What You Can Do with PandaDoc MCP

"Create a new contract document using template ID 'template_123' with the following details:
- Recipient: [email protected]
- Company name: Acme Corporation
- Contract amount: $50,000
- Start date: 2024-01-15
- Include custom message: 'Please review and sign this service agreement'"

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

"Create a partnership agreement using template 'partnership_v3' with three signers:
- CEO: [email protected]
- Legal counsel: [email protected]
- Partner representative: [email protected]
Include variables: partnership_type='Strategic Alliance', duration='24 months'"

"Find all documents that are currently waiting for signatures, showing document names, recipient emails, and how long they've been pending"

"What's the current status of document ID 'doc_789'? Show me who has signed, who hasn't, and when it was last viewed"

"List all documents that should have been signed by now but are still pending, sorted by how overdue they are"

"Send reminder emails to all recipients who haven't signed their documents in the last 7 days. Include a custom message: 'This is a friendly reminder to complete your document signing'"

"Create 50 employment contracts using template 'hr_contract_v2' with recipient data from the CSV file I'll provide. Each should include personalized salary and start date information"

"Send all draft documents that were created this week to their respective recipients with the subject line 'Action Required: Please Sign Your Document'"

"Send personalized reminders to all clients with pending contracts over $10,000, mentioning the specific contract value and deadline in each message"

"Find all documents containing 'Service Level Agreement' in the title, created in Q4 2023, that are currently completed"

"Show me all documents sent to anyone with '@acmecorp.com' email addresses in the last 6 months"

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

"Find all contracts with values greater than $100,000 that were signed in the last quarter"

"Show me all documents created from the 'NDA_Standard' template in the last year, grouped by completion status"

"Create a report showing document completion rates by month for the last year, including average time to signature"

"Which templates have been used most frequently in the last quarter? Show usage counts and success rates"

"Show me engagement metrics for documents sent to external clients vs internal employees - who signs faster?"

"Generate a dashboard showing: total documents sent this month, completion rate, average signing time, and top-performing templates"

"Calculate the total contract value of all completed agreements this quarter, broken down by template type"

"Set all documents that have been pending for more than 30 days to expire automatically and notify the senders"

"Create a copy of document 'doc_456' but update the recipient to '[email protected]' and change the contract amount to $75,000"

"Download all completed contracts from this month as PDF files and organize them in folders by client name"

"Archive all completed documents older than 2 years but keep them searchable for compliance purposes"

"Update template 'service_agreement_v2' with new terms and create new documents for all pending agreements using the updated version"

"Configure a webhook to automatically notify our CRM system whenever a sales contract gets fully signed"

"Set up automatic email notifications to the sales team whenever a proposal document is viewed but not signed within 48 hours"

"Create an escalation rule: if a contract over $50k isn't signed within 14 days, notify the account manager and schedule a follow-up call"

"Connect PandaDoc to our Slack channel so we get instant notifications when high-value contracts are signed"

"Send the NDA template to all new vendor contacts, but only if they haven't already signed an NDA with us in the last 12 months"

"Before sending any contract over $100,000 to clients, route it through our legal team for approval first"

"Update the company logo and footer text in all active templates, then create new versions of any pending documents that use the old branding"

"Automatically assign documents to the appropriate sales rep based on the client's geographic location and deal size"

"Check all documents from the last 6 months to ensure they include required compliance clauses for GDPR and SOX regulations"

"When a new client signs our master service agreement, automatically generate and send the project-specific SOW template with their information pre-filled"

"Identify all contracts expiring in the next 90 days and automatically generate renewal documents with updated pricing"

"Create a three-way partnership agreement with sequential signing: Company A signs first, then Company B, then Company C, with automatic notifications at each step"

"Set up a document approval chain where contracts need legal approval, then finance approval, then C-level approval before being sent to clients"

"Sync all signed contracts with our Salesforce CRM, updating deal stages and creating follow-up tasks automatically"

"When a service agreement is signed, automatically schedule a project kickoff meeting with all stakeholders"

"For all signed contracts with payment terms, automatically generate and send invoices through our billing system"

"Export all document interaction data to our business intelligence platform for advanced analytics and reporting"

"Find all documents that failed to send in the last 24 hours and retry sending them with updated recipient information"

"Check all pending documents for missing required fields or invalid email addresses and provide a correction report"

"Generate a complete audit trail for document 'doc_12345' showing all actions, timestamps, and user interactions"

"Analyze which template sections cause the most delays in signing and suggest improvements for faster completion"

"Review all documents with low completion rates and identify common issues that prevent recipients from signing"

"Set up monitoring alerts for when document completion rates drop below 80% or average signing time exceeds 5 days"