# pandadoc-engagement-tracker

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

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.

Tags: pandadoc, engagement, tracking, e-signature, sales, 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-engagement-tracker ~/.claude/skills/pandadoc-engagement-tracker
```

## From 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.

## Links

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

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