Integrations / Documents
Connect PandaDoc to WhatsApp: documents and contacts by chat
Flann turns PandaDoc into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in PandaDoc for you. Once PandaDoc is connected, Flann can open what you have stored, compare versions and pull the key lines out of a long document. Trust builds job by job.
14 actions in PandaDoc. 5 only look things up, and 9 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in PandaDoc
You do not need the exact wording. These are the kinds of messages Flann turns into PandaDoc actions.
“Show me my contacts in PandaDoc.”
“Show me my document folders in PandaDoc.”
“Show me my templates in PandaDoc.”
“Create a document in PandaDoc.”
“Delete the contact in PandaDoc.”
“Create a document folder in PandaDoc.”
What Flann can work with in PandaDoc
PandaDoc gives Flann 14 actions across 6 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Templates | createdeletelook up | 4 |
| Documents | createlook upmove | 3 |
| Contacts | deletelook up | 2 |
| Document folders | createlook up | 2 |
Side by side, the two ways of working in PandaDoc:
| Compare | PandaDoc on its ownEvery step is yours | With FlannThe work comes to your chat |
|---|---|---|
| How you ask | Log in and click through the screens | Text or voice note, in your own words |
| Looking things up about documents | By hand, screen by screen | 5 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 9 changes, made from a message |
| PandaDoc records | All of them, one screen at a time | 6 kinds, from one chat |
| Set-up | Nothing new to set up | Your PandaDoc API key, once |
YesPartlyNo
Step by step: PandaDoc jobs you can hand to Flann
How a request turns into real PandaDoc actions, one step at a time.
Create a document from a voice note
- You message Flann on WhatsApp: “Create a document in PandaDoc with these details.”
- Flann runs
Get Document Detailsin PandaDoc and shows you what it found. - Flann runs
Create Document from File Uploadin PandaDoc. - Flann creates it in PandaDoc and confirms in the chat.
Clean up contacts you no longer need
- You message Flann on WhatsApp: “Which contacts in PandaDoc are out of date? Remove the ones I confirm.”
- Flann runs
List Contactsin PandaDoc and shows you what it found. - Flann runs
Delete Contactin PandaDoc. - Each removal is confirmed in the chat.
Get answers about your templates
- You message Flann on WhatsApp: “What is the latest on our templates in PandaDoc?”
- Flann runs
List TemplatesandGet Template Detailsin PandaDoc and shows you what it found. - Nothing in PandaDoc is changed: these are look-ups, so they run straight away.
Where Flann saves you time in PandaDoc
Small jobs, repeated often, are where the time goes. Here is how they change once PandaDoc is connected.
Reading the long contract for you
Today
Supplier agreements and leases run to pages of dense clauses. You skim them late at night, or sign without properly reading the renewal terms.
With Flann
“What does the new linen supplier contract in PandaDoc say about notice and price rises?”
Every page of the contract in PandaDoc gets read, not just the first few. You get the notice period, the renewal date, any automatic price rise and anything unusual, each with the clause it comes from.
What you stop doing: Skimming clauses late at night before you sign is over.
Updating the price list sheet
Today
When a supplier puts prices up, the change has to reach your price list in PandaDoc. Finding every affected row, retyping the figures and checking the margin column is fiddly work, and one slip means selling at a loss for weeks.
With Flann
“The wholesaler email has new dairy prices. Update every milk drink in the PandaDoc price list.”
Using the new figures from the email, Flann finds every row in PandaDoc that relies on dairy and works out the new cost and margin for each.
What you stop doing: Hunting down every affected row and retyping figures by hand is gone.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to PandaDoc
- Search for PandaDoc in Flann’s Connectors.
- Paste your PandaDoc API key into the secure form Flann opens. You will find the key in your PandaDoc account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right PandaDoc action itself.
Of the 14 PandaDoc actions, 5 only read. The other 9 create, update, send or delete. Disconnect PandaDoc in Connectors whenever you like.
Ways to use PandaDoc with Flann
Start a document by voice
Send Flann the gist in a voice note. It prepares the document in PandaDoc for you to check.
Summarise before you read
Ask what a long document says. Flann reads it in PandaDoc and gives you the points that matter.
Share without the hunt
Ask Flann for the file a customer needs. It finds it in PandaDoc so you can send it on.
Everything Flann can do in PandaDoc
Every PandaDoc action Flann can run, split into what it reads and what it changes.
Looks up 5
- Get Document Details
- List Contacts
- List Document Folders
- List Templates
- Get Template Details
Changes 9
- Create Document Attachment
- Create Document Folder
- Create Document from File Upload
- Create PandaDoc Webhook
- Create Template
- Delete Contact
- Delete Template
- Move Document to Folder
- Create or Update Contact
More Documents apps Flann works with
NanonetsCommon questions
What can Flann do with templates in PandaDoc?
Flann can create, delete and look up templates in PandaDoc, using 4 actions (Create Template, Delete Template, Get Template Details, List Templates). Looking up runs straight away and changes nothing. The other actions create or change templates in PandaDoc.
What can Flann do with documents in PandaDoc?
Flann can create, look up and move documents in PandaDoc, using 3 actions (Create Document from File Upload, Get Document Details, Move Document to Folder). Looking up runs straight away and changes nothing. The other actions create or change documents in PandaDoc.
How does Flann connect to PandaDoc?
Open Connectors in Flann, choose PandaDoc and paste your PandaDoc API key into a secure form. You will find the key in your PandaDoc account settings. Once it is connected, Flann can use 14 actions in PandaDoc.
Do I need to open PandaDoc to use it with Flann?
No. Once PandaDoc is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in PandaDoc.
Is PandaDoc included in my Flann plan?
Yes. Every Flann plan includes every app, PandaDoc included.