# pandadoc-followup-list

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

Tags: pandadoc, follow-up, pipeline, 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-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.

## Links

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

## More from this repo

- [pandadoc-approval-send](https://omgskills.com/library/pandadoc/mcp-server-guide/skills/pandadoc-approval-send/index.md) — Used to create a document from a template and route it through its internal approval chain — read the approval steps,...
   - [@pandadoc](https://omgskills.com/library/pandadoc/index.md) · 2 stars
- [pandadoc-contract-register](https://omgskills.com/library/pandadoc/mcp-server-guide/skills/pandadoc-contract-register/index.md) — Used to build a register of signed contracts with their key terms — counterparty, dates, value and negotiated...
   - [@pandadoc](https://omgskills.com/library/pandadoc/index.md) · 2 stars
- [pandadoc-engagement-tracker](https://omgskills.com/library/pandadoc/mcp-server-guide/skills/pandadoc-engagement-tracker/index.md) — Track per-recipient signing progress across documents that are out — who has signed, who has not, in what order, and...
   - [@pandadoc](https://omgskills.com/library/pandadoc/index.md) · 2 stars