PandaDoc integration: AI agents for proposals and contracts
PandaDoc is a platform to create, send and sign proposals, quotes and contracts, with templates, pricing tables and tracking of when documents are viewed. The agent reaches PandaDoc through the iTeam app catalog, using the official API, to create documents from templates, send them for signature and track status.
What AI agents do with PandaDoc
Proposal ready from the deal
The agent creates the proposal in PandaDoc with the right template, products, prices and terms from the deal in the CRM. The salesperson reviews and sends.
Client opened the proposal
When the client views the document, the agent tells the salesperson which sections were read most, ready for the follow-up call.
Discount outside policy
If a proposal carries a discount above the limit, the agent blocks sending and asks the sales manager for approval.
Signature stuck
Documents that have sat for days trigger a reminder to the signer and an alert to the salesperson.
Connect PandaDoc once. The agents use it within your rules.
- In the app catalogAvailable in the iTeam app catalog, with the app’s own login and permissions per agent.
- Each agent gets the right accessYou decide what each agent can read or do in PandaDoc, by area and by person.
- Human approval where it mattersSensitive actions wait until someone with the authority approves them.
- A trail and a cost for every actionWho asked, what the agent did in PandaDoc and what it cost, all on record.
Ready-made AI teams for this work
Management reporting team
Revenue, margin, pipeline and cash in one report, built from your systems, with a short note on what changed and why.
Inventory planning team
Stock, sales and lead times are checked every day. You get a reorder list per SKU and a warning about what is not selling.
Procurement and quotes team
Requests go out to suppliers, quotes come back into one table, and the approver sees price, terms and past orders before saying yes.
Logistics and deliveries team
Routes, drivers and delivery status in one place, with customers told about delays before they have to ask.
Often used together with PandaDoc
Questions about PandaDoc and AI agents
Does iTeam integrate with PandaDoc?
Yes, through the iTeam app catalog, using PandaDoc's official API.
Does the agent send a proposal without the salesperson seeing it?
Only if you configure it that way. By default the salesperson reviews, and discount rules require manager approval, all recorded in the audit trail.
Does it work with my current templates?
Yes. The agent uses the templates and price tables already in PandaDoc.
