PandaDoc + Procore Integration | Streamline Construction Document 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 Incident

Create a new incident.

Create Manpower Log

Create a new manpower log.

Create RFI

Create a new RFI.

Create Submittal

Create a new submittal.

Create Timesheet

Create a new timesheet.

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 Pandadoc and Procore?

The PandaDoc and Procore integration empowers construction teams to create, send, and manage contracts, proposals, and change orders directly within Procore’s project management platform. Automate document generation using Procore data, track document status in real-time, and reduce manual entry to keep projects moving efficiently from start to finish.

Frequently asked questions

What benefits does the PandaDoc and Procore integration offer?

This integration simplifies document management by enabling users to generate and send contracts, proposals, and change orders directly from Procore, reducing manual data entry and accelerating approval cycles.

How do I set up the PandaDoc integration within Procore?

To set up the integration, navigate to the Procore App Marketplace, find PandaDoc, and follow the installation prompts. Connect your PandaDoc account by authorizing access, and configure your document templates to sync with Procore project data.

Can I track the status of documents sent through PandaDoc within Procore?

Yes, the integration allows you to monitor document status such as sent, viewed, and signed directly within Procore, providing full visibility into your document workflows without switching platforms.

Does the integration support automated document generation using Procore data?

Absolutely. You can use Procore project information to automatically populate PandaDoc templates, ensuring accuracy and saving time on manual data entry.

Is the PandaDoc and Procore integration secure?

Yes, both PandaDoc and Procore adhere to industry-leading security standards, including data encryption and compliance certifications, to ensure your documents and project data remain safe.

Pandadoc and Procore Integration

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Pandadoc and Procore?

Frequently asked questions

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