Put an AI agent to work in PandaDoc
Connect PandaDoc in one click and delegate the paperwork: an autonomous agent that assembles proposals from your CRM, chases signatures politely, reports document status, and prepares renewals before they lapse. You set the autonomy, it does the work.
4-day trial · Cancel anytime
Fleece AI connects to PandaDoc through managed OAuth and lets autonomous agents create documents from templates, populate quotes, send for e-signature, run approval workflows, and read document analytics. Agents combine PandaDoc with 3,000+ other apps — HubSpot, Gmail, Slack, Google Drive — so a deal becomes a proposal, a signature, and a filed contract, under the approval rules you set.
At a glance
| Category | Productivity |
|---|---|
| Availability | Pro plan and up — included in the 4-day trial |
| Connects to | 3,000+ apps via managed OAuth |
| Setup | Connect your tools — no code required |
| Autonomy | Suggest-only to fully autonomous, with approval gates |
| Pricing | 4-day trial (card required, no charge today), then paid plans |
By Loïc Jané · Updated June 24, 2026
What a Fleece agent does with PandaDoc
PandaDoc is where deals get papered — proposals and quotes assembled from templates and a shared content library, sent for e-signature, routed through approval workflows, and tracked with document analytics that show who opened what and when. The documents are the easy part; the work is everything around them: pulling the latest numbers from the CRM, chasing the signature that has gone quiet, telling the deal owner it was viewed, and getting the renewal ready before the contract lapses. A Fleece agent handles that surrounding work.
Under the hood, the connection runs through managed OAuth — you authorize PandaDoc once, and Fleece handles tokens, scopes, and refresh securely. From there the agent can create documents from your templates, drop in blocks from the content library, populate quotes and pricing, send for e-signature, move documents through approval workflows, and read document analytics to see what is viewed, stalled, or signed. Triggers let it react the moment a document changes state — opened, completed, or expiring — with no polling and no delay.
What makes this different from a fixed template automation is judgment. An agent reads the actual deal — the stage, the amounts, the contact — decides which template and which pricing fit, drafts the follow-up in a tone that matches the relationship, and coordinates the CRM and inbox to finish the job. And because Fleece agents work as a hierarchy — a lead agent delegating to specialized child agents — one document-facing agent can hand pricing to one child, follow-ups to another, and reporting to a third, then report back when the deal is signed.
What the agent can do in PandaDoc
Proposals from deal data
Assembles documents from your templates and content library, populating quotes and pricing with the latest numbers pulled from your CRM.
Signature chasing
Chases e-signatures with polite, well-timed follow-ups, escalating only when a document has genuinely stalled rather than nagging on a fixed timer.
Status digests
Reads document analytics and posts a digest of what was viewed, what stalled, and what got signed, so the team knows where every deal stands.
Approval gates
Anything sent externally — a proposal, a contract, a discount — pauses for your one-click sign-off before it leaves.
Real-time triggers
Reacts the moment a document is opened, completed, or nearing expiry, through event-based triggers rather than polling.
Renewals ahead of time
Prepares contract renewals before end dates, drafting the document from the prior terms and flagging the ones that need a human decision.
Automations teams run on PandaDoc
These are concrete setups you can describe to a Fleece agent in plain language. Each one combines PandaDoc with other connected apps.
Sales: proposals assembled from the deal, ready to review
When a HubSpot deal reaches the proposal stage, the agent builds the document from the right PandaDoc template, pulls the contact and line items into a quote from the content library, and prepares it to send. Before anything goes out, it pauses for a one-click review so the rep can adjust pricing — then it sends for e-signature.
Follow-up: chase signatures without nagging
The agent watches document analytics for proposals that were opened but not signed, and drafts a polite Gmail follow-up timed to the reader's activity rather than a fixed clock. If a high-value contract stalls past a threshold, it pings the deal owner in Slack with the context so they can step in personally.
Visibility: a document-status digest in Slack
Every morning the agent posts a digest to a Slack channel from PandaDoc's document analytics: what was viewed overnight, what has stalled, and what got signed. Signed documents are filed to the right Google Drive folder automatically, so the paperwork is where finance expects it without anyone moving files by hand.
Renewals: contracts prepared before they lapse
Ahead of each contract end date, the agent prepares the renewal document from the prior terms, checks the account's status in HubSpot, and drafts the outreach email in Gmail for the owner to approve. Renewals that need a price change or a human decision are flagged rather than sent automatically.
How to connect PandaDoc to Fleece AI
Create your Fleece account
Sign up and start the 4-day trial. Your PandaDoc agent, its flows, and every other integration live together in one workspace.
Connect PandaDoc via managed OAuth
Pick PandaDoc from the integrations catalog and authorize it in one click. Fleece manages tokens and scopes for you; you can revoke access at any time from PandaDoc or from Fleece.
Describe the job in plain language
Create an agent and tell it what to prepare and when — 'when a HubSpot deal hits proposal stage, build the document from our template, and let me approve before it sends'. No flowchart building required.
Set autonomy and approval gates
Choose what the agent may do on its own and what waits for your sign-off. Sending a proposal or contract can pause for one-click approval.
Run it on triggers or a schedule
Let the agent react to document events in real time, or schedule recurring flows — a morning status digest, a weekly renewals check — that run without you.
PandaDoc works better with the rest of your stack
A document is the middle of a deal, not the whole of it. Pair PandaDoc with HubSpot to build proposals from live deal data and write status back to the CRM, with Gmail to chase signatures and send renewals, with Slack to alert owners when a document stalls or signs, and with Google Drive to file completed contracts where finance looks — all through the same agent, under the same approval rules. Fleece connects to 3,000+ apps, so the stack you already use is almost certainly covered.
Frequently asked questions
Only if you allow it. You set approval gates per agent: routine steps like assembling a draft or filing a signed copy can run on their own, while anything sent externally — a proposal, a contract, a discount — pauses for your one-click sign-off. You choose the autonomy level and can tighten it anytime.
The connection uses managed OAuth: you authorize PandaDoc once through the official consent screen, and tokens are stored and refreshed securely — you never paste API keys. Access is scoped to what you grant, revocable from either side at any time, and security-relevant actions are recorded in an audit log.
Yes. Event triggers fire the moment a document is opened, completed, or nearing its expiry date, so follow-ups and alerts happen without anyone watching. You can combine real-time triggers with scheduled flows — for example an instant ping when a contract is signed plus a morning status digest.
PandaDoc's approval workflows are great for routing a document to the right internal approvers before it goes out. A Fleece agent adds the layer around that: it builds the document from CRM data, sends it, watches the analytics, chases the signature over email, and reports back in Slack — coordinating documents, CRM, and inbox from one brief.
PandaDoc is part of the Pro tier — available on Pro and Business plans (Pro unlocks 1,000+ apps, Business the full 3,000+ catalog); you can try it during the 4-day trial of those plans.
Yes — that is the core design. One agent can read a deal in HubSpot, build the PandaDoc document, send it for e-signature, and post the status in Slack in a single run. For larger jobs, a lead agent delegates to specialized child agents and reports the outcome back.
Runs are recorded step by step, so you can see exactly what the agent did and why. If PandaDoc is rate-limited or a step fails, the flow retries sensibly and pauses itself after repeated failures instead of looping — and you are notified, so no proposal or signature request is lost silently.
Yes. The agent works from the templates and content library you have already built in PandaDoc, so documents stay on-brand and legally reviewed. It fills in the variable parts — contact, line items, pricing, quotes — from your CRM, and leaves the fixed terms untouched unless you tell it otherwise.
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