# pandadoc-invoice-handoff

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

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.

Tags: pandadoc, invoicing, finance, quotes, e-signature, 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-invoice-handoff ~/.claude/skills/pandadoc-invoice-handoff
```

## From 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.

## Links

- HTML page: https://omgskills.com/library/pandadoc/mcp-server-guide/skills/pandadoc-invoice-handoff/
- 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