PandaDoc

A document automation platform that allows businesses to create, send, track, and eSign proposals, contracts, and other documents.

What Adopt agents can do with PandaDoc

• Generate proposals and contracts from templates
• Track document views, edits, and signatures
• Retrieve executed agreements
• Pull pipeline of outstanding documents

Why finance teams connect PandaDoc

Adopt agents read from and write to PandaDoc over a governed connection, so close, reconciliation, and reporting work runs across PandaDoc and the rest of your finance stack without manual exports or swivel-chair data entry.