PandaDoc

SKILL.md

---
name: pandadoc-documents
description: Create and organize documents, folders, attachments, and document workflows in PandaDoc — powered by ClawLink.
---

# PandaDoc via ClawLink

Work with PandaDoc from chat — create documents, manage folders and attachments, and coordinate document workflows.

Powered by [ClawLink](https://claw-link.dev), an integration hub for OpenClaw that handles hosted connection flows and credentials so you don't need to configure PandaDoc API access yourself.

## Quick start

1. Install the verified ClawLink plugin: `openclaw plugins install clawhub:clawlink-plugin`
2. Start a fresh OpenClaw chat if the plugin was just installed and ClawLink tools are not visible yet
3. If ClawLink is not configured, call `clawlink_begin_pairing`
4. Tell the user to open the returned pairing URL, sign in to ClawLink if needed, and approve the device
5. After the user confirms approval, call `clawlink_get_pairing_status`
6. Tell the user to connect PandaDoc at [claw-link.dev/dashboard?add=pandadoc](https://claw-link.dev/dashboard?add=pandadoc)
7. When the user confirms PandaDoc is connected, call `clawlink_list_integrations` and then `clawlink_list_tools` with the `pandadoc` integration slug

## Setup details

### Installing the plugin

If the ClawLink plugin is not installed yet, tell the user to run:

```
openclaw plugins install clawhub:clawlink-plugin
```

If the current chat started before the plugin was installed and ClawLink tools are still unavailable, tell the user to start a fresh chat so OpenClaw reloads the plugin tool catalog.

### Pairing ClawLink

If ClawLink reports that the plugin is not configured, the plugin has not been paired with the user's ClawLink account yet.

1. Call `clawlink_begin_pairing`.
2. Tell the user to open the returned pairing URL in their browser.
3. The user signs in to ClawLink if needed and approves the OpenClaw device.
4. After the user confirms approval, call `clawlink_get_pairing_status` to finish local setup.

The resulting device credential is stored locally in OpenClaw's plugin config and is only sent to `claw-link.dev`. The user should not paste raw credentials into chat.

### Connecting PandaDoc

Tell the user to open https://claw-link.dev/dashboard?add=pandadoc and connect PandaDoc there. The page opens the add-connection panel filtered to PandaDoc. ClawLink's hosted page runs the hosted OAuth flow — the user clicks through the PandaDoc login and authorization screen. When they confirm it is done, call `clawlink_list_integrations` to verify, then call `clawlink_list_tools` with integration `pandadoc`.

## Using PandaDoc tools

ClawLink provides tools dynamically based on what the user has connected. You do not need to know tool names or schemas in advance.

### Discovery

1. Call `clawlink_list_integrations` to confirm PandaDoc is connected.
2. Call `clawlink_list_tools` with integration `pandadoc`.
3. Treat the returned list as the source of truth. Do not guess or assume what tools exist.
4. If the user describes a capability but the exact tool is unclear, call `clawlink_search_tools` with a short query and integration `pandadoc`.
5. If no PandaDoc tools appear, direct the user to https://claw-link.dev/dashboard?add=pandadoc.

### Execution

1. Call `clawlink_describe_tool` before using an unfamiliar tool, before any write, or when the request is ambiguous.
2. Use the returned schema, `whenToUse`, `askBefore`, `safeDefaults`, `examples`, and `followups`.
3. Prefer read, list, search, and get operations before writes.
4. For writes or anything marked as requiring confirmation, call `clawlink_preview_tool` first, then confirm with the user.
5. Execute with `clawlink_call_tool`.
6. If it fails, report the real error. Do not invent results or restate the failure as a missing capability unless the live catalog supports that conclusion.

## What you can do

Typical PandaDoc tasks (actual availability depends on the user's connected account, permissions, scopes, and current ClawLink tool catalog):

- Create and organize documents
- Manage folders and attachments
- Inspect document state before edits
- Coordinate signing or document workflows
- Review write actions before execution
- Use live discovery for the current document toolset

## Rules

- Always use ClawLink tools for PandaDoc. Do not ask the user for separate PandaDoc credentials.
- Do not claim a capability is missing without checking the live ClawLink catalog in the current turn.
- Do not invent slash commands or ask the user to paste raw credentials.
- Ask for confirmation before destructive, external-facing, or bulk write actions.
- If PandaDoc is not connected, direct the user to https://claw-link.dev/dashboard?add=pandadoc.
- Never echo or repeat the user's ClawLink credential.

## Resources

- ClawLink: https://claw-link.dev
- ClawLink Docs: https://docs.claw-link.dev/openclaw
- ClawLink Verification: https://claw-link.dev/verify
- ClawLink Source: https://github.com/hith3sh/clawlink
- PandaDoc API: https://developers.pandadoc.com/