pandadoc

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🇺🇸

Original

English

🇨🇳

Translation

Chinese

PandaDoc Skill

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

使用PandaDoc的文档自动化平台创建、发送和跟踪文档。

Quick Install

快速安装

bash

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

Or manually:

bash

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

bash

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

或手动安装：

bash

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

Setup

配置

Configure via canifi-env:

bash

undefined

通过canifi-env进行配置：

bash

undefined

First, ensure canifi-env is installed:

首先，确保已安装canifi-env:

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

canifi-env set PANDADOC_API_KEY "your_api_key"

undefined

canifi-env set PANDADOC_API_KEY "your_api_key"

undefined

Privacy & Authentication

隐私与认证

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

您的凭据，由您掌控。 Canifi LifeOS尊重您的隐私。

Option 1: Manual Browser Login (Recommended)

选项1：手动浏览器登录（推荐）

If you prefer not to share credentials with Claude Code:

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

如果您不想与Claude Code共享凭据：

使用CDP模式完成浏览器自动化设置
在Playwright控制的Chrome窗口中手动登录该服务
Claude将使用您的已认证会话，且永远不会看到您的密码

Option 2: Environment Variables

选项2：环境变量

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

bash

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.

如果您愿意共享凭据，可以将其存储在本地：

bash

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

注意：存储在canifi-env中的凭据仅可在您的本地机器上访问，绝不会被传输。

Capabilities

功能特性

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

文档创建：使用内容库中的模板创建文档
电子签名：收集具有法律约束力的电子签名
提案制作：创建并发送带有定价表的销售提案
收款功能：在文档中完成收款
数据分析：跟踪文档的浏览情况和用户互动

Usage Examples

使用示例

Create Document

创建文档

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

用户: "为企业交易创建一份提案"
助手: 从模板创建文档

Send for Signature

发送签名请求

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

用户: "发送合同以供签署"
助手: 发送带有签名字段的文档

Check Analytics

查看分析数据

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

用户: "客户已经查看提案了吗？"
助手: 返回文档分析数据

Add Payment

添加收款请求

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

用户: "在发票中添加收款请求"
助手: 为文档添加收款功能

Authentication Flow

认证流程

Generate API key in PandaDoc settings
Use API key for authentication
Bearer token in header
Workspace-scoped access

在PandaDoc设置中生成API密钥
使用API密钥进行认证
在请求头中使用Bearer令牌
工作空间范围内的访问权限

Error Handling

错误处理

Error	Cause	Solution
401 Unauthorized	Invalid API key	Verify credentials
403 Forbidden	No access	Check permissions
404 Not Found	Document not found	Verify document ID
429 Rate Limited	Too many requests	Wait and retry

错误	原因	解决方案
401 未授权	API密钥无效	验证凭据
403 禁止访问	无访问权限	检查权限设置
404 未找到	文档不存在	验证文档ID
429 请求受限	请求次数过多	等待后重试

Notes

注意事项

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

一站式文档平台
可重复使用的内容库
CRM集成
收款功能
文档分析
提供免费版