Integration · Documents

Connect Claude & ChatGPT to PandaDoc

Ask your AI to create a proposal from a template, check whether a contract has been signed, or remind a recipient who has not signed yet in PandaDoc. It can search documents and templates, create drafts with recipients and field values, send them for signing, send reminders and download PDFs. It can also read a document's history and manage contacts and folders.

Connect PandaDoc free

Free plan, no credit card. Takes about a minute.

Try asking

“Create a proposal for Nordic Foods from our Standard Proposal template.”
The AI finds the template, reads its roles and fields, and creates a draft with the recipient and values filled in. Nothing is sent yet.
“Has the Acme contract been signed?”
It finds the document and checks its status, such as sent, viewed or completed.
“Who has opened the Acme contract so far?”
It reads the document's audit trail: who viewed, signed or changed it and when.

What your AI can do

Documents and templates

Search templates and documents, create drafts from a template, read details and history, and download PDFs.

Sending and signing

Send documents for signing, send reminders, set automatic reminders, and move a sent document back to draft.

Contacts and folders

Search, create and update contacts, manage recipients on drafts, and organize documents in folders.

“Send a reminder to the recipients who have not signed.”
It sends a manual reminder for the document, which PandaDoc emails to the recipients.
“Download the signed PDF of the Acme contract.”
It downloads the document as a PDF.
“Add Peter Holm from Acme as a contact.”
It searches contacts first to avoid a duplicate, then creates the contact with email, name and company.

120 tools for PandaDoc

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_document_recipientChanges dataAdd a saved contact (or contact group) as a recipient on a draft document. Pass the document ID and the contact ID.
archive_workspaceVisible to othersDeactivate a workspace (workspace id). Has effects visible outside this system. API summary: Deactivate Workspace.
create_access_tokenDeletesCreate a new access token. Required: body. Destructive action; may require approval. API summary: Create/Refresh Access Token.
create_catalog_itemChanges dataCreate a new product. Required: title or price configuration. Search products first to avoid duplicates. API summary: Create Catalog Item.
create_contactChanges dataCreate a new contact with an email address and optional name, company, job title, phone and address. Search contacts first to avoid duplicates.
create_content_library_item_from_file_uploadChanges dataCreate a new document. Search documents first to avoid duplicates. API summary: Create Content Library Item from File Upload.
create_documentChanges dataCreate a new draft document, usually from a template: pass the template ID, a document name, recipients and any field or token values. The document is not sent until you send it.
create_document_attachmentChanges dataCreate a new document for a document. Search documents first to avoid duplicates. API summary: Create Document Attachment.
create_document_attachment_from_uploadChanges dataCreate a new document for a document. Search documents first to avoid duplicates. API summary: Create Document Attachment From Upload.
create_document_editing_sessionChanges dataCreate a new editing session for a document. Required: email. API summary: Create Document Editing Session.
create_document_fieldsChanges dataCreate a new document for a document. Search documents first to avoid duplicates. API summary: Create Document Fields.
create_document_folderChanges dataCreate a new document folder by name, optionally inside a parent folder.
create_document_from_file_uploadChanges dataCreate a new document. Search documents first to avoid duplicates. API summary: Create Document from File Upload.
create_document_linked_objectChanges dataCreate a new linked object for a document. Required: provider, entity type or entity id. API summary: Create Linked Object.
create_document_productChanges dataCreate a new product for a document. Search products first to avoid duplicates. API summary: Append Content Library Item to a document.
create_document_section_from_file_uploadChanges dataUpload a document (document id). API summary: Create Document Section from File Upload.
create_document_taskChanges dataCreate a new task for a document. API summary: [Beta] Create DOCX Export Task.
create_notarization_requestChanges dataCreate a new notarization request. Required: document id or invitation. API summary: Create Notarization Request.
create_productChanges dataCreate a new product. Search products first to avoid duplicates. API summary: Create Content Library Item.
create_recipient_documentChanges dataCreate a new document for a recipient. Required: id or kind. Search documents first to avoid duplicates. API summary: Change Signer (Reassign Document Recipient).
create_subscriptionDeletesCreate a new subscription. Required: name, url or triggers. Destructive action; may require approval. API summary: Create Webhook Subscription.
create_templateChanges dataCreate a new template. Search templates first to avoid duplicates. API summary: Create Template.
create_template_editing_sessionChanges dataCreate a new editing session for a template. Required: email. API summary: Create Template Editing Session.
create_template_from_file_uploadChanges dataCreate a new document. Search documents first to avoid duplicates. API summary: Create Template from File Upload.
create_templates_folderChanges dataCreate a new document. Required: name. Search documents first to avoid duplicates. API summary: Create Templates Folder.
create_userChanges dataCreate a new user. Required: user, workspaces or license. API summary: Create User.
create_workspaceChanges dataCreate a new workspace. Required: name. Search workspaces first to avoid duplicates. API summary: Create Workspace.
create_workspace_api_keyChanges dataCreate a new api key for a workspace. Required: type. API summary: Create API Key.
create_workspace_userChanges dataCreate a new user for a workspace. Required: user id or role. API summary: Add Member to Workspace.
delete_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Delete Contact.
delete_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete Document.
delete_document_attachmentDeletesPermanently delete a document by document id 2. Destructive action; may require approval. API summary: Delete Document Attachment.
delete_document_linked_objectDeletesPermanently delete a linked object by linked object id. Destructive action; may require approval. API summary: Delete Linked Object.
delete_document_recipientDeletesPermanently delete a document by document id 2. Destructive action; may require approval. API summary: Delete Document Recipient.
delete_document_sectionDeletesPermanently delete a document by document id 2. Destructive action; may require approval. API summary: Delete Document Section.
delete_documentsMoves moneyPermanently delete a document. Financial or irreversible action; may require approval. API summary: Delete documents (bulk).
delete_notarization_requestDeletesPermanently delete a notarization request by session request id. Destructive action; may require approval. API summary: Delete Notarization Request.
delete_productDeletesPermanently delete a product by product uuid. Destructive action; may require approval. API summary: Delete Catalog Item.
delete_subscriptionDeletesPermanently delete a subscription by subscription id. Destructive action; may require approval. API summary: Delete Webhook Subscription.
delete_templateDeletesPermanently delete a template by template id. Destructive action; may require approval. API summary: Delete Template.
delete_workspace_userDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Remove Member from Workspace.
download_document_attachmentDownload the document for a document. API summary: Download Document Attachment.
download_document_pdfDownload a document as a PDF by its ID, optionally with a watermark.
download_document_protectedDownload the document for a document. API summary: Download Completed Document.
get_contactGet the details of one contact by its ID.
get_current_memberGet the connected PandaDoc user and their workspace. Use this to check which account is connected.
get_documentGet one document for a document by document id 2. API summary: Document Attachment Details.
get_document_auto_remindersGet the automatic reminder settings of a document by its ID.
get_document_detailsGet the full details of one document by its ID, including recipients, fields, pricing and metadata.
get_document_section_detailsGet one document by document id 2. API summary: Document Section Upload Status.
get_document_section_infoGet one document for a document by document id 2. API summary: Document Section Details.
get_document_settingsList documents for a document. API summary: Get document settings.
get_document_statusCheck the current status of a document (draft, sent, viewed, completed and so on) by its ID.
get_document_status_change_document_statusChanges dataGet the current status of a document by document id. API summary: Document Status Change.
get_document_status_statusGet the current status of a document by document id. API summary: Document Auto Reminder Status.
get_document_status_uploadChanges dataGet the current status of a document by document id. API summary: Document Status Change with Upload.
get_document_taskGet one task for a document by task id. API summary: [Beta] DOCX Export Task.
get_logGet one log by log id. API summary: API Log Details.
get_notarization_requestGet one notarization request by session request id. API summary: Notarization Request Details.
get_productGet one product by product uuid. API summary: Catalog Item Details.
get_product_statusGet the current status of a product by product id. API summary: Content Library Item Status.
get_subscriptionGet one subscription by subscription id. API summary: Webhook Subscription Details.
get_template_detailsGet the details of one template by its ID, including its roles, fields, tokens and pricing tables, so you know what to fill in when creating a document.
get_template_statusGet the current status of a template by template id. API summary: Template Status.
get_userGet one user by user id. API summary: Member Details.
get_user_details_by_idGet one user by user id. API summary: Get User Details by ID.
get_webhook_eventGet one webhook event by webhook event id. API summary: Webhook Event Details.
get_workspaceGet one workspace by workspace id. API summary: [Beta] Workspace Privacy Settings Details.
list_catalog_items_searchSearch products by query, order by, types, billing types, exclude uuids or category id. Use this to find existing products before creating a new product. Results are paginated. API summary: List Catalog Items Search.
list_document_attachmentsList documents for a document. API summary: List Document Attachments.
list_document_fieldsList documents for a document. API summary: List Document Fields.
list_document_foldersList document folders, optionally inside a parent folder. Use this to find a folder ID.
list_document_historyList the audit trail of a document by its ID: who viewed, signed or changed it and when.
list_document_linked_objectsList linked objects for a document.
list_document_sectionsList documents for a document. API summary: List Document Sections.
list_documents_by_linked_objectList documents. Optional filters: entity id, entity type, provider, order by or owner ids. API summary: List Documents by Linked Object.
list_documents_document_e_sign_disclosureList documents for a document. API summary: Document eSign disclosure.
list_membersList the members of the connected PandaDoc workspace, for example to pick a document owner or sender.
list_notariesList notaries. Optional filters: status, commission state or order by. Results are paginated.
list_notarization_requestsList notarization requests. Optional filters: status, created by user id, document id or order by. Results are paginated.
list_productsList products for a product. API summary: Content Library Item Details.
list_sms_opt_outsList sms opt outs. Optional filters: timestamp from or timestamp to. API summary: Recent SMS Opt-out.
list_subscriptionsList subscriptions. API summary: List Webhook Subscriptions.
list_template_settingsList settings for a template. API summary: Get template settings.
list_template_sharesList shares for a template. API summary: Get Template Sharing Settings.
list_templates_foldersList documents. Optional filters: parent uuid. Results are paginated. API summary: List Templates Folders.
list_users_list_usersList users. Optional filters: show removed. Results are paginated.
list_webhook_eventsList webhook events. Optional filters: since, to, type, http status code or error. Results are paginated.
move_document_to_draftChanges dataMove a sent document back to draft by its ID so it can be edited. Recipients can no longer open or sign it until it is sent again.
move_document_to_folderChanges dataMove a document into a folder. Pass the document ID and the folder ID.
pay_documentMoves moneyPay a document (document id). Financial or irreversible action; may require approval. API summary: Update document ownership.
pay_document_transfer_all_documents_ownershipMoves moneyPay a document. Financial or irreversible action; may require approval. API summary: Transfer all documents ownership.
search_contactsList PandaDoc contacts, optionally filtered by email address.
search_documentsSearch PandaDoc documents by name, status, tag, folder, template or contact. Returns a paginated list with each document's ID and status.
search_formsSearch forms by status, order by, asc or name. Use this to find existing forms before creating a new form. Results are paginated. API summary: List Forms.
search_logsSearch logs by since, to, statuses, methods, search or environment type. Use this to find existing logs before creating a new log. Results are paginated. API summary: List API Log.
search_productsSearch products by q, id, deleted, folder uuid or tag. Use this to find existing products before creating a new product. Results are paginated. API summary: List Content Library Item.
search_templatesSearch PandaDoc templates by name, tag or folder. Use this to find the template ID before creating a document.
search_workspacesSearch workspaces by q. Use this to find existing workspaces before creating a new workspace. Results are paginated. API summary: List Workspaces.
send_documentVisible to othersSend a draft document for viewing or signing by its ID, with an optional email subject and message. This emails every recipient on the document unless silent is set.
send_document_reminderVisible to othersSend a manual reminder for a document that is waiting to be signed, optionally to specific recipients. This emails the recipients.
submit_templateVisible to othersDuplicate a template (template id). Has effects visible outside this system. API summary: Duplicate Template.
update_contactChanges dataUpdate an existing contact by its ID. Only the fields you pass are changed.
update_documentChanges dataUpdate an existing document identified by document id. Only the fields you pass are changed. API summary: Update Document.
update_document_auto_remindersVisible to othersTurn automatic reminders for a document on or off and set the delay, frequency and delivery method (email or SMS). Reminders are sent to the recipients.
update_document_fields_assignmentVisible to othersUpdate an existing document identified by document id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update Document Fields Assignment.
update_document_quoteChanges dataUpdate an existing quote identified by quote id. API summary: Quote update.
update_document_quotesVisible to othersUpdate an existing quote identified by document id. Only the fields you pass are changed. Has effects visible outside this system. API summary: [Beta] Update Multiple Quotes.
update_document_recipientChanges dataUpdate a recipient on a document, such as their name, email or phone. Pass the document ID, the recipient ID and the fields to change.
update_document_rename_document_folderChanges dataUpdate an existing document identified by document id. API summary: Rename Documents Folder.
update_document_settingsVisible to othersUpdate an existing document identified by document id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update document settings.
update_productChanges dataUpdate an existing product identified by product uuid. Only the fields you pass are changed. API summary: Update Catalog Item.
update_subscriptionDeletesUpdate an existing subscription identified by subscription id. Only the fields you pass are changed. Destructive action; may require approval. API summary: Update Webhook Subscription.
update_subscriptionsMoves moneyUpdate an existing subscription identified by webhook subscription id. Only the fields you pass are changed. Financial or irreversible action; may require approval. API summary: Update Webhook Subscription Shared Key.
update_templateChanges dataUpdate an existing template identified by template id. Only the fields you pass are changed. API summary: Template Update.
update_template_settingsVisible to othersUpdate an existing setting identified by template id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update template settings.
update_template_sharesVisible to othersUpdate an existing share identified by template id. Has effects visible outside this system. API summary: Update Template Sharing Settings.
update_usersMoves moneyUpdate an existing user identified by member id. Only the fields you pass are changed. Financial or irreversible action; may require approval. API summary: Change Member Role in Workspace.
update_workspaceChanges dataUpdate an existing workspace identified by workspace id. Only the fields you pass are changed. API summary: [Beta] Update Workspace Privacy Settings.
upload_documentChanges dataUpload a document (document id). API summary: Create Document Section.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose PandaDoc from the app list.
2
Paste your key
Paste a PandaDoc API key. In PandaDoc go to Settings → Integrations → API (Developer Dashboard) and generate a Sandbox or Production API key. Production keys require a PandaDoc plan with API access.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in PandaDoc?

The AI can search and read documents, templates, contacts, folders and workspace members, check document status and history, read reminder settings and download PDFs. It can create draft documents and contacts, add and update recipients, send documents and reminders, change automatic reminders, move documents to draft or into folders and create folders.

Does the AI see my PandaDoc credentials?

No. Your PandaDoc API key is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start with searching and reading documents. Sending a document or a reminder emails the recipients, so those tools can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

HeyMyApps has a free plan with no credit card required. Paid plans bill per completed task. You also need your own PandaDoc account, and a Production API key requires a PandaDoc plan with API access.

Does the AI send documents without asking?

Only if you let it. create_document makes a draft that is not sent. send_document emails every recipient, and send_document_reminder and automatic reminders email them too. Require approval for these tools, and you check every send before it goes out.