Documents Integration
Best AI Assistant for PandaDoc
Carly is an AI assistant that connects to PandaDoc so you can create documents, send contracts for signature, and track document status — all by email or text. No logging into PandaDoc, no manual document assembly.
Try Carly →What Carly can do with PandaDoc
Send a proposal after a sales call
Text Carly the client name, deal terms, and template to use. She'll create the document in PandaDoc and send it for signature — before you've left the meeting.
Check document status
Ask Carly which documents are pending signature, recently viewed, or completed. Get a quick status update without opening PandaDoc.
Follow up on unsigned contracts
If a document has been sitting unsigned, ask Carly to send a follow-up reminder to the recipient. No need to log in and do it manually.
Create documents from templates
Tell Carly which template to use and provide the variable details — client name, pricing, dates. She creates the document with everything pre-filled.
Why teams want AI to handle PandaDoc workflows
PandaDoc is where proposals, contracts, and quotes get sent. But the workflow around it — creating the document, filling in client details, sending it for signature, following up when it's not signed — is a series of manual steps that eat into your day.
After a sales call, you open PandaDoc, find the right template, fill in the client name and deal terms, send it, and then set a reminder to follow up. Each step is simple, but together they slow down your close rate. The faster a contract gets sent, the faster it gets signed.
How Carly works with PandaDoc
Carly connects to your PandaDoc account and handles document workflows on your behalf. You email or text her with what you need — which template to use, who to send it to, what details to fill in — and she creates and sends the document.
This works especially well right after a sales call. You text Carly the deal terms and recipient, and the proposal is in their inbox before you've finished your notes. If you need to check on unsigned documents, Carly can tell you what's pending. If a contract has been sitting for days, she can send a follow-up nudge.
Carly can also create documents from templates with pre-filled fields — client name, pricing, dates — so you're not copying and pasting the same information every time.
Who uses Carly with PandaDoc
Sales reps who want to send proposals immediately after a call instead of waiting until they're back at their desk. Account managers who send recurring contracts and want to skip the manual setup. Operations teams who track document status across multiple clients and need a quick way to check what's pending.
See it in action
How to connect PandaDoc to Carly
Sign up for Carly
Create your account in under 2 minutes.
Connect PandaDoc
Authorize the PandaDoc integration from your Carly dashboard. One click, and you're connected.
Start giving instructions
Email or text Carly with what you need done in PandaDoc. She handles the rest.
Automate PandaDoc in 2 minutes
No complex setup. No code. Just tell Carly what you need.
Get Started →Frequently asked questions
What is the best AI tool for PandaDoc?
Carly is an AI assistant that connects to PandaDoc and lets you create documents, send them for signature, and track their status — all by email or text. You don't need to open PandaDoc at all.
Can AI send PandaDoc documents automatically?
Yes. With Carly, you provide the template, recipient, and details. She creates the document in PandaDoc and sends it for signature immediately.
Can Carly track PandaDoc document status?
Yes. Ask Carly which documents are pending, viewed, or signed. She'll pull the status from PandaDoc and give you a summary.
Does Carly work with PandaDoc templates?
Yes. Carly can use your existing PandaDoc templates and fill in the variable fields — client name, pricing, dates, and other custom fields — based on your instructions.
Can Carly send follow-up reminders for unsigned documents?
Yes. If a document hasn't been signed, you can ask Carly to send a reminder to the recipient directly through PandaDoc.
Does this work with PandaDoc's e-signature feature?
Yes. Carly sends documents through PandaDoc's native e-signature workflow, so recipients get the standard PandaDoc signing experience.
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