PandaDoc documentation
Research date: 2026-09-07
Documentation coverage: not-retrieved.
Reference index, not a mirror of complete vendor documentation. Retrieved pages do not prove the MCP works.
What it does
Document builder/e-signature platform for proposals, quotes, and contracts, with AI-assisted content generation and CRM-linked workflows.
Access and connection
MCP support: official
Access requirements: 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.
Authentication: 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.
Research checked: 2026-09-07
These details come from the catalog research. Check the vendor sources below for current setup instructions. They do not establish that a connection or tool call was tested.
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