Agent Switchboard

PandaDoc MCP

by PandaDoc

VerifiedOfficial

Official listing: built and published by PandaDoc. More from PandaDoc

Creates, sends and tracks PandaDoc contracts, proposals and templates from your AI client, with signature status, reminders and document analytics.

Use it now

Keep it with up to 9 other tools you're setting up, then share them all as one link.

Try this first

Ask your assistant, with PandaDoc MCP connected:

  • Create Documents from Templates

    Use PandaDoc MCP to create PandaDoc documents: ‹what you need›

  • Send Documents and Reminders

    Use PandaDoc MCP to send documents to their recipients: ‹what you need›

  • Search and Filter Documents

    Use PandaDoc MCP to search documents: ‹what you're looking for›

Connect it over MCP

Cursor and other MCP clients
{
  "mcpServers": {
    "pandadoc-mcp": {
      "url": "https://mcp.pandadoc.com/v1/mcp"
    }
  }
}
Claude Code
claude mcp add --transport http pandadoc-mcp https://mcp.pandadoc.com/v1/mcp

In Grok, ChatGPT and other assistants, add a custom connector with the address https://mcp.pandadoc.com/v1/mcp (how, step by step).

It may ask you to sign in to PandaDoc or for a key when you add it; the setup guide says which.

Setup guide: developers.pandadoc.com/docs/getting-started-with-mcp

Compare

Press Compare to add it to the tray at the bottom of the window, then pick up to 2 others anywhere on the site.

Access
MCP
Auth
OAuth 2.0
Skills
5

Skills

  • Create Documents from Templates

    Creates PandaDoc documents such as NDAs, contracts and sales proposals with pricing tables from your existing templates.

  • Track Signature Status

    Checks whether a document has been signed and finds all documents still waiting for signatures, with recipients and wait time.

  • Send Documents and Reminders

    Sends documents to their recipients and sends reminder emails to recipients who haven't signed within a set number of days.

  • Search and Filter Documents

    Searches documents by full text and filters them by value, tag, status, expiry or signing date, like contracts signed last quarter.

  • Document Analytics

    Reports document counts by status, completion rates and average signing time, and shows the full audit trail for a document.

Sales & MarketingProductivity & Work Managementpandadoce-signaturecontractssales-proposalsdocument-templatesremote-mcp
Visit Agent
pandadoc-mcp
Creates, sends and tracks PandaDoc contracts, proposals and templates from your AI client, with signature status, reminders and document analytics.
try this first
Ask your assistant, with PandaDoc MCP connected:
Use PandaDoc MCP to create PandaDoc documents: ‹what you need›create-from-template
Use PandaDoc MCP to send documents to their recipients: ‹what you need›send-reminders
Use PandaDoc MCP to search documents: ‹what you're looking for›search-documents
use it now
{"mcpServers":{"pandadoc-mcp":{"url":"https://mcp.pandadoc.com/v1/mcp"}}}mcp.config
claude mcp add --transport http pandadoc-mcp https://mcp.pandadoc.com/v1/mcpmcp.claude-code
fields
namePandaDoc MCP
providerPandaDoc
urlhttps://developers.pandadoc.com/docs/getting-started-with-mcp
categoriessales-marketing · productivity
accessmcp
authoauth2
streamingfalse
pushfalse
verifiedtrue
officialtrue · PandaDoc
sponsoredfalse
tagspandadoc, e-signature, contracts, sales-proposals, document-templates, remote-mcp
skills
create-from-templateCreate Documents from TemplatesCreates PandaDoc documents such as NDAs, contracts and …
track-signaturesTrack Signature StatusChecks whether a document has been signed and finds all…
send-remindersSend Documents and RemindersSends documents to their recipients and sends reminder …
search-documentsSearch and Filter DocumentsSearches documents by full text and filters them by val…
document-analyticsDocument AnalyticsReports document counts by status, completion rates and…
alternatives
/agents/pandadoc-mcp/alternatives3 listedgong-mcp, whooshly, placement-api
compare
/compare?a=pandadoc-mcp&b=gong-mcp&c=whooshlywith gong-mcp, whooshly