By connecting PandaDoc, your agent can send to electronic signature a document already generated from one of your approved templates (contracts, authorizations, engagement letters) directly within a conversation — never free-form content the agent makes up, always a template your team configured beforehand in the Documents module.
What you getBy connecting PandaDoc, your agent can send to electronic signature a document already generated from one of your approved templates (contracts, authorizations, eng…
Before you startNotice — Production key: the official documentation is inconclusive PandaDoc's public documentation isn't consistent about whether a new account gets the Production …
In PandaDoc: generating the Production API keyRequirements: a PandaDoc account with access to the Dev Center (section 2).
In Platform: connecting PandaDocRequirements: Admin role; the Production API key from section 3.
What this integration can doPandaDoc is the only integration in this catalog with no panel actions — there's no event on your Platform that syncs data to PandaDoc in the background.
Testing the connectionWith PandaDoc already connected, the detail's Status tab includes a Test connection button that checks, on the spot, that the saved key is still valid against PandaD…
Using it from the agentWith the tool activated (section 5), your agent can send a document to be signed at the right moment in the conversation:
Common problemsCan I connect more than one PandaDoc account?
Disconnecting PandaDoc and what happens to your dataRequirements: Admin role.