# PandaDoc MCP

> PandaDoc connects your document workflows directly into your AI agent. Automatically create, send, track, and manage professional proposals, contracts, NDAs, and e-signatures without leaving your chat window. It handles the entire document lifecycle—from initial draft to final signature capture.

## Overview
- **Category:** document-management
- **Price:** Free
- **Tags:** e-signature, contract-management, proposal-automation, document-tracking, workflow-automation

## Description

Manage all your official documents through natural conversation. Instead of jumping between tabs or manually tracking signatures in a spreadsheet, you tell your AI agent what needs doing. You can ask it to pull up existing templates and start drafting a new proposal for a specific client. Need to know if the contract was opened? Just ask. The system tracks viewing status, completion dates, and who is responsible for signing. This MCP handles everything from managing recipient lists to generating final reports on which agreements are pending or complete. Connecting it through Vinkius means you get access to this full document catalog no matter which AI client you prefer using.

## Tools

### pandadoc_create_contact
Adds a new person to your PandaDoc address book using just their email, name, and company.

### pandadoc_create_document
Generates a brand-new document from an existing template, adding recipients and customizing fields like pricing totals.

### pandadoc_delete_document
Permanently removes a PandaDoc file from your workspace; this action cannot be reversed.

### pandadoc_document_status
Retrieves the current status of any document, showing if it's viewed, completed, or declined by recipients.

### pandadoc_get_document
Pulls all deep details about a single file, including who signed it and what custom fields were used.

### pandadoc_list_contacts
Shows an overview of your entire contact database with names, emails, and company affiliations.

### pandadoc_list_documents
Lists multiple documents in your pipeline, allowing you to filter by status like draft, sent, or paid.

### pandadoc_list_members
Retrieves a list of all users on your team, showing their roles and access levels within PandaDoc.

### pandadoc_list_templates
Lists every available document blueprint (templates) you can use to start creating new proposals or contracts.

### pandadoc_send_document
Changes a draft into an active proposal and sends it out to all recipients, triggering the necessary email alerts.

## Prompt Examples

**Prompt:** 
```
Show me all proposals waiting for signature
```

**Response:** 
```
You have **3 proposals** awaiting signature:

📄 **Acme Corp — Q2 Service Proposal** — Sent 2 days ago, viewed yesterday ✅
📄 **TechStart — Annual License Agreement** — Sent Monday, not yet viewed ⏳
📄 **CloudBase — Consulting SOW** — Sent today, viewed 1 hour ago ✅

The TechStart agreement hasn't been opened — would you like me to check the contact details?
```

**Prompt:** 
```
Create a new NDA for Jane Doe at Global Solutions.
```

**Response:** 
```
I've started drafting a new NDA using the standard template for Jane Doe at Global Solutions. I need the company address and Jane's email to proceed. Can you provide those?
```

**Prompt:** 
```
Did Acme Corp sign the contract I sent yesterday?
```

**Response:** 
```
The contract 'Acme Corp Q3 agreement' was viewed by their team today at 9:14 AM, but it has not been signed yet. Would you like me to draft a gentle follow-up email?
```

## Capabilities

### Manage recipient data
Create and list contact records, ensuring the agent knows exactly who needs to sign a document.

### Build documents from blueprints
Use existing templates (like NDAs or quotes) to build new drafts with custom fields ready for immediate use.

### Track signature status
Check the current state of any document, knowing if it's drafted, sent, viewed, completed, or declined.

### Initiate signing flow
Send a finalized draft to recipients and trigger required email notifications to move the document into 'sent' status.

### Audit workspace data
List all available templates or view team members to understand who owns which documents or processes.

## Use Cases

### Following up on a slow deal
A client hasn't acted on the Q3 proposal. The agent runs `pandadoc_list_documents` to find the file, then uses `pandadoc_document_status` to see it was viewed but not signed. It drafts and sends a gentle follow-up email asking for confirmation.

### Onboarding a new client
A founder needs an NDA for a new partner immediately. The agent first uses `pandadoc_list_templates` to find the correct NDA blueprint, then runs `pandadoc_create_document`, populating fields with the contact's details and sending it out.

### Reviewing last month's activity
The operations manager needs a summary. The agent calls `pandadoc_list_documents` to pull all files marked 'completed,' giving an instant overview of how many deals closed and when, without opening the web app.

### Updating recipient details
The team realized they missed a key stakeholder. They run `pandadoc_list_contacts` to check the database, then use `pandadoc_create_contact` to add the new email and ensure all future documents target them correctly.

## Benefits

- Stop manually tracking signatures. Use `pandadoc_document_status` to instantly know if a client viewed the document or if they stalled out on signing, giving you precise follow-up timing.
- Never start from scratch. With this MCP, you can list all available templates using `pandadoc_list_templates` and build complex proposals—like contracts with variable pricing—in seconds.
- Manage your entire client base without leaving the chat. Use `pandadoc_create_contact` to ensure every recipient has a clean record attached to their documents.
- Accelerate deal closure by sending finalized files instantly. The `pandadoc_send_document` tool moves a draft proposal to 'sent' status and notifies everyone immediately.
- Get full historical context on demand. Running `pandadoc_get_document` gives you the complete audit trail—who saw it, when they signed it, and what fields were filled out.

## How It Works

The bottom line is that your AI client treats PandaDoc like another tool it can just talk to, eliminating manual API calls or web navigation.

1. You subscribe to the PandaDoc MCP and input your API key. Your AI agent then connects to your existing PandaDoc workspace.
2. You prompt your AI client with a goal, like 'Create a proposal for Acme Corp' or 'Show me contracts needing signatures'.
3. The agent performs the necessary actions—it might check `pandadoc_list_templates` first, then use those IDs to generate and send the document via `pandadoc_send_document`.

## Frequently Asked Questions

**How do I get started with PandaDoc?**
Subscribe, then enter your PandaDoc API key (from **Settings → Integrations → API & Webhooks → API Key**). Your AI agent connects instantly. No code, no SDK, no webhooks — just connect and start creating documents through conversation.

**Can my AI agent create and send a proposal from a template?**
Yes. Tell your agent "create a proposal for John at Acme Corp" and it selects the right template, fills in recipient details, and creates the document. Then say "send it" and PandaDoc emails the signing link — the entire flow happens in one conversation.

**How do I know if a client viewed or signed my document?**
Ask your agent "has Acme signed the proposal?" and it checks the document status — draft, sent, viewed, completed, or declined. You get real-time tracking without opening PandaDoc, so you always know where every document stands.

**Can I manage multiple document types and team members?**
Absolutely. Browse all your templates (proposals, contracts, NDAs, quotes), list workspace members with their roles, and track documents across the entire team — perfect for sales teams, agencies, and consulting firms managing dozens of active proposals.