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All integrations

File management

PandaDoc MCP for your Agent

Flow can find and read files in PandaDoc MCP, and with read and write access it can save its drafts there.

It asks for your approval before it changes anything in PandaDoc MCP. Connect with your PandaDoc MCP account credentials.

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Find our latest ISO 9001 certificate in PandaDoc MCP and attach it to the bid.

Connect PandaDoc MCP in three steps

  1. 01

    Connect an account

    In Tendersight, open Settings, then Integrations, and connect PandaDoc MCP.

  2. 02

    Choose what the Agent may do

    Choose the Agent’s access: Read only, Read and write, or Disabled.

  3. 03

    Ask, or let an event start the work

    Ask Flow, or have it set up an event trigger for PandaDoc MCP.

What Flow can do depends on what PandaDoc MCP offers through its API and on the access you choose.

Things to ask

Type these to Flow once PandaDoc MCP is connected.

  • PandaDoc MCP

    Find our latest ISO 9001 certificate in PandaDoc MCP and attach it to the bid.

  • PandaDoc MCP

    Save the filled technical offer to the tender folder in PandaDoc MCP.

About PandaDoc MCP

PandaDoc MCP is PandaDoc's hosted MCP server for creating and managing electronic documents. Use it for secure, centralized document workflows and programmatic control.

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