Agent skill · operations · composiohq
PandaDoc Automation
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.
Why this skill is useful
Adds specific commands for managing PandaDoc workflows that the AI wouldn't reliably generate on its own.
What it needs
Requires pandadoc account access. About 4k tokens when loaded. Last updated 2026-07-24. 71,973 stars on the source repository.
What this skill does
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: 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: PANDADOCCREATEDOCUMENTFROMFILE Key parameters: name (required) -- document name recipients (required) -- array of recipient objects, each with: email (required) -- recipient email firstname, lastname -- recipient name role -- signer (default), approver, or cc (must be unique per recipient) signingorder -- 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 parseformfields (default false) -- parse PDF form fields tags -- array of strings for categorization owner -- document owner (email or membershipid) Example prompt: "Create a PandaDoc document from contract.pdf with john@example.com as signer and jane@example.com as approver" --- 2. Get Document Details Fetch comprehensive metadata for a document including recipients, fields, tokens, pricing, tags, and content-block references. Tool: PANDADOCGETDOCUMENTDETAILS 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. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills composiohq/pandadoc-automation