pandadoc-invoice-handoff
Turn a signed quote or proposal into an invoice — find quotes that completed and have not been invoiced yet, reuse their pricing, create the invoice from a template, and send it on confirmation. Use when someone asks to invoice a closed deal or wants signed quotes swept for invoicing.
Install
With your agent
Install OMGSkills skill "pandadoc/mcp-server-guide:skills/pandadoc-invoice-handoff" 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-invoice-handoff ~/.claude/skills/pandadoc-invoice-handoffFrom README
PandaDoc Quote → Invoice Handoff Find quotes that have been signed, build the matching invoice, send it. Two structural facts shape this: there are no webhooks, so this is a sweep rather than a trigger; and nothing marks a quote as invoiced, so you have to establish that yourself or you will double-invoice. --- Prerequisites The PandaDoc MCP Server must be connected. Required tools: PandaDoc:documentslist, PandaDoc:documentsdetailsget, PandaDoc:templateslist, PandaDoc:templatesdetailsget, PandaDoc:documentscreate, PandaDoc:documentsstatusget, PandaDoc:documentsupdate, PandaDoc:documentssend. If they are missing, say so and point at . An invoice template must exist in the workspace, with a pricing table (not a Quote block) in the quote's currency. The reference account has two "invoice"-named templates and neither qualifies: one's pricing block is a Quote, not a table (the exact trap Step 4 describes), and the other returns an API error on every read.
More from this repo
pandadoc-approval-send
Used to create a document from a template and route it through its internal approval chain — read the approval steps,...
pandadoc-contract-register
Used to build a register of signed contracts with their key terms — counterparty, dates, value and negotiated...
pandadoc-engagement-tracker
Track per-recipient signing progress across documents that are out — who has signed, who has not, in what order, and...