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pandadoc

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Original

English
🇨🇳

Translation

Chinese

PandaDoc Skill

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

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:
  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
如果您不想与Claude Code共享凭据：
  1. 使用CDP模式完成浏览器自动化设置
  2. 在Playwright控制的Chrome窗口中手动登录该服务
  3. 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

  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
  1. 文档创建：使用内容库中的模板创建文档
  2. 电子签名：收集具有法律约束力的电子签名
  3. 提案制作：创建并发送带有定价表的销售提案
  4. 收款功能：在文档中完成收款
  5. 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

  1. Generate API key in PandaDoc settings
  2. Use API key for authentication
  3. Bearer token in header
  4. Workspace-scoped access
  1. 在PandaDoc设置中生成API密钥
  2. 使用API密钥进行认证
  3. 在请求头中使用Bearer令牌
  4. 工作空间范围内的访问权限

Error Handling

错误处理

ErrorCauseSolution
401 UnauthorizedInvalid API keyVerify credentials
403 ForbiddenNo accessCheck permissions
404 Not FoundDocument not foundVerify document ID
429 Rate LimitedToo many requestsWait 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