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PandaDoc for Agentforce | Ask Agentforce for Your Documents

By PandaDoc

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

No Ratings
Paid Add-On Required  

Payment required for external services or products

Requires
Agentforce
Compatible With
Sales Cloud

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

Highlights

Create, send and manage PandaDoc documents using natural language, without leaving Salesforce.

Create contracts, send documents for e-signature, check document status, and manage PandaDoc templates all within Agentforce's simple sidebar interface.

Fast setup, secure integration, and streamlined document workflows empower your teams to interact with your documents more easily than ever before.

Provider Details

Join our 55,000+ customers transforming their revenue operations with the only document automation platform built specifically for Salesforce with enterprise CPQ capabilities. Proven Results: 46% decrease in create-to-complete time, 28% increase in documents sent per month, 20% increase in closed deals per month. Document-First CPQ: Unlike standalone CPQ tools, PandaDoc delivers quote-to-cash in beautifully branded documents that close deals faster. RevOps teams create guided selling playbooks so sales reps generate compliant, error-free quotes in minutes while maintaining your brand experience. Salesforce Integration: Two-way data synchronization with opportunities, contacts, products, and pricing data. One-click refresh updates documents with latest Salesforce data. Native compatibility with Revenue Cloud CPQ enables enterprise workflows without integration headaches. Templates and Security: Wide array of industry-specific templates including proposals, contracts, onboarding forms, and invoices. Built-in payment collection reduces average payment times. SOC-2 Type II certified and HIPAA compliant with document storage and audit trails.

Pricing Details

Paid Add-On Required

You must pay for a product or service that is external to Salesforce for this solution to work.

PandaDoc for AgentForce is a free add-on to an existing PandaDoc and Salesforce license.

PandaDoc Business

$49 USD/user/month

Lowest Starting Price

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