PandaDoc
Docusign

Pandadoc and Docusign Integration

Seamlessly combine PandaDoc’s powerful document creation with DocuSign’s trusted eSignature capabilities to streamline your contract workflows.

Explore Triggers and Actions

Document State Changed (Instant)
Trigger new event when a document's state is changed.
Document Creation Failed (Instant)
Trigger new event when a document failed to be created.
Recipient Completed (Instant)
Trigger new event when a recipient completes a document.
Document Deleted (Instant)
Trigger new event when a document is deleted.
Document Updated (Instant)
Trigger new event when a document is updated.
Create Draft
Create and send an envelope, or create a draft envelope.
Create Signature Request
Creates a signature request from a template
Download Documents
Download the documents of an envelope to the /tmp directory.

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.

Popular App Usecases

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What can Ayudo do with Pandadoc and Docusign?

The PandaDoc and DocuSign integration empowers businesses to create, send, and securely sign documents all within a unified platform. Generate professional proposals, contracts, and agreements using PandaDoc’s intuitive editor, then effortlessly route them for legally binding signatures via DocuSign. This integration reduces manual tasks, accelerates deal closures, and ensures compliance with industry-leading security standards.

Connect
PandaDoc
and
Docusign
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

How does the PandaDoc and DocuSign integration work?

After creating your document in PandaDoc, you can send it directly through DocuSign for electronic signatures without leaving the PandaDoc interface. Once signed, the completed document is automatically saved and tracked within PandaDoc.

Do I need accounts for both PandaDoc and DocuSign to use the integration?

Yes, you need active accounts on both platforms. The integration connects your PandaDoc and DocuSign accounts to enable seamless document sending and signing.

Is the integration secure and compliant with eSignature laws?

Absolutely. DocuSign is compliant with global eSignature laws such as ESIGN and eIDAS, and PandaDoc ensures your documents are stored securely, providing a legally binding and auditable signing process.

Can I track the status of documents sent for signature through this integration?

Yes, PandaDoc provides real-time status updates on your documents, including when they have been sent, viewed, and signed via DocuSign.

Does this integration support multiple signers and signing orders?

Yes, you can configure multiple recipients and set signing orders within PandaDoc before sending documents through DocuSign, ensuring a smooth and organized signing workflow.

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