PandaDoc Documents

Access PandaDoc's document platform via the PandaDoc API. Create documents from templates or file uploads, manage folders, track document status, and coordinate signature workflows.

This skill uses ClawLink for hosted connection flows and credentials so you do not need to configure PandaDoc API access yourself.

Setup in 3 Steps

Step 1: Install	Step 2: Pair Account	Step 3: Connect PandaDoc
		App-specific connection GIF coming soon
Run the install command in OpenClaw	Sign in and approve the device	Open the dashboard and connect PandaDoc

How It Works

┌─────────────────┐     ┌──────────────┐     ┌──────────────────┐
│   OpenClaw      │────▶│   ClawLink   │────▶│  PandaDoc API │
│   (User Chat)   │     │   (OAuth)    │     │                  │
└─────────────────┘     └──────────────┘     └──────────────────┘
          │                       │                       │
          │  1. Install Plugin   │                       │
          │  2. Pair Device      │                       │
          │ 3. Connect PandaDoc │                       │
          │                      │  4. Secure Token      │
          │                      │  5. Proxy Requests    │
          │                      │                       │
          ▼ ▼                       ▼
    ┌──────────┐           ┌──────────┐           ┌──────────┐
    │  SKILL   │           │ Dashboard│           │ PandaDoc │
    │  File    │           │ Auth     │           │ Platform │
    └──────────┘           └──────────┘           └──────────┘

Install

Install the verified ClawLink plugin from ClawHub. After the user confirms, complete the full setup so ClawLink tools are visible in the next OpenClaw chat.

openclaw plugins install clawhub:clawlink-plugin
openclaw config set tools.alsoAllow '["clawlink-plugin"]' --strict-json
openclaw gateway restart

Then tell the user: "OpenClaw has been restarted. Send /new as a standalone message to start a fresh chat, then ask for PandaDoc again."

Quick Start

# List documents
clawlink_call_tool --tool "pandadoc_list_documents" --params '{"status": "document.draft"}'

# Get document details
clawlink_call_tool --tool "pandadoc_get_document_details" --params '{"document_id": "DOCUMENT_ID"}'

# List templates
clawlink_call_tool --tool "pandadoc_list_templates" --params '{}'

Authentication

All PandaDoc tool calls are authenticated automatically by ClawLink using the user's connected PandaDoc account.

No API key is required in chat. ClawLink stores the OAuth token securely and injects it into every PandaDoc API request on the user's behalf.

Getting Connected

1. Install the ClawLink plugin (see Install above).
2. Pair the plugin with clawlink_begin_pairing if it is not configured yet.
3. Open https://claw-link.dev/dashboard?add=pandadoc and connect PandaDoc.
4. Call clawlink_list_integrations to verify the connection is active.

Connection Management

List Connections

clawlink_list_integrations

Response: Returns all connected integrations. Look for pandadoc in the list.

Verify Connection

clawlink_list_tools --integration pandadoc

Response: Returns the live tool catalog for PandaDoc.

Reconnect

If PandaDoc tools are missing or the connection shows an error:

1. Direct the user to https://claw-link.dev/dashboard?add=pandadoc
2. After they confirm, call clawlink_list_integrations to verify
3. Then call clawlink_list_tools --integration pandadoc

Security& Permissions

• Access is scoped to documents, templates, folders, and contacts within the connected PandaDoc account.
• All write operations require explicit user confirmation. Before executing any create, update, or delete call, confirm the target resource and intended effect with the user.
• Destructive actions (delete template, delete contact) must be confirmed.
• Document sending and workflow triggers affect external parties — confirm before executing.

Tool Reference

Document Operations

Tool	Description	Mode
pandadoc_list_documents	List documents with optional status filter	Read
pandadoc_get_document_details	Get document metadata, recipients, fields, and status	Read
pandadoc_create_document_from_file	Create a document by uploading PDF, DOCX, or RTF	Write
pandadoc_create_document_from_template	Create a document from an existing template	Write
pandadoc_move_document_to_folder	Move a draft document to a folder	Write
pandadoc_create_document_attachment	Add an attachment to a draft document	Write
pandadoc_send_document	Send a document for signature	Write

Template Operations

Tool	Description	Mode
pandadoc_list_templates	List templates with optional filters	Read
pandadoc_get_template_details	Get template metadata and content details	Read
pandadoc_create_template	Create a template from PDF or scratch	Write
pandadoc_delete_template	Delete a template permanently	Write

Folder Operations

Tool	Description	Mode
pandadoc_list_document_folders	List all document folders	Read
pandadoc_create_folder	Create a new folder	Write

Contact Operations

Tool	Description	Mode
pandadoc_list_contacts	List all contacts	Read
pandadoc_create_or_update_contact	Create or update a contact by email	Write
pandadoc_delete_contact	Delete a contact permanently	Write

Webhook Operations

Tool	Description	Mode
pandadoc_create_webhook	Create a webhook subscription	Write

Code Examples

List documents

clawlink_call_tool --tool "pandadoc_list_documents" \
  --params '{
    "status": "document.sent",
    "limit": 50
  }'

Get document details

clawlink_call_tool --tool "pandadoc_get_document_details" \
  --params '{
    "document_id": "DOCUMENT_ID"
  }'

Create a document from template

clawlink_call_tool --tool "pandadoc_create_document_from_template" \
  --params '{
    "template_id": "TEMPLATE_ID",
    "recipients": [
      {
        "email": "client@example.com",
        "name": "Jane Client",
        "role": "Signer"
      }
    ],
    "data": {
      "company_name": "Acme Corp",
      "contract_value": "$50,000"
    }
  }'

Create or update a contact

clawlink_call_tool --tool "pandadoc_create_or_update_contact" \
  --params '{
    "email": "newcontact@example.com",
    "first_name": "Jane",
    "last_name": "Doe",
    "company": "Acme Corp"
  }'

Notes

• Documents can only be moved when in document.draft status.
• Templates can be filtered by name, shared status, and deleted status.
• File uploads for document creation accept PDF, DOCX, and RTF formats.
• Attachments are limited to 10 files per document, max 50 MB each.
• Contacts are matched by email — creating with an existing email updates that contact.

Error Handling

Status / Error	Meaning
Tool not found	The tool name does not exist in the current catalog. Verify with clawlink_list_tools --integration pandadoc.
Missing connection	PandaDoc is not connected. Direct the user to https://claw-link.dev/dashboard?add=pandadoc.
not_found	Document, template, or contact does not exist. Check the ID.
validation_error	Invalid parameter or missing required field. Review the tool schema with clawlink_describe_tool.
state_error	Document is not in the required state (e.g., moving a non-draft document).
Write rejected	User did not confirm a write action. Always confirm before executing writes.

Troubleshooting: Tools Not Visible

1. Check that the ClawLink plugin is installed:

   openclaw plugins list
   

2. If the plugin is installed but tools are missing, tell the user to send /new as a standalone message to reload the catalog.
3. If a fresh chat does not help, run:

   openclaw config set tools.alsoAllow '["clawlink-plugin"]' --strict-json
   openclaw gateway restart
   

4. After restart, tell the user to send /new again and retry.

Troubleshooting: Invalid Tool Call

1. Ensure the integration slug is exactly pandadoc.
2. Use clawlink_describe_tool to verify parameter names and types before calling.
3. For write operations, always call clawlink_preview_tool first.

Resources

• PandaDoc API Documentation
• Document API
• Template API
• ClawLink: https://claw-link.dev/?utm_source=clawhub&utm_medium=referral&utm_content=pandadoc-documents
• ClawLink Docs: https://docs.claw-link.dev/openclaw
• ClawLink Verification: https://claw-link.dev/verify

Related Skills

• PandaDoc — For this skill's native documentation

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