pandadoc-engagement-tracker
Track per-recipient signing progress across documents that are out — who has signed, who has not, in what order, and which documents have stalled. Use when someone asks who is holding up a deal or what the state of play is across sent documents.
Install
With your agent
Install OMGSkills skill "pandadoc/mcp-server-guide:skills/pandadoc-engagement-tracker" 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-engagement-tracker ~/.claude/skills/pandadoc-engagement-trackerFrom README
PandaDoc Deal-Room Engagement Tracker Who has signed, who has not, and what has gone quiet — across everything currently out. Read the limitation below before using this. In its current form this skill reports signing progress only. It cannot tell you who opened a document. --- Prerequisites The PandaDoc MCP Server must be connected. Required tools: PandaDoc:documentslist, PandaDoc:documentsdetailsget. Optional and currently unavailable: PandaDoc:documentsaudittrailget. If the required tools are missing, say so and point at . --- Known limitation — no view events The intended version of this skill reports opens as well as signatures. That needs PandaDoc:documentsaudittrailget, which currently returns: on a real completed document, with a connection that reads every other document tool. It is unresolved whether that is a plan entitlement, an OAuth scope or a workspace permission. Tracked against PD-111238. So: attempt the audit trail once, and degrade cleanly when it fails.
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