pandadoc

Plugin pandadoc from marketplace msp-claude-plugins in WYRE-AI/msp-claude-plugins. Commands read from the repo's manifest — yesterday.

Skills (4)

• PandaDoc API Patterns

  PandaDoc hosted MCP server and API fundamentals: API-key authentication and which operations work without a key, the complete MCP tool catalog (documents, templates, recipients, docs search, code samples), page-based pagination, document and template filters, rate limits per plan, and error codes. W

• PandaDoc Documents

  PandaDoc document lifecycle end to end: creating documents from templates, sending for e-signature, status checks and PDF downloads, the full document status enum, MSP document types, content tokens, pricing-table structure, document and recipient fields, and status-transition errors. When creating,

• PandaDoc Proposals

  MSP proposal workflows in PandaDoc: proposal types and typical values (MSA, SOW, hardware quote, project proposal, security assessment, cloud migration), the standard MSP content-token set, managed-services and hardware pricing-table structures, mapping document statuses to sales-pipeline stages, an

• PandaDoc Recipients

  PandaDoc recipients and e-signature mechanics: recipient roles (signer, approver, viewer, CC), signing-order behavior, multi-party MSP signing scenarios, completion tracking via `has_completed`, recipient fields, and the document statuses that restrict adding or changing recipients. When adding reci

Slash commands (5)

• /pandadoc:create-document

  Create a new PandaDoc document from a template with recipients and content

• /pandadoc:document-status

  Check the status of a PandaDoc document and its recipients

• /pandadoc:list-templates

  List all available PandaDoc templates with details

• /pandadoc:proposal-pipeline

  Summarize the PandaDoc proposal pipeline by status, value, and age

• /pandadoc:send-document

  Send a PandaDoc document for e-signature

Subagents (2)

• contract-tracker

  Use this agent when an MSP sales coordinator or account manager needs to track the status of pending proposals and contracts in PandaDoc. Trigger for: pending signatures, expiring contracts, stalled proposals, contract pipeline review, proposal follow-up, awaiting signature. Examples: "which proposa

• template-standardizer

  Use this agent when an MSP needs to audit and standardize their PandaDoc proposal and contract templates — checking for outdated pricing, missing legal clauses, inconsistent formatting, and stale service descriptions. Trigger for: PandaDoc template audit, outdated proposal template, missing contract

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