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PandaDoc for Agentforce

Ask Agentforce for Your Documents

By PandaDoc

Rating
Not rated yet
Reviews
No reviews yet
Pricing
Free to install
Listed since
2025

About PandaDoc for Agentforce

Skip the clicks — find, create, and send contracts faster

Already using PandaDoc in Salesforce? Now manage it directly through Agentforce's natural language interface.

Type what you need: "Create a contract from our standard template for Acme Corp" or "Show me all pending documents."

No more clicking through menus or hunting for templates. Your PandaDoc documents respond to simple requests within the Agentforce UI.

Access templates, create documents, send for signature, search your library — all through natural conversation. Because when document management gets this straightforward, you can focus on what actually matters: closing deals.

Highlights

  • Create, send and manage PandaDoc documents using natural language, without leaving Salesforce.
  • Create contracts, send documents for e-signature, check document status, and manage PandaDoc templates all within Agentforce's simple sidebar interface.
  • Fast setup, secure integration, and streamlined document workflows empower your teams to interact with your documents more easily than ever before.

Screenshots

Create a PandaDoc contract from a Salesforce account.

Image 1 of 4

Create a PandaDoc contract from a Salesforce account.

Pricing

Free to install.

PandaDoc for Agentforce plans
PlanPriceBilled
PandaDoc Business$49 per userMonthly

Compatibility

Works with
  • Sales Cloud
Requires
  • Einstein 1
Salesforce editions
  • Enterprise
Salesforce security review
Passed on July 10, 2025
Languages
  • English