PandaDoc

Automate Your Document Workflows with Assista and PandaDoc

Connecting your PandaDoc account to Assista automates the creation and preparation of your sales documents, proposals, and contracts. Free yourself from the repetitive tasks of manually creating new documents when a deal is ready and copying contact information from your CRM.

For solopreneurs, consultants, and founders, Assista ensures your sales documents are created quickly and accurately, helping you accelerate your sales cycle, all with simple, natural language commands.

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Key Actions

These are the core actions Assista can perform with your PandaDoc account, giving you the building blocks to create powerful automations. With a total of 13 actions available, you can manage your documents, contacts, and templates.

• Create Document from File: Automatically generate a new PandaDoc document from an existing file.
• Create Contact: Add a new contact to your PandaDoc account to be used as a document recipient.
• List Templates: Retrieve a list of all your available PandaDoc templates to use in your automations.
• Get Template Details: Fetch the details of a specific template, such as its fields and roles.
• List Contacts: Get a list of all contacts in your PandaDoc account.

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Begin using PandaDoc templates today to unlock more from your business tools and reduce manual effort!