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PandaDoc
PandaDoc - documents, templates, e-signatures, and proposal management
Installation
Install this plugin individually:
/plugin marketplace add wyre-technology/msp-claude-plugins --plugin pandadoc Or install all MSP plugins at once:
/plugin marketplace add wyre-technology/msp-claude-plugins Features
- Documentation
- Proposal Tracking
- Recipient Management
- Template Management
Skills
This plugin provides 5 skills that teach Claude about PandaDoc:
| Skill | Description |
|---|---|
documents | PandaDoc document lifecycle end to end: creating documents from templates, sending for e-signature, status checks and PDF downloads, the full document status enum, MSP document types, content tokens, pricing-table structure, document and recipient fields, and status-transition errors. |
proposals | MSP proposal workflows in PandaDoc: proposal types and typical values (MSA, SOW, hardware quote, project proposal, security assessment, cloud migration), the standard MSP content-token set, managed-services and hardware pricing-table structures, mapping document statuses to sales-pipeline stages, and pipeline and stale-proposal tracking. |
recipients | PandaDoc recipients and e-signature mechanics: recipient roles (signer, approver, viewer, CC), signing-order behavior, multi-party MSP signing scenarios, completion tracking via `has_completed`, recipient fields, and the document statuses that restrict adding or changing recipients. |
templates | PandaDoc template library and structure: layout, content blocks, tokens, interactive fields, signature fields, pricing tables, and recipient roles, plus the MSP template set (MSAs, SOWs, proposals, quotes, NDAs, change orders, QBRs), template versioning, tags, and the template field reference. |
api-patterns | PandaDoc hosted MCP server and API fundamentals: API-key authentication and which operations work without a key, the complete MCP tool catalog (documents, templates, recipients, docs search, code samples), page-based pagination, document and template filters, rate limits per plan, and error codes. |
Agents
This plugin provides 2 agents for autonomous task execution:
| Agent | Description |
|---|---|
contract-tracker | Use this agent when an MSP sales coordinator or account manager needs to track the status of pending proposals and contracts in PandaDoc. |
template-standardizer | 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. |
Commands
Available slash commands:
| Command | Description |
|---|---|
/create-document | Create a new PandaDoc document from a template with recipients and content |
/document-status | Check the status of a PandaDoc document and its recipients |
/list-templates | List all available PandaDoc templates with details |
/proposal-pipeline | Summarize the PandaDoc proposal pipeline by status, value, and age |
/send-document | Send a PandaDoc document for e-signature |
API Reference
| Base URL | |
| Authentication | |
| Rate Limit | |
| Documentation |
Example Usage
Create a new PandaDoc document from a template with recipients and content
/create-documentCheck the status of a PandaDoc document and its recipients
/document-statusList all available PandaDoc templates with details
/list-templatesSummarize the PandaDoc proposal pipeline by status, value, and age
/proposal-pipelineSend a PandaDoc document for e-signature
/send-documentUsing Skills
/skill pandadoc:documents
PandaDoc document lifecycle end to end: creating documents from templates, sending for e-signature, status checks and PDF downloads, the full document status enum, MSP document types, content tokens, pricing-table structure, document and recipient fields, and status-transition errors.