PandaDoc Integration
Live

Proposals & contracts
on a live graph.

PandaDoc proposals and e-signatures federated with DocuSign, CRM, and Slack — document status traverses the graph for cited deal desk and contract intelligence.

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Federation path

PandaDoc joins
your full stack.

PandaDoc
Gyri graph
CRM · comms · docs
What connects

PandaDoc data
in your graph.

Data

Proposals

Data

Quotes

Data

E-signatures

Data

Document templates

The problem

PandaDoc alone
is not enough.

01

Proposals siloed from CRM

PandaDoc holds quote and signature status — but deal context and email threads live in CRM and Gmail without cited joins.

02

Manual deal desk reviews

RevOps exports PandaDoc status before every close instead of federated cited synthesis on the graph.

03

No agent-ready proposal context

PandaDoc dashboards cannot multihop to support themes, finance terms, and institutional insights in one answer.

With Gyri

Federated, cited,
agent-ready.

Proposal federation

Documents on the graph

PandaDoc proposals and signatures index alongside DocuSign and CRM for federated search.

Cross-source joins

Proposal → deal → email

Multihop queries link PandaDoc document status to HubSpot deals and Gmail threads with citations.

Legal + revenue

Quotes join pipeline

Federate PandaDoc pricing with CRM stage and cited institutional discount policy insights.

MCP agents

Agents read proposal context

Claude and Cursor traverse cited PandaDoc data on the same graph as sales and legal ops teams.

Use cases

Built for
GTM operators.

Deal desk brief

Join PandaDoc proposal status with CRM stage and Slack deal channel threads — cited close summary.

Renewal prep

Correlate PandaDoc contract terms with DocuSign envelopes and cited account history.

Pricing review

Link PandaDoc quote lines to Notion pricing docs and finance approval threads.

Works with

Federate alongside
native connectors.

HubSpot
Slack
Notion
Pipedrive
Setup

Connect in
minutes.

PandaDoc API key in Settings → Integrations.

1. Start a free trial at app.gyri.io · 2. Open Settings → Integrations · 3. Run your first federated query with cited answers.

Connect PandaDoc Setup guide

Connect PandaDoc to Gyri.

Free trial — API key, cited federated proposal context.

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