# PandaDoc AI employee Viktor works in PandaDoc for you. Ask in Slack or Microsoft Teams. Viktor is an AI employee that connects to PandaDoc and helps you create documents from templates, send them for signature and track their status, running 14 PandaDoc actions for you like List Folders, Send Document, and List Contacts. Ask in plain English from your workspace; Viktor does the work in PandaDoc and reports back. Viktor connects in one click via OAuth. - Tool: PandaDoc - Category: Productivity - Connection: One-click OAuth - Actions available: 14 - Currently available in: Slack, Microsoft Teams, and Discord - Page: https://viktor.com/integrations/pandadoc ## What can your AI employee do in PandaDoc? Viktor connects to your PandaDoc account and completes work in it. He doesn't just answer questions about PandaDoc, he takes the actions on your behalf and delivers the finished result to your workspace. 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 9,800+ tools he connects to, and asks for approval before anything sensitive runs. ### About PandaDoc Create, Approve, Track & eSign Docs 40% Faster ### How a run works 1. **You ask in your workspace** - Describe what you need in plain English 2. **Viktor picks the actions** - Selects from 14 PandaDoc actions, chains them together 3. **Runs in PandaDoc** - Helps you create documents from templates, send them for signature and track their status - your real data. 4. **Reports back** - Delivers the finished result to your workspace ## Use PandaDoc from Slack and Microsoft Teams Message Viktor in a Slack channel, a Microsoft Teams chat or a direct message. He opens PandaDoc, does the work and posts the result in the same thread, so nobody has to switch tabs. He can also run PandaDoc work on a schedule, like a weekly PandaDoc summary posted to your team's channel. Anything sensitive waits for your approval before it runs. ## 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. - Viktor is not affiliated with or endorsed by PandaDoc. ## What can you ask Viktor to do in PandaDoc? - "Create a contract for Acme from our standard template in PandaDoc and send it for signature." - "List the documents in PandaDoc still waiting for signature and tell me who each one is with." - "Post in the deal channel when a document in PandaDoc is signed." - "Add our new client to PandaDoc contacts and download the signed PDF of their agreement." ## How does Viktor work with PandaDoc? 1. Open Viktor in a supported workspace. 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 can Viktor do in PandaDoc? (14 actions) - **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. ## 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) - [Salesforce](https://viktor.com/integrations/salesforce) - [Stripe](https://viktor.com/integrations/stripe) ## More Productivity integrations - [GitHub](https://viktor.com/integrations/github) - [Jira & Confluence](https://viktor.com/integrations/jira-confluence) - [Asana](https://viktor.com/integrations/asana) - [Monday.com](https://viktor.com/integrations/monday-com) - [Linear](https://viktor.com/integrations/linear) - [Notion](https://viktor.com/integrations/notion) - [Miro](https://viktor.com/integrations/miro) - [ServiceM8](https://viktor.com/integrations/servicem8) ## FAQ ### Does Viktor integrate with PandaDoc? Yes. PandaDoc is one of the 9,800+ tools Viktor connects to, in one click via OAuth. Once connected, anyone on your team can put Viktor to work in PandaDoc from their workspace - no workflow builder, no code. ### How do I connect PandaDoc to Viktor? Ask Viktor in your workspace 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 14 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 create documents from templates, send them for signature and track their status. If a task spans several actions, Viktor plans the sequence itself and reports back when the work is done. Viktor creates documents from templates or files, sends them, checks their status, downloads PDFs and manages contacts, folders and attachments in PandaDoc. Viktor is not affiliated with or endorsed by PandaDoc. ### Do I need to build workflows for PandaDoc? No. Viktor isn't a workflow builder - there are no triggers to map and nothing to maintain. You ask for the outcome in plain English in your workspace, 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; the Team plan is $100 a month. ### Can Viktor use PandaDoc together with my other tools? Yes - that's the point. Viktor connects to 9,800+ tools and works across them in a single run: he can pull data from PandaDoc, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in your workspace. ## Get started Viktor is free to start - up to $100 in credits, no credit card required. All 9,800+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.