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PandaDoc, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your PandaDoc account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • Documents
  • Connects with a key
  • 14 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What PandaDoc is

PandaDoc offers document creation, e-signatures, and workflow automation, helping sales teams and businesses streamline proposals, contracts, and agreement processes

You paste in a key from your own PandaDoc account. It is kept encrypted, and you can withdraw it from inside PandaDoc whenever you like.

How a run works

One message in, the work done in PandaDoc.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in PandaDoc. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own PandaDoc account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

14 tools it already has

What it can do in PandaDoc

These are the ready-made tools your AI employee already has in PandaDoc. It is not limited to them, but it never has to be taught these.

  • Create ContactThis tool creates a new contact in pandadoc. it allows you to add a new contact with their personal and professional information to your pandadoc account. the tool is completely in
  • Create Document AttachmentCreates and adds an attachment to a pandadoc document. this tool allows you to attach downloadable files such as supplemental materials, excel spreadsheets, or other content withou
  • Create Document FolderCreates a new folder in pandadoc to organize documents. this action allows users to create a new folder with a specified name and optionally set a parent folder to create a nested
  • Create Document from File UploadCreates a new document in pandadoc by uploading a file (pdf, docx, etc.). this tool converts existing documents into pandadoc documents for processing, signing, and tracking throug
  • Create or Update ContactThis tool creates a new contact or updates an existing one in pandadoc based on the email address. if a contact with the provided email exists, it will be updated; otherwise, a new
  • Create PandaDoc WebhookCreates a new webhook subscription in pandadoc to receive notifications about specific events. this action allows you to set up webhook notifications for various document-related e
  • Create TemplateThis tool allows users to create a new template in pandadoc from a pdf file or from scratch. it handles file upload validation, parameter checks, proper error handling, and authent
  • Delete ContactThis tool allows you to delete a contact from your pandadoc account. the action is permanent and cannot be undone.
  • Delete TemplateThis tool deletes a specific template from pandadoc. once a template is deleted, it cannot be recovered. this action is permanent and should be used with caution.
  • Get Template DetailsThis tool retrieves detailed information about a specific template by its id. the endpoint returns comprehensive template details including metadata, content details, and sharing s
  • List ContactsA tool to list and search contacts in pandadoc. it retrieves a list of contacts with various options including filtering by email, search query, pagination, and shared status. all
  • List Document FoldersThis tool retrieves a list of all document folders in pandadoc. it's a standalone action that doesn't require any external dependencies or resource ids. the tool will return a list
  • List TemplatesThis tool retrieves a list of all templates available in the pandadoc account. it supports parameters to filter templates by name, shared status, deleted status, pagination, and ta
  • Move Document to FolderThis tool allows users to move a document to a specific folder within their pandadoc account. it performs a post request to move the document to the specified folder. both the docu
Access, and who is in charge of it

You stay the boss of your PandaDoc account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own PandaDoc account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in PandaDoc is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in PandaDoc and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

See every app

Questions people ask about PandaDoc

Can an AI employee really work inside PandaDoc?
Yes. It signs in to your own PandaDoc account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of PandaDoc?
No. Nothing moves and nothing is replaced. Your records stay in PandaDoc, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my PandaDoc account?
You paste in a key from your own PandaDoc account. It is kept encrypted, and you can withdraw it from inside PandaDoc whenever you like. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in PandaDoc?
It has 14 ready-made tools in PandaDoc today, among them Create Contact, Create Document Attachment and Create Document Folder. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use PandaDoc and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in PandaDoc and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in PandaDoc?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in PandaDoc is written down with what it did and when.