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PandaDoc

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Overview

Ari connects to PandaDoc to manage documents, contracts, and proposals alongside your billing workflow. Create documents from templates, send them for signature, and track their status without leaving Slack.

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What Ari Can Access

Documents

Create, send, and track documents including contracts, proposals, and quotes.

Templates

Use your existing PandaDoc templates to generate documents with customer data auto-filled.

Recipients

Manage signers and recipients, track who has viewed and signed documents.

Document Status

Check whether documents are drafted, sent, viewed, completed, or expired.

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Common Use Cases

Ari pulls customer details from your CRM, fills in the template fields, and sends it for signing. You’ll get a notification in Slack when it’s viewed and signed.
Ari looks up the most recent document sent to that customer and reports whether it’s been viewed, signed, or is still pending.
Ari reads the signed contract, extracts the billing terms, and drafts an invoice in Stripe for your approval.
Ari checks for documents nearing their expiration date so you can follow up before they lapse.

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How It Works With Other Integrations

PandaDoc works best when paired with your CRM and Stripe:
All actions that create or send documents require your approval before execution.