What can an AI teammate do with PandaDoc?

A PandaDoc AI teammate can list and retrieve documents, check signing status, browse templates, create new documents from templates with custom field data, send them to recipients, and download completed PDFs - all automatically on a schedule or triggered by events in other tools. Write actions like sending documents require your approval.

Can my AI teammate create documents from my existing templates?

Yes. Your teammate can browse all templates in your workspace and generate new documents by populating fields with data from other sources - like a CRM contact, a form submission, or a spreadsheet row.

Will documents be sent without my review?

No. Sending a document is a write action that always requires your explicit approval before it goes out. You can review the generated document first, then approve the send.

How does this work with my CRM?

Your teammate can connect PandaDoc with Salesforce or HubSpot to pull deal or contact data, populate a contract template, and send it - all in one automated workflow triggered by a stage change or new record.

Productivity

AI Teammate for PandaDoc

An AI teammate that creates, sends, and tracks documents for you.

Your AI teammate for PandaDoc automates the full document lifecycle - from generating proposals and contracts to sending them out and monitoring their status. An ideal AI assistant for sales teams, operations, and anyone who needs to move paperwork faster. Write actions always require your approval.

Document bottlenecks slow deals and frustrate clients. A PandaDoc AI teammate eliminates manual document prep by generating polished proposals and contracts from templates in seconds, then tracking them until they're signed.

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What your AI teammate can do with PandaDoc

Read-only actions run automatically. Write actions require your approval.

Read-only actions

list documents

Browse all documents in your PandaDoc workspace by status or date

get document

Retrieve the full details and content of a specific document

get document status

Check whether a document is draft, sent, viewed, or completed

list templates

Browse all available document templates in your workspace

Write actions (require approval)

create document from template

Generate a new document by populating a template with recipient and field data

send document

Send a document to recipients for review and signature

download document

Download a completed or signed document as a PDF

Example workflows with PandaDoc

Real tasks you can run on a schedule or on demand.

task

auto-generate a proposal from a CRM opportunity and send it to the prospect for signature

task

check the status of all open contracts each morning and post a summary to Slack

task

create and send an onboarding agreement when a new customer is added in HubSpot

task

compile a weekly report of signed deals and outstanding documents for the sales team

How to connect PandaDoc

Create a free m8tes account.

Connect PandaDoc

Click Connect and complete the OAuth flow or enter your API key.

Create a task

Give your AI teammate a task that uses PandaDoc. It handles the rest.

PandaDoc AI teammate: FAQ

Common questions about using an AI teammate with PandaDoc.

Build an AI teammate for PandaDoc

Connect PandaDoc to an autonomous AI teammate that reads data, runs tasks on schedule, and delivers structured output.

AI teammates — all integrations
Build a teammate that uses PandaDoc alongside your other tools.

Related integrations

Teams that use PandaDoc also connect these.

DocuSign

Productivity

Salesforce

CRM & sales

HubSpot

CRM & sales

Slack

Communication

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