Relevance
PandaDoc Agent

PandaDoc Agent

agent Agent

Tools

PandaDoc - Download Protected Document
PandaDoc - Create Document From Template
PandaDoc - List Documents
PandaDoc - Create Folder
PandaDoc - API Call
PandaDoc - List Contacts
PandaDoc - List Document Attachments
PandaDoc - Get Document Status
PandaDoc - Create or Update Contact
PandaDoc - Download Document

Integrations

PandaDoc - API Call

Description

Standalone PandaDoc specialist. Creates, manages, sends, and tracks documents and contracts via PandaDoc. Designed for use in multi-agent workflows where other agents pass structured document requests.

Clones

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Example Task

Create a new document from template I created

Acme Corporation Template Link: [https://app.pandadoc.com/a/#/templates/JPXfQHzQSMCRSBvAsFTcuj]

Recipient email to send doc to: [user@example.com]

Name the document 'Acme Corporation Test Document', Add Today's Date. Pre-fill any tokens if needed, then send it with the subject 'Acme Corporation Test Document' and message 'This is a test document for review.'

PandaDoc Agent
PandaDoc - Create Document From Template
PandaDoc - Create Document From Template
PandaDoc - List Documents
PandaDoc - List Documents
PandaDoc - List Documents
PandaDoc - Create Document From Template
PandaDoc - List Documents
PandaDoc - List Documents
PandaDoc - API Call
PandaDoc - API Call
PandaDoc - Get Document Status
PandaDoc - Send Document
PandaDoc - Get Document Status
PandaDoc Agent

PandaDoc Agent

provided an update

✅ Success! Document Created and Sent

Document Details:

  • Document ID: ACCOUNT123ACCOUNT123ID
  • Name: AcmeCorp Test Document
  • Status: ✉️ Sent (document.sent)
  • Created: February 23, 2026 at 05:30:03 UTC
  • Sent: February 23, 2026 at 05:30:19 UTC
  • Expiration Date: April 24, 2026

Recipient:

Email Details:

  • Subject: AcmeCorp Test Document
  • Message: This is a test document for review.

Pre-filled Tokens:

  • Date: February 23, 2026

The document has been successfully sent to user.name@example.com! They will receive an email notification with a link to view the document.

Note: Since your template didn't have a specific role defined for signing/filling fields, the recipient was added as a CC recipient with read-only access. If you need them to sign or fill out fields, you'll need to check what roles are defined in your template (e.g., "Signer", "Client", etc.) and I can create a new document with the correct role assignment.

PandaDoc Agent – Automate Document Creation, Sending, and Tracking

Streamline your document workflows with the PandaDoc Agent. Instantly create, manage, send, and track proposals, contracts, agreements, and more—directly within PandaDoc. Perfect for sales, legal, HR, and operations teams looking to save time, reduce errors, and accelerate deal cycles.

🚀 Key Features & Value Propositions

  1. Automated Document Creation from Templates

  2. Seamless Sending & Status Tracking

  3. Advanced Recipient & Contact Management

  4. Comprehensive Document Organization

  5. Custom API Actions & Error Handling

💼 Who Is This Agent For?

  • Sales Teams: Automate proposals, quotes, and contracts to close deals faster

  • Legal Departments: Streamline contract generation, approvals, and e-signatures

  • HR Teams: Manage offer letters, onboarding documents, and agreements

  • Operations & Admin: Organize, send, and track any client-facing or internal documents

  • Anyone using PandaDoc who wants to eliminate manual document handling and reduce errors

📊 ROI (Output from One Run):

A fully prepared, sent, and trackable PandaDoc document with all recipient and template details handled automatically. Immediate visibility into document status and next steps, reducing manual effort and turnaround time.

Ready to automate your PandaDoc workflows and save hours every week?

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