• READY
  • DRAFTED
  • SENT
  • REVIEW

How to generate and send contracts with your AI

Connect PandaDoc to your AI client to turn chat commands into sent agreements. You stop jumping between browser tabs to find templates and hit send.

Ask AI about this page

Short answer

How can I use my AI to handle PandaDoc contracts?

Tell your AI which template you need and who to send it to. It will find the right template, build the document, and mail it out for you. You'll see the results right in your chat.

Contract outcomes

Where your agreements land.

What happens when you run this task.

READY

Templates found

The AI scans your PandaDoc account to find the exact template you requested. You get a list of available IDs to choose from.

DRAFTED

Documents created

The AI builds a new document using your template data. It populates the fields so the file is ready for signature.

SENT

Recipients notified

The AI triggers the delivery to your client or contact. The document lands in their inbox immediately.

REVIEW

Human oversight

You decide when a document is ready to go. The AI handles the heavy lifting, but you keep control over the final send.

The workflow

What your AI does when <the thing arrives>.

The AI handles the repetitive data entry and navigation in PandaDoc.

  1. Find templates

    Your AI looks through your PandaDoc library to identify the correct template ID for the job.

    list_templates

  2. Build the file

    Once you pick a template, the AI generates a new document with the necessary details.

    create_document

  3. Deliver to client

    The AI sends the finished agreement directly to the recipient's email.

    send_document

  4. Confirm status

    The AI verifies the document was sent successfully so you can move on to the next task.

    send_document

Try it

Copy these to start.

Use these prompts to trigger the PandaDoc tools.

Starting points

Swap out the bracketed info for your actual template names and email addresses.

PandaDoc Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_1PU0VyE2vtE6DfszfaBgGktPREoZK5oHuKszwxxu/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — PandaDoc capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "pandadoc-alternative-1-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_1PU0VyE2vtE6DfszfaBgGktPREoZK5oHuKszwxxu/mcp"
    }
  }
}
Copy into chat04

  • List my PandaDoc templates so I can see the IDs.

  • Create a new document using template ID [ID] for [Client Name].

  • Send the document I just created to [Email Address].

  • Find the template for [Service Agreement] and send it to [Email Address].

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect PandaDoc once, then ask.

Log in once to link your account. Your credentials stay encrypted, and you can start managing contracts through any MCP-compatible client.

Connect PandaDoc to your AI

FAQ

How this task behaves

  • 01

    Can the AI edit existing documents?

    No. The current tools only allow for listing templates, creating new documents, and sending them.

  • 02

    Does the AI send documents without my permission?

    No. You must explicitly tell the AI to send the document after it has been created.

  • 03

    Can I use this to delete old contracts?

    No. There is no tool available to delete or remove documents from PandaDoc.

  • 04

    How do I know which template ID to use?

    You can ask the AI to list your templates, and it will provide the IDs for you to use in the next step.

  • 05

    Will the AI handle the signing process?

    The AI sends the document to the recipient. The actual signing happens within the PandaDoc interface as usual.

  • More questions about PandaDoc? The Connector page answers them. See everything the PandaDoc Connector can do

Connect PandaDoc to Claude, Cursor, ChatGPT & more