PandaDoc Automation

Manage PandaDoc document workflows directly from Claude Code. Create documents from uploaded files, manage recipients and contacts, organize with folders, set up event webhooks, create templates, and track document status without leaving your terminal.

Toolkit docs: composio.dev/toolkits/pandadoc

Setup

1. Add the Composio MCP server to your configuration:

   https://rube.app/mcp
   

2. Connect your PandaDoc account when prompted. The agent will provide an OAuth link to authenticate.
3. Ensure your PandaDoc workspace has the appropriate plan for the features you need (e.g., e-signatures, templates, webhooks).