• READY
  • READY
  • READY
  • HUMAN

How to send contract templates with your AI

Connect PandaDoc to your AI client to automate your document workflow. Once connected, you can pull templates and dispatch them to signers without leaving your chat.

Ask AI about this page

Short answer

How can I send contract templates using my AI?

Your AI uses PandaDoc tools to browse your existing templates and identify the right contacts for the job. It then generates and sends the document for signature immediately. You'll see the results of these actions directly in your chat.

The results.

Where your documents land.

These are the specific outcomes your AI delivers after you give it a command.

READY

Templates found

The AI scans your PandaDoc library to find the specific template you need. You get a list of available options to choose from.

READY

Contacts identified

The AI pulls your contact list to match the right person with the document. This ensures the signature request goes to the correct email.

READY

Documents created

The AI builds the document by merging your template with the necessary recipient data. The file is ready for signing in seconds.

HUMAN

Signature tracking

Once the document is sent, you'll need to monitor the signature status manually. The AI handles the dispatch, but you manage the follow-up.

The workflow

What your AI does when you ask to send a contract.

The AI follows a logical sequence to move from a text prompt to a sent document.

  1. Locate templates

    The AI looks through your PandaDoc account to find the specific contract or template you mentioned.

    list_templates

  2. Find signers

    The AI searches your contact list to find the email address or person you want to send the document to.

    list_contacts

  3. Prepare document

    The AI creates a new document instance using the chosen template and the recipient's information.

    create_document

  4. Dispatch for signature

    The AI sends the finalized document to the contact so they can sign it electronically.

    send_document

Try it

Copy these to start.

Use these prompts to trigger the PandaDoc workflow.

Starting points

These are basic starting points. Swap out the template names and contact names for your actual data.

PandaDoc Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_dEoNuaAhjr6h9f5QBYyQX2xDodV8cOVQ2C3gkj9m/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-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_dEoNuaAhjr6h9f5QBYyQX2xDodV8cOVQ2C3gkj9m/mcp"
    }
  }
}
Copy into chat04

  • Find my 'Service Agreement' template in PandaDoc and send it to Sarah Jenkins.

  • List my PandaDoc templates and show me the one for new client onboarding.

  • Create a new document using the 'NDA' template for the contact named Mike Ross.

  • Send the 'Consulting Contract' template to the email address for David Miller.

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

Start here

Connect PandaDoc once, then ask.

Log in to PandaDoc through the Vinkius interface to authorize the connection. Your credentials stay encrypted, and you can start using the tools in your preferred AI client immediately.

Connect PandaDoc to your AI

FAQ

How the PandaDoc task behaves.

  • 01

    Can the AI edit the text inside my templates?

    No. The AI can only select existing templates and create documents from them. It cannot modify the underlying template structure.

  • 02

    Will the AI send documents without my permission?

    No. The AI only executes the send command when you explicitly tell it to send a specific document to a specific person.

  • 03

    Can I see a list of all my contacts?

    Yes. The AI can pull your contact list to help you identify who to send documents to.

  • 04

    Can the AI delete my old templates?

    No. The tools only allow for listing, creating, and sending documents. Deletion is not a capability of this MCP.

  • 05

    Does the AI handle the actual signing process?

    No. The AI handles the dispatch of the document. The actual signing is done by the recipient through the PandaDoc interface.

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

Connect PandaDoc to Claude, Cursor, ChatGPT & more