PandaDoc is a powerful platform for automating document workflows, including creation, sending, tracking, and e-signing. With Relevance AI, you can elevate your document management by leveraging AI Agents to optimize and automate your processes.
PandaDoc streamlines document creation, sending, and tracking, while Relevance AI empowers these processes with AI Agents that can analyze data and trigger actions based on real-time insights.
Document Intelligence Mastery
AI agent learns from document patterns to automate complex template selection and content customization with increasing accuracy over time
Workflow Orchestration
Agent coordinates multi-step document processes by intelligently routing, tracking, and managing approvals based on real-time conditions
Compliance Guardian
Agent ensures documents maintain regulatory compliance while automatically flagging and correcting potential issues
Relevance AI seamlessly integrates with PandaDoc to enhance your document workflows through intelligent automation.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A PandaDoc account
- A Relevance AI account with access to your workspace
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The PandaDoc integration platform automates document workflows, allowing you to create, send, track, and e-sign documents seamlessly. With RESTful APIs, it supports both template-based and file-based document creation, ensuring efficient document management.
Key benefits include automated document workflow management, secure e-signature capabilities, template-based document generation, real-time document status tracking, and effective attachment and folder management.
To get started, ensure you have a PandaDoc account (Business or Enterprise plan) and the necessary OAuth credentials, including your OAuth Account ID and an API Access Token with `pipedream-pandadoc-read-write` permissions. Your system should meet the requirements of Node.js 12.x or higher, HTTPS support, and a minimum of 256MB RAM for processing documents.
Install the PandaDoc SDK using npm install @pandadoc/node-client and configure authentication with your OAuth credentials. Initialize the client to begin using the API.
For quick document creation, use the provided code snippets to create a document from a template, send it for signature, and check its status. Implement error handling and document status monitoring to ensure smooth operations.
For troubleshooting, common issues include authentication errors, template access issues, document creation failures, and API rate limiting. Solutions are provided for each scenario to assist you in resolving these issues effectively.
Enable detailed logging for better debugging and consult additional resources such as the API documentation, sample templates, and the API status page for further assistance.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the PandaDoc + Relevance AI integration without writing code:
- Start with well-defined templates: Create clear and consistent document templates in PandaDoc to streamline the document generation process.
- Utilize tokens effectively: Use tokens in your templates to automatically populate fields with relevant data from Relevance AI, ensuring accuracy and efficiency.
- Monitor document status: Implement status checks to track the progress of documents sent for signature, allowing for timely follow-ups.
- Test your workflows: Run tests with sample data to ensure that document creation and sending processes work smoothly before deploying them in a live environment.
- Handle errors gracefully: Implement robust error handling to manage API errors and ensure that your integration remains reliable and user-friendly.
