# pandadoc-quote-builder

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

Build a priced PandaDoc quote or proposal from a template — fill the pricing table and variables, verify the totals and discount actually landed as asked, confirm, then send for signature. Use when someone wants a quote, proposal or priced offer created for a client.

Tags: pandadoc, quotes, proposals, pricing, 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-quote-builder ~/.claude/skills/pandadoc-quote-builder
```

## From README

PandaDoc Quote & Proposal Builder Turn "quote Acme for 200 licences with 10% off" into a real, correctly priced PandaDoc document, checked before anyone sees it, and sent only on confirmation. The hard part is not creating the document. It is that the API will accept your pricing and silently produce different numbers than you asked for. Most of this skill is about catching that. --- Prerequisites The PandaDoc MCP Server must be connected. Required tools: PandaDoc:templateslist, PandaDoc:templatesdetailsget, PandaDoc:documentscreate, PandaDoc:documentsstatusget, PandaDoc:documentsdetailsget, PandaDoc:documentsupdate, PandaDoc:documentssend. If they are missing, tell the user the MCP Server is not connected and point them at . --- What the user provides Extract from their message: Client name — required. Used for the document name and the Client. tokens. Template — a name or description ("our standard proposal"). If missing, ask; do not pick one.

## Links

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

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