Send PandaDoc Proposals for Signing Through Your Muse

Through a custom connector, your muse can work inside PandaDoc in plain words: build a proposal or contract from a template you already use, send it for signing, and check who has signed and who has not.

What it does

The connector adds 10 tools. It can list the documents in your workspace with filters, and open one document in full: its recipients with their signing status, its fields, its pricing data, and its attachments. It can check a document status with one quick call. It can list your templates and open one in full, with its roles, fields, and pricing tables, so a new document starts from the right base. It can create a document from a template, send it for signing or review, and download the finished PDF once it is complete. It can list the contacts saved in the workspace. One tool moves a document to the trash.

How to use it

1. Start an AnythingMCP account and add the PandaDoc connector.
2. In PandaDoc, open your picture at the top right, then API, then API Key. Copy the Production key, or the Sandbox key if you want to test first.
3. Enter the key only where the connector asks.
4. In Muse, open Settings, then Connectors, and add a custom connector with the address AnythingMCP gives you. Sign in and approve.
5. Start with a read: ask which documents are still waiting for a signature, and check the answer in PandaDoc.
6. Then create one document from a template, read the recipients and pricing back, and only then ask the muse to send it.

What you need

• A Muse account that can add custom connectors
• An AnythingMCP account with the PandaDoc connector added
• A PandaDoc account and an API key, Production or Sandbox

What to watch for

• Sending is the point of no return in normal use: once a document goes out, recipients get a live signing request. Check names, addresses, and totals before you say send.
• The delete tool moves a document to the trash. Name the exact document if you ever ask for it.
• A document built from a template carries that template wording and pricing tables. If the template is out of date, the new document is out of date too.
• The API key signs in as your workspace. Keep it secret and replace it if it leaks.
• This is a custom connector, and Meta does not review custom connectors. You can disconnect it in Settings at any time. The muse prepares, you decide.