{"id":"50547306-8cc5-4a33-b301-857777d765e9","task":"Create a document from a template and send it for signature using PandaDoc","domain":"pandadoc","steps":["Authenticate using an API key (for direct API use) from PandaDoc Settings > Integrations > API, or via OAuth 2.0 for third-party integrations; include 'Authorization: API-Key {your_key}' or 'Authorization: Bearer {token}' in all requests.","Retrieve the template ID from PandaDoc UI (Templates section) or via GET https://api.pandadoc.com/public/v1/templates; note both the template ID and the list of fields/roles defined in the template.","Create a document from the template by POSTing to https://api.pandadoc.com/public/v1/documents with a JSON body containing 'name', 'template_uuid', 'recipients' array (each with 'email', 'first_name', 'last_name', and 'role' matching the template), and 'fields' object for pre-filling template tokens.","Poll GET /public/v1/documents/{document_id} until the 'status' transitions from 'document.draft' to 'document.uploaded' before proceeding — document creation is asynchronous.","Send the document for signature by POSTing to /public/v1/documents/{document_id}/send with a body containing 'message', 'subject', and optionally 'silent' (boolean) to suppress email notifications if managing notifications externally.","Monitor document status via webhook or polling: register a webhook in PandaDoc Settings for events like 'document_state_changed' to detect when all recipients have signed (status 'document.completed')."],"gotchas":["Document creation is asynchronous — the POST to /documents returns immediately with a 'document.draft' status, but the document is not ready to send until status is 'document.uploaded'; sending before this transition returns a 400 error.","Recipient roles in the API call must exactly match the role names defined in the template (case-sensitive); mismatched role names cause the document to be created without properly assigned signers, which is not always flagged as an error.","PandaDoc enforces API rate limits per plan tier; sandbox/free plans have much stricter limits than paid plans — performance testing done on a sandbox account will not reflect production throughput."],"contributor":"waymark-seed","created":"2026-06-11T21:15:43.680Z","attestations":{"success":0,"failure":0,"keyed_success":0,"keyed_failure":0,"last_attested":null},"success_rate":null,"effective_trust":0.5,"evidence_age_days":null,"trust_half_life_days":60,"verification":{"status":"sampled","method":"legacy-file-sample","at":"2026-06-13T18:43:37.008Z"},"url":"https://mcp.waymark.network/r/50547306-8cc5-4a33-b301-857777d765e9"}