PandaDoc

pandadoc-approval-send

Create a document from a template and route it through its internal approval chain — read the approval steps, send through the chain where the API allows it, and hand off to PandaDoc where it does not. Use when a document needs internal sign-off before it reaches the counterparty

pandadoc-contract-register

Build a register of signed contracts with their key terms — counterparty, dates, value and negotiated provisions — from PandaDoc's extracted metadata, labelled with how confident each value is. Use when someone wants a contract register, key terms pulled out, or all agreements fo

pandadoc-engagement-tracker

Track per-recipient signing progress across documents that are out — who has signed, who has not, in what order, and which documents have stalled. Use when someone asks who is holding up a deal or what the state of play is across sent documents.

pandadoc-followup-list

Sweep documents that are still out for signature, rank them by how long they have been waiting and what they are worth, and draft a follow-up message for each. Use when someone asks what needs chasing, which documents are stuck, or wants nudges drafted.

pandadoc-invoice-handoff

Turn a signed quote or proposal into an invoice — find quotes that completed and have not been invoiced yet, reuse their pricing, create the invoice from a template, and send it on confirmation. Use when someone asks to invoice a closed deal or wants signed quotes swept for invoi

pandadoc-nda-fast-send

Send a standard NDA to a counterparty in one motion — find the right NDA template, prefill the counterparty, make sure every signature is assigned, confirm, then send. Use when someone wants an NDA, mutual NDA or confidentiality agreement issued.

pandadoc-onboarding-agreement

Generate an onboarding or employment document from a template with the new joiner's details prefilled, make sure every field is assigned to them, then send for signature. Use when someone is onboarding a hire and needs paperwork issued.

pandadoc-quote-builder

Build a priced PandaDoc quote or proposal from a template — fill the pricing table and variables, verify the totals and discount actually landed as asked, confirm, then send for signature. Use when someone wants a quote, proposal or priced offer created for a client.

pandadoc-renewal-radar

Digest of signed contracts approaching renewal or expiry, with counterparty, value and days remaining. Reads the extracted renewal fields (renewal action deadline, term lengths, renewal type, opt-out period) rather than guessing a term from the document body, and distinguishes a

pandadoc-signing-velocity

Build a signing pipeline report — status counts, average time to sign, value in flight, and documents that are stuck. Computed client-side with the sample size and method stated. Use when someone wants a weekly signing report or pipeline overview.