pandadoc-approval-send
Create a document from a template and route it through its internal approval chain — read the approval steps, send through the chain where the API allows it, and hand off to PandaDoc where it does not. Use when a document needs internal sign-off before it reaches the counterparty.
Install
With your agent
Install OMGSkills skill "pandadoc/mcp-server-guide:skills/pandadoc-approval-send" into this agent's normal skills directory: call the OMGSkills MCP get_install_plan tool for your agent and run the script it returns (it installs only the pinned commit and verifies SKILL.md), and stop if MCP or the pin is unavailable. Do not overwrite or change existing skills without asking me.
Manual command
git clone https://github.com/PandaDoc/mcp-server-guide /tmp/mcp-server-guide && ln -s /tmp/mcp-server-guide/skills/pandadoc-approval-send ~/.claude/skills/pandadoc-approval-sendFrom README
PandaDoc Approval-Routed Send Send a document through internal approval instead of straight to the counterparty. Verified against live chains. Reading a chain and routing a document through it were both exercised end to end: a Draft created from a template with an approval workflow exposes a populated approvalexecution, and sending it lands the document in Waiting for Approval. One shape cannot be sent at all — a group whose type is selectable — and Step 3 explains why and what to do instead. --- Prerequisites The PandaDoc MCP Server must be connected. Required tools: PandaDoc:templateslist, PandaDoc:templatesdetailsget, PandaDoc:documentscreate, PandaDoc:documentsstatusget, PandaDoc:documentsdetailsget, PandaDoc:documentssend. Useful: PandaDoc:documentsupdate to fix an unassigned signature field before retrying a send. If they are missing, say so and point at . An approval workflow must be configured on the template or document in PandaDoc.
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