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Private ListingThis listing is private and can't be found by searching or browsing AppExchange.

PandaDoc for Agentforce | Ask Agentforce for Your Documents

Skip the clicks — find, create, and send contracts faster

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Payment required for external services or products

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Business Need
Contract Management
Sales Productivity
Document Generation
Requires
Platform Cloud
Agentforce

Manage PandaDoc documents faster in Salesforce. Create contracts, search templates, send for signature using simple text commands in Agentforce.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Platform Cloud
Agentforce
Salesforce Editions
Enterprise

App Details

Version
PandaDoc Agentforce Extension/June '25 1.3.0
Listed On
07/18/2025
Latest Release
07/18/2025
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Agentforce
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 1
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.3.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
07/10/2025

Additional Details

Already using PandaDoc in Salesforce? Now manage it directly through Agentforce's natural language interface. Type what you need: "Create a contract from our standard template for Acme Corp" or "Show me all pending documents." No more clicking through menus or hunting for templates. Your PandaDoc documents respond to simple requests within the Agentforce UI. Access templates, create documents, send for signature, search your library — all through natural conversation. Because when document management gets this straightforward, you can focus on what actually matters: closing deals.

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PandaDoc

San Francisco, CA, USA

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