{
  "id": "13-pandadoc",
  "slug": "pandadoc",
  "normalized_name": "pandadoc",
  "name": "PandaDoc",
  "vendor_url": "pandadoc.com",
  "category": "proposals-deals",
  "what_it_does": "Document builder/e-signature platform for proposals, quotes, and contracts, with AI-assisted content generation and CRM-linked workflows.",
  "ai_features": "AI-assisted document drafting and content suggestions inside the editor; the MCP server itself is an access/automation layer (search, create-from-template, send-and-track), not a new AI capability in itself.",
  "mcp_status": "official",
  "mcp_url": "https://mcp.pandadoc.com/v1/mcp ; https://developers.pandadoc.com/docs/how-to-use-the-pandadoc-mcp-server ; hosted remote server at https://mcp.pandadoc.com/v1/mcp ; repo https://github.com/PandaDoc/mcp-server-guide",
  "mcp_auth": "OAuth - remote hosted server, add the server URL to an MCP client (Claude Desktop, Claude Code, Cursor, VS Code, Gemini, etc.) and authenticate via OAuth.",
  "api_gate": "free (limited). PandaDoc's Free plan now includes API access with both a sandbox and production API key at signup (60 documents/year, 5 templates, sandbox docs watermarked and limited to your own domain) - sources conflict on whether production API access requires a paid/Enterprise plan, so treat the free-tier claim as probable-but-recently-changed rather than fully certain; verify current terms before publishing.",
  "revops_role": "Proposal/quote/e-signature system of record, one of the more genuinely solo-operator-accessible tools in this category on both API and MCP access.",
  "tier": "RESEARCHED",
  "last_checked": "2026-09-07",
  "sources": "https://developers.pandadoc.com/docs/how-to-use-the-pandadoc-mcp-server, https://www.usecarly.com/blog/pandadoc-mcp/, https://www.pandadoc.com/blog/pandadoc-free-plan-api/, https://www.pandadoc.com/api/pricing/, https://www.pulsemcp.com/servers/dazanza-pandadoc, https://github.com/PandaDoc/mcp-server-guide, https://mcp.pandadoc.com/v1/mcp",
  "notes": "PulseMCP also lists a third-party community server (dazanza-pandadoc) - prefer the official hosted one (mcp.pandadoc.com) documented on PandaDoc's own developer site. 2026-09-07: GitHub org PandaDoc (homepage developers.pandadoc.com). Repo mcp-server-guide holds server.json / mcp.json / .mcp.json - the registry and client manifests - and the official registry carries com.pandadoc.mcp/mcp (DNS-verified pandadoc.com namespace) pointing at this repo with remote https://mcp.pandadoc.com/v1/mcp, which returned 401 to an MCP initialize (https://github.com/PandaDoc/mcp-server-guide).",
  "mcp_status_bucket": "official",
  "api_gate_bucket": "free",
  "mcp_urls": [
    "https://mcp.pandadoc.com/v1/mcp",
    "https://developers.pandadoc.com/docs/how-to-use-the-pandadoc-mcp-server",
    "https://github.com/PandaDoc/mcp-server-guide"
  ],
  "source_urls": [
    "https://developers.pandadoc.com/docs/how-to-use-the-pandadoc-mcp-server",
    "https://www.usecarly.com/blog/pandadoc-mcp/",
    "https://www.pandadoc.com/blog/pandadoc-free-plan-api/",
    "https://www.pandadoc.com/api/pricing/",
    "https://www.pulsemcp.com/servers/dazanza-pandadoc",
    "https://github.com/PandaDoc/mcp-server-guide",
    "https://mcp.pandadoc.com/v1/mcp"
  ],
  "source_annotations": [],
  "vendor_domain": "pandadoc.com",
  "display_name": "PandaDoc",
  "docs_url": null,
  "jobs": [
    "generate-proposal-or-quote",
    "send-document-for-signature"
  ],
  "jobs_tagged_by": "machine-pass",
  "jobs_tagged_on": "2026-08-25",
  "github_url": null,
  "github_stars": null,
  "github_last_commit": null,
  "github_archived": null,
  "github_fetched_on": null,
  "github_candidates": [
    "https://github.com/PandaDoc/mcp-server-guide",
    "https://github.com/PandaDoc/mcp-server-guide"
  ],
  "docs_digest": null,
  "docs_last_crawled": null,
  "submission": null,
  "mcp_tools": [],
  "mcp_tool_count": 0,
  "mcp_tools_evidence": null,
  "mcp_tools_repo": null,
  "mcp_tools_repo_party": null,
  "mcp_catalog_shape": null,
  "mcp_catalog_note": null,
  "mcp_tools_fetched_on": null,
  "cli_status": "community",
  "cli_party": "third",
  "cli_binary": "pandadoc",
  "cli_install": [
    {
      "cmd": "pip install pandadoc",
      "manager": "pypi",
      "source_url": "https://pypi.org/project/pandadoc/",
      "party": "third",
      "fetched_on": "2026-09-27"
    }
  ],
  "cli_login": null,
  "cli_commands_seen": [],
  "cli_docs_url": null,
  "cli_repo": null,
  "cli_packages": [
    {
      "kind": "pypi",
      "package": "pandadoc",
      "version": "0.1.0",
      "party": "third",
      "url": "https://pypi.org/project/pandadoc/"
    }
  ],
  "cli_evidence": "pypi",
  "cli_checked_on": "2026-09-27",
  "github_org": "PandaDoc",
  "github_org_status": "resolved",
  "github_org_url": "https://github.com/PandaDoc",
  "github_org_evidence": {
    "rule": "rule 2",
    "url": "https://mcp.pandadoc.com/v1/mcp",
    "matched_domain": "pandadoc.com",
    "via": "website",
    "detail": "account website https://pandadoc.com has the vendor's domain",
    "confidence": "strong",
    "candidates_rejected": []
  },
  "github_org_repos": 16,
  "github_org_repos_mcp": 3,
  "github_org_repos_cli": 0,
  "github_org_latest_activity": "2026-09-08T10:37:45Z",
  "github_org_recent_repos": [
    {
      "name": "pandadoc-openapi-specification",
      "url": "https://github.com/PandaDoc/pandadoc-openapi-specification",
      "kind": "api-client",
      "description": null,
      "stars": 6,
      "pushed_at": "2026-09-08",
      "latest_release": "v7.27.1"
    },
    {
      "name": "design-engineer-interview-200826-dry-run",
      "url": "https://github.com/PandaDoc/design-engineer-interview-200826-dry-run",
      "kind": "other",
      "description": null,
      "stars": 0,
      "pushed_at": "2026-08-20",
      "latest_release": null
    },
    {
      "name": "mcp-server-guide",
      "url": "https://github.com/PandaDoc/mcp-server-guide",
      "kind": "mcp-server",
      "description": "Where to start to use PandaDoc MCP server",
      "stars": 2,
      "pushed_at": "2026-08-20",
      "latest_release": "v1.0.0"
    },
    {
      "name": "design-engineer-interview-170826",
      "url": "https://github.com/PandaDoc/design-engineer-interview-170826",
      "kind": "other",
      "description": null,
      "stars": 0,
      "pushed_at": "2026-08-17",
      "latest_release": null
    },
    {
      "name": "property-agreement-templates",
      "url": "https://github.com/PandaDoc/property-agreement-templates",
      "kind": "docs-or-examples",
      "description": "Free property and real estate agreement templates — residential and commercial leases, rental agreements, applications, notices, and property management agreeme",
      "stars": 0,
      "pushed_at": "2026-07-22",
      "latest_release": "v1.0.0"
    }
  ],
  "github_org_checked_on": "2026-09-08",
  "mcp_endpoint": null,
  "mcp_docs_url": "https://developers.pandadoc.com/docs/how-to-use-the-pandadoc-mcp-server",
  "endpoint_status": "docs-only",
  "endpoint_http_status": 200,
  "endpoint_last_probed": "2026-09-04",
  "endpoint_wall_note": null,
  "canonical": true,
  "canonical_id": "13-pandadoc",
  "also_listed_in": [],
  "source_file": "13-proposals-deals.md",
  "source_line": 14,
  "file_index": 0,
  "category_num": "13",
  "category_slug": "proposals-deals",
  "category_label": "Proposals & Deals",
  "heading": "PandaDoc",
  "missing_schema_fields": [],
  "extra_fields": {},
  "display_rank": 40
}