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.

PandaDoc MCP Connector for Claude

A+

Create, send, and track documents, proposals, and e-signatures via PandaDoc — manage the entire document lifecycle from any AI agent.

10 tools Official Updated Jun 28, 2026 Official Vinkius Partner

More Details Connect to Claude

Connect your PandaDoc account to any AI agent and automate your document workflows through natural conversation.

What you can do

Documents — List, create from templates, send for signature, check status, and track viewed/completed/declined documents
Templates — Browse all available document templates (proposals, contracts, NDAs, quotes)
E-Signatures — Send documents for signature and monitor signing progress in real time
Contacts — Manage recipient contacts with email, name, and company
Team — List workspace members and their roles

How it works

Subscribe and enter your PandaDoc API key (from Settings → Integrations → API & Webhooks)
Your AI agent connects to your PandaDoc workspace
Ask questions like "create a proposal for Acme" or "who hasn't signed the NDA?"

Who is this for?

Sales Teams — Create and send proposals, quotes, and contracts without leaving your conversation
Operations Managers — Track document pipeline, follow up on pending signatures, and close deals faster
Founders & Freelancers — Send professional proposals and contracts to clients in seconds

e-signaturecontract-managementproposal-automationdocument-trackingworkflow-automation

10 tools expose this connector's capabilities to your AI agent.

pandadoc_create_contact

Email is required. Once created, contacts can be used as recipients in document creation. Returns the created contact with their PandaDoc ID. Create a new contact in PandaDoc with email, name, and company for use as a document recipient

pandadoc_create_document

templateId is required (use pandadoc_list_templates to find). Recipients array must include at least email and optionally first_name, last_name, and role (matching template roles). The document is created in "uploaded" status and transitions to "draft" within 3-5 seconds. Fields is an optional JSON object to pre-fill template tokens/variables. Create a new PandaDoc document from a template with recipients, custom fields, and pricing — ready to send for signature

pandadoc_delete_document

This is irreversible. Only documents in draft or voided status should typically be deleted. Completed/signed documents should be voided first if deletion is required for compliance reasons. Permanently delete a PandaDoc document — this action cannot be undone and removes the document from all views

pandadoc_document_status

Returns current status, last viewed/completed dates, and recipient progress. Use for tracking: "has the client signed?", "did they view it?", or status polling after sending. Check the current status of a PandaDoc document — whether it is draft, sent, viewed, completed, or declined

pandadoc_get_document

Returns document name, status, all recipients with their signing status, template reference, pricing table totals, custom field values, and metadata. Use after listing documents to drill into a specific document for complete information. Get complete details of a specific PandaDoc document by ID, including recipients, fields, tokens, pricing, and audit trail

pandadoc_list_contacts

Returns contact name, email, company, and metadata. Contacts are the people your organization sends documents to. Use when the user asks about recipients, needs to find a contact email, or wants to review the contact database. List PandaDoc contacts with names, emails, companies, and associated document history

pandadoc_list_documents

Filter by status: draft (not yet sent), sent (awaiting signatures), completed (fully signed), viewed (opened by recipient), paid, voided, or declined. Returns document name, template used, status, total value, owner email, and dates. Use when the user asks about document pipeline, pending signatures, or completed agreements. List PandaDoc documents with name, status (draft/sent/completed/viewed/paid/voided/declined), creation date, and recipient info

pandadoc_list_members

Returns member name, email, role, and status. Use when the user asks about team members, document ownership, or needs to audit workspace access. List workspace members (users) in your PandaDoc organization with their email, role, and access level

pandadoc_list_templates

Returns template name, UUID (needed for pandadoc_create_document), creation date, and folder. Templates are reusable document blueprints with pre-defined layouts, fields, and recipient roles. Use when the user asks "what templates do we have?" or needs a template ID before creating a document. List all PandaDoc templates available for document creation — proposals, contracts, agreements, NDAs, and more

pandadoc_send_document

This triggers email notifications to all recipients. Set silent=true to suppress emails (useful when embedding signing in your own app). An optional message can be included in the notification email. The document moves to "sent" status after this call. Send a PandaDoc document for signature — transitions it from draft to sent and notifies all recipients via email

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