Document & File Management

Connect PandaDoc to Your AI Agents

Enable your Wkil agents to create documents and templates, manage contacts, and track document activity through PandaDoc.

Authentication: API key

What you can do

Available capabilities may vary by authentication and workspace configuration.

Create Document from File Upload

Create a new document in PandaDoc by uploading a PDF, DOCX, or RTF file.

Create or Update Contact

Create a new contact or update an existing one by email address.

Create Template

Create a reusable document template from a PDF or from scratch.

Get Document Details

Fetch metadata for a document including recipients and field values.

Create PandaDoc Webhook

Subscribe to notifications for specific PandaDoc events.

An agent generates a document from an uploaded contract file and sends it for signature.
An agent creates or updates a contact record whenever a document is sent.

1
Choose the integration
Add PandaDoc to your agent from inside the Wkil platform.
2
Grant the permissions it needs
Define precisely what the agent can access and perform.
3
Test, then run it
Test actions before they go live, with human approval where needed.

Permissions always stay in your control — you can scope access and require human approval before any sensitive action.

Can an agent send a document without approval?

You control which actions run automatically versus require human approval before sending.