PandaDoc Skill

PandaDoc Skill

Create, send, and track documents with PandaDoc's document automation platform.

Quick Install

curl -sSL https://canifi.com/skills/pandadoc/install.sh | bash

Or manually:

cp -r skills/​pandadoc ~/​.canifi/​skills/

Setup

Configure via canifi-env:

# First, ensure canifi-env is installed:
# curl -sSL https://canifi.com/install.sh | bash

canifi-env set PANDADOC_API_KEY "your_api_key"

Privacy & Authentication

Your credentials, your choice. Canifi LifeOS respects your privacy.

Option 1: Manual Browser Login (Recommended)

If you prefer not to share credentials with Claude Code:

1. Complete the Browser Automation Setup using CDP mode
2. Login to the service manually in the Playwright-controlled Chrome window
3. Claude will use your authenticated session without ever seeing your password

Option 2: Environment Variables

If you're comfortable sharing credentials, you can store them locally:

canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"

Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.

Capabilities

1. Document Creation: Create documents from templates with content library
2. E-signatures: Collect legally binding electronic signatures
3. Proposals: Build and send sales proposals with pricing tables
4. Payments: Collect payments within documents
5. Analytics: Track document views and engagement

Usage Examples

Create Document

User: "Create a proposal for the enterprise deal"
Assistant: Creates document from template

Send for Signature

User: "Send the contract for signing"
Assistant: Sends document with signature fields

Check Analytics

User: "Has the client viewed the proposal?"
Assistant: Returns document analytics

Add Payment

User: "Add a payment request to the invoice"
Assistant: Adds payment collection to document

Authentication Flow

1. Generate API key in PandaDoc settings
2. Use API key for authentication
3. Bearer token in header
4. Workspace-scoped access

Error Handling

Notes

• All-in-one document platform
• Content library for reuse
• CRM integrations
• Payment collection
• Document analytics
• Free tier available