PandaDoc AI Agent Integration for Teams

PandaDoc is trusted by businesses worldwide for streamlining the creation, approval, and signing of digital agreements—but there’s a smarter way to unlock its full potential. By supercharging PandaDoc with Runbear’s AI agent inside Slack, Microsoft Teams, or Discord, your team can create documents, retrieve insights, and automate follow-ups, all without ever leaving your chat platform. Let’s explore how merging AI with PandaDoc transforms team workflows.

About PandaDoc

PandaDoc is a cloud-based document automation platform designed to speed up the entire agreement process for modern businesses. With a user-friendly drag-and-drop editor, teams can create, edit, and manage contracts, proposals, and invoices effortlessly. Core features include real-time team collaboration, automated approval workflows, secure e-signatures, audit trails for compliance, and embedded payment options. Targeted at sales, legal, HR, and operations teams, PandaDoc stands out for its robust integrations with CRM tools and commitment to SOC 2, HIPAA, and other compliance standards. Businesses choose PandaDoc to eliminate paperwork bottlenecks, reduce error rates, and accelerate deal closures by up to 40%. Whether streamlining contract workflows or ensuring smoother collaboration, PandaDoc is the agreement platform of choice for agile teams.

Use Cases in Practice

Imagine your sales or legal team needs a new contract, a real-time status update on signatures, or instant answers about your document templates—without interrupting their workflow or switching tabs. With Runbear, your AI agent acts as a direct PandaDoc assistant inside your team’s chat. Need a new NDA for a client? Just ask. Wondering which deals await signatures? The AI agent posts a morning summary. Instead of tracking approval bottlenecks manually, set up scheduled AI reminders for pending actions. And when onboarding new team members, your AI agent can instantly answer PandaDoc policy or process questions using synced documentation, similar to how teams leverage our internal search and knowledge sync solutions. Real-world teams use these capabilities to drastically reduce admin delays, improve compliance, and keep everyone aligned—all in the communication hub they already live in.

PandaDoc vs PandaDoc + AI Agent: Key Differences

Integrating PandaDoc with Runbear transforms document management from isolated admin work to a fluid, AI-powered experience within your team chat. Instead of manually checking statuses or remembering to follow up, teams receive updates and can trigger PandaDoc actions with natural language. AI agents bridge PandaDoc data into everyday conversations, reducing friction, eliminating manual lookups, and supercharging team collaboration.

Implementation Considerations

When integrating PandaDoc workflows, teams often encounter issues such as time-consuming manual follow-up, document search friction, and scattered communications. Setting up effective automation requires training users, configuring access permissions, and aligning approval processes. Teams should consider the costs of duplicate work, delays from context-switching, and risks from untracked document statuses. With Runbear, significant challenges—like knowledge silos and slow adoption—are addressed by embedding AI agents directly into chat tools, supporting gradual team onboarding and real-time support. Organizations must ensure proper data governance and security compliance, especially when connecting sensitive document workflows with AI agents. Preparing clear documentation, allocating setup resources, and scheduling brief team training sessions will help smooth the transition and maximize ROI.

Get Started Today

The future of document management is smarter, faster, and more collaborative. By integrating PandaDoc with an AI agent powered by Runbear, your team will unlock new levels of efficiency—creating, tracking, and managing documents using natural language right inside your favorite chat app. No more missed signatures, lost context, or tedious status checks. Ready to transform your PandaDoc workflows? Try Runbear and empower your teams with an AI agent that truly understands their needs—and your business.