PandaDoc

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

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

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.

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.

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

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.

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.

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.

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

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.