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Pandadoc

Use Pandadoc with AI Agents

pandadoc.com

Document automation platform that streamlines creation, management, and e-signing of business proposals, contracts, and invoices

Document AutomationOne click sign inVerified

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.

AI Agent use cases for Pandadoc

AI agents can autonomously generate and customize business documents by selecting appropriate templates and populating them with client-specific data from integrated CRMs. They can monitor document engagement in real time, triggering automated reminders or follow-ups to clients who delay signing, thus accelerating the sales cycle. Additionally, AI agents can synchronize data bidirectionally between PandaDoc and CRM platforms, ensuring that contract statuses and client information remain up to date without manual intervention.

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

4 inputs

Create Document From File

Creates a new document in PandaDoc from an uploaded file or a publicly accessible file URL.

6 inputs

Create Document From Template

Generates a new document by populating a PandaDoc template with provided data and settings

6 inputs

Create Folder

Creates a new folder in PandaDoc to organize and store documents efficiently.

2 inputs

Create or Update Contact

Adds a new contact or updates an existing contact in PandaDoc using the email as the unique identifier.

11 inputs

Download Document

Download a specified document from PandaDoc in PDF format for offline access or distribution.

5 inputs

Download Protected Document

Download a completed PandaDoc document as a verifiable PDF file

4 inputs

Get Document Details

Fetch detailed information about a specific PandaDoc document including its status, metadata, and content elements.

1 input

Get Document Status

Retrieves the current status and key details of a specified PandaDoc document

1 input

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.

1 input

List Documents

Retrieve a list of documents with optional filtering by search terms or tags to manage and locate specific documents efficiently.

7 inputs

List Folders

Retrieves a list of folders that contain documents within the Pandadoc account.

1 input

Send Document

Updates a document’s status to sent and optionally dispatches an email notification to recipients.

7 inputs