PandaDoc Alternative MCP. Manage contract drafts, tracking status, and signatures.

You connect your AI agent here for a full document lifecycle suite. You don't just automate stuff; you handle everything from drafting contracts right through getting the final signature PDF using nothing but natural language commands.

Generating and Structuring Drafts:
You can build a brand-new draft document instance, either by pointing to an existing template ID or by giving us a public URL. If you need a specific version of a contract, you'll use create_document for that. Before you do anything, remember you can check out all the active templates using list_templates, and if you need deeper info on a single agreement structure, call get_template_details.

To keep your workspace clean, you set up organizational folders: run create_document_folder to make a new container for drafts, or use create_template_folder when you want to house all your master contract templates. You can see everything you've created by running list_document_folders and list_template_folders, or get an overview of what documents already live in the system using list_documents.

Working with Document Details:
If you need to know exactly what a document contains, or who it’s addressed to, use get_document_details to pull all that metadata. When you just want a quick status check—like, was this drafted, or has it been viewed?—you hit up get_document_status. You'll also find that setting up an interactive signing session is simple; call create_embedded_session and your agent gets a link the recipient can use immediately.

Sending, Tracking, and Signing:
When you're ready to send something out for signatures, you execute the whole thing with send_document. You control what happens when that document leaves your system; it goes right over to one or more recipients. To make sure you get notified the second something changes—like a signature being applied or a status changing—you set up an automated alert using create_webhook_subscription, which subscribes you to event notifications.

While those signatures are happening, you can check on progress anytime; that's where get_document_status comes in handy again.

Retrieving Final Records:
Once the signing process is complete and verified, all you gotta do is run download_document. This retrieves the final, completed PDF version of the signed contract. You can also get a full rundown of an existing document's data at any point with get_document_details.

The Workflow In Action:
You use these tools to manage the entire flow: you list templates, pick one, run create_document, then send it out using send_document. You watch its status change—drafted, sent, viewed—by calling get_document_status. When everything's good and signed, you call download_document to get the final PDF. If you need to keep tabs on these events long-term, run create_webhook_subscription so your agent gets an alert every time a document changes state.