# PandaDoc AI agent for Slack & Microsoft Teams Viktor is an AI employee that connects to PandaDoc in one click via OAuth and helps you send documents for signature and track contracts, running 18 PandaDoc actions for you like List Folders, Send Document, and List Contacts. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in PandaDoc and reports back. Setup takes about two minutes. - Tool: PandaDoc - Category: Productivity - Connection: One-click OAuth - Actions available: 18 - Works from: Slack and Microsoft Teams - Page: https://viktor.com/integrations/pandadoc ## What can you ask Viktor to do in PandaDoc? - "Send this agreement out for signature in PandaDoc and notify me when it's signed." - "Check PandaDoc for contracts awaiting signature and send a reminder to whoever's holding it up." - "Find every contract in PandaDoc renewing in the next 30 days and list them." - "Watch PandaDoc for a signed document and post it to the deal channel." ## What can Viktor do in PandaDoc? (18 actions) - **List Template Id Options** - Retrieves available options for the Template Id field. - **List Document Id Options** - Retrieves available options for the Document Id field. - **List Document Folder Id Options** - Retrieves available options for the Document Folder Id field. - **List Completed Document Id Options** - Retrieves available options for the Completed Document Id field. - **Send Document** - Move a document to sent status and send an optional email. - **List Folders** - List folders which contain Documents. - **List Documents** - List documents, optionally filtering by a search query or tags. - **List Document Attachments** - Returns a list of attachments associated with a specified document. - **List Contacts** - List all contacts within an account. - **Get Document Status** - Get basic status info about a document. - **Download Protected Document** - Download a completed document as a verifiable PDF. - **Download Document** - Download a document as PDF. - **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. - **Create Folder** - Create a new folder to store your documents. - **Create Document From Template** - Create a Document from a PandaDoc Template. - **Create Document From File** - Create a document from a file or public file URL. - **Create Document Attachment** - Adds an attachment to a document. ## How does Viktor work with PandaDoc? 1. Add Viktor to Slack or Microsoft Teams. 2. Connect PandaDoc with one-click OAuth - Viktor handles authentication. 3. Ask in plain English. Viktor runs the PandaDoc actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a PandaDoc AI agent? A PandaDoc AI agent is an AI that connects to your PandaDoc account and completes work in it - it doesn't just answer questions about PandaDoc, it takes the actions. Viktor is that agent: an AI employee that works in PandaDoc on your behalf and delivers the finished result in Slack or Microsoft Teams. Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right PandaDoc actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About PandaDoc Create, Approve, Track & eSign Docs 40% Faster ## Security and permissions - One-click OAuth - Viktor never sees your password, and you can revoke access at any time. - Review-first approvals: sensitive PandaDoc actions wait for your sign-off before they run. - Isolated compute per team, encrypted in transit and at rest - and your data is never used to train models. - SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ## FAQ ### Does Viktor integrate with PandaDoc? Yes. PandaDoc is one of the 3,200+ tools Viktor connects to, via a managed connector. Once connected, anyone on your team can put Viktor to work in PandaDoc from Slack or Microsoft Teams - no workflow builder, no code. ### How do I connect PandaDoc to Viktor? Ask Viktor in Slack or Microsoft Teams to connect PandaDoc, then approve the one-click OAuth prompt. Viktor never sees your password, handles authentication itself, and starts working right away. Setup takes about two minutes, and you can revoke access at any time. ### What can Viktor do in PandaDoc? Viktor can run 18 PandaDoc actions, including List Folders, Send Document, and List Contacts - and chain them with other tools in a single request. In practice that means Viktor helps you send documents for signature and track contracts. If a task spans several actions, Viktor plans the sequence itself and reports back when the work is done. ### Do I need to build workflows to automate PandaDoc? No. Viktor isn't a workflow builder - there are no triggers to map and no workflows to maintain. You ask for the outcome in plain English in Slack or Microsoft Teams, and Viktor decides which PandaDoc actions to take, runs them, and reports back. ### Is my PandaDoc data secure with Viktor? Yes. Viktor connects to PandaDoc in one click via OAuth, runs in an isolated environment per team, and never trains models on your data. Sensitive actions wait for your approval, and you can revoke access at any time. Viktor is SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ### How much does the PandaDoc integration cost? Nothing extra - every integration, including PandaDoc, is available on every plan. You can start free with up to $100 in credits, no credit card required; paid plans start at $50/month. ### Can Viktor use PandaDoc together with my other tools? Yes - that's the point. Viktor connects to 3,200+ tools and works across them in a single run: it can pull data from PandaDoc, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams. ## Viktor uses PandaDoc together with - [Slack](https://viktor.com/integrations/slack) - [Gmail](https://viktor.com/integrations/gmail) - [Google Sheets](https://viktor.com/integrations/google-sheets) - [HubSpot](https://viktor.com/integrations/hubspot) - [Notion](https://viktor.com/integrations/notion) - [Salesforce](https://viktor.com/integrations/salesforce) ## More Productivity integrations - [GitHub](https://viktor.com/integrations/github) - [Asana](https://viktor.com/integrations/asana) - [Basecamp](https://viktor.com/integrations/basecamp) - [Monday.com](https://viktor.com/integrations/monday-com) - [Jira](https://viktor.com/integrations/jira) - [Linear](https://viktor.com/integrations/linear) - [Miro](https://viktor.com/integrations/miro) - [ServiceM8](https://viktor.com/integrations/servicem8) ## Get started Viktor is free to start - up to $100 in credits, no credit card required. All 3,200+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.