A Gleap custom agent can read PandaDoc documents and templates, manage contacts and folders and create documents from files through Composio. It helps sales and success teams that send quotes and proposals with PandaDoc and answer follow-up questions in Gleap.
What a Gleap agent can do in PandaDoc
- Check a document: Get Document Details returns a document’s recipients, field values, pricing data and metadata from its document ID.
- Keep contacts current: Create or Update Contact updates the customer’s name or company in PandaDoc when they change.
- Organize documents: Move Document to Folder files a document in the customer’s folder.
- Find the right template: List Templates and Get Template Details show which templates exist before a teammate prepares a new quote.
Example: A question about a quote
A prospect writes in Gleap that the quote they received shows the wrong number of seats. The account executive asks the agent to check, with the document ID from the PandaDoc link. The agent reads the document details, confirms the seat count and pricing lines and posts them in the ticket. The account executive corrects the quote in PandaDoc and sends the new version.
How to connect PandaDoc
- In Gleap, open AI & Automation > Agents and select a custom agent, or create one.
- In its Tools section, click Add tool and search for “PandaDoc”.
- Pick PandaDoc under More integrations and click Connect PandaDoc.
- Paste your PandaDoc API key into the form Gleap shows and connect.
- Open the new PandaDoc tool and switch off every action the agent does not need, such as Delete Contact or Delete Template.
- Tell the agent in its instructions when to use PandaDoc, then test it in chat.
Custom agents are included in the Team, Pro and Enterprise plans. Kai Support can use connected apps as tools on Team, Pro and Enterprise. Kai Code, also on those plans, can use PandaDoc in coding sessions once you add it under Settings > MCP in Kai Code.
FAQ
Does Gleap integrate with PandaDoc?
Yes, through Composio. A Gleap custom agent can read document and template details, manage contacts, folders and templates, create documents from files and add attachments. PandaDoc changes only during an agent run.
What can a Gleap AI agent do in PandaDoc?
It gives the team the facts of a quote or proposal when a customer asks about it and keeps PandaDoc contacts and folders tidy. Sending documents stays with your team.
Which Gleap plan includes the PandaDoc integration?
Kai Support and Kai Code can use the PandaDoc toolkit on Team, Pro and Enterprise; custom agents that use it are on Team, Pro and Enterprise. Kai Support answers customers, so switch on only actions that are safe in a customer conversation. You need an API key from your PandaDoc workspace. AI usage is billed separately; see pricing.
Can the agent list all our PandaDoc documents?
Composio’s PandaDoc toolkit reads documents by ID and has no document search today. Give the agent the document ID or link from the customer’s message.
