Tell your agent what you need in a message or voice note. It can work in PandaDoc for you, finding information, taking action, and keeping track of tasks.
DR
Dana Reyes
Works for me. Let’s lock that in.
You
Hey @PandaDoc agent, follow up on our discussion and make the updates.
PandaDoc agent
Done. It’s all in PandaDoc.
Automate Workflows with PandaDoc
Build workflows around how you actually work, then let your agent handle updates, follow-ups, and recurring work in PandaDoc.
Your agent, your control
Choose what your agent can access and how it can act in PandaDoc. Require approval before actions, keep access read-only, or allow approved work to run automatically.
What Can Zenzap’s PandaDoc AI Agent Do?
Find agreements and envelopes
Search PandaDoc for supported documents, templates, signers, status, and recent activity.
Create signature requests
Create supported agreements, envelopes, documents, or signature requests in PandaDoc.
Update recipients and details
Change supported signers, fields, messages, deadlines, and document information in PandaDoc.
Flag agreements that need attention
Check PandaDoc for unsigned, declined, expired, or incomplete agreements.
Summarize document status
Bring supported signer, status, and agreement information from PandaDoc into the chat.
Coordinate recurring document work
Send reminders and keep review and signature workflows moving through PandaDoc.
Security & Compliance
Zenzap’s AI agents are SOC 2, GDPR, and ISO 27001 certified, with full HIPAA compliance and signed BAA for healthcare teams. Your data is never used to train AI models.
PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.
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