AI DOCUMENT ASSISTANT
Transform document tasks into effortless conversation
PandaDoc’s AI Assistant turns time-consuming tasks into efficient interactions that give you hours back to focus on work that moves the needle.
What is AI document management?
AI document management uses automation to organize, search, and analyze files without manual effort. One of the most common applications is an AI contract assistant, where a conversational chatbot lets you interact with your documents through natural language questions instead of traditional search and management interfaces.
With PandaDoc’s AI Assistant, document management becomes part of a larger, intelligent workflow. Users can ask questions about contract terms, get instant document summaries, track recipient engagement, and automatically organize files — all through simple conversations.
The best part? It works seamlessly within the platform you already use, so you never have to switch between different tools to get the information you need.
Get more done with AI document intelligence
Reclaim hours every week
Stop wasting time on repetitive tasks. PandaDoc handles the heavy lifting, from finding contracts to organizing them, so you can focus on actual business goals.
Get instant expertise
No more deciphering contracts before your next sales call. Ask simple queries and receive clear answers that help you understand what exactly is in your agreements.
Make smarter decisions
Turn document data into strategic advantage. Get real-time insights about contract status that help you make informed decisions faster than ever before.
Five core capabilities designed for fast, powerful results
Find any document with a simple query
Forget search filters and folder hunting. Just describe what you’re looking for and PandaDoc’s AI Assistant instantly surfaces your documents, even if you don’t know the file name or where it was saved.
Stay on top of every agreement’s progress
Never miss a critical action again. Monitor your document progress and report on recipient analytics, so you can keep your deals and vendor agreements moving forward.
Send on-brand emails in record time
Staring at a blank page again? Instantly generate professional email copy when sending contracts, proposals, or follow-ups — all with proper branding and tone applied automatically.
Review complex contracts in seconds
Get instant summaries of complex documents with simple Q&A. PandaDoc’s AI Assistant breaks down lengthy contracts into digestible insights, so you understand what matters most without reading every word.
Let AI organize your files for you
Watch as AI automatically tags and organizes agreements based on your specific business needs. That way, your folder trees grow exactly as expected.
"PandaDoc is making this so much more efficient than it once was. The Hiring Packages are a breeze to send to candidates… this would’ve been a time-consuming administrative burden if it weren’t for PandaDoc."
Director of Business Systems & Processes
Get more from every agreements with AI
Proposals
Instantly surface proposal details, track recipient engagement, and organize by client or status. Get immediate answers on which prospects have viewed your proposals and where they spent the most time — helping you follow up at the perfect moment.
Contracts
Transform contract management with AI. Ask questions like “What pricing discount did we give this customer?” or “Which contracts expire next quarter?” and our AI contract review assistant provides clear and actionable answers.
Quotes
Get insight into quote recipients’ behavior via simple conversation. Ask our document assistant AI to explain pricing, product information, and disclaimers — or even help you draft professional, on-brand email copy when it’s time to send your quote.
Invoices
Simply ask questions like “Can I see every invoice from the last quarter?” or have it send quick reminders to customers when needed. Stay organized with invoice and agreement management that takes just seconds.
Simplify your daily document work
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- Answers all your questions
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