Create, send, sign and track documents
PandaDoc lets you create, send, and track documents for signature directly from your your AI conversation. Ask your AI to prepare an NDA from your existing templates, send a proposal to a client, check which contracts are still waiting to be signed, or pull the complete audit trail for any document. More
What you can ask Create a service agreement for a design project: 3 months, $5K monthly Copy
Example path templates_details_get
MCP connector Server URL https://mcp.pandadoc.com/v1/mcpCopy Login OAuth Tools Reads data22 catalog_ catalog_ catalog_ catalog_ catalog_ contacts_ contacts_ documents_ documents_ documents_ documents_ documents_ documents_ documents_ documents_ documents_ fetch search templates_ templates_ widget_ workspace_
Changes data13 catalog_ catalog_ catalog_ contacts_ documents_ documents_ documents_ documents_ documents_ files_ recipients_ templates_ templates_
Deletes or can't be undone15 catalog_ catalog_ catalog_ documents_ documents_ documents_ documents_ documents_ quotes_ recipients_ recipients_ recipients_ templates_ templates_ templates_
Skills 10 in the Claude listing
Pandadoc approval send Create a document from a template and send it through its internal approval chain — read the approval steps, pick approvers for each, then send. Pandadoc contract register Build a register of signed contracts with their key terms — counterparty, dates, value and negotiated provisions — from PandaDoc's extracted metadata, labelled with how confident each value is. Pandadoc engagement tracker Track per-recipient signing progress across documents that are out — who has signed, who has not, in what order, and which documents have stalled. Pandadoc followup list Sweep documents that are still out for signature, rank them by how long they have been waiting and what they are worth, and draft a follow-up message for each. Pandadoc invoice handoff Turn a signed quote or proposal into an invoice — find quotes that completed and have not been invoiced yet, reuse their pricing, create the invoice from a template, and send it on confirmation. Pandadoc nda fast send Send a standard NDA to a counterparty in one motion — find the right NDA template, prefill the counterparty, make sure every signature is assigned, confirm, then send. Pandadoc onboarding agreement Generate an onboarding or employment document from a template with the new joiner's details prefilled, make sure every field is assigned to them, then send for signature. Pandadoc quote builder Build a priced PandaDoc quote or proposal from a template — fill the pricing table and variables, verify the totals and discount actually landed as asked, confirm, then send for signature. Pandadoc renewal radar Digest of signed contracts approaching renewal or expiry, with counterparty, value and days remaining. Pandadoc signing velocity Build a signing pipeline report — status counts, average time to sign, value in flight, and documents that are stuck. 
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