pandadoc

Create a new PandaDoc document from a template with recipients and content

Check the status of a PandaDoc document and its recipients

List all available PandaDoc templates with details

Summarize the PandaDoc proposal pipeline by status, value, and age

Send a PandaDoc document for e-signature

Use this agent when an MSP sales coordinator or account manager needs to track the status of pending proposals and contracts in PandaDoc. Trigger for: pending signatures, expiring contracts, stalled proposals, contract pipeline review, proposal follow-up, awaiting signature. Examples: "which proposals are still waiting for signature", "show me contracts expiring this month", "find deals where the proposal has been sitting for more than 2 weeks"

Use this agent when an MSP needs to audit and standardize their PandaDoc proposal and contract templates — checking for outdated pricing, missing legal clauses, inconsistent formatting, and stale service descriptions. Trigger for: PandaDoc template audit, outdated proposal template, missing contract clause, template standardization PandaDoc, stale pricing template, proposal template review, template quality PandaDoc. Examples: "audit our PandaDoc templates for outdated pricing", "which templates are missing our standard legal clauses", "show me which templates are most used vs which ones are stale"

Use this skill when working with PandaDoc MCP tools - available tools, API key authentication, the hosted MCP server connection, documentation search, code generation assistance, rate limiting, error handling, and best practices for the PandaDoc API.

Use this skill when working with PandaDoc documents - creating proposals, quotes, contracts, SOWs, and MSAs from templates, sending documents for signature, checking document status, downloading signed copies, and managing the full document lifecycle. Covers all document statuses, content tokens, pricing tables, and e-signature workflows.

Use this skill when working with MSP proposal workflows in PandaDoc - creating managed service agreements (MSAs), statements of work (SOWs), hardware quotes, project proposals, and tracking the MSP sales pipeline. Covers content variables, pricing tables, proposal templates, and end-to-end proposal lifecycle for managed service providers.

Use this skill when working with PandaDoc recipients and signatures - adding recipients to documents, setting signing order, tracking who has signed, managing multi-party agreements, and understanding recipient roles. Covers e-signature workflows, completion tracking, and multi-signer scenarios common in MSP contracts.

Use this skill when working with PandaDoc templates - browsing the template library, finding the right template for a document type, understanding template fields and tokens, and using templates to create new documents. Covers MSP-specific templates for MSAs, SOWs, proposals, quotes, and contracts.