Start free

Let your phone agent create, send and track PandaDoc documents during a call.

Connect PandaDoc MCP to AgentCalls and your agent can work with your documents while it talks to customers. During a call it can look up a proposal or contract, check whether it has been viewed or signed, create a new document from a template, and send it to the customer's email for signature. Callers get their paperwork without waiting for someone to get back to them. You connect PandaDoc MCP with your own credentials from the tool's settings, and the agent only uses the actions you allow.

Start freeSee pricing

What your agent can do with PandaDoc MCP

  • Look up a document by name or recipient and read its current status
  • Create a new document from one of your PandaDoc templates during the call
  • Send a document to the customer for review or e-signature
  • Check whether a document has been viewed, signed or is still pending
  • Confirm the details the agent collected and record them on the document

PandaDoc MCP exposes 22 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller asks for a quote to be sent

  1. Caller

    Hi, I'm Laura Mendes from Brightside Dental. Can you send me the quote for the teeth whitening package again?

  2. Agent

    Of course, Laura. I can see the whitening quote from March 3. I'll send it to laura@brightsidedental.com now. Is that still the right address?

  3. Caller

    Yes, that's the one.

  4. Agent

    Done. It's on its way to your inbox. You can sign it there when you're ready.

Checking whether a contract was signed

  1. Caller

    I sent the service agreement last week. Did Harold Build sign it yet?

  2. Agent

    Let me check. Harold Build opened the agreement on Tuesday, but it hasn't been signed yet. Would you like me to send him a reminder?

  3. Caller

    Yes, please send a reminder.

  4. Agent

    Reminder sent to harold@buildco.co.uk. I'll note it on the document so your team can follow up tomorrow.

Creating an onboarding agreement after a booking

  1. Caller

    I'd like to start the monthly bookkeeping plan. Can I get the paperwork now?

  2. Agent

    Yes. I'll create the onboarding agreement from your standard template. Can you confirm your company name and billing email?

  3. Caller

    Northgate Freight, billing at accounts@northgatefreight.ae.

  4. Agent

    Thanks. The agreement has been created and sent to accounts@northgatefreight.ae for signature. Once it's signed, we'll schedule your first session.

How to connect PandaDoc MCP

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect PandaDoc MCP

    From Integrations in the dashboard, choose PandaDoc MCP and enter the connection details from your PandaDoc MCP account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the PandaDoc MCP actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

Related integrations

NotionVerifiedProjects & tasksNotion centralizes notes, docs, wikis, and tasks in a unified workspace, letting teams build custom workflows for…Google DriveDocuments, notes & filesGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices, with robust…Google DocsDocuments, notes & filesGoogle Docs is a cloud-based word processor with real-time collaboration, version history, and integration with other…OneDriveDocuments, notes & filesOneDrive is Microsoft’s cloud storage solution enabling users to store, sync, and share files across devices, offering…DocuSignDocuments, notes & filesDocuSign provides eSignature and digital agreement solutions, enabling businesses to send, sign, track, and manage…Text to PDFDocuments, notes & filesConvert text to PDF

All Documents, notes & files integrations

Questions, answered.

Does it work during the call or after it?

Both. Your agent can look up documents, create them and send them while the caller is on the line. It can also check status later, such as whether a document was viewed or signed.

What do I need to connect PandaDoc MCP?

You need an active PandaDoc account. Generate the credentials in PandaDoc's settings, then sign in to the AgentCalls dashboard and connect PandaDoc MCP to your agent.

Which plan includes this integration?

PandaDoc MCP is included from the Growth plan. You can connect it from your dashboard once your plan is active.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with PandaDoc MCP.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

Start freeSee pricing