# pandadoc-approval-send

> Claude/Codex skill by [@pandadoc](https://omgskills.com/library/pandadoc/index.md) · 2 stars · Updated 2026-10-23

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.

Tags: pandadoc, approvals, workflow, e-signature, bizops, gemini-cli-extension

## Install

```sh
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-send
```

## From 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.

## Links

- HTML page: https://omgskills.com/library/pandadoc/mcp-server-guide/skills/pandadoc-approval-send/
- GitHub: https://github.com/PandaDoc/mcp-server-guide
- Author: [@pandadoc](https://omgskills.com/library/pandadoc/index.md)

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