Connect PandaDoc to JoySuite and give your AI assistants visibility into your document workflows. Track proposals, access contract status, retrieve signed documents, and surface analytics across conversations.
JoySuite securely connects to PandaDoc, making these resources available to your AI assistants.
Access documents, proposals, and contracts with status information.
View document templates with content blocks and variables.
Track recipients, their roles, and completion status.
Access document analytics including views and time spent.
View pricing tables, line items, and totals.
Access workspace folders and document organization.
Use these specialized commands to interact with your PandaDoc data directly in conversations.
Retrieve document details, recipients, and current status.
Search documents by status, type, date, or recipient.
Get real-time status of pending documents and signatures.
View available templates and their configurations.
Access engagement analytics for a specific document.
Create a new document from a template.
See how your team can leverage PandaDoc data with natural language queries.
Show me all proposals sent this month. Which ones have been viewed but not signed?
What's the status of the Enterprise License Agreement for TechCorp? Has the CFO reviewed it?
Pull up the analytics for our last 10 proposals. What's our average view-to-sign time?
Find our SaaS subscription agreement template and show me the pricing table options.
Combine PandaDoc data with other connected systems for deeper insights.
Surface proposal status alongside opportunity records in your sales pipeline.
Pull document status when proposals are discussed in team channels.
Combine document engagement data with sales analytics for deeper insights.
Track document completion alongside payment status and invoicing.
You control exactly what JoySuite can access within PandaDoc.
Select PandaDoc from the connector library
Log in and approve the connection
Choose which data to sync
Query your data with natural language
These connectors work great alongside PandaDoc.
Give your AI assistants access to your PandaDoc data. Get started in minutes.
Join Waitlist