Emra + PandaDoc
Your bots create documents from your PandaDoc templates, send them for signature, and track who has signed.
What your bots can do in PandaDoc
Connect Emra with PandaDoc to use 24/7, always-on AI agents that work like your team.
- 01
Create from a template
Make a proposal, NDA or contract from one of your templates, with fields and pricing filled in.
- 02
Send and follow up
Send a document for signature, route it for approval, and remind signers who have not signed.
- 03
Track every document
See which documents are waiting on signatures and who still needs to sign.
- 04
Understand an agreement
Summarize a contract's terms, and report on what got signed in a date range.
Things to ask
- Create an NDA for Northwind from our standard template
- Who still needs to sign the Acme services agreement?
- Summarize the payment terms in the Globex master agreement
Add PandaDoc to a bot
It takes about a minute, and each person signs in once.
To a bot you have
- 1Open the bot’s settings and click + under Apps
- 2Choose PandaDoc and add it to the bot
- 3Sign in with your own PandaDoc account
To a new bot
- 1Click New bot, name it and say what it’s for
- 2Click Connect apps beside its name and choose PandaDoc
- 3Add it to the bot, then sign in with your own PandaDoc account
Then ask. The bot works in PandaDoc as you, with your access.
Your own sign-in
Each person signs in to PandaDoc themselves. A bot uses the sign-in of whoever is talking to it, never a teammate’s.
Only the bots you choose
A bot can use PandaDoc only once it has been added to that bot.
Switch off any action
Turn off any PandaDoc action for your sign-in, or remove it from a bot, whenever you like.
Questions about PandaDoc and Emra
How do I use AI agents with PandaDoc?
Add PandaDoc to an Emra bot and sign in, then ask the bot in plain words, in its chat or in Slack. It is an AI agent that works in PandaDoc as you, and it can run on a schedule you set.
What AI agents work with PandaDoc?
Emra bots do. Each is an always-on AI agent that works like a member of your team, and it connects to PandaDoc alongside the other apps you use, so one bot can carry a task from one app to the next.
Do Emra bots have their own computer?
Yes. Every Emra bot has its own computer and web browser in the cloud. It works in PandaDoc through this integration, and it can use any website your team can for the work that happens elsewhere.
Can AI agents work in PandaDoc around the clock?
Yes. Emra bots are always on. Give one a schedule and it does the work in PandaDoc at the times you set, or ask it anything, at any hour.
How do I connect PandaDoc to Emra?
Open a bot’s settings, click + under Apps and choose PandaDoc. Add it to the bot, then sign in with your PandaDoc account. It takes about a minute.
Whose PandaDoc account does a bot use?
The account of whoever is talking to it. Each teammate signs in with their own, and a bot never uses one person’s sign-in for someone else.
Can I limit what a bot does in PandaDoc?
Yes. Any PandaDoc action can be switched off for your own sign-in, and PandaDoc can be removed from a bot at any time.
Is there anything to install?
No. Your bots reach PandaDoc from Emra’s cloud, so you only sign in.
More integrations
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- Apollo.ioProspect, enrich leads and load outreach sequences
- AttioSearch and update your CRM records, lists, notes and tasks
- GmailSend mail as you
- SlackSearch, read and post in your channels and DMs, as you
- NotionSearch, read and write your pages, databases and comments, in your name
Get started using PandaDoc with Emra
Create your workspace, add PandaDoc to a bot, and ask it your first question.