Availability: All plans.
Note: The PandaDoc app for ChatGPT is currently available in English-speaking countries only.
The PandaDoc app connects ChatGPT directly to your PandaDoc account using MCP (Model Context Protocol). It gives you a natural language interface to manage your entire document workflow — from drafting content to sending for signature — all inside a single ChatGPT conversation.
You describe what you need, and the app handles the rest. No switching tabs, no copy-pasting content, no manual field setup.
What you can do
Create documents Generate a ready-to-send PandaDoc document from AI-drafted content in the chat.
View documents An inline document preview opens directly in the chat
Edit content You can edit document content and fill in variables in the document widget. Alternatively, you can fill out variables through chat prompts.
Manage recipients and field assignments Add, update, or remove signers, and assign signature fields to the right recipients — via chat or in the widget’s full screen mode.
Send and track Send a document for signature, browse your document list, and pull up the full audit trail for any document.
Document intelligence Ask questions across your documents — summarize active agreements, analyze contracts from a specific time period, or check the status of any sent document.
Connect the PandaDoc app
If you already have a PandaDoc account
Open ChatGPT and go to the Apps.
Search for PandaDoc and select the app.
Select Connect.
Select Sign in with PandaDoc to log in to your account
In the authentication window, approve the connection.
Select Start chat – ChatGPT automatically reads and registers all available PandaDoc tools. You're ready to start.
If you don't have a PandaDoc account yet
Open ChatGPT and go to the App Store.
Search for PandaDoc and select the app.
Select Connect.
Select Sign in with PandaDoc
Select Sign up at the top right corner
Complete sign-up, then return to ChatGPT and refresh the page.
Select Connect > Sign in with PandaDoc and approve the connection to ChatGPT.
Select Start chat
Note: After creating your account, PandaDoc sends a verification email to your inbox. You need to verify your email address before you can send documents. Open the email from PandaDoc and select Verify email. This is required to make eSignatures on your documents legally enforceable.
Create and send a document
Here's a full end-to-end example — generating an NDA, filling in variables, adding recipients, and sending for signature.
Step 1: Generate your document content
In ChatGPT, describe the document you need. For example: "Generate an NDA between Acme Corp and John Smith with signature blocks for both parties."
ChatGPT drafts the content. Review it in the chat and ask for any changes before moving on.
Step 2: Create the document in PandaDoc
Once you're happy with the content, prompt the app to create the document. For example: "Create this as a PandaDoc document."
The app converts the content and creates the document. An inline preview widget appears in the chat so you can review and edit it immediately.
Step 3: Fill in variables
Prompt ChatGPT to fill in any variable fields. For example: "Fill in the variables: Disclosing Party is Acme Corp, Receiving Party is John Smith."
The document updates in real time. Select View document in the chat to confirm the changes.
Step 4: Add recipients and assign fields
Prompt the app to add your signers. For example: "Add Alice (alice@acmecorp.com) and Bob (bob@example.com) as recipients and assign their signature fields."
The app adds both recipients and assigns fields to the correct signers automatically.
To confirm the assignment, ask ChatGPT to show you the document — the widget will reflect the updated recipient list.
Step 5: Send the document
Prompt the app to send. For example: "Send the document to both recipients."
ChatGPT confirms the send and provides a summary of who the document was sent to.
Note: Before sending, you can ask ChatGPT "Are there any unsigned fields or missing recipients?" — the app will flag anything that needs attention before the document goes out.
View and track documents
Check document status
Ask ChatGPT directly: "What's the status of my NDA with Acme Corp?"
The app returns the document status, recipient list, and any outstanding actions.
Get the audit trail
Ask: "Show me the audit trail for [document name]."
The app returns a full activity log, including timestamps for when each signer opened and signed the document.
Analyze documents across a time period
Ask: "Summarize all signed contracts from Q1."
The app pulls your document list and generates a summary — total documents sent, signed, declined, and key terms across agreements.
Discover what the app can do
Not sure what to ask? Type: "What can you do for me in PandaDoc?"
ChatGPT returns a list of all available tools and actions based on the app's current capabilities — useful when you're getting started or exploring less familiar features.
Disconnect the PandaDoc app
To remove the PandaDoc connection from ChatGPT:
In ChatGPT, go to your profile icon and open Settings.
Go to the Apps section.
Select PandaDoc from your connected apps.
Select Disconnect.
The connection is removed immediately. Your PandaDoc account and documents are not affected. To reconnect, follow the steps in the Connect section above.
Frequently asked questions
Do I need a paid PandaDoc plan to use the ChatGPT app?
No. The app is available on all plans, including Free plan. Standard document limits for your plan apply.
Can I use the app to analyze documents I didn't create in ChatGPT?
Yes. Document intelligence tools work across your entire PandaDoc account — not just documents created in the current session.