The complete PandaDoc MCP server. Proposals, contracts, and e-signatures. 78 tools ready to automate.
Proposal creation bottleneck
AI auto-fills from CRM data
Chasing signatures
Smart reminder sequences
No visibility on views
Real-time engagement alerts
Full PandaDoc API access through one simple connection
Generate proposals, quotes, and contracts from templates.
Send for signature, track status, and collect signed copies.
See who viewed, when, and for how long.
Create and update reusable document templates.
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The entire MCP server is open source. Run it yourself, modify it, contribute back. The hosted version just saves you the hassle.
View on GitHubMCP (Model Context Protocol) is a standard for connecting AI assistants to external tools and data. It's supported by Claude, and lets AI actually take actions in your systems — not just chat about them.
For the hosted version, no. Just connect your PandaDoc account via OAuth and add the MCP endpoint to your AI client (Claude Desktop, etc.). If you self-host, you'll need Node.js.
Yes. We use OAuth 2.0 and never store your PandaDoc API keys. Tokens are encrypted at rest and in transit. You can revoke access anytime from your PandaDoc settings.
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