# PandaDoc Alternative MCP > PandaDoc Alternative connects your AI agent to a full document lifecycle suite. You can generate contracts from templates, send them for e-signature, track their status in real-time (drafted, viewed, completed), and download the final signed PDF—all through natural language commands from Claude or Cursor. ## Overview - **Category:** document-management - **Price:** Free - **Tags:** e-signature, document-automation, contract-management, proposal-generation, workflow-automation ## Description You connect your AI agent here for a full document lifecycle suite. You don't just automate stuff; you handle everything from drafting contracts right through getting the final signature PDF using nothing but natural language commands. **Generating and Structuring Drafts:** You can build a brand-new draft document instance, either by pointing to an existing template ID or by giving us a public URL. If you need a specific version of a contract, you'll use `create_document` for that. Before you do anything, remember you can check out all the active templates using `list_templates`, and if you need deeper info on a single agreement structure, call `get_template_details`. To keep your workspace clean, you set up organizational folders: run `create_document_folder` to make a new container for drafts, or use `create_template_folder` when you want to house all your master contract templates. You can see everything you've created by running `list_document_folders` and `list_template_folders`, or get an overview of what documents already live in the system using `list_documents`. **Working with Document Details:** If you need to know exactly what a document contains, or who it’s addressed to, use `get_document_details` to pull all that metadata. When you just want a quick status check—like, was this drafted, or has it been viewed?—you hit up `get_document_status`. You'll also find that setting up an interactive signing session is simple; call `create_embedded_session` and your agent gets a link the recipient can use immediately. **Sending, Tracking, and Signing:** When you're ready to send something out for signatures, you execute the whole thing with `send_document`. You control what happens when that document leaves your system; it goes right over to one or more recipients. To make sure you get notified the second something changes—like a signature being applied or a status changing—you set up an automated alert using `create_webhook_subscription`, which subscribes you to event notifications. While those signatures are happening, you can check on progress anytime; that's where `get_document_status` comes in handy again. **Retrieving Final Records:** Once the signing process is complete and verified, all you gotta do is run `download_document`. This retrieves the final, completed PDF version of the signed contract. You can also get a full rundown of an existing document's data at any point with `get_document_details`. **The Workflow In Action:** You use these tools to manage the entire flow: you list templates, pick one, run `create_document`, then send it out using `send_document`. You watch its status change—drafted, sent, viewed—by calling `get_document_status`. When everything's good and signed, you call `download_document` to get the final PDF. If you need to keep tabs on these events long-term, run `create_webhook_subscription` so your agent gets an alert every time a document changes state. ## Tools ### create_document_folder Establishes a new folder within your document workspace for organization. ### create_document Builds a new PandaDoc document draft from an existing template ID or public URL. ### create_embedded_session Sets up an interactive, embedded signing session link for a specific document. ### create_template_folder Creates a new folder dedicated to organizing your contract templates. ### create_webhook_subscription Sets up an automated subscription to receive alerts about document events. ### download_document Retrieves and downloads the final, completed PDF version of a signed document. ### get_document_details Fetches complete data on a document, including recipient information and token usage. ### get_document_status Checks the current status (draft, sent, viewed) and basic metadata for any given document ID. ### get_template_details Retrieves specific details about a single template used in your organization. ### list_document_folders Shows all the document folders you have created within the system. ### list_documents Returns a list of documents, providing basic access to your existing contract records. ### list_template_folders Lists all the template folders available for organizing your document library. ### list_templates Retrieves a list of all active contract templates in your account. ### send_document Sends an existing draft document to one or more recipients for signature. ## Prompt Examples **Prompt:** ``` List all my available PandaDoc templates. ``` **Response:** ``` I've retrieved your templates. You have 3 active templates: 'Sales Proposal' (ID: tp_123), 'NDA Standard' (ID: tp_456), and 'Service Agreement' (ID: tp_789). Which one would you like to use? ``` **Prompt:** ``` Create a document named 'Project Alpha Agreement' using template tp_123 for recipient john@example.com. ``` **Response:** ``` The document 'Project Alpha Agreement' has been created in draft mode (ID: doc_987). Once you're ready, I can send it to John for signature. ``` **Prompt:** ``` Download the final signed PDF for document doc_987. ``` **Response:** ``` I've processed the download request for the completed document. You can access the final signed PDF here: [Link]. ``` ## Capabilities ### Generate Draft Documents Creates a new draft document instance from an existing template or URL. ### Send and Track Signatures Sends documents to recipients for e-signature and monitors their progress through the workflow. ### Manage Document Structure Creates, lists, and manages document and template folders to organize your contracts. ### Retrieve Status & Metadata Fetches the current status (e.g., drafted, viewed) and detailed metadata for any document ID. ### Download Final Signatures Downloads the completed PDF file once the signing process is finished. ## Use Cases ### The Quarterly Review Cleanup An Ops Manager needs to compile all Q2 vendor agreements. Instead of manually listing every document in the UI, they ask their agent to run `list_documents` and then use `get_document_details` on the top 50 results. This gives them a structured data dump, allowing them to verify which ones are fully completed before reporting up. ### The Quick Sales Follow-Up An Account Executive just finished a call and needs to send a quote. They tell their agent: 'Create a new proposal using the standard pricing template (tp_123) for jane@client.com.' The agent uses `create_document` in draft mode, then they can use `send_document` immediately after. ### The Compliance Check A Legal team needs to check if the board members signed their updated policy agreement. They run `get_document_status` on the specific document ID (doc_987). The agent confirms the status is 'completed,' and they can immediately use `download_document` to archive the final PDF. ### Automating Onboarding The HR team wants a new employee’s paperwork started. They ask their agent: 'Create a folder for John Doe's files, then generate his NDA using template tp_456.' The agent uses `create_document_folder` followed by `create_document`, automating the initial setup. ## Benefits - Tracking document flow is instant. Instead of logging into a separate portal to check if an NDA was viewed or completed, use `get_document_status` to get the real-time progress directly from your agent's response. - You never lose track of templates again. Use `list_templates` and `list_template_folders` to quickly browse and verify you’re building documents with the correct, up-to-date version. - Closing deals just got faster. With a single command and `create_document`, you can instantly generate and draft proposals for clients right where you are working—no copy/pasting needed. - Getting the final file is simple. Once signatures are collected, running `download_document` fetches the definitive, signed PDF without manual download steps. - Keep your workspace clean. Use `create_document_folder` and `list_document_folders` to automatically organize documents by client or project ID, keeping everything structured from day one. ## How It Works The bottom line is: your AI client handles the entire conversation with PandaDoc; you just give the instructions. 1. Subscribe to this server and enter your API Key. 2. Tell your AI agent what you need (e.g., 'Create a proposal for Acme Corp using template X'). 3. The agent executes the necessary tools, generates the document/sends the links, and reports the final status back to you. ## Frequently Asked Questions **How do I use `create_document` if I don't know the template ID?** First, run `list_templates` to get a list of available templates and their IDs. Then, pass that specific template ID when calling `create_document`. **Can I use `send_document` before creating the document?** No. The process requires you to create the draft first using `create_document`. You must have a valid document ID before sending it out for signatures. **What's the difference between `list_documents` and `get_document_details`?** `list_documents` gives you a high-level list of documents in your account. `get_document_details` requires a specific document ID and returns all the granular data, like token usage or recipient emails. **Does `download_document` work for drafts?** No. You can only download a document using `download_document` if its status has been completed (signed). If it's still in draft mode, the tool will fail. **When I run `create_webhook_subscription`, what specific document events can my AI agent listen for?** You subscribe to specific lifecycle actions. Your agent can monitor events like 'viewed', 'completed', or 'status_changed'. This lets your workflow react instantly instead of needing constant polling. **If `create_document` fails, what error codes should I look for in the response?** Errors usually point to missing required fields or invalid template IDs. The API response includes a specific error code and message that tells your agent exactly which parameter needs correcting. **Does `get_document_details` provide all the metadata, including who viewed it?** Yes, it retrieves comprehensive data. This includes fields used, token values, recipient names, and a history of status changes and view timestamps for auditing purposes. **What happens if I try to use `list_templates` but my API key is expired?** The server will return an authentication error. You must refresh your PandaDoc API Key within the Vinkius Marketplace settings before retrying any calls. **Can I create a document from a specific template using its ID?** Yes. Use the `create_document` tool and provide the `template_uuid`. You can also pass `recipients` and `tokens` to pre-fill the document automatically. **How do I check if a client has signed the document?** You can use the `get_document_status` tool with the Document ID. It will return the current status, such as 'document.completed' if everyone has signed. **Can I organize my documents into folders via the AI?** Yes, the `create_document_folder` tool allows you to create new folders and even nest them using a `parent_uuid` to keep your workspace organized.