PandaDoc AI agent for Slack and Teams

Put Wopie to work in PandaDoc.

Wopie builds PandaDoc documents from your templates, tracks their status and sends them once you approve.

Hire for free

$100 in credits · No card needed

# sales-ops

Marlon in #sales-ops

@wopie which documents are waiting to be signed?

Wopie Quoted 50 credits before starting

Eleven documents. Three were opened but not signed. The Calloway contract has waited 6 days.

Used 47 credits·Answered in #sales-ops

How Wopie works with PandaDoc.

Wopie is an AI agent that works in PandaDoc for you. You ask in Slack or Microsoft Teams. It makes a quote or contract from a template and fills in the customer details. It shows who has opened or signed it and files finished documents. It never sends a document to a customer without your OK.

1Ask in a channelWrite what you need in Slack or Microsoft Teams, the way you'd ask a teammate. No setup in PandaDoc.
2Wopie does the workIt tells you the credits first, then works in PandaDoc and your other tools, and posts the result in the thread.
3You stay in chargeAnything that reaches a customer, moves money or deletes data waits for your OK.

Works in: Slack and Microsoft Teams
Connects: Sign in to PandaDoc once
Category: Docs & productivity
What it can do: 18 PandaDoc actions: 10 look things up, 8 make changes
Price: $100 in free credits, then pay per job

Wopie uses PandaDoc with your other tools.

Ask for a result that needs more than one tool. Wopie pulls from PandaDoc, checks the rest and hands back one finished answer.

Everything Wopie can do in PandaDoc.

18 PandaDoc actions, in plain words. You never pick them yourself: ask for the result and Wopie chooses. 10 only look things up. The rest make changes, inside the access you give it.

Create document attachmentChanges
Adds an attachment to a document.
Create document from fileChanges
Create a document from a file or public file URL.
Create Document from TemplateChanges
Create folderChanges
Create a new folder to store your documents.
Create or update contactChanges
This method adds or updates a contact using the email as index.
Download documentChanges
Download a document as PDF.
Download protected documentChanges
Download a completed document as a verifiable PDF.
Get document detailsLooks up
Return detailed data about a document.
Get document statusLooks up
Get basic status info about a document.
List Completed Document Id optionsLooks up
Gets available options for the Completed Document Id field.
List contactsLooks up
List all contacts within an account.
List document attachmentsLooks up
Returns a list of attachments associated with a chosen document.

Safe in PandaDoc by default.

Only what you share
Wopie sees only what your PandaDoc connection allows, and never more than the person who asked.
Asks before it acts
Looking things up runs on its own. Anything that reaches a customer, moves money or deletes data waits for your OK.
Every step on record
Each change it makes in PandaDoc is logged, with who asked and who approved it.

How Wopie stays safe

From owners using it

What owners are saying.

“Wopie.ai has transformed how I run the agency. Enquiries, follow-ups and everyday admin are easier to stay on top of, freeing me to focus on our clients and growth. It's simple to use, and the entire operation now runs more smoothly.”
Harcourts · Real estate
“Wopie.ai has genuinely changed how I run Aster Stayz. It saves me hours on everyday tasks, giving me more time to care for our guests and grow the business. It's simple to use and has made the entire operation feel far more manageable.”
Aster Stayz · Short-term rentals