Availability: All plans.
The PandaDoc app connects Claude directly to your PandaDoc account using MCP (Model Context Protocol). It gives you a natural language interface to manage your entire document workflow — from drafting content to sending for signature — all inside a single Claude conversation.
You describe what you need, and the app handles the rest. No switching tabs, no copy-pasting content, no manual field setup.
What you can do
Create documents Generate a ready-to-send PandaDoc document from AI-drafted content in the chat — from scratch or from a template.
View documents An inline document preview opens directly in the chat.
Edit content and place fields Edit document content, fill in variables, and place signature and form fields — all via chat prompts or directly in the document widget.
Manage recipients and field assignments Add, update, or remove signers, and assign signature fields to the right recipients — via chat or in the widget's full screen mode.
Send and track Send a document for signature, browse your document list, and pull up the full audit trail for any document.
Document intelligence Ask questions across your documents — summarize active agreements, analyze contracts from a specific time period, or check the status of any sent document.
Connect the PandaDoc app
If you already have a PandaDoc account
Open Claude and go to Customize > Connectors.
Search for PandaDoc and select the app.
Select Connect.
Select Allow access to log in to your account.
In the authentication window, select Authorize to approve the connection.
You're ready to start.
If you don't have a PandaDoc account yet
Open Claude and go to the Connector.
Search for PandaDoc and select the app.
Select Connect.
Select Sign up to create your account.
Complete sign-up, then return to Claude and refresh the page.
Select Connect
Select Allow access to log in to your newly created account.
In the authentication window, select Authorize to approve the connection.
You're ready to start.
Important: After creating your account, PandaDoc sends a verification email to your inbox. You need to verify your email address before you can send documents. Open the email from PandaDoc and select Verify email. This is required to make eSignatures on your documents legally enforceable.
Create and send a document
Here's a full end-to-end example — generating an NDA, filling in variables, adding recipients, and sending for signature.
Step 1: Generate your document content
In Claude, describe the document you need. For example: "Generate an NDA between Acme Corp and John Smith with signature blocks for both parties."
Claude drafts the content. Review it in the chat and ask for any changes before moving on.
Step 2: Create the document in PandaDoc
Once you're happy with the content, prompt the app to create the document. For example: "Create this as a PandaDoc document."
The app converts the content and creates the document.
Note: You can also create a document from a template. For example: "Create a PandaDoc document using my NDA template." Claude will locate the template in your account and generate the document from it.
Step 3: Fill in variables and place fields
Prompt Claude to fill in any variable fields. For example: "Fill in the variables: Disclosing Party is Acme Corp, Receiving Party is John Smith."
To place signature or form fields, ask Claude directly. For example: "Add a signature field for Alice and a date field for Bob."
The document updates in real time. Select View document in the chat to confirm the changes.
Step 4: Add recipients and assign fields
Prompt the app to add your signers. For example: "Add Alice (alice@acmecorp.com) and Bob (bob@example.com) as recipients and assign their signature fields."
The app adds both recipients and assigns fields to the correct signers automatically.
To confirm the assignment, ask Claude to show you the document — the widget will reflect the updated recipient list.
Step 5: Send the document
Prompt the app to send. For example: "Send the document to both recipients."
Claude confirms the send and provides a summary of who the document was sent to.
Note: Before sending, you can ask Claude "Are there any unsigned fields or missing recipients?" — the app will flag anything that needs attention before the document goes out.
View and track documents
Check document status
Ask Claude directly: "What's the status of my NDA with Acme Corp?"
The app returns the document status, recipient list, and any outstanding actions.
Get the audit trail
Ask: "Show me the audit trail for [document name]."
The app returns a full activity log, including timestamps for when each signer opened and signed the document.
Analyze documents across a time period
Ask: "Summarize all signed contracts from Q1."
The app pulls your document list and generates a summary — total documents sent, signed, declined, and key terms across agreements.
Discover what the app can do
Not sure what to ask? Type: "What can you do for me in PandaDoc?"
Claude returns a list of all available tools and actions based on the app's current capabilities — useful when you're getting started or exploring less familiar features.
Disconnect the PandaDoc app
To remove the PandaDoc connection from Claude:
In Claude, go to your profile icon and open Settings.
Go to the Connectors section.
Select PandaDoc from your connected apps.
Select Disconnect.
The connection is removed immediately. Your PandaDoc account and documents are not affected. To reconnect, follow the steps in the Connect section above.
Frequently asked questions
Do I need a paid PandaDoc plan to use the Claude app?
No. The app is available on all plans, including the Free plan. Standard document limits for your plan apply.
Can I use the app to analyze documents I didn't create in Claude?
Yes. Document intelligence tools work across your entire PandaDoc account — not just documents created in the current session.
What's the difference between the PandaDoc app for Claude and the PandaDoc app for ChatGPT?
Both apps connect PandaDoc to an AI assistant via MCP and support creating documents, placing fields, managing recipients, and sending for signature. The Claude app includes access to audit trails and additional document management tools directly in the chat.
Note: The PandaDoc Claude connector is included on all PandaDoc plans at no additional cost. Usage limits for paid plans are not currently in effect. PandaDoc reserves the right to introduce usage limits at any time