Use PandaDoc from Claude
Add the PandaDoc connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorPandaDoc
PandaDoc integration for Claude and Codex
Create a PandaDoc connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
Use PandaDoc from Codex
Add the PandaDoc connection to a Space that runs Codex, then use it from every channel in that Space.
Use PandaDoc from Sidekick
Connect your own OpenClaw to Sidekick while Type provides the conversations, permissions, connections, skills, and automations.
Documents & Forms
What the PandaDoc connector can do
PandaDoc offers document creation, e-signatures, and workflow automation, helping sales teams and businesses streamline proposals, contracts, and agreement processes
One connection, many Spaces
Connect PandaDoc once, then decide which Spaces can use it in threads, skills, automations, and coding work.
Representative actions
- 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.
- 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.
- 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.
- 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.
- 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.
Connection
API and auth details
PandaDoc API supports document automation, including creating documents from templates or PDFs, sending and routing documents, embedded editing/sending/signing, e-signatures, webhooks, sandbox testing, SDKs, and workflow status syncs.
- Source
- Type catalog metadata
- Auth schemes
- API key
- API reference
- https://developers.pandadoc.com/reference
- Official site
- https://www.pandadoc.com/api/
FAQ
Questions people ask before connecting PandaDoc
Can Claude use PandaDoc?
Yes. Add a PandaDoc connection to a Space that runs Claude, then use its approved tools and data from any channel in that Space.
Can Codex work with PandaDoc through Type?
Yes. Add a PandaDoc connection to a Space that runs Codex, then use its approved tools and data from any channel in that Space.
Is this the same as a PandaDoc MCP server?
Not exactly. Type uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
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