Content & Documents · Integration
PandaDoc
Add PandaDoc to your product for your customers, and give your AI agents governed access to it.
Embed a PandaDoc integration so quotes, proposals and agreements your product needs are generated and signed without anyone leaving it. PandaDoc holds templates with fillable tokens and pricing tables, the documents created from them, folders, recipients and the signature and completion status that follows. Each customer authorises their own PandaDoc account, so documents are created under their branding and their existing permissions apply rather than being widened by your integration. Every read and write is scoped per tenant and logged, which matters because a document sent to the wrong recipient is not something you can quietly undo. fastn owns the auth, token refresh, retries, webhook delivery and API upkeep, and the same governed connection is what your AI agents use.
In your product
Embedded for your customers. Per-tenant auth, no per-customer code, maintained by fastn.
Let each customer connect their own PandaDoc account so documents are generated from their templates inside your product with no per-customer code.
Create a document from a template with the values your product already holds, so nobody re-types a price or a term.
Send a document for signature and react when it is viewed, signed or declined so the next step runs automatically.
Read completed documents and their status per tenant so your product can show what has been agreed.
For your AI agents
Governed, audited access for the agents you build, through the MCP server.
An agent reports which documents are still unsigned and how long each has been waiting, reading only that tenant's account.
An agent drafts a document from an approved template for a reviewer to send, with the write logged.
An agent retrieves the signed copy of an agreement within scoped permissions.
Example prompt
Which proposals were sent last week but not yet signed, and who is the outstanding recipient on each?
Set up PandaDoc in 4 steps
- 01Enable the PandaDoc connector in your fastn dashboard.
- 02Have each customer authorise their own PandaDoc account so calls run under their credentials and permissions.
- 03Map the templates, tokens and document fields your product uses, per customer, and enable status triggers.
- 04Call it from your product and expose the same connection to your agents through the MCP gateway.
Why teams use the PandaDoc integration
What you get by embedding it with fastn instead of building it yourself.
- Ship a PandaDoc integration without building it. Your customers connect their own PandaDoc account inside your product and work their files, documents and versions there, with no per-customer code on your side.
- Handle the part that actually costs time: permissions and versioning are easy to get subtly wrong, and mistakes expose content. fastn owns the auth, token refresh, rate limits, pagination and breaking-change fixes, so a PandaDoc update is not your on-call problem.
- One integration serves your product and your agents. The same governed PandaDoc connection powers in-product features and gives AI agents scoped, audited access, so you let your product work with your customers' documents in place without wiring it twice.
Used by these teams
Compare with
Docusign
Adobe Acrobat SignWorks well with
HubSpotOften used alongside
Tools the same teams tend to run next to PandaDoc, across other categories.
Shopify
Stripe
Jira
AsanaPandaDoc integration FAQ
How do I add a PandaDoc integration to my product?
Enable the PandaDoc connector in your fastn dashboard, then let each customer authenticate their own PandaDoc account. fastn handles the OAuth flow, token storage and refresh per tenant, so there is no PandaDoc client code in your app and no per-customer branch in your codebase. Setup is 4 steps.
Do my customers each connect their own PandaDoc account?
Yes. Every connection is scoped to the individual customer, so each authorises their own PandaDoc account and only ever sees their own files, documents and versions. That per-tenant isolation is the point of an embedded integration: you support the long tail of customer setups without maintaining an integration per customer.
Can AI agents use this PandaDoc integration?
Yes. The same connection is exposed to your agents through the fastn MCP gateway, with permissions scoped per tenant and every call audited. An agent reports which documents are still unsigned and how long each has been waiting, reading only that tenant's account.
Who maintains the PandaDoc integration?
fastn does. When PandaDoc changes an endpoint, deprecates a field or alters its auth, the fix lands in the connector rather than in your backlog, and your customers' connections keep working.
Whose permissions does the PandaDoc integration run under?
Each customer's own PandaDoc grant. Where PandaDoc holds a library, their existing folder and item permissions apply and your product cannot reach content the connected account could not reach itself. Where it processes content you supply rather than storing it, the call runs under that customer's own credentials and is logged per tenant.
Can my product create or update content in PandaDoc automatically?
Where PandaDoc supports writes, documents, entries and assets can be created, updated and filed from your product or by an agent within scoped permissions, with each action logged. Where it is a read surface, the same connection serves reads only.
What can I build with the PandaDoc integration?
A common starting point: let each customer connect their own PandaDoc account so documents are generated from their templates inside your product with no per-customer code. Teams also use it for the other use cases listed above, and expose it to agents for governed reads and writes.
How much does the PandaDoc integration cost?
It is included. Pricing is based on connected accounts, not on how many connectors you enable, so adding PandaDoc does not change your per-connector cost. You can start free with 3 connected accounts.
Add PandaDoc to your product
Start free with 3 connected accounts. No sales call required, and no per-customer integration code.