PandaDoc agent skills for Claude Code, Cursor and RevampKey

3 ready-made playbooks that teach an AI agent how to do real PandaDoc work: which tools to call, what to check first, and when to stop and ask you.

Download RevampKey, free I have it: connect PandaDoc

Connect PandaDoc once and all 3 skills install themselves and stay up to date. Mac, Windows and Linux.

All 3 PandaDoc skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereAsks before writing11 PandaDoc tools

Use PandaDoc safely with AI

Sets the working rules for PandaDoc in an AI assistant: confirm the workspace, choose the right document tool, page through results, and ask before any document is sent or changed.

Use it when

You have just connected PandaDoc and want to know what the assistant can safely do
You are about to create, send or update a contract and want a check first
Search or listing results look incomplete and you want to know why

Tools it uses

pandadoc_documents_create_from_markdown
pandadoc_documents_create
pandadoc_documents_search
pandadoc_documents_list
pandadoc_documents_details_get
pandadoc_documents_status_get
pandadoc_documents_summary_get
pandadoc_documents_content_get
pandadoc_documents_update
pandadoc_documents_send
pandadoc_documents_status_change

Example

Find the contracts for Acme Corp that are still waiting for signature, and tell me which ones you could not read.

Workspace: Northwind Legal (confirmed with you). Scope: documents matching "Acme Corp" with status awaiting signature. Read: 7 of 7 found. Result: 4 contracts are waiting on the client; the oldest was sent 19 days ago. Blocked: none. Pending your approval: none. Not checked: documents archived before this year.

Use in RevampKeyRead the full skill →

Read-only5 PandaDoc tools

Build a document pipeline report in PandaDoc with AI

Summarises a set of PandaDoc documents over a period into a read-only report on completion rate, contract value and time to signature. It changes nothing in your workspace.

Use it when

A finance lead wants signed contract value for last quarter
Sales ops needs completion rates by month for a review
You want to know how long signing takes and what is still open

Tools it uses

pandadoc_documents_search
pandadoc_documents_list
pandadoc_documents_details_get
pandadoc_documents_summary_get
pandadoc_documents_status_get

Example

Report on contracts created last quarter: completion rate, total value signed, and median time to signature.

Last quarter: 84 documents in scope, 61 completed, 14 open, 6 declined or voided, 3 drafts never sent. Completion rate on the 81 sent documents is 75 percent. Median time to signature is 6 days. Value covered on 70 of 84 documents: 1.24 million USD signed, 310 thousand USD still open.

Use in RevampKeyRead the full skill →

Asks before writing8 PandaDoc tools

Triage outstanding PandaDoc documents

Works through documents still waiting on signatures and sorts them by age, recipient and status, then proposes which ones to chase. It asks before sending any reminder or changing a document.

Use it when

Several contracts have been out for a while and you need to know who to chase
A client says they never got the document and you want to see whether it has been stuck
You want a short list of what to nudge today before you send anything

Tools it uses

pandadoc_documents_list
pandadoc_documents_search
pandadoc_documents_status_get
pandadoc_documents_details_get
pandadoc_documents_summary_get
pandadoc_documents_content_get
pandadoc_documents_send
pandadoc_documents_status_change

Example

Which of the contracts sent to Acme Corp in the last month are still waiting on signatures, and who should I chase?

I found 6 documents to Acme Corp still awaiting signatures. Two are over 14 days old with no activity, both waiting on the same finance signer, so they are the first to chase. One has a bounced address for a former employee and needs the contact fixed before any reminder. I have proposed 3 reminders and 1 close-out, and nothing has been sent until you approve them.

Use in RevampKeyRead the full skill →

Get all 3 without copying a file

RevampKey adds the skills when you connect PandaDoc, updates them for you and removes them when you disconnect.

Download RevampKey

How PandaDoc skills work

Connect PandaDoc
The PandaDoc MCP server gives the agent its tools.
Ask in plain words
“Report on contracts created last quarter: completion rate, total value signed, and median time to signature.” Each SKILL.md says when it applies, so only the one that fits is loaded.
Approve any change
The agent calls the tools in order, checks its work, and shows you any change before it makes it.

How to install PandaDoc skills

In RevampKey the skills install themselves when you connect PandaDoc. In other tools each skill is one folder with a SKILL.md file, and you also need the PandaDoc MCP server connected there.

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect PandaDoc. All 3 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Report on contracts created last quarter: completion rate, total value signed, and median time to signature.”
Download RevampKeyConnect PandaDoc · 1 click
Get RevampKey to connect PandaDoc
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and PandaDoc is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials document-pipeline-report document-status-follow-up; do curl -fsSL --create-dirs -o .claude/skills/pandadoc-$s/SKILL.md https://revampkey.com/marketplace/pandadoc/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the PandaDoc MCP server in Claude Code.

Run this in your project folder to add all 3 skills:

for s in essentials document-pipeline-report document-status-follow-up; do
  curl -fsSL --create-dirs -o .claude/skills/pandadoc-$s/SKILL.md https://revampkey.com/marketplace/pandadoc/skills/$s/SKILL.md
done

Ask in plain language, for example “Report on contracts created last quarter: completion rate, total value signed, and median time to signature.”

Into the shared .agents/skills folder

Connect the PandaDoc MCP server in Cursor.

Run this in your project folder to add all 3 skills:

for s in essentials document-pipeline-report document-status-follow-up; do
  curl -fsSL --create-dirs -o .agents/skills/pandadoc-$s/SKILL.md https://revampkey.com/marketplace/pandadoc/skills/$s/SKILL.md
done

Ask in plain language, for example “Report on contracts created last quarter: completion rate, total value signed, and median time to signature.”

Into the shared .agents/skills folder

Connect the PandaDoc MCP server in Codex.

Run this in your project folder to add all 3 skills:

for s in essentials document-pipeline-report document-status-follow-up; do
  curl -fsSL --create-dirs -o .agents/skills/pandadoc-$s/SKILL.md https://revampkey.com/marketplace/pandadoc/skills/$s/SKILL.md
done

Ask in plain language, for example “Report on contracts created last quarter: completion rate, total value signed, and median time to signature.”

Into the shared .agents/skills folder

Connect the PandaDoc MCP server in VS Code.

Run this in your project folder to add all 3 skills:

for s in essentials document-pipeline-report document-status-follow-up; do
  curl -fsSL --create-dirs -o .agents/skills/pandadoc-$s/SKILL.md https://revampkey.com/marketplace/pandadoc/skills/$s/SKILL.md
done

Ask in plain language, for example “Report on contracts created last quarter: completion rate, total value signed, and median time to signature.”

RevampKey or copy the files?

In RevampKey

One click when you connect PandaDoc
Updated for you when a skill improves
Removed when you disconnect
The MCP server is set up for you
800+ other connectors, same way

Download free

Copy into your project

One command per project
Run it again to get updates
You connect the PandaDoc MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

PandaDoc skills FAQ

What is a PandaDoc agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each PandaDoc skill describes one job, which PandaDoc tools to use in which order, what to check first and when to stop and ask you.

Do the PandaDoc skills change anything on their own?

1 of the 3 only read. The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in PandaDoc.

Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect PandaDoc; elsewhere you copy the folders into your project or skills directory.

Do I need the PandaDoc MCP server too?

Yes. The skills tell the agent how to do the work; the PandaDoc MCP server gives it the tools to do it. The PandaDoc MCP setup guide covers every client.

PandaDoc MCP server setup · This page as Markdown

Put PandaDoc’s best workflows in your agent

Download RevampKey, connect PandaDoc and ask your first question in about a minute.

Download RevampKey Connect PandaDoc · 1 click

All 3 PandaDoc skills

Use PandaDoc safely with AI

Use it when

Tools it uses

Build a document pipeline report in PandaDoc with AI

Use it when

Tools it uses

Triage outstanding PandaDoc documents

Use it when

Tools it uses

Get all 3 without copying a file

How PandaDoc skills work

How to install PandaDoc skills

RevampKey or copy the files?

In RevampKey

Copy into your project

PandaDoc skills FAQ

Put PandaDoc’s best workflows in your agent

Skills for related tools