PandaDoc AI Assistant (beta)

PandaDoc's AI Assistant is a conversational tool available in your PandaDoc workspace that speeds up your daily document tasks. Ask it questions in plain language to find, understand, and organize your agreements — no manual searching required.

Availability: The feature is currently in closed beta and available only to select Business and Enterprise accounts.

Note: Interested in shaping the future of AI at PandaDoc? Reach out to lydia.markwick@pandadoc.com to register your interest in our AI Discovery Program, take part in feedback sessions, and get early access to our newest AI features.

Important: AI is always learning and improving — always double-check important details before acting on them.

What can the AI Assistant do?

The AI Assistant can currently handle the following tasks:

AI shortcut	Description	Example
Search	Find individual or groups of documents more easily	“Show me every unsigned document this quarter”
Document Q&A	Ask questions about agreement terms and details	“Can you outline the pricing breakdown in the proposal?”
Content Summarization	Summarize contracts without reading the whole thing	“Summarize the contents of Compliance Statement 3”
Document Status & Activity Analytics	Track document status and recipient engagement	“Has @Vish opened the Allen Co. contract?”
Catalogue Management	Add, update, and remove items	“Update the price of the “Blue Argyle Cardigan” to $95”
File Organization	Organize files by creating folders and tagging documents	“Organize my contracts in folders based on creation date”
Reminders & Expirations	Extend document expiration dates and draft and send personalized reminder emails	“Extend the date of the ABC Corp document by 7 days”

Where to find the AI Assistant

Once you have access to the AI Assistant beta, you'll see it in your PandaDoc workspace. Look for the Ask AI icon in your account. Select it to open the chat panel and start typing your request in plain language.

Example prompts

Tip: Use the @ symbol to reference a specific document by name for faster, more accurate results.

Capability Category	Example Prompts
Search Find individual or groups of documents more easily	“Show me every document expiring in the next 6 months” “Find every document created this quarter but not completed” “Show me a list of every completed contract from the last 6 months” “For every document created this quarter, create a table with columns listing recipient details, activity, and status”
Document Q&A Ask questions about agreement terms and details	“Can you outline the pricing breakdown in the proposal?” “What discount did we offer the client in this contract?” “Does this contract have any opt-out terms?” “Does this proposal include an executive summary?” “What are the cancellation terms in @[Contract Name]?” “Does @[Contract Name] mention data privacy requirements?” “What’s the effective date and term length of @[Contract Name]?”
Content summarization Summarize contracts without reading the whole thing	“Summarize the content on page [#]” “Summarize the contents of [Section]” “Summarize the details in @[Proposal Name]” “Summarize the MSA sent to @[Client].” “Summarize the onboarding checklist doc for @[Client].”
Document status and Activity analytics Track document status and recipient engagement	“Update me on the recent activity of @[Document Name]” “Has @[Recipient Name] opened @[Document Name]?” “What pages did @[Recipient Name] spend the most time on?” “Give me the document status and time on page (in minutes) for my 5 most recent documents.”
Catalogue management Add, update, and remove items	“Create a new product called [Product Name] for [$]” “Change the price of [Product Name] to [$]” “Delete [Product Name] from the catalogue”
File organization Organize files by creating folders and tagging documents	“Organize my contracts in folders based on creation date” “Organize all draft files by company name” “Move all contracts expiring in the next 3 months to a ‘Renewal’ folder.” “Add the creation date to the name of every template” “Organize my documents by date, like 2025/Q3” “Organize all documents for [Customer] by status—signed, pending, expired”
Reminders and Expiration actions	“Send a reminder to [Name]” “Extend the expiration date of @[Document Name] by 7 days” “Draft a follow-up reminder email that’s short and friendly” “Make that email draft sound more formal”

Best practices

Do:

Be specific about what you want
Search for document names or contacts using the @ symbol
Include timeframes in searches (e.g., "this quarter," "last 6 months")
Ask follow-up questions to drill down into results
Request summaries, key pricing details, or reminder drafts

Don't:

Use vague prompts like "find the contract I sent last week"
Ask questions about Templates (the AI Assistant only works with Documents)
Ask for content generation or document editing

How to provide feedback

Your feedback helps PandaDoc's AI Assistant learn and improve over time. After any conversation with the AI Assistant, you can rate your experience using the thumbs up 👍 or thumbs down 👎 buttons.

Use thumbs up when the AI Assistant gives you a helpful, accurate result. Use thumbs down if something is off or didn't work as expected. Every rating helps the team make the feature better.

Important limitations

Template work. AI Assistant works with documents, not templates or Content library items
Content creation. Won’t write document content or edit existing documents
Rich media from PDFs. Can’t extract images, tables, and graphics from PDF files

Data privacy

For information on how PandaDoc handles your data when using AI features, see the PandaDoc AI Policy.

How to opt out

If you'd like to turn off the AI Assistant for your workspace, go to the Extensions page and find the PandaDoc AI listing. From there, you can uninstall the AI Assistant for specific workspaces.

Note: Only the account owner can manage Extensions.

PandaDoc glossary

PandaDoc fundamentals

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PandaDoc Payments - Recipient's Guide

PandaDoc AI Policy