> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ledgerup.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# PandaDoc

> Generate, send, and track contracts and proposals directly through Ari.

<Frame>
  <img src="https://mintcdn.com/ledgerup/yMJ6eZP0lHs2BN3o/logo/ari/pandadoc-logo.svg?fit=max&auto=format&n=yMJ6eZP0lHs2BN3o&q=85&s=cf840e622afb15c91035c92fd2cfb01e" alt="PandaDoc" width="180" style={{ margin: "0 auto", display: "block" }} data-path="logo/ari/pandadoc-logo.svg" />
</Frame>

## 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.

***

## What Ari Can Access

<CardGroup cols={2}>
  <Card title="Documents" icon="file" color="#2AD48A">
    Create, send, and track documents including contracts, proposals, and quotes.
  </Card>

  <Card title="Templates" icon="copy" color="#2AD48A">
    Use your existing PandaDoc templates to generate documents with customer data auto-filled.
  </Card>

  <Card title="Recipients" icon="users" color="#2AD48A">
    Manage signers and recipients, track who has viewed and signed documents.
  </Card>

  <Card title="Document Status" icon="circle-check" color="#2AD48A">
    Check whether documents are drafted, sent, viewed, completed, or expired.
  </Card>
</CardGroup>

***

## Common Use Cases

<AccordionGroup>
  <Accordion title="Send a contract for signature" icon="pen-nib">
    ```text theme={null}
    @Ari create a PandaDoc contract for Acme Corp using the MSA template
    and send it to jane@acmecorp.com for signature
    ```

    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.
  </Accordion>

  <Accordion title="Check document status" icon="eye">
    ```text theme={null}
    @Ari what's the status of the contract we sent to Global Systems?
    ```

    Ari looks up the most recent document sent to that customer and reports whether it's been viewed, signed, or is still pending.
  </Accordion>

  <Accordion title="Create an invoice after signing" icon="file-invoice-dollar">
    ```text theme={null}
    @Ari the Global Systems contract was just signed. Create an invoice
    based on the contract terms.
    ```

    Ari reads the signed contract, extracts the billing terms, and drafts an invoice in Stripe for your approval.
  </Accordion>

  <Accordion title="Track expiring documents" icon="clock">
    ```text theme={null}
    @Ari show me any PandaDoc documents that are expiring in the next 14 days
    ```

    Ari checks for documents nearing their expiration date so you can follow up before they lapse.
  </Accordion>
</AccordionGroup>

***

## How It Works With Other Integrations

PandaDoc works best when paired with your CRM and Stripe:

| Workflow              | What happens                                                                    |
| --------------------- | ------------------------------------------------------------------------------- |
| **CRM + PandaDoc**    | Ari pulls customer info from HubSpot/Salesforce to auto-fill document fields    |
| **PandaDoc + Stripe** | After a contract is signed, Ari can create invoices matching the contract terms |
| **PandaDoc + Tasks**  | Set up event-driven tasks that trigger when documents are signed or expire      |

<Note>
  All actions that create or send documents require your approval before execution.
</Note>