Integration

    PandaDoc and Volty

    Volty answers questions about a quote or proposal from the PandaDoc document itself, and brings in the account manager for a revision.

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    Updated

    A quantity on a proposal

    Volty reads the proposal and hands the change to the account manager.

    BH

    Ben Howard

    Email · Client

    Hi, does our managed IT proposal include 20 laptops? We told your team we're hiring five more.
    Read PandaDocManaged IT proposal · Viewed · 15 laptops · $4,800 a month
    VoltyHi Ben, the proposal you viewed covers 15 laptops at $4,800 a month. I've asked Vanessa to revise it for 20 laptops, and she'll send the new version today.
    VanessaThanks Ben, revising it now.

    PandaDoc document

    Managed IT proposal

    Viewed
    Client
    Howard & Partners
    Laptops
    15
    Monthly fee
    $4,800
    Owner
    Vanessa Lee

    Read from PandaDoc during the conversation

    What Volty does with PandaDoc

    PandaDoc is where many sales teams build their quotes, proposals and contracts. Volty connects to PandaDoc with one sign-in and reads documents, their contents and their status. When a client asks about a proposal, Volty answers from the document itself, and brings in the account manager when something needs to change.

    • Answers from the proposal

      Volty reads the line items and terms before it replies.

    • Status at a glance

      Draft, sent, viewed or completed, read from the document.

    • Changes to the right person

      A change request goes to the account manager with the details.

    • Writes start Off

      Creating or sending documents waits for an admin to turn it on.

    A woman in a navy blazer gesturing at a monitor in an IT firm's office beside a rack of laptops, a colleague at his desk in the foreground.
    Volty knows what each proposal says and where it stands.

    How long the quote holds

    Volty answers from the quote's own terms.

    NI

    Nadia Ismail

    WhatsApp · Client

    Is the price in your network upgrade quote still valid? We'll decide next week.
    Read PandaDocNetwork upgrade quote · Sent 20 Oct · Valid 30 days
    VoltyYes, Nadia. The quote was sent on 20 October and holds for 30 days, until 19 November.

    As an automation

    Describe it to Volty in a sentence; it drafts the automation and an admin turns it on.

    Proposal question to revision

    1. When

      A client asks

      About a proposal

    2. Step 1

      Volty reads the document

      Line items and status

    3. Step 2

      Answers what it can

      From the document

    4. Step 3

      Brings in the owner

      For a revision

    An older man in glasses reading a document on a laptop and marking printed pages at a meeting table, colleagues taking notes.
    Questions on a quote, answered from the quote.

    How Volty connects to PandaDoc

    An admin signs in to PandaDoc from the Sources page and picks the tools Volty may use.

    1. 01

      Sign in to PandaDoc

      With the workspace Volty should read.

    2. 02

      Turn on the reads

      Documents, contents and status.

    3. 03

      Leave changes Off

      Or turn one on, with approval.

    The tools Volty gets

    Each one is a switch on the Sources page in Volty.

    • Search documentsReads
    • Read document detailsReads
    • Read document statusReads
    • Create a documentChanges

    Reading tools can be turned on straight away. Anything that changes PandaDoc starts Off, and once on it can be set to check with staff, so each change waits for a colleague.

    Common questions

    Can Volty change records in PandaDoc?

    Only when an admin allows it. Every tool has its own switch: tools that only read can be turned on, and tools that change a record start Off. A tool that is on can be set to check with staff, so each change waits for a colleague to approve it.

    How much does it cost to connect PandaDoc with Volty?

    Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger.

    Sign up for our 7-day trial. No credit card needed.

    Not convinced? Hear more from our CEO and Volty

    The Leonard and Volty Show · 8 October 2026

    Meta now charges for WhatsApp replies

    Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026