PandaDoc
Partner, reviewedPlugin that includes the PandaDoc MCP server and Skills for common workflows
Claude Code
claude plugin install pandadoc
Skills (10)
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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.