pandadoc-quote-builder

PandaDoc Quote & Proposal Builder

Turn "quote Acme for 200 licences with 10% off" into a real, correctly priced PandaDoc document, checked before anyone sees it, and sent only on confirmation.

The hard part is not creating the document. It is that the API will accept your pricing and silently produce different numbers than you asked for. Most of this skill is about catching that.

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Prerequisites

The PandaDoc MCP Server must be connected. Required tools: PandaDoc:templates_list, PandaDoc:templates_details_get, PandaDoc:documents_create, PandaDoc:documents_status_get, PandaDoc:documents_details_get, PandaDoc:documents_update, PandaDoc:documents_send. If they are missing, tell the user the MCP Server is not connected and point them at https://mcp.pandadoc.com.

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What the user provides

Extract from their message:

• Client name — required. Used for the document name and the Client.* tokens.
• Template — a name or description ("our standard proposal"). If missing, ask; do not pick one.
• Line items — description, unit price, quantity for each. If prices are missing, ask.
• Discount — optional. Read carefully: "10% discount" almost always means the client pays 10% less, not add 10% to whatever the template already discounts. See Step 3.
• Recipient email — needed only if sending. If the user only wants a draft, skip it.

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Why this is not just create-with-pricing

Four behaviours, all verified against the live MCP, that a naive flow gets wrong:

1. discount.name decides whether your discount replaces the template's or is added to it. It is a key, not a label. Verified on a template carrying 15%: passing 10 under the name "Discount" — the name the template already uses — produced exactly 10%, replacing it. Passing 10 under a new name like "Special promo" produced 25%, appending a second discount. Get the name wrong and the price is wrong, with no error and a document that looks normal.
2. grand_total is not the document's value. It has been observed reading {amount: "0", currency: "PLN"} on a document whose pricing.total was 200000 USD. Never quote grand_total to a user.
3. Optional rows that are not selected are excluded from the total. A row with options.optional_selected: false contributes nothing, so a total computed by summing line items yourself will disagree with the document.
4. Some templates cannot be read at all. PandaDoc:templates_details_get can fail with PANDADOC_API_RESPONSE_INVALID on a specific template, and every document created from it fails the same way — while creation itself succeeds. So a successful create does not mean you can verify the result.