Send PandaDoc agreements for signature with AI

Here’s how law firms are using Tasklet to send out agreements for signature without having to manually place all the different signature boxes. A much simpler way to have that happen is to give the document that you need signatures on to your agent, have your agent connected to PandaDoc through their API, and then it can handle all of the busywork for you, whether that’s a listing agreement, a service agreement, an NDA, or an offer letter.

So let’s get started. The first thing that you’ll want to do is connect PandaDoc to Tasklet through its API. So let’s tell it that’s what we want to do: “Connect to PandaDoc through their API.” Whenever you use an API to connect to any kind of service or platform, it’s going to pull up this type of form for you, so that you can select the details and paste in the API key in a secure location.

If you were doing this for real, you would use a production key, but in this case, let’s copy the sandbox key here from PandaDoc. Then let’s go back into Tasklet. Type “API-Key”, a space, and then paste in the API key, and then you can run a test. Confirm, trust and continue. And it says passed here, so great. Let’s hit create, and grant access. Now that we’re connected to PandaDoc through the API, let’s give it a test.

This is a commercial lease agreement, and there are places for initials and signatures and dates on here for a few different people. And then I have a prompt prepared: “Here’s a new lease agreement. Get it ready for signature in PandaDoc. For every place that needs a signature, initials, a date, or a checkbox, assign each one to the right person.”

I have all of these going to a different variation of my email. “Before you send it, give me a quick summary of what you placed for each person and a link so I can preview the agreement.” And then we can take a look and see how it does. Okay, so this created locations for initials right here, initials there, a signature, a date, initials, and checkboxes it added here.

If this were a proper legal document, I would obviously go through this thoroughly to double-check that everything is lined up perfectly. It seemed to find all the right things and line them up pretty well. “Looks good. Send it.” Let’s go into my email and make sure it came through. Here’s the agreement that came through my inbox.

We’ll open it up. Let’s click start. Great. Initial. Next. Okay, so that was all pretty straightforward. That’s exactly what I was hoping for, and it did a really good job of getting all of the right locations and assigning them to the correct person.

And the best part about this is once you have it set up and integrated with your agent, if something comes back and you need to make a change, adjust the agreement, line something out, or add a new line and have somebody sign or initial it, you can do all of that just by sending a text or a voice message.

You don’t have to lug around your laptop or open your laptop to make those changes. You can always have it send you a preview, so you can take a look before it sends. And then once you’re comfortable with it, it can handle the rest for you. Agreements and updates can go out much faster, and you don’t have to handle all the busywork.