadsheets, or other content without embedding them directly into the document. Attachments can be added only to documents in 'document.draft' status, with a maximum of 10 files per document and a size limit of 50MB per file. |
| `PANDADOC_CREATE_DOCUMENT_FROM_FILE` | Create Document from File Upload | Creates a new document in PandaDoc by uploading a file (PDF, DOCX, or RTF). Converts existing documents into PandaDoc documents for processing, signing, and tracking. Either `file` or `url` must be provided; omitting both will fail. Large files may time out during upload and conversion. |
| `PANDADOC_CREATE_FOLDER` | Create Document Folder | Creates a new folder in PandaDoc to organize documents. This action allows users to create a new folder with a specified name and optionally set a parent folder to create a nested folder structure. |
| `PANDADOC_CREATE_OR_UPDATE_CONTACT` | Create or Update Contact | This tool creates a new contact or updates an existing one in PandaDoc based on the email address. If a contact with the provided email exists, it will be updated; otherwise, a new contact will be created. |
| `PANDADOC_CREATE_TEMPLATE` | Create Template | This tool allows users to create a new template in PandaDoc from a PDF file or from scratch. It handles file upload validation, parameter checks, proper error handling, and authentication with the PandaDoc API. The template can be created either by uploading a PDF file or by providing a structured content object that defines the template layout and elements. |
| `PANDADOC_CREATE_WEBHOOK` | Create PandaDoc Webhook | Creates a new webhook subscription in PandaDoc to receive notifications about specific events. This action allows you to set up webhook notifications for various document-related events such as status changes, recipient completions, and updates. The webhook will send HTTP notifications to your specified endpoint when the configured events occur. |
| `PANDADOC_DELETE_CONTACT` | Delete Contact | This tool allows you to delete a contact from your PandaDoc account. The action is permanent and cannot be undone. |
| `PANDADOC_DELETE_TEMPLATE` | Delete Template | This tool deletes a specific template from PandaDoc. Once a template is deleted, it cannot be recovered. This action is permanent and should be used with caution. |
| `PANDADOC_GET_DOCUMENT_DETAILS` | Get Document Details | Fetch detailed metadata for a specific PandaDoc document including recipients, fields/tokens values, pricing data, metadata, tags, and content-block names. Use this after discovering a document via list/search to inspect recipients/status/fields/metadata/content-block references for follow-up automation or reporting. |
| `PANDADOC_GET_TEMPLATE_DETAILS` | Get Template Details | This tool retrieves detailed information about a specific template by its ID. The endpoint returns comprehensive template details including metadata, content details, and sharing settings. |
| `PANDADOC_LIST_CONTACTS` | List Contacts | List all contacts in your PandaDoc workspace. Returns all contacts with their details including email, name, company, and contact information. Optionally filter by exact email address. Note: The API returns all contacts at once without pagination - filtering and pagination should be done client-side if needed. |
| `PANDADOC_LIST_DOCUMENT_FOLDERS` | List Document Folders | This tool retrieves a list of all document folders in PandaDoc. It's a standalone action that doesn't require any external dependencies or resource IDs. The tool will return a list of folders containing documents, with each folder containing information about its ID, name, and parent folder relationship. |
| `PANDADOC_LIST_TEMPLATES` | List Templates | This tool retrieves a list of all templates available in the PandaDoc account. It supports parameters to filter templates by name, shared status, deleted status, pagination, and tag filtering, and returns detailed template information. |
| `PANDADOC_MOVE_DOCUMENT_TO_FOLDER` | Move Document to Folder | This tool allows users to move a document to a specific folder within their PandaDoc account. It performs a POST request to move the document to the specified folder. Both the document and the destination folder must exist. Only documents in draft status can be moved; attempting to move documents in sent, completed, or other non-draft states will fail. |

## Supported Triggers

None listed.

## Installation and MCP Setup

### Path 1: SDK Installation

#### Path 1, Step 1: Install Composio

Install the Composio SDK
```python
pip install composio_openai
```

```typescript
npm install @composio/openai
```

#### Path 1, Step 2: Initialize Composio and Create Tool Router Session

Import and initialize Composio client, then create a Tool Router session
```python
from openai import OpenAI
from composio import Composio
from composio_openai import OpenAIResponsesProvider

composio = Composio(provider=OpenAIResponsesProvider())
openai = OpenAI()
session = composio.create(user_id='your-user-id')
```

```typescript
import OpenAI from 'openai';
import { Composio } from '@composio/core';
import { OpenAIResponsesProvider } from '@composio/openai';

const composio = new Composio({
  provider: new OpenAIResponsesProvider(),
});
const openai = new OpenAI({});
const session = await composio.create('your-user-id');
```

#### Path 1, Step 3: Execute Pandadoc Tools via Tool Router with Your Agent

Get tools from Tool Router session and execute Pandadoc actions with your Agent
```python
tools = session.tools
response = openai.responses.create(
  model='gpt-4.1',
  tools=tools,
  input=[{
    'role': 'user',
    'content': 'Create a new contract from template for Acme Corp.'
  }]
)
result = composio.provider.handle_tool_calls(
  response=response,
  user_id='your-user-id'
)
print(result)
```

```typescript
const tools = session.tools;
const response = await openai.responses.create({
  model: 'gpt-4.1',
  tools: tools,
  input: [{
    role: 'user',
    content: 'Create a new contract from template for Acme Corp.'
  }],
});
const result = await composio.provider.handleToolCalls(
  'your-user-id',
  response.output
);
console.log(result);
```

### Path 2: MCP Server Setup

#### Path 2, Step 1: Install Composio

Install the Composio SDK and Claude Agent SDK
```python
pip install composio claude-agent-sdk
```

```typescript
npm install @composio/core ai @ai-sdk/openai @ai-sdk/mcp
```

#### Path 2, Step 2: Create Tool Router Session

Initialize the Composio client and create a Tool Router session
```python
from composio import Composio
from claude_agent_sdk import ClaudeSDKClient, ClaudeAgentOptions

composio = Composio(api_key='your-composio-api-key')
session = composio.create(user_id='your-user-id')
url = session.mcp.url
```

```typescript
import { Composio } from '@composio/core';

const composio = new Composio({ apiKey: 'your-api-key' });

console.log("Creating Tool Router session...");
const { mcp } = await composio.create('your-user-id');
console.log(`Tool Router session created: ${mcp.url}`);
```

#### Path 2, Step 3: Connect to AI Agent

Use the MCP server with your AI agent
```python
import asyncio

options = ClaudeAgentOptions(
    permission_mode='bypassPermissions',
    mcp_servers={
        'tool_router': {
            'type': 'http',
            'url': url,
            'headers': {
                'x-api-key': 'your-composio-api-key'
            }
        }
    },
    system_prompt='You are a helpful assistant with access to Pandadoc tools.',
    max_turns=10
)

async def main():
    async with ClaudeSDKClient(options=options) as client:
        await client.query('Create a new document from a PDF file and send it for signature')
        async for message in client.receive_response():
            if hasattr(message, 'content'):
                for block in message.content:
                    if hasattr(block, 'text'):
                        print(block.text)

asyncio.run(main())
```

```typescript
import { openai } from '@ai-sdk/openai';
import { experimental_createMCPClient as createMCPClient } from '@ai-sdk/mcp';
import { generateText, stepCountIs } from 'ai';

const client = await createMCPClient({
  transport: {
    type: 'http',
    url: mcp.url,
    headers: { 'x-api-key': 'your-composio-api-key' }
  }
});

const tools = await client.tools();

const { text } = await generateText({
  model: openai('gpt-4o'),
  tools,
  messages: [{ role: 'user', content: 'Create a new document from a PDF file and send it for signature' }],
  stopWhen: stepCountIs(5)
});

console.log(`Agent: ${text}`);
```

## Why Use Composio?

### 1. AI Native Pandadoc Integration

- Supports both Pandadoc MCP and direct API based integrations
- Structured, LLM-friendly schemas for reliable tool execution
- Rich coverage for reading, writing, and querying your Pandadoc data

### 2. Managed Auth

- Built-in OAuth handling with automatic token refresh and rotation
- Central place to manage, scope, and revoke Pandadoc access
- Per user and per environment credentials instead of hard-coded keys

### 3. Agent Optimized Design

- Tools are tuned using real error and success rates to improve reliability over time
- Comprehensive execution logs so you always know what ran, when, and on whose behalf

### 4. Enterprise Grade Security

- Fine-grained RBAC so you control which agents and users can access Pandadoc
- Scoped, least privilege access to Pandadoc resources
- Full audit trail of agent actions to support review and compliance

## Use Pandadoc with any AI Agent Framework

Choose a framework you want to connect Pandadoc with:

- [OpenAI Agents SDK](https://composio.dev/toolkits/pandadoc/framework/open-ai-agents-sdk)
- [Claude Agent SDK](https://composio.dev/toolkits/pandadoc/framework/claude-agents-sdk)
- [Claude Code](https://composio.dev/toolkits/pandadoc/framework/claude-code)
- [Claude Cowork](https://composio.dev/toolkits/pandadoc/framework/claude-cowork)
- [Codex](https://composio.dev/toolkits/pandadoc/framework/codex)
- [OpenClaw](https://composio.dev/toolkits/pandadoc/framework/openclaw)
- [Hermes](https://composio.dev/toolkits/pandadoc/framework/hermes-agent)
- [Google ADK](https://composio.dev/toolkits/pandadoc/framework/google-adk)
- [LangChain](https://composio.dev/toolkits/pandadoc/framework/langchain)
- [Vercel AI SDK](https://composio.dev/toolkits/pandadoc/framework/ai-sdk)
- [Mastra AI](https://composio.dev/toolkits/pandadoc/framework/mastra-ai)
- [LlamaIndex](https://composio.dev/toolkits/pandadoc/framework/llama-index)
- [CrewAI](https://composio.dev/toolkits/pandadoc/framework/crew-ai)
- [Pydantic AI](https://composio.dev/toolkits/pandadoc/framework/pydantic-ai)
- [AutoGen](https://composio.dev/toolkits/pandadoc/framework/autogen)

## Related Toolkits

- [Google Drive](https://composio.dev/toolkits/googledrive) - Google Drive is a cloud storage platform for uploading, sharing, and collaborating on files. It's perfect for keeping your documents accessible and organized across devices.
- [Google Docs](https://composio.dev/toolkits/googledocs) - Google Docs is a cloud-based word processor that enables document creation and real-time collaboration. Its seamless sharing and version history make team editing and content management a breeze.
- [Google Super](https://composio.dev/toolkits/googlesuper) - Google Super is an all-in-one suite combining Gmail, Drive, Calendar, Sheets, Analytics, and more. It gives you a unified platform to manage your digital life, boosting productivity and organization.
- [Affinda](https://composio.dev/toolkits/affinda) - Affinda is an AI-powered document processing platform that automates data extraction from resumes, invoices, and more. It streamlines document-heavy workflows by turning files into structured, actionable data.
- [Agility cms](https://composio.dev/toolkits/agility_cms) - Agility CMS is a headless content management system for building and managing digital experiences across platforms. It lets teams update content quickly and deliver omnichannel experiences with ease.
- [Algodocs](https://composio.dev/toolkits/algodocs) - Algodocs is an AI-powered platform that automates data extraction from business documents. It delivers fast, secure, and accurate processing without templates or manual training.
- [Api2pdf](https://composio.dev/toolkits/api2pdf) - Api2Pdf is a REST API for generating PDFs from HTML, URLs, and documents using powerful engines like wkhtmltopdf and Headless Chrome. It streamlines document conversion and automation for developers and businesses.
- [Aryn](https://composio.dev/toolkits/aryn) - Aryn is an AI-powered platform for parsing, extracting, and analyzing data from unstructured documents. Use it to automate document processing and unlock actionable insights from your files.
- [Boldsign](https://composio.dev/toolkits/boldsign) - Boldsign is a digital eSignature platform for sending, signing, and tracking documents online. Organizations use it to automate agreements and manage legally binding workflows efficiently.
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- [Castingwords](https://composio.dev/toolkits/castingwords) - CastingWords is a transcription service specializing in human-powered, accurate transcripts via a simple API. Get seamless audio-to-text conversion for interviews, meetings, podcasts, and more.
- [Cloudconvert](https://composio.dev/toolkits/cloudconvert) - CloudConvert is a powerful file conversion service supporting over 200 file formats. It streamlines converting, compressing, and managing documents, media, and more, all in one place.
- [Cloudlayer](https://composio.dev/toolkits/cloudlayer) - Cloudlayer is a document and asset generation service for creating PDFs and images via API or SDKs. It lets you automate high-quality doc creation, saving dev time and reducing manual work.
- [Cloudpress](https://composio.dev/toolkits/cloudpress) - Cloudpress is a content export tool for Google Docs and Notion. It automates publishing to your favorite Content Management Systems.
- [Contentful graphql](https://composio.dev/toolkits/contentful_graphql) - Contentful graphql is a content delivery API that lets you access Contentful data using GraphQL queries. It gives you efficient, flexible ways to fetch and manage structured content for any digital project.
- [Conversion tools](https://composio.dev/toolkits/conversion_tools) - Conversion Tools is an online service for converting documents between formats such as PDF, Word, Excel, XML, and CSV. It lets you automate complex document workflows with just a few clicks.
- [Convertapi](https://composio.dev/toolkits/convertapi) - ConvertAPI is a robust file conversion service for documents, images, and spreadsheets. It streamlines programmatic format changes and lets developers automate complex workflows with a single API.
- [Craftmypdf](https://composio.dev/toolkits/craftmypdf) - CraftMyPDF is a web-based service for designing and generating PDFs with templates and live data. It streamlines document creation by automating personalized PDFs at scale.

## Frequently Asked Questions

### Do I need my own developer credentials to use Pandadoc with Composio?

Yes, Pandadoc requires you to configure your own API key credentials. Once set up, Composio handles secure credential storage and API request handling for you.

### Can I use multiple toolkits together?

Yes! Composio's Tool Router enables agents to use multiple toolkits. [Learn more](https://docs.composio.dev/tool-router/overview).

### Is Composio secure?

Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. [Learn more](https://trust.composio.dev).

### What if the API changes?

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

---
[See all toolkits](https://composio.dev/toolkits) · [Composio docs](https://docs.composio.dev/llms.txt)