What You Can Do with PandaDoc MCP

MCP can handle everything from quick document lookups to full workflow automation. Below are example prompts, grouped by category, to show you what's possible. Copy one into your AI tool to try it. See how to get started.

Tip: Prompts that read or search docs often work best as a first test.

Quick prompts to try

Prompt	What it does
“List the 5 most recent documents in my account and show their status.”	Fetches recent doc activity
“What is the <document_name> document about?”	Fetches the document summary and/or content and provides a description based on the returned information.
“Send <document_name>”	Sends the document to all recipients
“Find all contracts worth more than $100,000 that were signed last quarter.”	Filters docs by value and timeframe
“What’s the average time to sign proposals in the last month?”	Analytics query

Want more? See the categorized examples below.

Usage Notes

Replace template IDs, document IDs, and email addresses with actual values from your PandaDoc account.
Customize field names and variables according to your specific templates.
Adjust time periods and thresholds based on your business requirements.

Document Creation & Template Management

List all available templates

"Show me all document templates available in my PandaDoc account, including their names, IDs, and creation dates"

Create a NDA from a template

Create a new NDA for John Smith at Acme Corp using our standard NDA template. His email is [email protected]

Create a sales proposal with a pricing table

Create a sales proposal for Acme Corp using our Q2 Sales Proposal template with a pricing table: 3 licenses at $500 each and a 10% discount

Upload a PDF as a new template

Upload our new Master Service Agreement PDF at https://files.example.com/msa-v2.pdf as a PandaDoc template named "MSA v2.0"

Inspect a template's fields and roles

Show me the details for template tmpl_abc123 — what roles, fields, and tokens does it have?

Document Status & Management

Check if a document has been signed

Check if document doc_abc123 has been signed yet

Get full document details

Show me all the details for document doc_abc123, including recipients, fields, and metadata

Mark a document as paid

Mark document doc_abc123 as paid

Decline a document with a note

Decline document doc_abc123 with the note "Budget freeze — will revisit next quarter"

Bulk Operations & Reminders

Find all documents awaiting signature

Show me all documents that are currently waiting for a signature

Expire old drafts

Find all documents that have been in draft status for more than 30 days and expire them

Send reminders for unsigned contracts

Send a reminder for all contracts tagged "Q4-2024" that haven't been signed yet

Archive completed documents from a folder

Archive all completed documents in the "2023 Contracts" folder

Document Search & Filtering

Full-text search across documents

Search for all documents mentioning "Acme Corp renewal"

Find documents expiring this month

Find all documents expiring between April 1 and April 30, 2025

Find expired documents

"List all documents that have expired without being signed, along with the original expiration dates and recipient information"

Filter by tag and status

Show me documents tagged "enterprise" that are currently in completed status

Find recently modified documents

Find all documents modified in the last 7 days

Analytics & Reporting

Count documents by status

How many documents do I have in each status (draft, sent, completed, declined)?

View the full audit trail for a document

Show me the full audit trail for document doc_abc123 — who viewed it, when, and what actions were taken

Get a detailed AI summary of a document

Give me a detailed summary of document doc_abc123

Report on signed contracts in a date range

Show me all contracts that were signed in Q1 2025 (January 1 – March 31)

Document Lifecycle Management

Create, review, and send a contract

Create a contract for Acme Corp, review its content, then send it to [email protected]

Walk through a document's lifecycle

Walk me through the full lifecycle of document doc_abc123 — from creation to current status

Send through an approval workflow

Send document doc_abc123 through our standard approval workflow before delivering it to the client

Review document content before sending

Show me the current text of document doc_abc123 in markdown format so I can review it before sending

Advanced Document Operations

Extract document text for analysis

Extract the full text of document doc_abc123 in markdown format for analysis

Get headline summaries for multiple documents

Give me a one-line headline summary for each of these 5 documents: doc_abc123, doc_def456, doc_ghi789, doc_jkl012, doc_mno345

Create a proposal with a complex pricing table and content library blocks

Create a proposal using our Enterprise Proposal template, populate the pricing table with 5 line items, apply a 15% volume discount, and add our standard GDPR compliance clause from the content library

Update a text block in a draft document

Update document doc_abc123 to replace the payment terms section with the new Net-45 language

Customer-Specific Workflows

Create an onboarding agreement with pre-filled customer data

Create an onboarding agreement for customer ID 98765 (Acme Corp) using our onboarding template, pre-filling their company name, plan type (Enterprise), and monthly price ($2,500)

Find all documents for a specific customer

Find all documents associated with Acme Corp

Reassign a document to a new sender

Reassign document doc_abc123 from [email protected] to [email protected] as the new sender

Create a multi-party signing agreement

Create a partnership agreement that requires signatures from both the CEO and Legal Counsel at Acme Corp before it's considered complete

Error Handling & Troubleshooting

Diagnose why a document can't be sent

I tried to send document doc_abc123 but got an error — what's its current status and why can't it be sent?

Retry a summary that isn't ready yet

Get the AI summary for document doc_abc123 — if it's not ready yet, wait and try again

Check whether a document exists

Document doc_abc123 doesn't seem to exist — can you check and tell me what error we get?

Retrieve the request ID for a support escalation

I'm getting an API error when trying to update document doc_abc123 — what does the error say and what's the request ID I should give to PandaDoc support?

Best Practices Examples

Verify status and review content before sending

Before sending document doc_abc123, verify it's in draft status and show me its content for a final review

Tag and annotate a document for traceability

Create a contract for Acme Corp and tag it with "enterprise", "Q2-2025", and "auto-renewal", and set the metadata fields crm_id and opportunity_id so we can find it later

Paginate through a large document list

List all documents 10 at a time, starting from page 3, and tell me if there are more pages

Handle paginated search results

Search for all contracts signed this year — if there are more than 100 results, show them page by page