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feat: add PandaDoc integration - #104

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pranavrajs wants to merge 1 commit into
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feat/add-pandadoc
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pranavrajs wants to merge 1 commit into
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feat/add-pandadoc

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@pranavrajs

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Adds the PandaDoc integration (Others). Look up contacts and check the status, recipients, and signing progress of quotes, proposals, and contracts in PandaDoc.

Tools

  • Find Contact by Email (find_contact_by_email, GET)
  • List Documents for Contact (list_documents_for_contact, GET)
  • Search Documents (search_documents, GET)
  • Get Document Status (get_document_status, GET)
  • Get Document Details (get_document_details, GET)

Testing

  • The manifest passes the validator ("valid": true).
  • Every template was rendered locally with Liquid 5.4.0 against sample responses built from PandaDoc's API docs.
  • Not run against the live API. No credentials were available, so tool-tester.rb has not been run with a real key. This needs doing before merge.
  • No logo is included.

Review notes

  • PandaDoc's auth docs call API keys a legacy method and say new integrations should use OAuth 2.0. That is a recommendation rather than a ban, but worth a decision before listing.
  • Production API keys require approval through PandaDoc sales.
  • Signing links, document content and field values are left out of the output.

The root README.md row and .env.example entry for this integration are in a separate PR, so the per-integration PRs do not conflict with each other.

@pranavrajs

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Closing: no new integrations are being added in this round. The branch is kept in case this is wanted later.

@pranavrajs pranavrajs closed this Oct 8, 2026
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