概要
PandaDoc is a document platform for proposals, quotes, and contracts, and its MCP server gives Notion AI access to your PandaDoc documents and templates. Ask Notion AI to create a document from a template, check whether a contract has been signed, or send reminders for documents still awaiting signature.
使い方
With Notion Agent
- Select Get connection on this page.
- Sign in with your PandaDoc account and approve access.
- Ask Notion AI to use PandaDoc by name.
Try asking:
- "Show me all PandaDoc documents waiting for a signature"
- "Create an NDA for Acme Corp from our PandaDoc template"
- "Check if the Acme proposal in PandaDoc has been signed"
With Custom Agents
- Open your agent's Settings → Tools & Access and select Add connection.
- Choose PandaDoc, sign in, and pick the tools the agent can use.
- Select Connect. Each agent has its own connection.
MCP connections are available on Business and Enterprise plans, on web and desktop.
