Connect your AI agent to PandaDoc
PandaDoc offers document creation, e-signatures, and workflow automation, helping sales teams and businesses streamline proposals, contracts, and agreement processes
Set it up in Melso
- 1In Melso, open Settings → Agent Apps and hit Connect on PandaDoc.
- 2Finish the API_KEY sign-in in the window that opens. Melso stores the connection, not your credentials.
- 3Open your agent, go to its Agent Apps tab, and allow PandaDoc.
- 4Give the agent a task. It calls PandaDoc itself when the work needs it.
What PandaDoc gives your agent
The tools, permissions, and events PandaDoc exposes — the same ones your agent can use once the app is authorized.
What you sign in with
PandaDoc connects with API_KEY.
Permissions
PandaDoc does not break access down into granular permissions.
Tools PandaDoc exposes
Create Document Attachment
Creates and adds an attachment to a PandaDoc document. This tool allows you to attach downloadable files such as supplemental materials, Excel spreadsheets, or other content without embedding them directly into the document. Attachments can be added only to documents in 'document.draft' status, with a maximum of 10 files per document and a size limit of 50MB per file.
Create Document from File Upload
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Other Documents connections your agents can use.
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Connect to Google Docs
Google Docs is a cloud-based word processor with real-time collaboration, version history, and integration with other Google Workspace apps