PandaDoc, without opening PandaDoc.
Who has signed, who has not, and the paperwork drafted in between.
“@Ray check this PandaDoc and tell me who still has to sign.”
What Ray can and cannot do in PandaDoc
Reading is free, because reading changes nothing. Everything that writes waits for you. The rest is not on Ray’s list.
Runs on its own
What Ray reads in PandaDoc
- Everything on a document you point Ray at: recipients, field values, and pricing
- Your templates and what each one contains
- Folders and the contacts who sign
Reading changes nothing, so Ray never stops to ask whether it may look something up.
Asks first, every time
What waits for your approval
- Create a document from a file, with the recipients named on it
- Create a template, a folder, or a contact
- Move a document, or attach a file to one
Ray posts a card showing exactly what it is about to do. Nothing happens until someone clicks approve, and no setting turns that off.
Not on the list
Things Ray is never handed
These are left out during curation, so they are not something Ray could do and decides against. They are not in front of it at all.
- Delete a contact or a template, since neither can be recovered
- Change which events PandaDoc reports, or where it reports them
How Ray works with PandaDoc
No workflow to build, and nothing to maintain when the work changes.
- 01
Connect PandaDoc
PandaDoc has no per-person login, so it takes one workspace key. Ray posts a connect card, you paste the key on Ray's own page rather than in Slack, and it covers the whole team from then on.
- 02
Ask in plain words
In the conversation you were already having. Nothing to build, no trigger to map, no tab to open.
- 03
Approve, and it lands
Reading runs on its own. Anything that creates, sends or spends stops first and shows you the exact content.
Priya
@Ray the checkout bug is back. Take a look in PandaDoc, and tell Dana it is being looked at.
Create document attachment
- Waiting on
- your approval
What does connecting PandaDoc to Ray actually do?
Ray is an AI teammate that works in your team chat, on Slack today. Connect PandaDoc and it can do the PandaDoc part of a request without anyone leaving the conversation: read what it needs, draft the change, and post it for approval before anything is written.
It is not a workflow builder. There is no trigger to configure and no automation to repair when your process shifts. You describe the outcome in the thread and Ray picks the actions, including actions in your other connected tools when the request spans more than one.
PandaDoc has no per-person login, so it connects once with a single workspace key and covers the whole team. Ray reaches whatever that key reaches, which is worth scoping the way you want everyone to see PandaDoc. Every write still stops for approval first.
Security and permissions
- You paste the PandaDoc key on Ray’s own page, never in Slack. It goes straight to the connection and never reaches the model.
- Writes are gated in the execution path, not by a prompt. There is no setting that grants blanket approval.
- Each workspace is isolated at the database level, and that isolation is tested by trying to break it.
- An admin, or whoever connected it, can disconnect PandaDoc in a message. Uninstall Ray and every connection it held is revoked.
More finance, billing & signatures integrations
Ray uses them together in a single run when a request spans more than one.
Put Ray to work in PandaDoc.
Free to start, no credit card, and it asks before it acts.