GENERAL
What types of AI does PandaDoc use?
PandaDoc leverages conversational AI, natural language processing (NLP), and generative AI technologies to operate capabilities like content summarization, agreement Q&A, and contract data extraction.
What AI models does PandaDoc use?
PandaDoc uses a combination of local AI models and select enterprise-grade third-party LLMs (e.g., OpenAI, Anthropic), chosen for quality and security.
Our AI capabilities continuously improve through responsible learning and regular updates, ensuring you get the best performance. Our AI systems are built with industry standard security, privacy, and accuracy as foundational principles.
How do I know when AI is part of my product experience?
Look for the sparkle icon to identify AI-powered features as we expand visual indicators across the product.
DATA USE & PRIVACY
Does PandaDoc use my data to train AI models?
No. Customer Content is not used to train any AI LLMs.
Does PandaDoc share my data with third-party AI providers?
To the extent that a third-party AI provider is listed as a subprocessor on our Subprocessors page, PandaDoc does share data with its subprocessors pursuant to our MSA and DPA which specifically states that PandaDoc may utilize Subprocessors to act on its behalf in connection with providing the Services provided that (a) such Subprocessors are subject to confidentiality and data security obligations that are substantially as protective as those set forth in our MSA; and (b) PandaDoc is responsible for such Subprocessors’ acts and omissions in relation to PandaDoc’s obligations under the MSA.”
Are third-party AI providers allowed to retain or train on my data?
No. We have enterprise agreements with our third-party AI providers and prohibit training on and retaining your data under such agreements.
Does AI processing follow my data region?
Yes. AI processing follows the same data residency obligations provided in your MSA with PandaDoc and as described on the Subprocessor page.
⚠️ At this time, AI features are not supported for EU-hosted accounts. If your account is provisioned in the EU, AI will be disabled by default. We’re evaluating options and will share updates as they become available.
Who owns the AI-generated content?
You own the output of the AI-generated content. It’s your responsibility to review AI outputs for accuracy and legal sufficiency before use.
SECURITY & COMPLIANCE
How does PandaDoc keep my data secure?
We follow industry standards for using data. We keep your data safe through best-practices like:
Data is encrypted when traveling and at rest
All actions follow your role-based permissions. AI can only access data that you can access.
AI conversations are stored in your workspace for your reference and only you can access them
Can admins disable or restrict AI features?
Yes. AI features can be enabled or disabled for a workspace.