PandaDoc

@PandaDoc show me all documents sent to acme corp in the last 30 days and their current status

Found 7 documents sent to Acme Corp contacts since January 15: • Q1 Master Services Agreement – Completed (signed Jan 18) • SOW-2025-003 Statement of Work – Viewed (last opened Jan 22, awaiting signature) • Amendment #2 to MSA – Draft (created Jan 20, not yet sent) • Invoice #1847 – Completed (signed Jan 25) • Q1 Renewal Proposal – Sent (delivered Jan 28, no activity) • NDA for Project Atlas – Completed (signed Jan 16) • Professional Services Addendum – Waiting for Approval (internal review) Two documents require follow-up: the SOW has been viewed but not signed for 3 days, and the renewal proposal shows zero engagement.

This example demonstrates PandaDoc's document tracking and filtering capabilities. The MCP can search by recipient, date range, and status. Note that detailed analytics (like view duration or specific page interactions) may require additional API calls. Results depend on your account's document history and contact records being properly linked.

@PandaDoc create a new NDA document from our standard template, assign it to sarah.chen@newclient.com, and send it for signature

Created NDA document from template 'Standard Mutual NDA v3.2': • Document ID: 8xKp2mQrLnV9 • Recipient: Sarah Chen (sarah.chen@newclient.com) • Status: Sent for signature • Expiration: 30 days (expires Feb 28) • Tracking: Email notification sent, view/sign link active The document includes standard confidentiality terms, 2-year duration, and mutual obligations. Sarah will receive an email with a secure signing link. You'll get notifications when she views or signs the document. The contact 'Sarah Chen' was automatically created in your PandaDoc account.

This write-action example shows document creation, recipient assignment, and delivery in one workflow. Requires a valid template ID in your account and the recipient's email. The MCP will create the contact if it doesn't exist. Be aware: this immediately sends a legally binding document, so verify template selection and recipient details before running.

@PandaDoc review all pending contracts waiting for signatures and draft a follow-up email for the three oldest ones

Found 11 contracts in 'Sent' or 'Viewed' status. The three oldest without signatures: 1. Enterprise License Agreement – TechStart Inc (sent Dec 12, 47 days ago, viewed 3x) 2. Consulting Services Agreement – Meridian Group (sent Dec 28, 31 days ago, viewed once) 3. Partnership MOU – Vertex Solutions (sent Jan 8, 18 days ago, never opened) **Draft follow-up email:** Subject: Quick check-in on pending agreement Hi [Name], I wanted to follow up on the [Agreement Type] we sent on [Date]. I see it's been [X days], and we're eager to move forward. Is there anything blocking signature on your end? Happy to jump on a quick call to address questions or adjust terms if needed. Best, [Your Name]

This synthesis example combines PandaDoc's document status data with AI reasoning to prioritize follow-ups and generate contextual outreach. The AI adapts the email tone based on how long documents have been pending and engagement signals (viewed vs. unopened). The MCP provides the data; the AI provides the judgment call on which deals need attention and how to phrase the nudge.

When PandaDoc beats Google Docs for client proposals

A 10-person creative agency sends 20-30 proposals a month. The sales lead drafts scope in Notion, then asks Switchy to generate a PandaDoc proposal from the template library. The MCP creates the document, attaches the rate card PDF, and sends it for e-signature—all without leaving the chat. This works because PandaDoc's 14 tools cover the full proposal lifecycle: create from template, attach files, track status via webhooks. The threshold: if your proposals need heavy custom design each time, you'll still need a designer in Figma first. But for repeatable service agreements where speed and tracking matter more than pixel-perfect layouts, the MCP closes deals faster than manual doc assembly.

Automating annual contract sends for 50+ clients

A 3-person SaaS company renews 60 annual contracts in Q4. The founder asks Switchy to pull the client list from their CRM, create or update each contact in PandaDoc, then generate renewal docs from the standard template. The MCP handles contact upserts and document creation in a loop, attaching updated terms PDFs where needed. This scenario wins because the MCP's contact management and folder organization tools let you batch-process without opening the PandaDoc UI 60 times. The trade-off: if your contracts need per-client pricing negotiation or custom clauses, you'll still review each one manually. But for standard renewals where the only variable is the contact name and renewal date, the MCP turns a 3-day admin slog into a 20-minute Switchy session.

When document attachment tools beat email threading

A 5-person startup hires 8 people in a quarter. The ops manager asks Switchy to create an onboarding folder in PandaDoc, generate offer letters from template, and attach the employee handbook, benefits guide, and equity docs as downloadable files. The MCP's attachment tool keeps everything in one trackable packet instead of scattered email threads. This works because PandaDoc's folder structure and webhook notifications give the hiring manager a single dashboard to see who's signed what. The limit: if your onboarding includes interactive forms or conditional logic (like benefits elections), you'll need PandaDoc's native form builder, which the MCP doesn't expose. But for straightforward document bundles where you need proof of delivery and e-signature, the MCP beats manual assembly every time.