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PandaDoc
Plugin that includes the PandaDoc MCP server and Skills for common workflows
Created by PandaDocView Source
Skills10
pandadoc-approval-sendCreate a document from a template and route it through its internal approval chain — read the approval steps, send through the chain where the API allows it, and hand off to PandaDoc where it does not. Use when a document needs internal sign-off before it reaches the counterparty
pandadoc-contract-registerBuild 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. Use when someone wants a contract register, key terms pulled out, or all agreements fo
pandadoc-engagement-trackerTrack per-recipient signing progress across documents that are out — who has signed, who has not, in what order, and which documents have stalled. Use when someone asks who is holding up a deal or what the state of play is across sent documents.
pandadoc-followup-listSweep 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. Use when someone asks what needs chasing, which documents are stuck, or wants nudges drafted.
pandadoc-invoice-handoffTurn 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. Use when someone asks to invoice a closed deal or wants signed quotes swept for invoi
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