Automate the entire document lifecycle, from template creation to e-signature collection, using this powerful Openclaw Skills integration.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install pandadoc
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install pandadoc using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is PandaDoc Skill for AI Agents?
The PandaDoc skill provides a robust CLI interface for managing complex document workflows through the PandaDoc REST API. It allows AI agents and developers to programmatically handle templates, contacts, and electronic signatures without requiring external dependencies beyond the Python standard library. By integrating this tool into Openclaw Skills, users can bridge the gap between AI-generated content and legally binding documents, facilitating the automation of sales proposals, contracts, and legal paperwork directly from their agent's environment.
PandaDoc Skill for AI Agents Use Cases
- Generating and sending sales contracts automatically based on AI-processed lead data.
- Creating unique sharing links for client onboarding documents during a chat session.
- Programmatically tracking the signature status of sent documents to trigger follow-up actions.
- Organizing business documents into specific folders for better record-keeping.
- Managing contact lists and document templates to maintain consistency across automated outreach.
How PandaDoc Skill for AI Agents Works
- The skill authenticates with the PandaDoc API using a provided API key stored in environment variables.
- Users or agents invoke the CLI to list templates or existing documents to identify the starting point.
- A new document is created by specifying a template UUID and recipient details via the command line.
- The skill sends the document to the recipients or generates a secure sharing link for manual distribution.
- Status checks are performed periodically to monitor if the document has been viewed or signed.
PandaDoc Skill for AI Agents Setup
To use this skill within Openclaw Skills, ensure you have Python 3.10 or higher installed.
- Obtain your API key from the PandaDoc dashboard.
- Configure your environment variable:
export PANDADOC_API_KEY='your_api_key_here'
- Verify the installation by listing your available templates:
python3 scripts/pandadoc.py templates --human
PandaDoc Skill for AI Agents Data Schema & Taxonomy
The skill produces JSON-formatted output by default, ensuring seamless integration with other tools in the Openclaw Skills ecosystem.
| Property | Type | Description |
|---|---|---|
| id | String | The unique identifier for the document or template |
| status | String | The current lifecycle state (e.g., document.draft, document.sent) |
| name | String | The display name of the document |
| template_uuid | String | The ID of the template used to generate the document |
| recipients | Array | List of email addresses and roles associated with the document |
PandaDoc Skill for AI Agents Advanced Features
- Support for webhook management to enable real-time notifications for document events within Openclaw Skills.
- Human-readable output mode using the
--humanflag for easier manual debugging and auditing. - Zero-dependency Python architecture ensures compatibility across diverse hosting environments.
- Comprehensive folder and contact management for building full-scale CRM integrations.
SKILL.md
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