# PandaDoc MCP

> PandaDoc manages your entire document lifecycle through natural language commands. Use this server to create proposals from templates, send contracts for e-signatures, check signing progress in real time, and track every viewed or declined document—all without leaving your AI chat window.

## Overview
- **Category:** document-management
- **Price:** Free
- **Tags:** e-signature, contract-management, proposal-automation, document-tracking, workflow-automation

## Description

This server hooks your AI client right into PandaDoc so you can manage every bit of paper—and digital contract—you deal with. You don't gotta leave this chat window to run complex document workflows; your agent handles it all.

**Managing Recipients and Blueprints**
When you need a new person in the system, use `pandadoc_create_contact` to build a recipient record. Just feed it their name, email address, and company, and PandaDoc stores that data for future documents using `pandadoc_list_contacts` to pull a full list of everyone already saved.
If you're starting from scratch, first check out the templates with `pandadoc_list_templates`. This tool gives you every blueprint available—whether it’s an NDA, a quote, or a complex contract. Once you pick a template ID, run `pandadoc_create_document` to generate a full draft. You can pre-fill all the variables and assign recipients right in that initial step.

**Sending, Tracking, and Getting Details**
Ready to move it out? Use `pandadoc_send_document`. This tool isn't just flipping a switch; it changes the document status from 'draft' straight to 'sent,' and automatically fires off the email to all assigned folks, kicking off the e-signature clock. To keep tabs on who’s doing what, run `pandadoc_list_documents` to see a list of every contract in your pipeline, showing its current state—whether it’s marked as draft, sent, viewed, paid, or completed.
If you need deeper info on one specific file, use `pandadoc_get_document`. This pulls everything: the pricing totals, all the custom fields used, and the full audit trail of who saw what and when. For a quick status check, `pandadoc_document_status` tells you exactly where that document stands—if it's viewed, if it’s completed by everyone, or if someone declined it.

**Team Management and Cleanup**
Want to know who else is on the team? Call `pandadoc_list_members`; it gives you a rundown of every workspace member, including their email and assigned role. You also can run `pandadoc_delete_document` to permanently scrub a document record from PandaDoc, but heads up: that action's irreversible, so be careful with this one.

It’s all about keeping your documents moving through the lifecycle—from template selection to final signature and tracking every single view in between.

## Tools

### pandadoc_create_contact
Creates a new person record in PandaDoc using their name, email, and company for document recipients.

### pandadoc_create_document
Generates a full draft document from an existing template, ready to be filled out with custom data and sent.

### pandadoc_delete_document
Permanently deletes a PandaDoc document. Be careful; this action is irreversible and removes the record entirely.

### pandadoc_document_status
Checks and returns the current status of a document, including if it was viewed or completed by recipients.

### pandadoc_get_document
Pulls all comprehensive data for one specific document ID, covering pricing totals, fields, and the full history.

### pandadoc_list_contacts
Returns a list of all contacts in your PandaDoc account, showing their name, email, and company details.

### pandadoc_list_documents
Lists all documents with status (draft/sent/completed/viewed/paid) so you can see the entire document pipeline at a glance.

### pandadoc_list_members
Returns a list of team members in your workspace, including their email and assigned role within PandaDoc.

### pandadoc_list_templates
Retrieves all available document templates (e.g., contracts, quotes) used as blueprints for new documents.

### pandadoc_send_document
Changes a draft document status to 'sent' and automatically emails the recipients, starting the signature process.

## Prompt Examples

**Prompt:** 
```
Show me all proposals waiting for signature
```

**Response:** 
```
You have **3 proposals** awaiting signature:

📄 **Acme Corp — Q2 Service Proposal** — Sent 2 days ago, viewed yesterday ✅
📄 **TechStart — Annual License Agreement** — Sent Monday, not yet viewed ⏳
📄 **CloudBase — Consulting SOW** — Sent today, viewed 1 hour ago ✅

The TechStart agreement hasn't been opened — would you like me to check the contact details?
```

**Prompt:** 
```
Create a new NDA for Jane Doe at Global Solutions.
```

**Response:** 
```
I've started drafting a new NDA using the standard template for Jane Doe at Global Solutions. I need the company address and Jane's email to proceed. Can you provide those?
```

**Prompt:** 
```
Did Acme Corp sign the contract I sent yesterday?
```

**Response:** 
```
The contract 'Acme Corp Q3 agreement' was viewed by their team today at 9:14 AM, but it has not been signed yet. Would you like me to draft a gentle follow-up email?
```

## Capabilities

### Create New Contacts
Adds a recipient's details (name, email, company) to PandaDoc so you can use them in future documents.

### Build and Draft Documents
Creates an initial document draft using a specific template ID, pre-filling variables and assigning recipients.

### Track Document Status
Checks the current state of any document—whether it's drafted, sent, viewed, completed, or declined.

### Send Documents for Signature
Moves a draft document to 'sent' status and automatically emails all recipients, triggering the signature process.

### Retrieve Document Details
Gets deep data on a specific document ID, including pricing totals, custom fields, and the full audit trail.

## Use Cases

### The Cold Proposal Follow-up
A sales rep needs to follow up on a proposal sent last week. Instead of logging in, they ask their agent: 'What's the status for Acme Corp?' The agent runs `pandadoc_document_status`, reports that the document was viewed 3 hours ago but hasn't been signed, and suggests drafting a gentle reminder email.

### Onboarding a New Client
A founder needs to get a new client (Jane Doe) onboarded. They first use `pandadoc_create_contact` for Jane's details. Then, they run `pandadoc_list_templates` to find the NDA template ID and finally call `pandadoc_create_document` and `pandadoc_send_document` in sequence.

### The Audit Trail Check
Legal needs proof of what was signed. They give their agent a document ID. The agent uses `pandadoc_get_document`, providing the full metadata, pricing breakdown, and who signed exactly when. No clicking through multiple views needed.

### Creating a Quick Quote
An ops manager needs to send a quote based on standard service terms. They use `pandadoc_list_templates` to grab the 'Standard Quote' template ID, then call `pandadoc_create_document` using the client data and custom pricing fields.

## Benefits

- See exactly who hasn't signed the contract. Using `pandadoc_document_status` gives you real-time progress reports on every recipient, eliminating follow-up guesswork.
- Start a deal from scratch instantly. You can use `pandadoc_list_templates` to find a blueprint and then call `pandadoc_create_document` with just the client's name and proposal details.
- Manage your entire contact database without logging in. `pandadoc_list_contacts` pulls all recipient records, allowing you to verify emails or look up past deals right from your conversation.
- Never get stuck on document routing again. The sequence of `pandadoc_create_document` followed by `pandadoc_send_document` handles the creation and distribution in two simple steps.
- Build a complete record of truth. When you use `pandadoc_get_document`, you pull more than just the status—you get pricing totals, custom field values, and the full audit trail.

## How It Works

The bottom line is: you talk to your AI client, and it uses PandaDoc's tools to run the complex document workflow without you having to click through any dashboards.

1. Subscribe to the server and enter your PandaDoc API key in the Vinkius console.
2. Your AI agent connects using that key. It now has access to all 10 tools.
3. Ask a direct question like, 'Show me proposals needing signatures for Acme Corp,' or 'Create an NDA for Jane Doe.' The agent runs the necessary sequence of calls.

## Frequently Asked Questions

**How do I check if a client viewed the contract using pandadoc_document_status?**
You pass the document ID to `pandadoc_document_status`. The tool returns not just the status (sent/completed), but also specific fields like 'last viewed date' and whether it was opened.

**Can I use pandadoc_list_templates before creating a proposal?**
Yes. `pandadoc_list_templates` pulls all available document blueprints (NDAs, quotes, etc.). You must get the UUID from this list to successfully run `pandadoc_create_document`.

**What's the best way to manage recipients for a new proposal?**
Use `pandadoc_list_contacts` first. This lets you pull verified names, emails, and company data from your existing contacts list before building anything with `pandadoc_create_contact`.

**Does pandadoc_send_document notify the client via email?**
Yes, by default. It transitions the document to 'sent' status and triggers an email notification to all recipients. You can set a parameter to suppress this if you embed signing elsewhere.

**If I delete a contract using pandadoc_delete_document, is it recoverable?**
No. This action removes the document entirely from PandaDoc's views and cannot be undone. Only use this on documents that are confirmed void or draft.

**If I need to use `pandadoc_create_document`, do I have to call `pandadoc_create_contact` first?**
Yes, it's best practice. If the recipient isn't already in PandaDoc, running `pandadoc_create_contact` first ensures the data is ready. This prevents errors when linking recipients and guarantees your document creation process works smoothly.

**When should I use `pandadoc_get_document` instead of just listing documents with `pandadoc_list_documents`?**
Use `pandadoc_list_documents` for a quick overview—it gives you the status and names. But if you need full details like custom field values, pricing totals, or the complete audit history, you must call `pandadoc_get_document` using the specific document ID.

**How do I check which users have permission to manage documents by running `pandadoc_list_members`?**
`pandadoc_list_members` provides a list of every user in your PandaDoc workspace. This lets you verify their email, role, and access level. It's the proper way to audit who can own or modify sensitive document templates.

**How do I get started with PandaDoc?**
Subscribe, then enter your PandaDoc API key (from **Settings → Integrations → API & Webhooks → API Key**). Your AI agent connects instantly. No code, no SDK, no webhooks — just connect and start creating documents through conversation.

**Can my AI agent create and send a proposal from a template?**
Yes. Tell your agent "create a proposal for John at Acme Corp" and it selects the right template, fills in recipient details, and creates the document. Then say "send it" and PandaDoc emails the signing link — the entire flow happens in one conversation.

**How do I know if a client viewed or signed my document?**
Ask your agent "has Acme signed the proposal?" and it checks the document status — draft, sent, viewed, completed, or declined. You get real-time tracking without opening PandaDoc, so you always know where every document stands.

**Can I manage multiple document types and team members?**
Absolutely. Browse all your templates (proposals, contracts, NDAs, quotes), list workspace members with their roles, and track documents across the entire team — perfect for sales teams, agencies, and consulting firms managing dozens of active proposals.