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At a glance

  • Availability: Experimental (how to enable).
  • Authentication: API key.
  • Connection: The key from PANDADOC_API_KEY is sent as the API-Key prefixed Authorization header.
  • Provider documentation: Authentication reference.

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Credentials

Set these per environment. See Connect an integration.

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Setup

  1. Get a PandaDoc account with API access: API access is included with Enterprise plans (active or in trial) and is also sold as standalone API plans - including a free API key for development/sandbox use and paid API Developer plans at https://www.pandadoc.com/api/pricing/. Sandbox keys work during a trial.
  2. Generate an API key: Open the Developer Dashboard at https://app.pandadoc.com/a/#/api-dashboard/configuration and generate a Sandbox key (for testing) or a Production key (requires approval from PandaDoc).
  3. Set the environment variable: Add PANDADOC_API_KEY to your .env. Requests authenticate with the header ‘Authorization: API-Key <your-key>’.
  4. Verify access: Run List Documents. To exercise the full flow, create a template in the PandaDoc app, then create a document from it and send it.

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Provider notes

  • API keys are tied to the user who generates them - keys inherit that user’s role and license, and are deactivated if the user is removed from the workspace.
  • After creating a document it stays in document.uploaded for a few seconds before moving to document.draft; poll Get Document Status before calling Send Document.
  • Sandbox keys have lower rate limits than production keys.
Provider API reference.

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Tools

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Verify the connection

Call a read tool such as pandadoc__list_documents with arguments for your account. Confirm that the result comes from the intended account or workspace before enabling write tools.