Integrations/PandaDoc
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Control what your AI agents do in PandaDoc.

Let your team build AI agents for PandaDoc. Bollard AI controls what each one can do, and sending for signature stays off by default.

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PPandaDoc
Document Agent
Templates Account areaOffReadFull use
Documents Account areaOffReadFull use
Send Account areaOffReadFull use
Send for signature
What agents can do

Set what each agent can do across your account.

Each area of PandaDoc, like templates, documents, or sending, gets one of three levels: Off, Read, or Full use. Anything not allowed is denied, and sending for signature is a separate switch.

Off
No access
The agent can't see that part of your account.
Read
Read-only
The agent can read documents and their status in that area. It can't change or send anything.
Full use
Create and update
The agent can create and update templates and draft documents in that area.

Some actions stay off until explicitly turned on

Each one sends a document to people or removes records for good, so it could override the limits set elsewhere.

Sending documents for signatureDeleting documentsChanging templates in bulk
Set up & manage

Connect once. Manage everyone from there.

Connect once, then control access person by person. No new keys to hand out.

Step 1 · Set up

Connect once, company-wide

An admin connects your company's PandaDoc a single time. Bollard AI lays out the areas of your account, and anything you don't allow stays out of reach for every agent.

Step 2 · Manage

Control access per person and agent

From one dashboard, set what every person and their agents can reach. Change it any time, with no new keys for anyone.

OffNo access
ReadRead-only
Full useRead, create, and draft in a single area
Example

A document drafting agent.

A document agent drafts documents from templates and can read their status, but it can't send a document for signature.

Templates Account areaOffReadFull use
Documents Account areaOffReadFull use
Send Account areaOffReadFull use

Manage access

ALLOWEDDocument Agent drafted a record in Templates
ALLOWEDDocument Agent read a Document
BLOCKEDDocument Agent tried to send for signature, denied by default

Monitor activity

The security model

Top-tier security.

Bollard AI is access control for AI agents. It sits between your agents and PandaDoc, so they never hold your PandaDoc keys and never reach PandaDoc directly.

Everything runs through Bollard AI

Agents send their requests to Bollard AI, not to PandaDoc. Bollard AI checks each one against your rules and passes only the allowed requests through.

Denied by default

Every area starts off-limits, and sending for signature is held back on top of that. An agent gets in only where you've allowed it, and anything Bollard AI doesn't recognise is refused and held for review, never waved through on a guess.

Your keys stay sealed

Your PandaDoc keys are sealed in a vault unique to your company and never shown again. Bollard AI unlocks them only for the instant an allowed request needs it.

Activity you can read

Every attempt is recorded in plain English: who or which agent, what they tried, which template or document, and the decision. The record is readable and can't be edited after the fact.

Questions

PandaDoc, answered.

Does connecting PandaDoc hand Bollard AI your whole account?+
Only the areas you allow. An admin connects your PandaDoc, and you decide which areas, like templates or documents, each agent can reach. Bollard AI doesn't browse or copy your account. It sits in front of it and checks every request the agents make, passing or blocking each one.
Can an agent send documents for signature on its own?+
Not unless you turn it on. Sending documents for signature is held off by default, so an agent can draft documents from templates without ever sending one to anyone, until you explicitly allow it.
Can an agent see more than the person who owns it?+
No. An agent reaches only what its owner reaches. An explicit Off always overrides an inherited permission.
Where do our PandaDoc keys live?+
Sealed in an encrypted vault, behind a key unique to your company. It's never shown again once connected, and Bollard AI unseals it only for the instant an allowed request needs it.
What happens when an agent tries something it's not allowed to do?+
Bollard AI blocks the request before it reaches PandaDoc, and the blocked attempt lands in the activity record with the reason.
How do we connect PandaDoc?+
An admin connects the company's PandaDoc once. Bollard AI seals the connection and lays out the areas of your account to set rules for. From then on, all management happens in the Bollard AI dashboard.
Early access

Put your team's agents to work in PandaDoc, without the risk.

We're onboarding our first development partners now. Tell us about your setup and we'll be in touch.

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