Sales & Distribution 🧪 Community ✓ Claude Code ✓ Claude Desktop • PandaDoc
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 | 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. |
proposals | 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. |
recipients | 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. |
templates | 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. |
api-patterns | 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. |
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Use this agent when an MSP needs to audit and standardize their PandaDoc proposal and contract templates — checking for outdated pricing, missing legal clauses, inconsistent formatting, and stale service descriptions.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
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.