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Use Pandadoc with AI Agents
pandadoc.com
Document automation platform that streamlines creation, management, and e-signing of business proposals, contracts, and invoices
PandaDoc enables businesses to efficiently create, customize, and manage a wide variety of documents such as contracts, proposals, quotes, and invoices using an extensive library of templates and a drag-and-drop editor. It offers secure electronic signature capabilities that are legally binding and compliant with industry standards, allowing documents to be signed remotely on any device. Users can track document status in real time, including when documents are opened, viewed, and signed, and automate follow-ups to accelerate deal closures. The platform integrates seamlessly with popular CRM and payment systems like HubSpot, Salesforce, Stripe, and PayPal, enhancing workflow automation and reducing manual data entry. PandaDoc also provides built-in security features such as encryption and two-factor authentication to protect sensitive business information and ensure compliance.
Agent Actions with Pandadoc
These are the specific actions that AI agents can perform with this tool
Create Document Attachment
Attaches a file to an existing document to enhance its content or provide supplementary information
Create Document From File
Creates a new document in PandaDoc from an uploaded file or a publicly accessible file URL.
Create Document From Template
Generates a new document by populating a PandaDoc template with provided data and settings
Create Folder
Creates a new folder in PandaDoc to organize and store documents efficiently.
Create or Update Contact
Adds a new contact or updates an existing contact in PandaDoc using the email as the unique identifier.
Download Document
Download a specified document from PandaDoc in PDF format for offline access or distribution.
Download Protected Document
Download a completed PandaDoc document as a verifiable PDF file
Get Document Details
Fetch detailed information about a specific PandaDoc document including its status, metadata, and content elements.
Get Document Status
Retrieves the current status and key details of a specified PandaDoc document
List Contacts
Retrieves a comprehensive list of all contacts associated with a Pandadoc account.
List Document Attachments
Retrieves all attachment files linked to a specific PandaDoc document.
List Documents
Retrieve a list of documents with optional filtering by search terms or tags to manage and locate specific documents efficiently.
List Folders
Retrieves a list of folders that contain documents within the Pandadoc account.
Send Document
Updates a document’s status to sent and optionally dispatches an email notification to recipients.