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Skill

pandadoc-followup-list

@pandadoc Updated 2026-10-23

Sweep documents that are still out for signature, rank them by how long they have been waiting and what they are worth, and draft a follow-up message for each. Use when someone asks what needs chasing, which documents are stuck, or wants nudges drafted.

pandadocfollow-uppipelinee-signaturesalesgemini-cli-extension

Install

With your agent

Install OMGSkills skill "pandadoc/mcp-server-guide:skills/pandadoc-followup-list" 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-followup-list ~/.claude/skills/pandadoc-followup-list

From README

PandaDoc Unsigned-Document Follow-up List Find what is still out, work out what deserves attention first, and write the nudge. Run it on a schedule or on demand. You cannot send the reminder. Be clear about that from the start — see the boundary below. --- Prerequisites The PandaDoc MCP Server must be connected. Required tools: PandaDoc:documentslist, PandaDoc:documentsdetailsget. Optional: PandaDoc:documentssearch. If they are missing, say so and point at . --- The boundary — what this skill cannot do There is no reminder endpoint in the PandaDoc MCP, and PandaDoc:documentssend only accepts documents in Draft status. A document that is already Sent therefore cannot be re-sent or nudged through the API. So this skill surfaces what is stale, ranks it, and drafts the text. The user sends it, or PandaDoc's built-in auto-reminders do. Never say or imply that a reminder was sent.