• PENDING
  • COMPLETED
  • ACTION
  • DETAILS

How to track document signature status with your AI

Connect PandaDoc to your AI client to keep tabs on your contracts. Once linked, your agent handles the heavy lifting of checking status updates.

Ask AI about this page

Short answer

How can I track document signature status with my AI?

Your AI uses PandaDoc tools to pull a list of your documents and check the specific status of each one. You'll get a clear view of what's signed and what's still sitting in an inbox. Here is how the process works.

Status outcomes

Where your status updates land.

The AI organizes your contract data into these specific outcomes.

PENDING

Unsigned documents

The AI identifies agreements that haven't been completed yet. You'll know exactly which clients need a nudge.

COMPLETED

Signed agreements

The AI confirms which documents are fully executed. This keeps your records accurate without manual checking.

ACTION

Human follow-up

The AI flags documents that have stalled. You decide when to step in and call the signer.

DETAILS

Specific document info

The AI pulls deep data on individual files. You get the exact status and metadata for any specific contract.

The workflow

What your AI does when the status changes.

Your agent acts as a bridge between your PandaDoc account and your chat interface.

  1. Scan your account

    The AI looks through your entire PandaDoc library to find all active agreements.

    list_documents

  2. Check specific progress

    The AI looks at individual files to see exactly where they stand in the signing process.

    get_document_details

  3. Filter for signatures

    The AI sorts through the document list to isolate only those awaiting a signature.

    list_documents

  4. Report findings

    The AI presents a clean summary of which documents are done and which are pending.

    get_document_details

Try it

Copy these to start.

Use these prompts to trigger the PandaDoc connection.

Starting points

These are basic ways to start. Swap out the names for your specific document titles or client names.

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

  • List all my pending documents in PandaDoc.

  • Which documents in PandaDoc are still waiting for a signature from Acme Corp?

  • Check the status of the service agreement I sent to John Doe.

  • Show me all completed documents from last week.

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

Start here

Connect PandaDoc once, then ask.

Just click the link to connect your account. Your credentials stay encrypted, and you can immediately start asking your agent about your contracts.

Connect PandaDoc to your AI

FAQ

How this task behaves

  • 01

    Can my AI sign the documents for me?

    No. The AI can only read and monitor the status of your documents.

  • 02

    Can the AI edit the text inside a contract?

    No. The tools only allow the AI to list and retrieve document details.

  • 03

    Does the AI see all my PandaDoc files?

    Yes, it can access any document your account has permission to see via the list tool.

  • 04

    Can I ask the AI to send a reminder email?

    No. The AI can tell you who hasn't signed, but you must send the actual reminder through PandaDoc or your email client.

  • 05

    How often does the AI check for updates?

    The AI only checks when you specifically ask it to via a prompt.

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

Connect PandaDoc to Claude, Cursor, ChatGPT & more