How do I authenticate my PandaDoc account in Claude Code?

When you initialize the PandaDoc tools, the agent will provide an OAuth link through the Composio MCP server to securely connect your account.

Does this skill support real-time status notifications?

Yes, you can use the webhook tool to subscribe to events like 'document_state_changed' or 'recipient_completed' for instant updates.

Can I send documents to multiple signers with a specific order?

Yes, you can define an array of recipients with unique roles and specify a numeric 'signing_order' to control the sequence of signatures.

What happens if a contact already exists when I try to create one?

The contact management tool uses email matching; if a contact exists, it updates their information; otherwise, it creates a new record.

Are there specific requirements for file uploads?

You can create documents by either uploading a local file (PDF, DOCX, RTF) or providing a publicly accessible HTTPS URL to the document.

PandaDoc Automation

Name: PandaDoc Automation
Author: ComposioHQ

byComposioHQ

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46,956

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生产力与工作流

Automates end-to-end document lifecycles, including e-signatures, template creation, and contact management, directly within the Claude Code terminal.

The PandaDoc Automation skill for Claude Code empowers developers to manage complex document workflows without leaving their development environment. By leveraging the Composio MCP server, it allows users to programmatically create documents from files, manage recipient roles and signing orders, organize workspaces with folders, and set up webhooks for real-time status tracking. This skill is ideal for automating administrative tasks like sending NDAs, managing sales contracts, and maintaining an up-to-date contact database through seamless AI-driven interactions.

主要功能

01Create documents from PDF, DOCX, or RTF files with custom recipient roles

02Configure real-time webhooks for document state changes and completion

03Generate and manage reusable document templates with structured content blocks

04Organize documents using folder creation and movement tools

05Automate contact management with intelligent email-based upsert logic

0646,956 GitHub stars

使用场景

01Automating the generation and distribution of legal contracts and NDAs

02Building real-time notification systems for e-signature status updates

03Batch managing client contacts and organizing high-volume document workspaces

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add composiohq/awesome-claude-skills pandadoc-automation

For use in Claude.ai and ChatGPT

Download Skill