PandaDoc
Your AI agent creates documents from templates, captures client contact details, and manages proposal folders in PandaDoc while the conversation is still happening. Sales cycles accelerate when the proposal is ready before the call ends. Manual document prep becomes a thing of the past.
Create proposals from files, manage templates, capture contacts, and organize folders. Your AI agent handles the PandaDoc busywork so your sales team focuses on closing deals.
PandaDoc
Real scenarios where sales teams use AI agents with PandaDoc to generate proposals, capture contacts, and move deals forward, all from within customer conversations.
A prospect agrees to a pricing plan during a chat conversation. Your AI Agent captures their contact details, creates them in PandaDoc, selects the right proposal template based on the plan tier, and generates a personalized document with the prospect's company name and pricing pre-filled. The proposal reaches the prospect's email while the conversation is still warm. Deal momentum maintained.
An existing client messages 'I need a renewal contract for next year.' Your AI Agent looks up their contact in PandaDoc, finds the renewal template, creates a new document pre-populated with the client's details, and shares the link for review and signing. The client gets their contract in minutes. Your account manager never had to draft anything.
Your sales team juggles dozens of active deals. After creating each proposal through the AI Agent, the agent automatically creates a PandaDoc folder for the client and moves the document into it. Every deal's documents are neatly organized. End-of-quarter reporting becomes painless because nothing is lost in a flat file list.
PandaDoc
FAQs
The agent uses PandaDoc's Create Document from File endpoint to upload PDFs, DOCX, or RTF files and convert them into PandaDoc documents. It specifies recipients, document name, tags, and optional form field parsing. The document is created in draft status, ready for review and signature.
Yes. The agent lists available templates using the List Templates endpoint, filtered by name or tag. Once the right template is identified, it can be used as the basis for a new document. Template details including field structure and sharing settings are accessible before generation.
The agent creates or updates contacts with first name, last name, email, phone, company, job title, and full address including street, city, state, country, and postal code. If a contact with the same email already exists, the Create or Update endpoint merges the new information.
No. The agent uses a PandaDoc API key, which can be scoped to specific permissions. Standard API access allows document creation, template listing, contact management, and folder operations. You control access level by configuring the API key's permissions in your PandaDoc settings.
Yes. The agent uses the Create Document Attachment endpoint to add supplemental files like spreadsheets, images, or supporting materials to a document in draft status. Up to 10 files per document, with a 50 MB size limit per file, ensuring all relevant materials travel with the proposal.
No. Tars interacts with PandaDoc through the API during conversations. Documents, templates, and contacts are managed live in your PandaDoc account. Tars does not maintain a separate copy of your files or document data.
Yes. The agent can create folders using the Create Folder endpoint and move documents into them using the Move Document to Folder endpoint. Configure your agent to automatically create a client-named folder and file each proposal there, keeping your PandaDoc workspace organized.
PandaDoc's form builder collects data through static web forms. This integration collects data through dynamic AI conversations and pushes it into PandaDoc. The customer never fills out a form. They have a natural conversation, and the agent creates the document, contact, and folder behind the scenes.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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