OpenAPI Marketplace · Documents & E-signature

PandaDoc Documents

Name: PandaDoc Documents
Author: vx.ai

v1.0.0 · 9 endpoints · 0 connections · shared by vx.ai

Let an agent prepare and send proposals, quotes and contracts with PandaDoc: browse templates, create a document from a template with recipients and pricing tokens, send it for signature, track its status, send reminders and get a signing link. Curated from PandaDoc's official OpenAPI specification.

Connect this API to an AI agent Browse all specs

What you can do with PandaDoc Documents via MCP

Every endpoint below becomes a governed tool your AI agent (Claude, ChatGPT, or a customer-facing VX agent) can call — with scoped permissions, sandbox testing, and audit logs.

Method	Path	Operation	Description
GET	`/public/v1/templates`	listTemplates	List or search document templates
GET	`/public/v1/templates/{id}/details`	getTemplateDetails	Get a template's roles, tokens, fields and pricing tables
GET	`/public/v1/documents`	listDocuments	List or search documents by name, status or date
POST	`/public/v1/documents`	createDocumentFromTemplate	Create a draft document from a template with recipients and tokens
GET	`/public/v1/documents/{id}`	getDocumentStatus	Check a document's status (draft, sent, viewed, completed)
GET	`/public/v1/documents/{id}/details`	getDocumentDetails	Get a document's recipients, fields, tokens and totals
POST	`/public/v1/documents/{id}/send`	sendDocument	Send a draft document to its recipients for signing
POST	`/public/v1/documents/{document_id}/send-reminder`	sendDocumentReminder	Email a reminder to recipients who have not signed yet
POST	`/public/v1/documents/{id}/session`	createDocumentSigningSession	Get a link for a recipient to view and sign the document

Authentication

apiKey

API key — sent as the Authorization header

PandaDoc API keys are sent in the Authorization header as API-Key <your key> (include the API-Key prefix and the space).

How to get a credential

Sign in to PandaDoc as a workspace admin.
Open Settings > Integrations > API (Developer Dashboard).
Create a Production API key (Sandbox keys only work on sandbox documents and add a watermark).
Copy the key and store it as API-Key <key>.

Permissions used

API keys act as the workspace member who created them; there are no per-key scopes.

Access	Operations
Read templates	listTemplates, getTemplateDetails
Read documents	listDocuments, getDocumentStatus, getDocumentDetails
Create and send documents	createDocumentFromTemplate, sendDocument, sendDocumentReminder, createDocumentSigningSession

Common errors

401 Unauthorized: key missing, revoked, or sent without the API-Key prefix.
403 Forbidden: the key owner cannot see that template/document, or the plan lacks API access.
400 Bad Request: a template role has no recipient, a required token/field is missing, or sendDocument was called before the document left document.uploaded status.
429 Too Many Requests: rate limit (e.g. creation and send are limited per minute); wait and retry with backoff.

Store the value as a VX Agents credential (API key) and attach it to the agent; never paste it into chat.

Usage guide

Setup

Connect a PandaDoc Production API key, stored as API-Key <key> (see the authentication section).
Optional presets: pin a template_uuid the agent always uses (e.g. your standard proposal) and a folder_uuid for generated documents.

Create and send a document from a template

listTemplates with q (name search) to find the template id.
getTemplateDetails to read its roles (e.g. Client), tokens (variables like Client.Company), fields and pricing tables.
Collect recipient name and email plus token values from the user.
createDocumentFromTemplate with name, template_uuid, recipients (email, first_name, last_name, role = a template role), and tokens ([{ "name": "Client.Company", "value": "Acme" }]). The document is created asynchronously in status document.uploaded.
Poll getDocumentStatus every few seconds until status is document.draft (usually under 10 s). Sending earlier returns 400.
Show the user the document name, recipients and totals (getDocumentDetails) and wait for confirmation.
sendDocument with subject, message; silent: true sends without PandaDoc's email (use with a signing link).

Track and follow up

listDocuments with q, status (numeric: 0 draft, 1 sent, 2 completed, 5 viewed; full list in the parameter description), created_from / modified_from, template_id, count and page.
getDocumentStatus for the current status; getDocumentDetails for recipients, who has signed, fields and grand total.
sendDocumentReminder nudges recipients who have not completed (confirm first; it emails the client).
createDocumentSigningSession with recipient (email) and lifetime in seconds returns a session id; the signing link is https://app.pandadoc.com/s/{id}. The document must already be sent.

Good to know

Dates are ISO 8601, e.g. 2026-10-01T00:00:00Z.
Document and template ids are short strings (e.g. BhVzRcxH9Z2LgfPPGXFUBa).
Status strings look like document.draft, document.sent, document.viewed, document.completed.
Sending and reminders email your customers: always confirm with the user first.

How to use this spec

Create a free VX Agents account (sandbox tools included).
Open the marketplace and connect “PandaDoc Documents” to an agent.
Expose it as an MCP server for Claude/ChatGPT, or chat with it directly.