Create, send, track, and e-sign PandaDoc documents from DevRev using natural language.

Features

• Create documents from templates Generate proposals, quotes, contracts, and other documents from existing PandaDoc templates.
• Send for signature Send documents to recipients for electronic signature directly from DevRev.
• Track status and activity Monitor document status, recipient activity, and signing progress in real time.
• Search documents and templates Search existing documents and templates to quickly find the content you need.
• Secure OAuth access Connect your PandaDoc account securely using OAuth to access your authorized documents and templates.

Use Cases

• Sales teams Generate proposals and contracts from templates, send them for signature, and monitor deal progress without switching tools.
• Customer success teams Access signed agreements and track document completion while supporting customers.
• Operations teams Manage document workflows, monitor signature status, and keep business processes moving efficiently.
• Cross-functional teams Search documents and templates from DevRev so AI agents can assist with document creation and tracking.