/proposal-pipeline

description: Summarize the PandaDoc proposal pipeline by status, value, and age
argument-hint: "[tag] [days] [show_stale]"
arguments: [tag, days, show_stale]

PandaDoc Proposal Pipeline

Summarize the proposal pipeline -- documents grouped by status (draft, sent, viewed, completed, declined, expired), with total values and age metrics. Provides MSP sales pipeline visibility and identifies stale proposals that need attention.

Prerequisites

• PandaDoc MCP server connected with a valid API key
• MCP tools `pandadoc-list-documents` and `pandadoc-get-document` available

Steps

1. **Fetch documents by status**

Make parallel calls to `pandadoc-list-documents` for each pipeline stage:

• `status=document.draft` with `count=100`
• `status=document.sent` with `count=100`
• `status=document.viewed` with `count=100`
• `status=document.completed` with `count=100`
• `status=document.declined` with `count=100`
• `status=document.expired` with `count=100`
• `status=document.voided` with `count=100`

Paginate each status if more than 100 results.

2. **Enrich with details** for key documents

For documents in active stages (sent, viewed), call `pandadoc-get-document` with `id` to get:

• Grand total (proposal value)
• Recipient completion status
• Expiration date

3. **Calculate pipeline metrics**

• Count documents per status
• Sum grand totals per status
• Calculate average age (days since created) per status
• Identify stale proposals (sent > 7 days, viewed > 3 days without completion)
• Calculate win rate (completed / (completed + declined + expired))

4. **Identify action items**

• Drafts older than 7 days (may be forgotten)
• Sent documents with no views after 3 days
• Viewed documents not completed after 3 days
• Documents expiring within 7 days

5. **Format and present** the pipeline summary

Parameters

| Parameter | Type | Required | Default | Description | |-----------|------|----------|---------|-------------| | tag | string | No | all | Filter by document tag | | days | integer | No | 90 | Look back period in days | | show_stale | boolean | No | true | Highlight stale proposals needing follow-up |

Examples

Full Pipeline Summary

/proposal-pipeline

Last 30 Days

/proposal-pipeline --days 30

Specific Client

/proposal-pipeline --tag "Acme Corp"

Pipeline Without Stale Alerts

/proposal-pipeline --show_stale false

Output

Full Pipeline Summary

PandaDoc Proposal Pipeline
================================================================
Generated: 2026-02-24
Period:    Last 90 days

Pipeline Overview:
+-------------------+-------+--------------+----------+
| Stage             | Count | Total Value  | Avg Age  |
+-------------------+-------+--------------+----------+
| Draft             | 4     | $67,500      | 3 days   |
| Sent              | 7     | $148,200     | 5 days   |
| Viewed            | 3     | $62,000      | 2 days   |
| Completed (Won)   | 18    | $324,000     | -        |
| Declined (Lost)   | 4     | $58,500      | -        |
| Expired           | 2     | $22,000      | -        |
| Voided            | 1     | $8,000       | -        |
+-------------------+-------+--------------+----------+

Active Pipeline: 14 proposals worth $277,700
Closed Won:      18 proposals worth $324,000

Win Rate:        75.0% (18 won / 24 resolved)
Avg. Time to Sign: 4.8 days
Avg. Deal Size:    $18,000

Top Active Proposals (by value):
+--------------------------------------------+-----------+---------+-----------+
| Proposal                                   | Status    | Value   | Age       |
+--------------------------------------------+-----------+---------+-----------+
| Enterprise Holdings - MSA Renewal          | Sent      | $48,000 | 3 days    |
| Global Services - Cloud Migration SOW      | Viewed    | $35,000 | 1 day     |
| TechStart Inc - Security Assessment        | Sent      | $28,500 | 6 days    |
| Acme Corp - Hardware Refresh               | Sent      | $22,800 | 2 days    |
| Metro Industries - Managed Services        | Draft     | $18,000 | 1 day     |
+--------------------------------------------+-----------+---------+-----------+

================================================================

Stale Proposal Alerts

Action Required - Stale Proposals
================================================================

SENT > 7 DAYS (no response):
  1. Riverside Dental - Managed Services Agreement
     Value: $4,500/month | Sent: 2026-02-14 (10 days ago)
     Recipient: Dr. Martinez <martinez@riverside.com> - NOT VIEWED
     Action: Follow up with phone call or email

  2. Cedar Grove Realty - IT Proposal
     Value: $3,200/month | Sent: 2026-02-12 (12 days ago)
     Recipient: Tom Adams <tom@cedargrove.com> - NOT VIEWED
     Action: Follow up or void and revise

VIEWED > 3 DAYS (opened but not signed):
  1. Summit Financial - SOW Phase 2
     Value: $45,000 | Viewed: 2026-02-19 (5 days ago)
     Recipient: Emily Walsh <emily@summit.com> - VIEWED, NOT SIGNED
     Action: Follow up to address concerns

EXPIRING WITHIN 7 DAYS:
  1. Harbor Consulting - Annual MSA Renewal
     Value: $6,000/month | Expires: 2026-02-28 (4 days remaining)
     Recipient: James Liu <james@harbor.com> - SENT, NOT VIEWED
     Action: Contact urgently before expiration

DRAFTS > 7 DAYS (may be forgotten):
  1. Lakewood Partners - Security Proposal
     Value: $8,000 | Created: 2026-02-10 (14 days ago)
     Action: Complete and send, or delete if no longer needed

================================================================

Empty Pipeline

No proposals found in the last 90 days.

Get started:
  - Create a proposal: /create-document --template "Service Proposal"
  - List available templates: /list-templates
  - Visit PandaDoc to create your first template: app.pandadoc.com

Rate Limit During Aggregation

Warning: Rate limi