Availability: The Content Agent is currently in limited beta, accessible through the Panda AI chat inside the PandaDoc editor. It is being rolled out gradually — if you don't see it yet, it may not be enabled for your account.
Important: AI is always learning and improving — always double-check important details before finalizing your document.
What is the Content Agent?
The Content Agent is a conversational AI assistant that edits your PandaDoc documents and templates for you. Instead of manually navigating the editor — rewriting sections, correcting values, filling placeholders — you simply type what you want changed in the Panda AI chat. The agent reads your document, locates the right block, applies the change, and the document updates live in the editor.
You can use it on documents created from templates or on documents you're building from scratch.
How to use it
Open a document or template you have edit access to.
Open the Panda AI chat panel in the editor.
Type your instruction in natural language — for example: "Rewrite the executive summary for a 500-person healthcare company."
The agent applies the change directly in the document. You can keep refining across multiple turns, or say "undo that" to revert a change.
What the Content Agent can do today
The current beta supports rich text editing and variable updates.
Rich text editing
The agent can create, rewrite, and restructure text content in your document:
Rewrite a section for a specific client or audience — "The executive summary is too generic — rewrite it for a logistics company struggling with manual paperwork."
Correct a specific value in a specific section — "In the Implementation section, change the timeline from 6 weeks to 8 weeks."
Shorten or expand content — "Make the intro more concise — 2 sentences max." / "Expand the Our Solution section with detail on automated workflows."
Change tone — "The Challenge section is too formal — make it more conversational."
Write new content — "Write a paragraph under Why Now about 2026 regulation changes forcing companies to digitise contracts."
Update from your notes — paste call notes into the chat and ask the agent to update the relevant section.
Convert prose to lists — "Turn the second paragraph of the Scope section into a bullet list."
Variables
The agent can fill, update, and create PandaDoc variables (placeholders like [Client.Name] or [Deal.Value]):
Fill placeholders in one instruction — "Fill the placeholders — company is Acme Corp, contact is Sarah Chen, deal value is $48,000." Every instance updates document-wide.
Update an existing variable value — "Update the deal value variable to $52,000."
Create new variables — "Turn the client name into a [Client Name] variable so I can reuse this as a template."
Check what's unfilled — "Which placeholders are still empty in this document?"
Undo
Any change the agent makes can be reverted conversationally — "Undo that", "Revert the Implementation section back to what it was."
You can also undo agent edits the same way you'd undo any manual change in the editor:
Click the Undo button in the editor toolbar
Use the keyboard shortcut: Cmd+Z on Mac, Ctrl+Z on Windows
What's coming next
We are actively building support for more content types. These capabilities will roll out gradually and iteratively over the coming releases. If you ask the agent to perform one of these tasks today, it can't do it yet — but we are building this capability, and the agent should be able to handle it for you in the near future. In the meantime, these tasks can be completed manually in the editor.
Capability | Status | What it will do |
Signature fields | 🔜 In development | Insert and assign signature fields for recipients |
Tables | 🔜 In development | Create tables, update cells, add/remove/reorder rows |
Document structure | 🔜 In development | Add, remove, rename, and reorder sections; build document skeletons from scratch |
Text fields (inline) | 🔜 In development | Insert labelled free-text input fields for recipients |
Date fields (inline) | 🔜 In development | Insert date fields, typically alongside signatures |
Checkboxes (inline) | 🔜 In development | Insert acknowledgement and consent checkboxes |
Initials (inline) | 🔜 In development | Insert initials fields per page or section |
Dropdowns (inline) | 🔜 In development | Insert dropdown fields with custom options |
Text styles & formatting | 🔜 In development | Bold, italics, heading levels, font sizes, alignment |
Images | 🔭 Planned | Insert, replace, resize, and reposition images |
Content library | 🔭 Planned | Insert pre-approved blocks from your content library |
Themes & styles | 🔭 Planned | Apply document-wide themes and brand styling |
Image library | 🔭 Planned | Search and insert images from your org's library |
Table of contents | 🔭 Planned | Insert and refresh auto-generated TOCs |
Page breaks | 🔭 Planned | Insert page breaks at specified positions |
Videos | 🔭 Planned | Embed and manage video blocks |
Stamp fields | 🔭 Planned | Insert stamp/seal fields for legal and compliance docs |
Card details fields | 🔭 Planned | Insert payment card capture fields (requires payments integration) |
Good to know
Permissions: The agent only edits documents you have edit access to. It will not make changes to view-only documents.
Scope: The agent works on one open document per chat session — it does not read or edit other documents.
Reversibility: Every agent edit can be undone, either conversationally ("undo that") or through the editor's standard undo.
AI transparency: Edits applied by the agent are flagged as AI-made at the block level for audit purposes.
Pricing tables and Quote Builder are not handled by the Content Agent. Standard tables are coming soon (see above).
FAQ
How is this different from AI Text Editing (the block-level AI menu)?
AI Text Editing handles quick, block-level improvements — shorten, rephrase, adjust tone — on a selected text block. The Content Agent handles larger, conversation-driven operations: rewriting whole sections, filling placeholders across the document, and (soon) building document structure. They complement each other; you can use the AI Text Editing menu to polish content the agent generates.
Why can't I see the Content Agent?
It's in limited beta. Access requires the Panda AI chat to be enabled for your workspace, the PandaDoc AI extension to be installed, and your account to be part of the beta program.
What if the agent edits the wrong thing?
Say "undo that" or "revert the last change" — the agent will restore the previous version. You can then rephrase your instruction more specifically (e.g., name the section).
Data privacy
For information on how PandaDoc handles your data when using AI features, see the PandaDoc AI Policy.