What can an AI agent do with PandaDoc?

A PandaDoc AI agent 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 agent create documents from my existing templates?

Yes. Your agent 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 agent 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

PandaDoc, run by an agent.

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

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What needs your approval

PandaDoc never changes anything without you.

Anything that creates, edits or deletes in PandaDoc waits for your approval. Approve a recurring task once and it runs unattended after that.

Example tasks

Real work people hand to an agent that uses PandaDoc.

auto-generate a proposal from a CRM opportunity and send it to the prospect for signature
check the status of all open contracts each morning and post a summary to Slack
create and send an onboarding agreement when a new customer is added in HubSpot
compile a weekly report of signed deals and outstanding documents for the sales team