PandaDoc Document Management

Overview

Documents in PandaDoc represent proposals, quotes, contracts, statements of work (SOWs), managed service agreements (MSAs), and any other business documents that need to be created, sent, signed, and tracked. MSPs use PandaDoc documents to formalize client engagements -- from initial proposals through signed contracts. Documents are typically created from templates, populated with client-specific content, sent for e-signature, and archived after completion.

MCP Tools

Available Tools

Create a Document

Call pandadoc-create-document with:

• Template: Set template_uuid to the template ID
• Name: Set name to the document title (e.g., "Acme Corp - Managed Services Agreement")
• Recipients: Provide recipients array with email, first_name, last_name, role, and optionally signing_order
• Content tokens: Set tokens array with name and value pairs to populate template variables
• Pricing tables: Set pricing_tables to populate line items with services and pricing
• Folder: Optionally set folder_uuid to organize the document

Example: Create an MSA from template:

• pandadoc-create-document with template_uuid=abc123, name="Acme Corp - MSA", recipients=[{"email":"john@acme.com","first_name":"John","last_name":"Smith","role":"Client"}], tokens=[{"name":"Client.Company","value":"Acme Corporation"}]

List Documents

Call pandadoc-list-documents with optional parameters:

• Search by name: Set q to a document name or keyword
• Filter by status: Set status to a document status value (see status reference below)
• Filter by tag: Set tag to a document tag
• Sort: Set order_by to date_created, date_modified, name, or date_status_changed
• Paginate: Set page (1-based) and count (up to 100)

Example: List all sent documents:

• pandadoc-list-documents with status=document.sent, count=100

Example: Search for a client's documents:

• pandadoc-list-documents with q=Acme Corp, count=100

Get Document Details

Call pandadoc-get-document with the id parameter to get full document details including recipients, tokens, pricing, and metadata.

Check Document Status

Call pandadoc-get-document-status with the id parameter to get the current status and recipient completion information.

Send a Document

Call pandadoc-send-document with:

• Document ID: Set id to the document ID (required)
• Message: Optionally set message for the email body
• Subject: Optionally set subject for the email subject line
• Silent: Set silent=true to create a signing link without sending an email

Example: Send with a cover message:

• pandadoc-send-document with id=msFYActMfJHqNTKH9tcPFa, message="Please review and sign the attached managed services agreement.", subject="MSA for your review - Acme Corp"

Download a Document

Call pandadoc-download-document with the id parameter to download the completed, signed document as a PDF.

Key Concepts

Document Lifecycle

Template --> Create (Draft) --> Send --> Viewed --> Completed (Signed)
                  |                        |              |
            waiting_approval         declined        download
                  |                  rejected
               approved              expired
                  |
                voided

Document Statuses

Document Types for MSPs

Content Tokens

Tokens are template variables that get replaced with client-specific values when creating a document:

Pricing Tables

Pricing tables contain line items for services and products:

{
  "pricing_tables": [
    {
      "name": "Services",
      "sections": [
        {
          "rows": [
            {
              "options": {
                "optional": false,
                "optional_selected": true
              },
              "data": {
                "name": "Managed IT Services - Per User",
                "description": "24/7 monitoring, helpdesk, patching, endpoint security",
                "price": 125.00,
                "qty": 50,
                "discount": 0
              }
            },
            {
              "data": {
                "name": "Backup & Disaster Recovery",
                "description": "Cloud backup with 1-hour RPO, 4-hour RTO",
                "price": 250.00,
                "qty": 1,
                "discount": 0
              }
            }
          ]
        }
      ]
    }
  ]
}

Field Reference

Document Fields