Now Available — Connect PandaDoc + AI

# AI-Power Your PandaDoc in 2 Clicks

MCPEngage connects PandaDoc to any AI model via MCP.
Generate documents, track signatures, and automate workflows — all through conversation.

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View on GitHub
app.mcpengage.com/pandadoc

#### Q1 2025 SOW — Acme Corp

Sent 2h ago • $125,000 deal

Viewed
Hot lead 3 views

#### MSA — TechFlow Inc

Waiting 5 days • $85,000 annual

Pending
Follow up Legal review

#### NDA — StartupXYZ

Signed 1h ago

Completed
eSign Stored
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0+
PandaDoc Tools
$0
Setup Cost
0min
Install Time
24/7
AI Docs
Quick Install

## Up and Running in
One Command

~/projects
Open source — view the full code on GitHub
The Difference

## Before vs. After

### Before MCPEngage

- Manual document creation

  Copy-pasting deal details into templates for every contract

- Lost in email threads

  "Did they sign?" "Who needs to sign next?" — endless inbox hunting

- Template chaos

  50 versions of the same SOW, nobody knows which is current

- Slow deal cycles

  Documents stuck in limbo, no visibility into what's blocking signatures

### After MCPEngage

- AI-generated docs

  "Create an SOW for Acme Corp based on the Slack thread" — done in seconds

- Real-time tracking

  Ask "What's blocking the TechFlow MSA?" — instant answer with next steps

- Smart templates

  AI finds the right template, auto-fills variables, and updates versions

- 2× faster close

  Proactive reminders, bottleneck alerts, and automated follow-ups

The Problem

## Your Deals Are
Stalling

PandaDoc speeds up signatures, but your team still wastes hours creating, tracking, and chasing documents manually.

### Template Hell

Every proposal needs custom tweaks. You're copy-pasting client names, pricing, and scope into templates. One typo and the deal looks unprofessional.

### Black Hole Tracking

Documents sent into the void. "Did they view it?" "Who's blocking?" You're refreshing the PandaDoc dashboard 20 times a day hoping for status updates.

### Signature Delays

Deals die in the signing phase. You have no idea which signer is stalling, and by the time you follow up manually, the deal's gone cold.

The Solution

## Three Steps to
AI-Powered Documents

1

### Connect Your PandaDoc

Paste your PandaDoc API key. MCPEngage discovers all available endpoints and builds 35+ tools automatically. No code, no configuration, no DevOps.

2

### Ask in Plain English

"Create an MSA for TechFlow using the enterprise template." "Which documents are waiting on signatures?" "Send a reminder for the Acme SOW." Your AI understands and acts.

3

### Automate Everything

Set up recurring workflows: auto-generate contracts from CRM deals, send signing reminders, alert sales when deals stall, and archive completed docs — all running 24/7.

Features

## Everything to
Supercharge PandaDoc

35+ PandaDoc tools accessible through one natural-language interface.

### Document Generation

Create proposals, contracts, and NDAs from templates with AI-filled variables. "Generate a Q1 SOW for Acme Corp with $125k pricing."

### Smart Sending

Send documents to recipients with custom messages and signing order. AI suggests signers based on contact roles and deal context.

### Real-Time Tracking

Monitor document views, time spent, and signer progress. "Which high-value deals have been viewed but not signed?"

### Automated Reminders

Set up follow-up sequences for pending signatures. "Remind all unsigned docs from last week."

### Template Intelligence

AI finds the right template for your use case, suggests variable mappings, and keeps templates versioned and up-to-date.

### Document Lifecycle

Auto-archive completed docs, sync status to CRM, and generate completion reports. Full audit trail for compliance.

FAQ

## Common Questions

MCP (Model Context Protocol) is an open standard created by Anthropic that lets AI models securely connect to external tools and data sources. Think of it as a USB port for AI — MCPEngage uses MCP to give your AI real-time read/write access to PandaDoc.
You provide a PandaDoc API key (generated in Settings → API). MCPEngage uses the PandaDoc REST API to create 35+ tools covering documents, templates, contacts, and workflows. Your credentials are encrypted and never stored on our servers.
AI can generate documents from your existing PandaDoc templates by auto-filling variables based on context (CRM data, Slack threads, etc.). You review before sending. Fully custom documents require a template as a starting point.
Yes! MCPEngage supports sending documents for signature, tracking signer status, sending reminders, and downloading completed signed PDFs. Full signature workflow automation.
MCPEngage is free during the beta period. After launch, pricing starts at $29/month per platform connection. Enterprise plans with custom integrations and priority support are available on request.
Yes! MCPEngage supports 66+ platforms including Salesforce, HubSpot, DocuSign, Slack, and many more. Each platform gets its own MCP server with platform-specific tools. Connect as many as you need.

## Start Automating PandaDoc
Today

Join sales teams using MCPEngage to close deals faster with AI-powered documents.

### You're on the list!

We'll notify you as soon as MCPEngage for PandaDoc is ready.

Free during beta. No credit card required.