Example prompt: "Create a PandaDoc document from contract.pdf with [email protected] as signer and [email protected] as approver"

2. Get Document Details

Fetch comprehensive metadata for a document including recipients, fields, tokens, pricing, tags, and content-block references.

Tool: PANDADOC_GET_DOCUMENT_DETAILS

Key parameters:

• id (required) -- the unique document identifier (e.g., BhVzRcxH9Z2LgfPPGXFUqa)

Use this to check document status, inspect recipient completion, review field values, or gather metadata for reporting.

Example prompt: "Get the full details and status for PandaDoc document BhVzRcxH9Z2LgfPPGXFUqa"

3. Manage Contacts

Create new contacts or update existing ones in PandaDoc. Contacts are matched by email -- if a contact with the given email exists, it gets updated; otherwise, a new one is created.

Tool: PANDADOC_CREATE_OR_UPDATE_CONTACT

Key parameters:

• email (required) -- contact email address
• first_name, last_name -- contact name
• company -- company name
• job_title -- role/title
• phone -- phone number
• street_address, city, state, postal_code, country -- address fields

Example prompt: "Create a PandaDoc contact for [email protected] at Acme Corp as Software Engineer"

4. Organize with Folders

Create folders and move documents to organize your PandaDoc workspace.

Tools: PANDADOC_CREATE_FOLDER, PANDADOC_LIST_DOCUMENT_FOLDERS, PANDADOC_MOVE_DOCUMENT_TO_FOLDER

For creating folders:

• name (required) -- folder name
• parent_uuid -- parent folder UUID for nested structures

Example prompt: "Create a 'Q1 2026 Contracts' folder in PandaDoc and move document BhVzRcxH9Z to it"

5. Set Up Webhooks

Create webhook subscriptions to receive real-time notifications when document events occur.

Tool: PANDADOC_CREATE_WEBHOOK

Key parameters:

• name (required) -- descriptive name for the webhook
• url (required) -- endpoint URL for notifications
• triggers (required) -- event types: document_state_changed, recipient_completed, document_updated, etc.
• active (default true) -- enable/disable the webhook
• payload -- additional data to include: fields, products, metadata, tokens, pricing

…

docuflow

通过统一接口读写和编辑 Office 与 PDF 文档，支持模板化与保留格式更新。