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PandaDoc for Agentforce | Ask Agentforce for Your Documents
Skip the clicks — find, create, and send contracts faster
- Requires
- Agentforce
- Compatible With
- Sales Cloud
Skip the clicks — find, create, and send contracts faster
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Agentforce
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales Cloud
- Salesforce Editions
- Enterprise
App Details
- Version
- PandaDoc Assistant/November '25 1.21.0
- Listed On
- 11/11/2025
- Latest Release
- 11/18/2025
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpAgentforceAgentforce 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 MoreManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsAgentforceManaged Package
- Package ContentsIf 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: 1Custom Tabs: 1Custom Apps: 0
- Lightning Components
- Global: 1App Builder: 0Community 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