PandaDoc
Create, send, track, and eSign documents and proposals via the PandaDoc API.
Three ways to use PandaDoc
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with PandaDoc.
Add Member to Workspace
Add an existing user to a workspace with a specified role. Requires Organization Admin or Workspace Admin API key.
Add Recipient (CC)
Add a CC recipient to a document by contact details.
Append Content Library Item to Document
Append a content library item to an existing draft document, adding its content blocks.
Change Document Status
Manually change a document's status to completed, paid, voided, or declined.
Change Document Status with Upload
Manually change a document's status while attaching evidence (e.g., a signed PDF) as proof of the status change.
Create API Key
Generate a new API key (Sandbox or Production) for a workspace. Requires Organization Admin API key.
Supported triggers
Start a workflow when something happens in PandaDoc.
Document Sent in PandaDoc
Triggers when a document transitions to sent status
Document Viewed in PandaDoc
Triggers when a document transitions to viewed status
Document Completed in PandaDoc
Triggers when a document transitions to completed status (all signers signed)
Document Paid in PandaDoc
Triggers when a document transitions to paid status
Document Declined in PandaDoc
Triggers when a document transitions to declined status
Document Status Changed in PandaDoc
Triggers when a document reaches a configured status. Use the pre-baked Document Sent/Viewed/Completed/Paid/Declined triggers when you only need one specific status — this trigger is for cases where you want to react to multiple status transitions in one workflow.
Get started automating PandaDoc
Ready-to-use workflows
Prompts using PandaDoc
Deal won handoff when a PandaDoc contract is signed
The moment a PandaDoc contract is signed, mark the HubSpot deal Closed Won, file the signed PDF in Google Drive, and post the win in Slack.
Auto-send QuickBooks invoices when PandaDoc contracts are signed
The moment a PandaDoc contract is signed, an agent finds or creates the customer in QuickBooks, drafts and emails the invoice, and pings AR in Slack.
Pre-draft PandaDoc proposals when HubSpot deals advance
When a HubSpot deal moves to Send Proposal or Negotiation, an agent picks the right PandaDoc template, fills it from the deal, and DMs the owner the draft.
Daily triage of stalled PandaDoc deals into Slack
Every weekday at 9am, find PandaDoc documents stuck in sent or viewed, decide whether to nudge or escalate, and post the digest in Slack.