What can Relevance AI agents do with PandaDoc?

Relevance AI includes 19 pre-built PandaDoc tool steps, such as Download Protected Document, Download Document, Create Document From File. Agents can also reach any other PandaDoc endpoint with an authenticated API call.

How do I connect PandaDoc to Relevance AI?

Open Integrations in Relevance AI, add PandaDoc, and sign in to PandaDoc to approve access.

Do I need to write code to use the PandaDoc integration?

No. You connect the account once, then add a PandaDoc tool step to a tool and give it to an agent.

PandaDoc integration

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What your agents can do with PandaDoc

19 pre-built PandaDoc tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.

Actions (14)

Download Protected Document

Download a completed document as a verifiable PDF.

Download Document

Download a document as PDF.

Create Document From File

Create a document from a file or public file URL.

Create Document Attachment

Adds an attachment to a document.

Send Document

Move a document to sent status and send an optional email.

List Folders

List folders which contain Documents.

List Documents

List documents, optionally filtering by a search query or tags.

List Document Attachments

Returns a list of attachments associated with a specified document.

List Contacts

List all contacts within an account.

Get Document Status

Get basic status info about a document.

Get Document Details

Return detailed data about a document.

Create or Update Contact

This method adds or updates a contact using the email as index.

And 2 more, available in the tool step browser.

Triggers (5)

Recipient Completed (Instant)

Emit new event when a recipient completes a document.

Document Updated (Instant)

Emit new event when a document is updated.

Document State Changed (Instant)

Emit new event when a document's state is changed.

Document Deleted (Instant)

Emit new event when a document is deleted.

Document Creation Failed (Instant)

Emit new event when a document failed to be created.

Set up PandaDoc in Relevance AI

Do this once. Every agent in your workspace can then use the connection.

Create a Relevance AI account

Connect your PandaDoc account

In Relevance AI, open Integrations and add PandaDoc. You will be sent to PandaDoc to sign in and approve access, and the connection is stored against your workspace.