# 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 catalog research. Check vendor sources for current setup instructions; this is not proof of a tested connection.

## 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

## Retrieved pages