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PandaDoc

Partner, reviewed

Plugin that includes the PandaDoc MCP server and Skills for common workflows

Plugin · by pandadoc · runs in Claude Code, Cowork, claude.ai · 10 skills, 1 MCP server, 1 hook · listed 2026-09-18

Claude Code

claude plugin install pandadoc

Skills (10)

  • Skill pandadoc-approval-send

    Create a document from a template and send it through its internal approval chain — read the approval steps, pick approvers for each, then send.

    Any agent

    npx skills add pandadoc/mcp-server-guide --skill pandadoc-approval-send
  • Skill pandadoc-contract-register

    Build a register of signed contracts with their key terms — counterparty, dates, value and negotiated provisions — from PandaDoc's extracted metadata, labelled with how confident each value is.

    Any agent

    npx skills add pandadoc/mcp-server-guide --skill pandadoc-contract-register
  • Skill pandadoc-engagement-tracker

    Track per-recipient signing progress across documents that are out — who has signed, who has not, in what order, and which documents have stalled.

    Any agent

    npx skills add pandadoc/mcp-server-guide --skill pandadoc-engagement-tracker
  • Skill pandadoc-followup-list

    Sweep documents that are still out for signature, rank them by how long they have been waiting and what they are worth, and draft a follow-up message for each.

    Any agent

    npx skills add pandadoc/mcp-server-guide --skill pandadoc-followup-list
  • Skill pandadoc-invoice-handoff

    Turn a signed quote or proposal into an invoice — find quotes that completed and have not been invoiced yet, reuse their pricing, create the invoice from a template, and send it on confirmation.

    Any agent

    npx skills add pandadoc/mcp-server-guide --skill pandadoc-invoice-handoff
  • Skill pandadoc-nda-fast-send

    Send a standard NDA to a counterparty in one motion — find the right NDA template, prefill the counterparty, make sure every signature is assigned, confirm, then send.

    Any agent

    npx skills add pandadoc/mcp-server-guide --skill pandadoc-nda-fast-send
  • Skill pandadoc-onboarding-agreement

    Generate an onboarding or employment document from a template with the new joiner's details prefilled, make sure every field is assigned to them, then send for signature.

    Any agent

    npx skills add pandadoc/mcp-server-guide --skill pandadoc-onboarding-agreement
  • Skill pandadoc-quote-builder

    Build a priced PandaDoc quote or proposal from a template — fill the pricing table and variables, verify the totals and discount actually landed as asked, confirm, then send for signature.

    Any agent

    npx skills add pandadoc/mcp-server-guide --skill pandadoc-quote-builder
  • Skill pandadoc-renewal-radar

    Digest of signed contracts approaching renewal or expiry, with counterparty, value and days remaining. Distinguishes a contract's own end date from the signing-link expiry, which are not the same…

    Any agent

    npx skills add pandadoc/mcp-server-guide --skill pandadoc-renewal-radar
  • Skill pandadoc-signing-velocity

    Build a signing pipeline report — status counts, average time to sign, value in flight, and documents that are stuck. Computed client-side with the sample size and method stated.

    Any agent

    npx skills add pandadoc/mcp-server-guide --skill pandadoc-signing-velocity

From Anthropic's public plugin directory, read on 2026-10-15. Find a skill by task.