How do I check if a client has signed a document?

You can use the skill to fetch document details and check the 'has_completed' status for specific recipients within the document data.

Can I set a specific signing order for my documents?

Yes, you can assign numerical values to recipients to ensure a sequential workflow where each party is notified only after the previous one signs.

What roles are supported for PandaDoc recipients?

This skill supports common roles including Signer, Approver, Viewer, and CC, allowing for complex internal and external review processes.

Is this skill compatible with MSP-specific contracts?

Absolutely. It is designed to handle common MSP scenarios like multi-site SOWs, vendor agreements, and board-approved MSAs involving multiple signers.

PandaDoc Recipient & Signature Management

Name: PandaDoc Recipient & Signature Management
Author: wyre-technology

bywyre-technology

•

Productivity & Workflow

Manages PandaDoc document recipients and e-signature workflows, including signing order, roles, and real-time completion tracking.

The PandaDoc Recipient & Signature Management skill for Claude Code empowers developers and MSPs to automate the complex lifecycle of document signing within their workflows. It enables the precise addition of recipients to documents, the definition of sequential signing orders, and the assignment of specific roles such as Signers, Approvers, and Viewers. By providing real-time visibility into which parties have signed and who remains pending, this skill streamlines contract execution for multi-party agreements like MSAs and SOWs, ensuring a professional and efficient client experience directly from the Claude Code interface.

Key Features

01Sequential and parallel signing order configuration

023 GitHub stars

03Real-time signature status and completion tracking

04Multi-party agreement management for complex MSP contracts

05Automated recipient addition with role-based assignments

06Support for internal approval and external viewer roles

Use Cases

01Setting up hierarchical internal approval chains before documents reach the client

02Tracking pending signatures on Statements of Work (SOWs) and flagging delays

03Automating the countersignature process for Managed Service Agreements (MSAs)

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add wyre-technology/msp-claude-plugins recipients

For use in Claude.ai and ChatGPT

Key Features

01Sequential and parallel signing order configuration

023 GitHub stars

03Real-time signature status and completion tracking

04Multi-party agreement management for complex MSP contracts

05Automated recipient addition with role-based assignments

06Support for internal approval and external viewer roles

Use Cases

01Setting up hierarchical internal approval chains before documents reach the client

02Tracking pending signatures on Statements of Work (SOWs) and flagging delays

03Automating the countersignature process for Managed Service Agreements (MSAs)

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add wyre-technology/msp-claude-plugins recipients

For use in Claude.ai and ChatGPT