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Skill

pandadoc-followup-list

@pandadoc 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.

pandadocfollow-uppipelinee-signaturesalesgemini-cli-extension

Install

With your agent

Install OMGSkills skill "pandadoc/mcp-server-guide:skills/pandadoc-followup-list" 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-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.