Availability: Business and Enterprise plans

PandaDoc’s integration for Microsoft Teams allows quick signing of documents without leaving your workspace in Teams, plus the ability to track and act on each document passing through the signing lifecycle.

Watch an overview video:

Anyone in PandaDoc, or any admin in Microsoft Teams with permission to install apps, can connect this integration.

To connect PandaDoc with Microsoft Teams, open your Microsoft Teams account, then go to Apps and find PandaDoc. Click Add.

You will find the PandaDoc tab on the left panel in your Microsoft Teams account. Alternately, click the horizontal ellipsis on the left panel and select PandaDoc from the list of apps.
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Click here to install the app from Microsoft AppSource.

If you don’t have a PandaDoc account, you’ll need to create a new one (it should be a Business or Enterprise plan account.)

In Microsoft Teams, open PandaDoc from the left panel, then select the PandaDoc tab in the top left. You’ll be creating and signing documents in just a few clicks!

Click Select from Computer to create a new document. You can use a PDF, Word document, .png, or .jpg file from either your computer or your Teams directory.

Next, enter your recipient’s name and email address, then click Continue.

Now you can add fields and signatures to your document for your recipients to fill out. Click Send document to choose a method for sending the document — via either email or link.

Now you can track the document within Teams.

If someone shares a PDF with you within a Teams chat, you can sign it right from the chat window. Click the horizontal ellipses on the message (not on the file!) to access the quick action menu, click More actions, then select eSign document next to the PandaDoc icon.

Next, add a person who needs to sign this document, then click Continue. Then, click Open document to open this file in PandaDoc.

Finally, add fields and signatures, then either finalize the document (if you’re the only signer) or send it by clicking Send document at the top.

You can set up PandaBot to send you notifications about your documents. To do this, go to PandaDoc > Chat, select What can I do? in the message window, then click Connect.

Next, select which documents you’d like to receive notifications for — you can choose between all documents in your workspace or simply documents you’ve created yourself.

Then, select the events you’d like to be notified about. For example, if you’re a sales team lead, you may want to be notified when one of your sales reps’ proposals is signed. In this case, you need to select All documents in PandaDoc workspace on the first screen, then Document completed on the second screen.

Note that only Admins and Managers in PandaDoc can set up notifications for all documents in the workspace, while Members can only set up notifications for their own documents. Notifications will appear in the Activity stream, and also in the PandaBot chat.

You’ll need to set up PandaBot notifications individually for each channel. This will allow you to customize notifications for each channel. To set up notifications for the channel to which you’ve added PandaBot, type in @PandaDoc and select Change notifications.

Next, select which documents you’d like to receive notifications for — you can choose between all documents in your workspace or simply documents you’ve created yourself.

Then, select the events you’d like to be notified about. For example, if you’re a sales team lead, you may want to be notified when one of your sales reps’ proposals is signed. In this case, you need to select All documents in PandaDoc workspace on the first screen, then Document completed on the second screen.

Notifications will appear in this channel as messages.

If you’d like to modify what notifications you receive in a personal chat with the PandaDoc bot or in a Teams channel, type in @PandaDoc and select Change notifications.

Follow the prompts to change notification settings.

To search for a document by its name, click the PandaDoc icon under the message type-in window. Select the document to share it in the channel. The document will be shown as a card with the following information:

You can also search and open documents from the search bar. To do this, type “@PandaDoc” and the document name.

If you experience some troubles, and you see the error in the screenshot below, it’s likely you need to reconnect the integration.

To reconnect the integration type Disconnect in PandaBot, then type Connect.