• READY
  • ACTIVE
  • SENT
  • REVIEW

How to generate and send proposals with your AI

Connect PandaDoc to your agent once. After that, you can handle the entire document lifecycle without switching tabs.

Ask AI about this page

Short answer

How can I use my AI to send PandaDoc proposals?

Your agent uses PandaDoc tools to find your templates, create new contacts, and build documents with specific recipient data. It then triggers the delivery so the document lands in the client's inbox immediately. You get a finished, sent document without ever opening a browser.

Where every action lands.

The outcomes of your request.

Depending on what you ask, your agent moves data between these states.

READY

Templates found

The agent identifies the right template from your PandaDoc library. You'll see a list of available options to choose from.

ACTIVE

Contacts created

New recipient details are added to your PandaDoc account. This ensures the document has a valid destination.

SENT

Documents delivered

The final document is generated and sent to the recipient. You'll get confirmation that the delivery was successful.

REVIEW

Human oversight

You decide if the details are correct before the agent hits send. The AI won't finalize a deal without your go-ahead.

The workflow

What your AI does when you request a proposal.

The agent handles the repetitive data entry and document assembly.

  1. Locate templates

    The agent scans your PandaDoc account to find the specific template you want to use for this deal.

    pandadoc_list_templates

  2. Register recipient

    The agent adds the client's name and email to your PandaDoc contact list.

    pandadoc_create_contact

  3. Build document

    The agent merges the template with the recipient's information to create a unique document.

    pandadoc_create_document

  4. Trigger delivery

    The agent sends the completed document to the client for signature.

    pandadoc_send_document

Try it

Copy these to start.

Use these prompts to kick off the process in your chat.

Starting points

These are starting points. Swap out the bracketed info with your actual template names and client details.

PandaDoc Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_APEwcjvEpYIjCdj6v0j19CUVU1XaMwUeMabPY5ES/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-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_APEwcjvEpYIjCdj6v0j19CUVU1XaMwUeMabPY5ES/mcp"
    }
  }
}
Copy into chat04

  • List my PandaDoc templates so I can pick one.

  • Create a new PandaDoc contact for Jane Doe at jane@example.com.

  • Create a new document using my 'Service Agreement' template for the contact jane@example.com.

  • Send the document I just created to jane@example.com.

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

Start here

Connect PandaDoc once, then ask.

Click the link to connect your account. Your credentials stay encrypted and secure, and you can start using the tools immediately.

Connect PandaDoc to your AI

FAQ

How the PandaDoc task behaves.

  • 01

    Can the AI edit the text inside my templates?

    No. The agent can only select existing templates and fill in the designated recipient fields.

  • 02

    Will the AI send a document without me seeing it first?

    No. You should always review the document details in the chat before telling the agent to send it.

  • 03

    Can I use this to delete old documents?

    No. This MCP only has tools to list, create, and send documents.

  • 04

    Does the AI create the contact if they don't exist?

    Yes, the agent can create a new contact in PandaDoc to ensure the document has a recipient.

  • 05

    Can the AI see my entire PandaDoc history?

    The agent can only see the templates and documents it has the tools to access.

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

Connect PandaDoc to Claude, Cursor, ChatGPT & more