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Fp Switchboard

PandaDoc Setup

Create a PandaDoc OAuth app to manage documents, templates, contacts, and e-signatures through Fp Switchboard.

Prerequisites

Section titled “Prerequisites”

Setup Steps

Section titled “Setup Steps”

  1. Access Developer Portal

    Go to PandaDoc Developers and sign in with your PandaDoc account.

  2. Create an OAuth Application

    Create a new application in the developer portal.

  3. Configure App Settings

    • App name: Fp Switchboard
    • Description: MCP integration for document management

  4. Add Redirect URI

    Add the OAuth callback URL:

    https://api.switchboard.fpdigital.ai/oauth/pandadoc/callback

  5. Enable Permissions

    Enable read and write access for:

    • Documents
    • Templates
    • Contacts

  6. Copy Credentials

    Copy the Client ID and Client Secret.

Environment Variables

Section titled “Environment Variables”
Terminal window
npx wrangler secret put PANDADOC_CLIENT_ID
npx wrangler secret put PANDADOC_CLIENT_SECRET
VariableDescription
PANDADOC_CLIENT_IDOAuth Client ID from PandaDoc Developer Portal
PANDADOC_CLIENT_SECRETOAuth Client Secret from PandaDoc Developer Portal

Redirect URI

Section titled “Redirect URI”
https://api.switchboard.fpdigital.ai/oauth/pandadoc/callback

Important Notes

Section titled “Important Notes”
  • Access tokens expire after 1 hour
  • Refresh tokens are used automatically
  • Document creation supports templates with pre-filled fields

Common Issues

Section titled “Common Issues”
  • “API access not available” error: Your PandaDoc plan may not include API access. Upgrade to Business plan or higher.
  • Template fields: When creating documents from templates, field names must exactly match the template’s field definitions.
  • Document status: Documents go through states (draft, sent, viewed, completed). Some operations are only available in certain states.

Testing

Section titled “Testing”
  1. Go to your Switchboard Dashboard and navigate to PandaDoc
  2. Click Connect and authorize
  3. Click Test Connection to verify
  4. Try: “List my PandaDoc documents” or “Create a document from template”