# PandaDoc and Volty > Volty answers quote and proposal questions from PandaDoc and brings in the owner for revisions. Volty answers questions about a quote or proposal from the PandaDoc document itself, and brings in the account manager for a revision. Talk to Volty · Free trial Updated 2 Nov 2026 ## 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 PandaDoc · Managed IT proposal · Viewed · 15 laptops · $4,800 a month Volty Hi 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. Vanessa Thanks 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. Connects with One PandaDoc sign-in Volty reads Documents, line items, status Volty can change Off unless an admin turns them on Setup A few minutes Category Files & storage 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 PandaDoc · Network upgrade quote · Sent 20 Oct · Valid 30 days Volty Yes, 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 - When · A client asks · About a proposal - Step 1 · Volty reads the document · Line items and status - Step 2 · Answers what it can · From the document - Step 3 · Brings in the owner · For a revision 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. - 01 · Sign in to PandaDoc · With the workspace Volty should read. - 02 · Turn on the reads · Documents, contents and status. - 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 documents · Reads - Read document details · Reads - Read document status · Reads - Create a document · Changes 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. ## Related integrations - DocuSign Files & storage - HubSpot CRM & sales - Salesforce CRM CRM & sales - Pipedrive CRM & sales - Xero Accounting & ERP All integrations ## Start your free trial Talk to Volty · Start your free trial 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 The Leonard and Volty Show · 1 October 2026 ### Too busy to hire? The Leonard and Volty Show · 21 September 2026 ### From $500 chatbot jobs to agentic AI The Leonard and Volty Show · 10 September 2026 ### Your AI is a new employee The Leonard and Volty Show · 4 September 2026 ### Trust in the AI world The Leonard and Volty Show · 29 August 2026 ### Does the AI model matter? The Leonard and Volty Show · 19 August 2026 ### What are AI agents? Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026 ## Links - [Files & storage](https://voltade.com/integrations?category=files) - [DocuSignFiles & storage](https://voltade.com/integrations/docusign) - [HubSpotCRM & sales](https://voltade.com/integrations/hubspot) - [Salesforce CRMCRM & sales](https://voltade.com/integrations/salesforce) - [PipedriveCRM & sales](https://voltade.com/integrations/pipedrive) - [XeroAccounting & ERP](https://voltade.com/integrations/xero) - [All integrations](https://voltade.com/integrations)