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Let your agent create PandaDoc contacts and documents while you are on the phone.

Connect PandaDoc and your agent can work with your documents during a call. It can create or update a client contact from what the caller tells it, create a document from a file you have uploaded, add an attachment, or file the document into a folder. Your team sees the result in PandaDoc straight away, so proposals and agreements move forward without waiting for someone to get back to the call.

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What your agent can do with PandaDoc

  • Create or update a client contact from details given on the call
  • Create a document from an uploaded PDF or Word file
  • Add supplemental attachments to an existing document
  • Organize documents into new folders
  • Set up webhooks so your team is alerted when a document is signed

PandaDoc exposes 14 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound quote request

  1. Caller

    Hi, I'm Dana Brooks from Brooks Landscaping. I'd like a proposal for spring maintenance on our two properties.

  2. Agent

    Thanks, Dana. I'll set you up as a contact and send over the standard maintenance proposal. What's the best email for it?

  3. Caller

    dana@brookslandscaping.com.

  4. Agent

    Done. The proposal is in your inbox now, and the team will follow up Thursday morning if that suits you.

Checking an existing client

  1. Caller

    This is Omar Haddad from Haddad Dental. Can you tell me whether the service agreement was created last month?

  2. Agent

    Let me check your documents in PandaDoc. Yes, the service agreement was created on the 3rd and it is waiting for your signature.

  3. Caller

    Great, can you add the updated price sheet to it?

  4. Agent

    I've attached the price sheet to that agreement. You can review it from your dashboard today.

Follow-up on a new contract

  1. Agent

    Hello, this is calling for Sarah at Northline Logistics about the contract we sent on Monday. Is now a good time?

  2. Caller

    Yes, I was going to sign it this afternoon but I need the revised payment terms.

  3. Agent

    I've added the revised terms as an attachment and moved the contract into your Q3 folder. I'll let the team know you're ready to sign today.

How to connect PandaDoc

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect PandaDoc

    From Integrations in the dashboard, choose PandaDoc and enter the connection details from your PandaDoc account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the PandaDoc actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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All Documents, notes & files integrations

Questions, answered.

Does it work during the call or after it?

Both. Your agent can look up or create PandaDoc records while the caller is still on the line, and it can also handle follow-up tasks after the call ends.

What do I need to connect PandaDoc?

You need an account with PandaDoc. Sign in to the AgentCalls dashboard, open Tools, choose PandaDoc, and connect it with your own credentials from PandaDoc's settings.

Which plan includes this integration?

Integrations, including PandaDoc, are included from the Growth plan.

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Put your agent to work with PandaDoc.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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