First-party app
PandaDoc

PandaDoc

Create documents from PandaDoc templates, send them for signature, track their status, and manage templates, contacts and webhook subscriptions.

stable Documents & FilesLegal & ComplianceProductivity

About

PandaDoc ships in the w6w first-party pack. It declares 16 actions, 2 health checks, and the host runs its code in a sandbox that never sees the credential.

App id
io.w6w.pandadoc
Version
0.1.2
Author
w6w
Licence
MIT
Categories
Documents & Files · Legal & Compliance · Productivity

Overview

PandaDoc creates documents from templates, sends them out for signature, and tracks their status through completion — and this app covers that lifecycle: creating a document from a template, sending it, checking and changing its status, downloading the signed PDF, and reading back the templates, contacts and webhook subscriptions that feed those steps, over PandaDoc’s own API.

Because PandaDoc merges a template asynchronously, this app exposes the intermediate status explicitly rather than hiding it, so a workflow can wait for a document to become sendable before sending it and treat a merge failure as the real error it is. Contact creation has no dedup or upsert guard on PandaDoc’s side, so a workflow that cares about duplicates should look a contact up by its exact email first; reading a template’s roles and fields before creating a document is likewise how a request actually succeeds.

Good for generating a proposal or contract from a template the moment a deal reaches a certain stage, sending it for signature automatically, tracking its progress without polling the PandaDoc dashboard, and pulling the finished PDF into storage once every recipient has signed.

Build with PandaDoc

Three routes to the same 16 actions. The Workflow tab is generated from PandaDoc's own manifest and carries its real ids, so it is copy-pasteable; the Code and CLI examples are the same call for any action on any app, so every app-specific value in them is a blank you fill in.

Create Contact

contact-create

Create a contact in the workspace. PandaDoc treats every field as optional and does not deduplicate by email.

Get Many Contacts

contact-get-many

List contacts, optionally narrowed to one exact email address. Use it to check whether a contact exists before creating one.

Change Document Status

document-change-status

Manually mark a document Completed (2), Paid (10), Expired (11) or Declined (12). Illegal transitions answer 409.

Create Document from Template

document-create-from-template

Create a document from a template. Creation is asynchronous — the document comes back as `document.uploaded` and must reach `document.draft` (poll Get Document Status) before it can be sent.

Create Signing Session

document-create-session

Mint a short-lived embedded signing session for one recipient. Returns the session id and its expiry.

Delete Document

document-delete

Delete a document. Soft delete — list it again with the `Deleted only` filter.

Download Document

document-download

Download a document as a PDF, base64-encoded so the bytes survive JSON serialization. PandaDoc rate-limits this route at 100 requests/minute.

Get Document Details

document-get

Read a document in full — recipients, fields and their values, tokens, pricing, metadata and totals.

Get Many Documents

document-get-many

List documents in the workspace, filtered by status, template, folder, contact, tag or date range.

Get Document Status

document-get-status

Read a document's current status. Poll this after Create Document until the status reaches `document.draft` — creation is asynchronous.

Send Document

document-send

Send a document for signature. The document must already be in `document.draft` — poll Get Document Status first if it was just created.

Send Manual Reminder

document-send-reminder

Send a manual reminder to one or more of a document's recipients. Reports per-recipient, per-channel outcomes.

Get Current Member

member-get-current

Read the workspace member this API key belongs to — membership id, workspace, role and licence.

Get Template Details

template-get

Read a template in full — its roles, tokens, fields, content placeholders and pricing. Use it to learn the role and token names Create Document needs.

Get Many Templates

template-get-many

List the workspace's templates. Their ids are what Create Document takes.

Get Many Webhook Subscriptions

webhook-subscription-get-many

List the workspace's webhook subscriptions, with their URLs, trigger events, payload options and status.

A workflow step names the app and the action, and the editor fills in the connection when you pick one. This is the Step shape from the workflow spec, carrying PandaDoc's real ids.

{
  "manifestVersion": "2",
  "name": "pandadoc-example",
  "steps": [
    {
      "id": "document-change-status",
      "uses": {
        "app": "io.w6w.pandadoc",
        "action": "document-change-status",
        "connection": "conn_YOUR_CONNECTION_ID"
      },
      "with": {
        "documentId": "<documentId>",
        "status": "<status>"
      }
    }
  ]
}

Here are some of the things you can do

  • Change Document Status

    perform
    document-change-status
  • Create Contact

    perform
    contact-create
  • Get Many Contacts

    search
    contact-get-many
  • Create Document from Template

    perform
    document-create-from-template
  • Create Signing Session

    perform
    document-create-session

+11 more actions available

Every app-specific value here is a blank you have to fill in. An app action is reached through the connection that authenticates it, so the address is a connection id, not the app id — and connections belong to your account, so a public page cannot know yours. Create one for PandaDoc, then fill in the three blanks: conn_YOUR_CONNECTION_ID, the action key, and the parameters that action declares. The call itself is real — the shape is transcribed from the studio's own snippet builder, which prints the same kind of blanks — but nothing in it is specific to PandaDoc. The Workflow tab is where this app's real ids are.

Install
npm install @w6w/sdk
yarn add @w6w/sdk
pnpm add @w6w/sdk
deno add npm:@w6w/sdk
Code
import { W6wClient, isActionRun } from "@w6w/sdk";

// Reads W6W_BASE_URL and W6W_TOKEN from the environment when omitted.
const client = new W6wClient();

const envelope = await client.run({
  urn: "conn_YOUR_CONNECTION_ID",
  action: "document-create-from-template",
  payload: {
    name: "<value>",
    templateUuid: "<value>",
    recipients: "<value>",
    // tokens: "<value>",
    // fields: "<value>",
    // pricingTables: "<value>",
    // metadata: "<value>",
    // tags: "<value>",
    // folderUuid: "<value>",
    // owner: "<value>",
  },
});

if (isActionRun(envelope)) console.log(envelope.value);
Install the CLI
npm install -g @w6w/cli
CLI
w6w run conn_YOUR_CONNECTION_ID --action document-create-from-template --payload '{"name":"<value>","templateUuid":"<value>","recipients":"<value>"}'

Give an AI agent PandaDoc — without giving it PandaDoc's credentials. One MCP endpoint exposes every app, function and workflow the caller is entitled to, as tools it can discover and run. Access is granted per team while we onboard.

One tool call
{
  "name": "w6w_invoke",
  "arguments": {
    "ref": "app:io.w6w.pandadoc#document-change-status",
    "input": {
      "documentId": "<documentId>",
      "status": "<status>"
    }
  }
}

Every tool names its target with a single ref. The app: form above doesn't name a connection at all — the host resolves which of the caller's PandaDoc connections to sign with, and refuses rather than guesses when the answer is ambiguous.

What the agent gets

Credentials it can't read

The token is attached host-side, at the moment of the call. It is never a tool argument, never in the model's context, and never in a transcript — so a prompt injection has nothing to exfiltrate.

A tool surface scoped to the caller

Tools are derived per end user from what that person has actually connected and is entitled to — not one shared bot identity carrying the union of everyone's access.

A durable workflow in one call

Multi-step work runs on the workflow engine and returns a run handle the agent can poll — retries, branching and state survive the conversation that started them.

Health-aware discovery

PandaDoc's declared health checks are on the surface too, so an agent can tell "the vendor is down" from "your credential expired" before it burns a retry on either.

The MCP surface is part of the hosted platform. PandaDoc itself is MIT, and the runtime that executes it is source-available (FSL).

Request MCP access

Health checks

PandaDoc declares its own checks, so its health is a property of the app rather than something the host guesses at.

service

PandaDoc platform status

Atlassian Statuspage rollup for status.pandadoc.com, with per-component detail namespaced by region group. Unauthenticated and unsigned.

quota

API rate-limit headroom