Create and send professional agreements for signature directly in Claude. The whole workflow — create, send, and track — happens where your work already lives.
Your templates, branding, and required fields are enforced automatically, every time. Every agreement that goes out reflects your standards, not a first draft.
The answers to "what did we agree to?" and "what's expiring this quarter?" are already in your contracts. Ask Claude and get them back without opening PandaDoc.
Ask for one of your existing PandaDoc templates, and Claude can select it, populate it, and prepare it for sending. Or start from scratch or upload a new document — when you're done, Claude can save it as a reusable template, too.
Tell Claude who needs to sign, and PandaDoc handles the rest. Fields get assigned, details get filled, and your recipient gets a properly formatted, signature-ready document in their inbox. You get notified once they've signed.
Ask which contracts are expiring, what payment terms are in a specific agreement, or what changed across your active deals overnight. Answers come back in plain language, right in the conversation — no need to open PandaDoc.
Copy any of these prompts directly into Claude once you've connected your PandaDoc account.
“Create a new sales contract: 12-month term, monthly payments, with auto-renewal and a 60-day cancellation clause.”
“Create a mutual NDA for a new vendor relationship. Both parties are based in the US. Make it valid for two years.”
“What's changed across my active agreements this week? Flag what's been signed, what's still waiting, and what needs attention.”
“Summarize the content, key terms, and activity for my three most recent vendor agreements before my calls today.”
“Which agreements are expiring in the next 60 days? List them by counterparty and send me a summary of each.”
“What was my average deal value for contracts signed in Q1? Include the grand total for each agreement in your response.”
PandaDoc's Claude connector is built on MCP. If you're looking to build custom workflows or embed PandaDoc in your own agent, review our MCP documentation.
All of them, including our Free plan. Standard plan limits apply — our Free plan users can send up to five documents per month.
Yes, you'll need one before connecting. Sign up at pandadoc.com, then come back and connect your account via OAuth in the Claude connector directory.
Yes. Claude can pull from your existing template library, populate variables, and prepare the document for sending. If you want to add a document you already use as a template, upload a PDF and ask Claude to convert it.
Claude manages the workflow through conversation. You create, add recipients, assign fields, and send entirely in your Claude chat. To review the document visually before sending, open it in PandaDoc.
Yes. The Claude Connector lets you create, send, and track agreements directly in Claude. It's separate from CRM integrations like HubSpot and Salesforce, which connect PandaDoc to your deal records. You can use both.
Yes. Tell Claude who needs to sign, and PandaDoc handles field assignment and delivery. Your recipient gets a properly formatted, signature-ready document. Note: some recipient management features may require opening PandaDoc directly — the connector handles the core send function from conversation.
Simply ask Claude to find specific agreements if you know their name, or ask more general questions like "what's the status of my five most recent agreements." Give the sample prompts above a try to see how you can find and track document status in Claude.
