Integration · Documents

Connect Claude & ChatGPT to PandaDoc

Ask your AI to create a proposal from a template, check whether a contract has been signed, or remind a recipient who has not signed yet in PandaDoc. It can search documents and templates, create drafts with recipients and field values, send them for signing, send reminders and download PDFs. It can also read a document's history and manage contacts and folders.

Connect PandaDoc free

Free plan, no credit card. Takes about a minute.

Try asking

“Create a proposal for Nordic Foods from our Standard Proposal template.”
The AI finds the template, reads its roles and fields, and creates a draft with the recipient and values filled in. Nothing is sent yet.
“Has the Acme contract been signed?”
It finds the document and checks its status, such as sent, viewed or completed.
“Who has opened the Acme contract so far?”
It reads the document's audit trail: who viewed, signed or changed it and when.

What your AI can do

Documents and templates

Search templates and documents, create drafts from a template, read details and history, and download PDFs.

Sending and signing

Send documents for signing, send reminders, set automatic reminders, and move a sent document back to draft.

Contacts and folders

Search, create and update contacts, manage recipients on drafts, and organize documents in folders.

“Send a reminder to the recipients who have not signed.”
It sends a manual reminder for the document, which PandaDoc emails to the recipients.
“Download the signed PDF of the Acme contract.”
It downloads the document as a PDF.
“Add Peter Holm from Acme as a contact.”
It searches contacts first to avoid a duplicate, then creates the contact with email, name and company.

24 tools for PandaDoc

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_document_recipientChanges dataAdd a saved contact (or contact group) as a recipient on a draft document. Pass the document ID and the contact ID.
create_contactChanges dataCreate a new contact with an email address and optional name, company, job title, phone and address. Search contacts first to avoid duplicates.
create_documentChanges dataCreate a new draft document, usually from a template: pass the template ID, a document name, recipients and any field or token values. The document is not sent until you send it.
create_document_folderChanges dataCreate a new document folder by name, optionally inside a parent folder.
download_document_pdfDownload a document as a PDF by its ID, optionally with a watermark.
get_contactGet the details of one contact by its ID.
get_current_memberGet the connected PandaDoc user and their workspace. Use this to check which account is connected.
get_document_auto_remindersGet the automatic reminder settings of a document by its ID.
get_document_detailsGet the full details of one document by its ID, including recipients, fields, pricing and metadata.
get_document_statusCheck the current status of a document (draft, sent, viewed, completed and so on) by its ID.
get_template_detailsGet the details of one template by its ID, including its roles, fields, tokens and pricing tables, so you know what to fill in when creating a document.
list_document_foldersList document folders, optionally inside a parent folder. Use this to find a folder ID.
list_document_historyList the audit trail of a document by its ID: who viewed, signed or changed it and when.
list_membersList the members of the connected PandaDoc workspace, for example to pick a document owner or sender.
move_document_to_draftChanges dataMove a sent document back to draft by its ID so it can be edited. Recipients can no longer open or sign it until it is sent again.
move_document_to_folderChanges dataMove a document into a folder. Pass the document ID and the folder ID.
search_contactsList PandaDoc contacts, optionally filtered by email address.
search_documentsSearch PandaDoc documents by name, status, tag, folder, template or contact. Returns a paginated list with each document's ID and status.
search_templatesSearch PandaDoc templates by name, tag or folder. Use this to find the template ID before creating a document.
send_documentVisible to othersSend a draft document for viewing or signing by its ID, with an optional email subject and message. This emails every recipient on the document unless silent is set.
send_document_reminderVisible to othersSend a manual reminder for a document that is waiting to be signed, optionally to specific recipients. This emails the recipients.
update_contactChanges dataUpdate an existing contact by its ID. Only the fields you pass are changed.
update_document_auto_remindersVisible to othersTurn automatic reminders for a document on or off and set the delay, frequency and delivery method (email or SMS). Reminders are sent to the recipients.
update_document_recipientChanges dataUpdate a recipient on a document, such as their name, email or phone. Pass the document ID, the recipient ID and the fields to change.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose PandaDoc from the app list.
2
Paste your key
Paste a PandaDoc API key. In PandaDoc go to Settings → Integrations → API (Developer Dashboard) and generate a Sandbox or Production API key. Production keys require a PandaDoc plan with API access.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
Click your name, then Settings › Connectors › Add custom connector. Paste your link as the Remote MCP server URL. Switch it on from the + menu in a chat.

Questions

What can the AI do in PandaDoc?

The AI can search and read documents, templates, contacts, folders and workspace members, check document status and history, read reminder settings and download PDFs. It can create draft documents and contacts, add and update recipients, send documents and reminders, change automatic reminders, move documents to draft or into folders and create folders.

Does the AI see my PandaDoc credentials?

No. Your PandaDoc API key is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start with searching and reading documents. Sending a document or a reminder emails the recipients, so those tools can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own PandaDoc account, and a Production API key requires a PandaDoc plan with API access.

Does the AI send documents without asking?

Only if you let it. create_document makes a draft that is not sent. send_document emails every recipient, and send_document_reminder and automatic reminders email them too. Require approval for these tools, and you check every send before it goes out.