Google Drive & PandaDoc Integration | Streamline Document Workflows

Explore Triggers and Actions

New or Modified Comments (Instant)

Trigger new event when a comment is created or modified in the selected file

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 Google Drive and Pandadoc?

The Google Drive and PandaDoc integration allows you to effortlessly access, import, and store your documents between the two platforms. Easily pull files from Google Drive to create, send, and track PandaDoc proposals, contracts, and agreements without switching apps. Once signed, save completed documents back to Google Drive automatically for organized record-keeping and easy retrieval.

Frequently asked questions

How do I connect Google Drive with PandaDoc?

Simply go to PandaDoc’s integrations settings, select Google Drive, and authorize access. Once connected, you can import files directly from your Drive into PandaDoc and save completed documents back to your Drive.

Can I create PandaDoc documents directly from Google Drive files?

Yes! You can import Google Drive files such as PDFs, Word documents, and Google Docs into PandaDoc to create editable proposals and contracts quickly.

Are signed PandaDoc documents saved automatically to Google Drive?

Yes, once a document is completed and signed in PandaDoc, it can be automatically saved back to a designated folder in your Google Drive for easy access and storage.

Is my data secure when using the Google Drive and PandaDoc integration?

Absolutely. Both Google Drive and PandaDoc use industry-leading security protocols including encryption and compliance certifications to ensure your documents and data remain safe.

Can multiple team members use the integration simultaneously?

Yes, the integration supports multiple users within your PandaDoc and Google Drive accounts, enabling collaborative workflows across your team.

Google Drive and Pandadoc Integration

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Google Drive and Pandadoc?

Frequently asked questions

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