Confluence + PandaDoc Integration | Streamline Document Workflows

Explore Triggers and Actions

New Page or Blog Post

Trigger new event whenever a new page or blog post is created in a specified space

Watch Pages

Trigger new event when a page is created or updated in Confluence

Watch Blog Posts

Trigger new event when a blog post is created or updated

Create Folder

Create a new folder to store your documents.

Get Document Details

Return detailed data about a document.

Create or Update Contact

This method adds or updates a contact using the email as index.

Get Document Status

Get basic status info about a document.

List Contacts

List all contacts within an account.

List Document Attachments

Returns a list of attachments associated with a specified document.

List Documents

List documents, optionally filtering by a search query or tags.

List Folders

List folders which contain Documents.

Send Document

Move a document to sent status and send an optional email.

How it works

Add your support channel as a trigger

Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.

Connect your apps

Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.

Connect it to your tools

Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

What can Ayudo do with Confluence and Pandadoc?

The Confluence and PandaDoc integration empowers teams to effortlessly generate, edit, and send professional documents directly from Confluence pages. By combining Confluence’s collaborative workspace with PandaDoc’s powerful document automation, you can accelerate proposal creation, contracts, and approvals without switching platforms. This integration ensures your documents stay up-to-date, maintain brand consistency, and simplify tracking and e-signatures—all within your existing Confluence environment.

Frequently asked questions

How do I connect Confluence with PandaDoc?

To connect Confluence with PandaDoc, navigate to the Confluence marketplace, install the PandaDoc integration app, and follow the authentication prompts to link your PandaDoc account securely.

Can I create PandaDoc documents directly from Confluence pages?

Yes, with the integration, you can create, customize, and send PandaDoc documents directly from within Confluence pages, streamlining your document workflows without leaving your workspace.

Is it possible to track document status from Confluence?

Absolutely. The integration provides real-time status updates on your PandaDoc documents, such as viewed, signed, or pending, right inside Confluence for easy monitoring.

Does the integration support e-signatures?

Yes, PandaDoc’s fully compliant e-signature functionality is available through the integration, enabling you to collect legally binding signatures without leaving Confluence.

Will my document templates stay synchronized between Confluence and PandaDoc?

The integration ensures that any document templates you use in PandaDoc remain consistent and accessible when creating documents from Confluence, maintaining brand and content consistency.

Confluence and Pandadoc Integration

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Confluence and Pandadoc?

Frequently asked questions

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