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ClickRuntime

Automate PandaDoc

Track proposals and quotes through PandaDoc from sent to signed. Your team hears when a document goes out and when a deal closes, and proposals that stall get flagged before they go cold. Describe what you want to your AI assistant, check what it will do, and it keeps running with your laptop closed.

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Try asking

Create a ClickRuntime automation: when a PandaDoc document is completed, post the document owner, the document name and the total amount to #saleswins in Slack.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Ideas

What you can automate in PandaDoc

Closed deals celebrated in Slack, a heads-up each time a proposal is sent, and a weekly list of documents waiting on a signature. These are ready-made starting points. Anything else you can describe works too.
The moment it happens

Post signed PandaDoc deals to #saleswins

When a client signs, the team sees the rep, the document and the deal amount in Slack.

See how it works
The moment it happens

Get a Slack alert when a PandaDoc proposal goes out

Every proposal or quote that's sent shows up in Slack with who sent it and to whom.

See how it works
On a schedule

Get a weekly list of unsigned PandaDoc proposals

Each Monday I see the proposals that have been out for over a week without a signature.

See how it works Your own logic

Any other automation you can describe in words

Your own rules, schedule and AI steps with PandaDoc, plus any other app. Describe it and your assistant builds it.

See how to build your own

Build your own

Build any PandaDoc automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what PandaDoc should do in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.

  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

Every day, find PandaDoc documents viewed but not signed in three days and send me a list with their values.

When a PandaDoc document is completed, update the matching HubSpot deal to Closed Won.

When a PandaDoc proposal is signed, create the invoice in QuickBooks, start an onboarding project in Asana and notify Slack.

Beyond chat

Have PandaDoc work when you're not in the chat

Connecting PandaDoc to ChatGPT or Claude lets you ask about it while you chat. ClickRuntime handles the part that should happen on its own: checks on a schedule and actions on each new event, set up from the same chat and running after you close it.

Setup

Connect PandaDoc

You connect PandaDoc with an API key generated in your own workspace. Workspace admins can create a sandbox key for testing and a production key for real documents.

PandaDoc

Document / e-signature

  1. Sign in to PandaDoc as a workspace admin.
  2. Open Settings, then Integrations, then API.
  3. Generate a production key for your real documents, or a sandbox key to try things out.
  4. In the ClickRuntime dashboard, open Connections & secrets and save the key as a secret for PandaDoc. It is sent as API-Key <key> in the Authorization header.

Good to know

PandaDoc limits that affect automations

  • Production API keys need a Business or Enterprise plan, or PandaDoc's API plan.
  • Sandbox keys only see sandbox documents and are limited to about 10 requests per minute, so use them for testing only.
  • Sent and completed alerts use PandaDoc webhooks, so they arrive as the document's status changes.

FAQ

Questions about automating PandaDoc

What can ClickRuntime see in PandaDoc?
Your documents and their status, such as sent, viewed and completed, along with details like the name, owner and amount. These automations report on documents. They don't create or send them.
Which PandaDoc plan do I need?
A Business or Enterprise plan, or the API plan, for a production key. On other plans you can only get a sandbox key, which doesn't see your real documents.
Do alerts arrive straight away?
Yes. Sent and completed alerts come in through PandaDoc webhooks as soon as a document changes status. The stale-document reminder runs on a schedule.
Can I test with the sandbox key?
Yes, but it only sees sandbox documents and allows about 10 requests a minute. Switch to the production key when you're ready.
Do I need AI for PandaDoc automations?
No. Alerts and reminders run without it. If you want AI to write follow-up notes for stalled proposals, it comes with every ClickRuntime plan, so you don't need your own AI key.
Is this a PandaDoc connector for ChatGPT or Claude?
Not for chatting with PandaDoc data. A chat connector lets your assistant read and change PandaDoc while you're in the conversation. ClickRuntime is for the work that should happen without you: you set up an automation from the chat once, and it keeps running on a schedule or on each PandaDoc event.

Related pages

Keep exploring

Tell your assistant what PandaDoc should do

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