pandadoc-approval-send
Create a document from a template and route it through its internal approval chain — read the approval steps, send through the chain where the API allows it, and hand off to PandaDoc where it does not. Use when a document needs internal sign-off before it reaches the counterparty.
Install
With your agent
Install OMGSkills skill "pandadoc/mcp-server-guide:skills/pandadoc-approval-send" into this agent's normal skills directory: use the OMGSkills MCP get_skill tool, install only the pinned_install commit and path, verify SKILL.md against pinned_install.skill_md_sha, 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-approval-send ~/.claude/skills/pandadoc-approval-sendFrom README
PandaDoc Approval-Routed Send Send a document through internal approval instead of straight to the counterparty. Verified against live chains. Reading a chain and routing a document through it were both exercised end to end: a Draft created from a template with an approval workflow exposes a populated approvalexecution, and sending it lands the document in Waiting for Approval. One shape cannot be sent at all — a group whose type is selectable — and Step 3 explains why and what to do instead. --- Prerequisites The PandaDoc MCP Server must be connected. Required tools: PandaDoc:templateslist, PandaDoc:templatesdetailsget, PandaDoc:documentscreate, PandaDoc:documentsstatusget, PandaDoc:documentsdetailsget, PandaDoc:documentssend. Useful: PandaDoc:documentsupdate to fix an unassigned signature field before retrying a send. If they are missing, say so and point at . An approval workflow must be configured on the template or document in PandaDoc.
More from this repo
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...
pandadoc-followup-list
Sweep documents that are still out for signature, rank them by how long they have been waiting and what they are worth,...