PandaDoc for your voice agent

Pandadoc is a document automation platform for creating, sending, and e-signing proposals and contracts. It streamlines sales workflows and speeds up agreement processes.

Get startedAll integrations

Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.

The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
With an API key. You create a key in PandaDoc and paste it on a secure page in Connected apps.
What it reads
51 actions, such as download a completed document, download Document and download a document attachment.
What it changes
60 actions, such as add a document recipient, add a workspace member and append a content library item to a document.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 111. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

PandaDoc actions

Reads 51

  • Download a completed document
  • Download Document
  • Download a document attachment
  • Get API log details
  • Get attachment details
  • Get automatic reminder settings
  • Get automatic reminder status
  • Get contact details
  • Get content library item details
  • Get content library item status
  • Get the current member
  • Get Document Details
  • Get the document eSign disclosure
  • Get document section details
  • Get document settings
  • Get document status
  • Get member details
  • Get notarization request details
  • Get a product catalog item
  • Get section upload status
  • Get Template Details
  • Get template settings
  • Get template sharing settings
  • Get template status
27 more
  • Get a user by ID
  • Get webhook event details
  • Get webhook subscription details
  • List API logs
  • List Contacts
  • List content library items
  • List document attachments
  • List document audit trail
  • List document fields
  • List Document Folders
  • List Documents
  • List documents by linked object
  • List document sections
  • List forms
  • List linked objects
  • List notaries
  • List notarization requests
  • List recent SMS opt-outs
  • List template folders
  • List Templates
  • List users
  • List webhook events
  • List webhook subscriptions
  • List workspace members
  • List workspaces
  • Search Catalog Items
  • Search product catalog items

Changes 47

  • Add a document recipient
  • Add a workspace member
  • Append a content library item to a document
  • Change document ownership
  • Change document status
  • Change Document Status with Upload
  • Change a workspace member role
  • Create a content library item
  • Create Content Library Item from File Upload
  • Create Document Attachment
  • Create a document editing session
  • Create document fields
  • Create Document from File Upload
  • Create a document section
  • Create Document Section from File Upload
  • Create an embedded signing session
  • Create Document Folder
  • Create a linked object
  • Create a notarization request
  • Create or Update Contact
  • Create a product catalog item
  • Create Template
  • Create a template editing session
  • Create a template folder
23 more
  • Create a user
  • Create PandaDoc Webhook
  • Create a workspace
  • Duplicate a template
  • Move a document to draft
  • Move Document to Folder
  • Reassign a document signer
  • Rename a document folder
  • Rename a template folder
  • Send a document
  • Send a manual reminder
  • Transfer ownership of all documents
  • Update automatic reminder settings
  • Update a document
  • Update document field assignments
  • Update a document quote
  • Update a document recipient
  • Update document settings
  • Update a product catalog item
  • Update a template
  • Update template settings
  • Update template sharing settings
  • Update a webhook subscription

Deletes 13

  • Bulk-delete documents
  • Deactivate a workspace
  • Delete Contact
  • Delete a document
  • Delete a document attachment
  • Delete a document recipient
  • Delete a document section
  • Delete a linked object
  • Delete a notarization request
  • Delete a product catalog item
  • Delete Template
  • Delete a webhook subscription
  • Remove a workspace member

PandaDoc setup

  1. Pasting a PandaDoc API key

    Create an API key in PandaDoc, choose PandaDoc in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 111 actions the agent may use. Start with lookups and add the ones that change PandaDoc when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

Get started

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