# PandaDoc MCP

> PandaDoc helps you manage contracts, proposals, and e-signatures directly within your chat client. Instead of logging into a separate portal, use this MCP to orchestrate document workflows naturally. You can track signature statuses, create new documents from templates, send agreements to multiple people, or retrieve final PDFs—all by talking to your AI agent. It's full control over your entire sales closing process.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Tags:** pandadoc, e-signature, document-automation, contracts-api, proposal-tracking, template-orchestration, workflow-automation, sales-closing, mcp

## Description

Managing contracts used to mean jumping between five different tabs: the template library, the document status dashboard, the recipient list, and the signature tracker. Now you can handle all that conversationally. This MCP lets your AI client take over the whole document lifecycle. You tell it what needs doing—like 'Send the Q3 renewal proposal'—and it handles the backend steps automatically. It doesn't just check a status; it monitors if John signed and pulls up the final PDF when he does. Through Vinkius, you connect your preferred AI client once, and this MCP acts like an always-on sales operations assistant for document management. You get to build complex workflows—from creating a new proposal using `create_document` to managing signatures with `send_document`—without ever writing code or leaving the chat window.

## Tools

### create_document
Initiates the creation of a new PandaDoc file using specified templates and recipient lists.

### create_signing_session
Sets up an embedded session that allows recipients to sign documents in real time.

### delete_document
Permanently removes a specified PandaDoc document from the account.

### get_download_link
Retrieves the direct link needed to download a final, completed version of a document.

### get_document_details
Pulls detailed information on an individual document, useful for tracking specific signature progress.

### get_template_details
Retrieves full metadata and usage details for a single document template.

### list_contacts
Lists all contact information stored within the PandaDoc account.

### list_documents
Searches and lists multiple documents, allowing filtering by status or keyword query.

### list_folders
Displays the organizational structure of document folders within your account.

### list_templates
Gets a list of all available templates, providing the IDs needed for creating new documents.

### send_document
Sends an existing document to selected recipients and optionally includes a custom message in the notification email.

## Prompt Examples

**Prompt:** 
```
List all my PandaDoc documents and their statuses.
```

**Response:** 
```
I've retrieved your documents. You have 15 active files including 'Acme Contract' (Status: draft) and 'Renewal Proposal' (Status: sent). Would you like to check the recipient for any of them?
```

**Prompt:** 
```
Send the contract document doc_3847 to the client for electronic signature.
```

**Response:** 
```
Document doc_3847 "Service Agreement 2025" has been sent for signature. Recipients: John Martinez (CEO) at john@acmecorp.com and Lisa Park (Legal) at lisa@acmecorp.com. Both received email notifications with unique signing links. The document status has changed from Draft to Sent. Average completion time for similar documents is 2.3 days.
```

**Prompt:** 
```
List all available document templates I can use to create new proposals.
```

**Response:** 
```
You have 12 templates available. Top 5 by usage: "Standard SaaS Agreement" (used 34 times), "Consulting Proposal" (28 uses), "NDA Mutual" (22 uses), "Statement of Work" (18 uses), and "Sales Quote" (15 uses). 3 templates were updated in the last 30 days. All templates support dynamic field merging with recipient and company data.
```

## Capabilities

### Track Agreement Status
Check the current status and detailed progress of any managed document.

### Generate New Contracts
Create a new, personalized contract or proposal from an existing template.

### Send Documents for Signing
Distribute contracts to multiple recipients and initiate the real-time signing session.

### Manage Templates
View, retrieve metadata, and monitor your organization's full library of document templates.

### Organize Files
List the different folders where your company stores its managed documents.

## Use Cases

### Checking Deal Status
An AE needs to know if a contract signed last week is ready. Instead of logging in, they ask their agent to list_documents and filter by 'sent'. The agent immediately replies with the status for every file, telling them exactly who still needs to act.

### Batch Onboarding
An HR manager has 12 new hires starting on Monday. They ask their agent to use list_templates to find the correct onboarding package and then send_document it out, adding a personalized welcome message for each person.

### Template Audit
The Ops team needs to know which templates are active and who owns them. They ask their agent to list_templates, getting back the full template IDs required to perform any document creation or retrieval.

## Benefits

- Stop switching between apps. You can send a proposal and track its status, all from your chat client, eliminating the need to navigate separate dashboards.
- Get full document visibility using list_documents; you can search for agreements by keyword or filter them specifically by 'draft' or 'sent' status in one command.
- Never start from scratch. Use list_templates and then create_document to build a personalized, professional contract instantly using existing company frameworks.
- Streamline onboarding processes with the agent's ability to send_document; you can distribute agreements to multiple new hires simultaneously with custom messages.
- When the deal closes, use get_download_link. You pull the final PDF directly into your chat for filing or sending to the client—no manual download required.

## How It Works

The bottom line is that your AI client acts as a dedicated workflow coordinator for everything related to contracts and proposals.

1. Subscribe to this MCP and enter your PandaDoc API Key in the Vinkius connection settings.
2. Tell your AI agent what you need—for example, 'List all documents needing signatures.'
3. The agent executes the necessary steps through the available tools and provides you with a natural language summary of the results.

## Frequently Asked Questions

**How do I send an agreement using PandaDoc MCP?**
You use the send_document tool. Just tell your agent which document you want to send and who should receive it; the agent handles the distribution and notification.

**Can I list all my contracts with PandaDoc MCP?**
Yes, you can run list_documents to search across multiple agreements. You can filter by status or keyword to narrow down exactly what you need to see.

**What is the best way to create a new contract with PandaDoc MCP?**
First, use list_templates to find the correct template ID. Then, tell your agent to create_document using that ID and specifying the recipients.

**Does PandaDoc MCP help me track signatures in real time?**
Yes, by getting document details, you can monitor signature statuses programmatically. The agent alerts you when a status changes or if a deadline is near.