Procore + PandaDoc Integration | Streamline Construction Contracts & Proposals

Explore Triggers and Actions

New Change Order Package Event (Instant)

Trigger new event when a new change order package event is created.

New Commitment Change Order Event (Instant)

Trigger new event when a new commitment change order event is created.

New Event (Instant)

Trigger new event depending on the resource name selected.

New Prime Contract Event (Instant)

Trigger new event when a new prime contract event is created.

New RFI Event (Instant)

Trigger new event when a new RFI event is created.

New Purchase Order Event (Instant)

Trigger new event when a new purchase order event is created.

New Submittal Event (Instant)

Trigger new event when a new submittal event is created.

New Timecard Entry Event (Instant)

Trigger new event when a new timecard entry is created.

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.

Popular App Usecases

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What can Ayudo do with Procore and Pandadoc?

The Procore and PandaDoc integration empowers construction teams to effortlessly generate, send, and manage contracts and proposals directly from Procore. By syncing project data between platforms, this integration reduces manual entry, accelerates approval cycles, and ensures all documentation stays accurate and up-to-date throughout the project lifecycle.

Frequently asked questions

What benefits does the Procore and PandaDoc integration provide?

This integration simplifies contract and proposal management by enabling users to create and send documents directly from Procore using PandaDoc’s templates and e-signature capabilities, reducing errors and speeding up project approvals.

How does the integration sync data between Procore and PandaDoc?

Project details, client information, and contract data entered in Procore automatically populate PandaDoc templates, ensuring consistency and saving time on manual data entry.

Can I track document status within Procore after sending via PandaDoc?

Yes, the integration allows you to monitor document status such as viewed, signed, or completed directly within your Procore dashboard for better visibility.

Is e-signature supported through this integration?

Absolutely. PandaDoc’s secure e-signature functionality is fully integrated, enabling stakeholders to sign contracts electronically without leaving the Procore environment.

What are the setup requirements for connecting Procore with PandaDoc?

You need active accounts on both Procore and PandaDoc. The integration can be enabled via the PandaDoc app marketplace or Procore’s integrations settings with guided setup instructions.

Procore and Pandadoc Integration

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Procore and Pandadoc?

Frequently asked questions

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