# PandaDoc integrations Connect PandaDoc to any other app, or use it from your AI client over MCP. PandaDoc helps you build and deliver sales quotes and proposals and track presentations and close deals faster with legally binding eSignatures. Connects with an API key[pandadoc.com](https://pandadoc.com/) **3** triggers **19** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with PandaDoc? Give your AI client this address. `https://mcp.apiant.ai` Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Popular ## PandaDoc with the apps people pair it with most - [ **HubSpot to PandaDoc** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pandadoc) - [ **PandaDoc to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/pandadoc-to-salesforce) - [ **Mailchimp to PandaDoc** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-pandadoc) - [ **PandaDoc to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/pandadoc-to-stripe) - [ **PandaDoc to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/pandadoc-to-shopify) - [ **PandaDoc to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/pandadoc-to-quickbooks-online) - [ **PandaDoc to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pandadoc-to-pipedrive) - [ **ActiveCampaign to PandaDoc** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-pandadoc) Pair it ## Connect PandaDoc with another app - [ **HubSpot to PandaDoc** ](https://apiant.ai/connect/hubspot-to-pandadoc) - [ **PandaDoc to Salesforce** ](https://apiant.ai/connect/pandadoc-to-salesforce) - [ **Mailchimp to PandaDoc** ](https://apiant.ai/connect/mailchimp-to-pandadoc) - [ **PandaDoc to Stripe** ](https://apiant.ai/connect/pandadoc-to-stripe) - [ **PandaDoc to Shopify** ](https://apiant.ai/connect/pandadoc-to-shopify) - [ **PandaDoc to QuickBooks Online** ](https://apiant.ai/connect/pandadoc-to-quickbooks-online) - [ **PandaDoc to Pipedrive** ](https://apiant.ai/connect/pandadoc-to-pipedrive) - [ **ActiveCampaign to PandaDoc** ](https://apiant.ai/connect/activecampaign-to-pandadoc) - [ **PandaDoc to Trello** ](https://apiant.ai/connect/pandadoc-to-trello) - [ **PandaDoc to Asana** ](https://apiant.ai/connect/pandadoc-to-asana) - [ **JIRA to PandaDoc** ](https://apiant.ai/connect/jira-to-pandadoc) - [ **PandaDoc to Zoom** ](https://apiant.ai/connect/pandadoc-to-zoom) - [ **PandaDoc to SendGrid** ](https://apiant.ai/connect/pandadoc-to-sendgrid) - [ **Intercom to PandaDoc** ](https://apiant.ai/connect/intercom-to-pandadoc) - [ **PandaDoc to Typeform** ](https://apiant.ai/connect/pandadoc-to-typeform) - [ **JotForm to PandaDoc** ](https://apiant.ai/connect/jotform-to-pandadoc) - [ **PandaDoc to Webflow** ](https://apiant.ai/connect/pandadoc-to-webflow) - [ **OpenAI to PandaDoc** ](https://apiant.ai/connect/openai-to-pandadoc) - [ **PandaDoc to Anthropic** ](https://apiant.ai/connect/pandadoc-to-anthropic) - [ **Ontraport to PandaDoc** ](https://apiant.ai/connect/ontraport-to-pandadoc) - [ **Freshworks CRM to PandaDoc** ](https://apiant.ai/connect/freshworks-crm-to-pandadoc) - [ **Capsule CRM to PandaDoc** ](https://apiant.ai/connect/capsule-crm-to-pandadoc) - [ **PandaDoc to Streak** ](https://apiant.ai/connect/pandadoc-to-streak) - [ **NetHunt CRM to PandaDoc** ](https://apiant.ai/connect/nethunt-crm-to-pandadoc) - [ **MINDBODY to PandaDoc** ](https://apiant.ai/connect/mindbody-to-pandadoc) - [ **MySQL to PandaDoc** ](https://apiant.ai/connect/mysql-to-pandadoc) - [ **PagerDuty to PandaDoc** ](https://apiant.ai/connect/pagerduty-to-pandadoc) - [ **PandaDoc to Eventbrite** ](https://apiant.ai/connect/pandadoc-to-eventbrite) - [ **Beehiiv to PandaDoc** ](https://apiant.ai/connect/beehiiv-to-pandadoc) - [ **PandaDoc to Wufoo** ](https://apiant.ai/connect/pandadoc-to-wufoo) - [ **Whop to PandaDoc** ](https://apiant.ai/connect/whop-to-pandadoc) - [ **Mailjet to PandaDoc** ](https://apiant.ai/connect/mailjet-to-pandadoc) - [ **PandaDoc to SQL Server** ](https://apiant.ai/connect/pandadoc-to-sql-server) - [ **Help Scout to PandaDoc** ](https://apiant.ai/connect/help-scout-to-pandadoc) - [ **Bitly to PandaDoc** ](https://apiant.ai/connect/bitly-to-pandadoc) - [ **Knack to PandaDoc** ](https://apiant.ai/connect/knack-to-pandadoc) - [ **PandaDoc to QuickBase** ](https://apiant.ai/connect/pandadoc-to-quickbase) - [ **PandaDoc to Pushbullet** ](https://apiant.ai/connect/pandadoc-to-pushbullet) - [ **PandaDoc to Zoho Sign** ](https://apiant.ai/connect/pandadoc-to-zoho-sign) - [ **FreeAgent to PandaDoc** ](https://apiant.ai/connect/freeagent-to-pandadoc) - [ **Wistia to PandaDoc** ](https://apiant.ai/connect/wistia-to-pandadoc) - [ **PandaDoc to Recurly** ](https://apiant.ai/connect/pandadoc-to-recurly) - [ **Agile CRM to PandaDoc** ](https://apiant.ai/connect/agile-crm-to-pandadoc) - [ **PandaDoc to Wachete** ](https://apiant.ai/connect/pandadoc-to-wachete) - [ **PandaDoc to Twenty** ](https://apiant.ai/connect/pandadoc-to-twenty) - [ **PandaDoc to GeoNames** ](https://apiant.ai/connect/pandadoc-to-geonames) - [ **Cliniko to PandaDoc** ](https://apiant.ai/connect/cliniko-to-pandadoc) - [ **LeanKit to PandaDoc** ](https://apiant.ai/connect/leankit-to-pandadoc) - [ **Airbrake to PandaDoc** ](https://apiant.ai/connect/airbrake-to-pandadoc) - [ **BigML to PandaDoc** ](https://apiant.ai/connect/bigml-to-pandadoc) - [ **PandaDoc to Reepay** ](https://apiant.ai/connect/pandadoc-to-reepay) - [ **Erpnext to PandaDoc** ](https://apiant.ai/connect/erpnext-to-pandadoc) - [ **PandaDoc to KDP Intelligence** ](https://apiant.ai/connect/pandadoc-to-kdp-intelligence) - [ **PandaDoc to Visual Crossing** ](https://apiant.ai/connect/pandadoc-to-visual-crossing) - [ **Slack to PandaDoc** ](https://apiant.ai/connect/slack-to-pandadoc) - [ **Google Sheets to PandaDoc** ](https://apiant.ai/connect/google-sheets-to-pandadoc) - [ **Gmail to PandaDoc** ](https://apiant.ai/connect/gmail-to-pandadoc) - [ **Google Calendar to PandaDoc** ](https://apiant.ai/connect/google-calendar-to-pandadoc) - [ **PandaDoc to Google Drive** ](https://apiant.ai/connect/pandadoc-to-google-drive) - [ **PandaDoc to Notion** ](https://apiant.ai/connect/pandadoc-to-notion) What your agent can do with PandaDoc ## Triggers and actions 3 triggers · 19 actions - Trigger **Document completed** Polling trigger. Fires when a document reaches completed status. Dedup by document id. - Trigger **Document completed (instant)** Instant trigger: fires when a PandaDoc document reaches the completed state. Self-registering — APIANT creates the PandaDoc webhook when you turn the automation on and removes it when you turn it off, so there is nothing to paste. Only document_state_changed events with status document.completed are passed through; each fires once with the document id, name, status, created/modified/completed timestamps and the full document object. - Trigger **Document updated** Polling trigger. Fires when a document is created or changes status. Dedup by document id + date_modified. - Action **Change document status** Manually changes a document's status (e.g. to mark paid or voided). Only certain transitions are allowed. - Action **Create contact** Creates a new contact. - Action **Create document from template** Creates a new document from a template, with recipients, tokens, fields, and pricing tables. - Action **Create document link** Generates a shareable session link for a recipient to view/sign a document. - Action **Delete contact** Deletes a contact by ID. - Action **Delete document** Deletes a document by ID. - Action **Download document PDF** Returns the document as a PDF file. Use watermark options as needed. - Action **Find document by name** Finds a document by name and emits its ID. An error occurs if none or more than one is found. - Action **Get document details** Retrieves detailed data for a single document by ID, including recipients, tokens, fields, and metadata. - Action **Get document entered data** Emits arrays of field and token names and values for the specified document. - Action **Get document status** Returns the current status of a document by ID. - Action **Get template details** Retrieves details for a template by ID, including roles, fields, tokens, and pricing tables. - Action **List contacts** Lists contacts in the workspace. - Action **List documents** Lists documents, optionally filtered by status, template, folder, or search query. - Action **List folders** Lists document folders. - Action **List members** Lists workspace members (users). - Action **List templates** Lists available document templates. - Action **Send document** Moves a draft document to sent status, optionally emailing recipients with a subject and message. Set silent to suppress notifications. - Action **Update contact** Updates an existing contact by ID. ## Related apps - [ **Affinda to PandaDoc** AI document processing platform that extracts structured data from invoices, resumes, bank statements, and...](https://apiant.ai/connect/affinda-to-pandadoc) - [ **PandaDoc to Airparser** Airparser is an LLM-powered data extraction tool that extracts structured data from emails, PDFs, documents...](https://apiant.ai/connect/pandadoc-to-airparser) - [ **PandaDoc to Alai** Alai is an AI presentation tool that turns rough ideas into complete slides by providing multiple layout...](https://apiant.ai/connect/pandadoc-to-alai) - [ **PandaDoc to Algodocs** Algodocs is an Intelligent Document Processing tool for automating data extraction from PDFs and images and...](https://apiant.ai/connect/pandadoc-to-algodocs) - [ **PandaDoc to Better Proposals** Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed...](https://apiant.ai/connect/pandadoc-to-better-proposals) - [ **Certifier to PandaDoc** Certifier is a professional certificate-making tool that enables you to issue, manage, and track...](https://apiant.ai/connect/certifier-to-pandadoc) - [ **Conversion Tools to PandaDoc** Converting your documents between different formats (XML, Excel, CSV, PDF, etc). Fast and Simple.](https://apiant.ai/connect/conversion-tools-to-pandadoc) - [ **PandaDoc to ConvertAPI PDF Tools** ConvertAPI PDF Tools is a file automation service to convert PDFs, images and Office files, plus merge...](https://apiant.ai/connect/pandadoc-to-convertapi-pdf-tools) [More in Documents](https://apiant.ai/apps/documents) Reviews ## What our customers say Questions ## PandaDoc, answered ### ### Is there a PandaDoc MCP server? APIANT's MCP server at https://mcp.apiant.ai works with PandaDoc. Add that address to any AI client that takes a remote MCP server, sign in once in your browser, and your client can build, test and run automations that use PandaDoc. Nothing to install. ### ### What can start an automation from PandaDoc? Any of PandaDoc's 3 triggers in the catalog, including Document completed, Document completed (instant) and Document updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PandaDoc? Any of PandaDoc's 19 actions, including Create contact, Create document from template, Create document link and Send document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Which apps can PandaDoc connect to? Any app in the catalog; the list on this page pairs PandaDoc with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.