> ## Documentation Index
> Fetch the complete documentation index at: https://veryfront.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# PandaDoc

> List, create, and send PandaDoc documents and track their e-signature status

## At a glance

* **Availability**: Experimental ([how to enable](/cloud/integrations)).
* **Auth**: API key.
* **Connection**: The key from `PANDADOC_API_KEY` is sent as the `API-Key` prefixed `Authorization` header.
* **Docs**: [https://developers.pandadoc.com/reference/api-key-authentication-process](https://developers.pandadoc.com/reference/api-key-authentication-process)

## Credentials

Set these per environment. See [Connect an integration](/cloud/integrations).

| Variable           | Required | Description                                                                                                                                                                                |
| ------------------ | -------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| `PANDADOC_API_KEY` | Yes      | PandaDoc API key (sandbox or production), generated on the Configuration page of the Developer Dashboard [Docs](https://developers.pandadoc.com/reference/api-key-authentication-process). |

## 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/](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](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.

* 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: [https://developers.pandadoc.com/reference/about](https://developers.pandadoc.com/reference/about)

## Tools

| Tool                          | Access | Description                                                                                                                                                                   |
| ----------------------------- | ------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| List Documents                | Read   | List and search documents with optional filtering by status, template, folder, or date                                                                                        |
| Get Document Status           | Read   | Get basic info and current status of a document - useful to confirm it reached the expected state (e.g. document.draft before sending, document.completed before downloading) |
| Get Document Details          | Read   | Get full details of a document: recipients and their completion status, fields, tokens, pricing tables, metadata, and timestamps                                              |
| List Templates                | Read   | List templates in the workspace to find template IDs for creating documents                                                                                                   |
| Get Template Details          | Read   | Get a template's roles, tokens, fields, and pricing tables to know what Create Document from Template needs                                                                   |
| Create Document Link          | Write  | Create a signing session link for a recipient to view and sign a sent document, without sending an email                                                                      |
| Create Document from Template | Write  | Create a new draft document from an existing template, pre-filling recipients, tokens, and fields                                                                             |
| Send Document                 | Write  | Send a draft document to its recipients for completion and signing (document must be in document.draft status)                                                                |

## Example prompts

* List my PandaDoc documents that have been sent or viewed but not yet completed, and who still needs to sign.
* Create a PandaDoc document from a template I specify, fill in the recipient details, and send it for signature once it reaches draft status.
* Check the status of a PandaDoc document I specify and summarize each recipient's progress.