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: InstallStep 2: Pair AccountStep 3: Connect PandaDoc_App-specific connection GIF coming soon_Run the install command in OpenClawSign in and approve the deviceOpen the dashboard and connect PandaDoc

How It Works#

text

┌─────────────────┐     ┌──────────────┐     ┌──────────────────┐
│   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.

bash

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#

bash

# 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#

bash

clawlink_list_integrations

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

Verify Connection#

bash

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#

ToolDescriptionModepandadoc_list_documentsList documents with optional status filterReadpandadoc_get_document_detailsGet document metadata, recipients, fields, and statusReadpandadoc_create_document_from_fileCreate a document by uploading PDF, DOCX, or RTFWritepandadoc_create_document_from_templateCreate a document from an existing templateWritepandadoc_move_document_to_folderMove a draft document to a folderWritepandadoc_create_document_attachmentAdd an attachment to a draft documentWritepandadoc_send_documentSend a document for signatureWrite

Template Operations#

ToolDescriptionModepandadoc_list_templatesList templates with optional filtersReadpandadoc_get_template_detailsGet template metadata and content detailsReadpandadoc_create_templateCreate a template from PDF or scratchWritepandadoc_delete_templateDelete a template permanentlyWrite

Folder Operations#

ToolDescriptionModepandadoc_list_document_foldersList all document foldersReadpandadoc_create_folderCreate a new folderWrite

Contact Operations#

ToolDescriptionModepandadoc_list_contactsList all contactsReadpandadoc_create_or_update_contactCreate or update a contact by emailWritepandadoc_delete_contactDelete a contact permanentlyWrite

Webhook Operations#

ToolDescriptionModepandadoc_create_webhookCreate a webhook subscriptionWrite

Code Examples#

List documents#

bash

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

Get document details#

bash

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

Create a document from template#

bash

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#

bash

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 / ErrorMeaningTool not foundThe tool name does not exist in the current catalog. Verify with clawlink_list_tools --integration pandadoc.Missing connectionPandaDoc is not connected. Direct the user to https://claw-link.dev/dashboard?add=pandadoc.not_foundDocument, template, or contact does not exist. Check the ID.validation_errorInvalid parameter or missing required field. Review the tool schema with clawlink_describe_tool.state_errorDocument is not in the required state (e.g., moving a non-draft document).Write rejectedUser did not confirm a write action. Always confirm before executing writes.

Troubleshooting: Tools Not Visible#

1. Check that the ClawLink plugin is installed: bash

   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: bash

   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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