PandaDoc Document Automation & Approvals
Run PandaDoc on autopilot. Keep the veto.
14 actions
Documents land in wrong folders and contacts pile up as duplicates before you notice. Rills proposes the fix; you approve from your phone.
Interactive. No signup. 14 days free · approvals always free.
Most automation fires first, asks later. Rills shows you the change before it ships.
Every consequential productivity action from PandaDoc arrives on your phone first. Approve in seconds. Decline without explaining yourself. Workflows wait, paused at zero cost, until you decide.
Queue 3
Move 8 proposals to the "Signed" folder?
8 proposals · last updated > 30d
Same pattern as last month's cleanup
No attachments missing in these
Free to wait. Free to think.
Approvals and logic don't cost a credit. Pause a workflow for three hours or three weeks. The price is the same: zero. You only pay when something real happens: an AI call, an outbound action.
Approve from your phone in five seconds.
Swipe right when you're sure. Decline when you're not. Between meetings, mid-coffee, on the train. No dashboard to babysit, no inbox triage, and no surprise send you find out about after it's already out the door.
Routine cases graduate themselves.
Every approval feeds a confidence score for that exact workflow shape. The obvious cases (the ones you've green-lit fifty times) start running on their own. The judgment calls still come to you.
About PandaDoc automation
Proposals go out with wrong attachments, contacts drift into duplicates, and folders become a mess. PandaDoc runs itself until something breaks.
When PandaDoc runs unsupervised
Documents ship to the wrong folder, attachments get attached to the wrong proposal, contacts multiply without you knowing. Each misstep becomes a customer-facing mistake before you can catch it.
- Move Document to Folder: sends a critical proposal to a client-specific folder instead of the archive.
- Create or Update Contact: overwrites a custom field on a key contact with stale data.
- Create Document Attachment: attaches an outdated pricing sheet to a proposal about to sign.
- Delete Template: removes a template you use weekly, vanishing without notice.
- Create Document Folder: creates a new folder with a misspelled name, adding clutter.
What Rills does inside PandaDoc
Rills watches your PandaDoc operations for actions that need a second look. Before a document moves, a contact updates, or a template disappears, you see the proposed change.
The operation still runs; you just see it first.
Why PandaDoc has no triggers and how Rills fills the gap
PandaDoc doesn't push events when something changes. No webhook for a moved document, no callback for a deleted template. Rills fills that gap by polling your PandaDoc state on a schedule or when you trigger a workflow from another app in your productivity stack.
- Scheduled daily check: scans for documents that landed in the wrong folder and proposes a Move Document to Folder action.
- Upstream trigger from your CRM: when a deal closes, Rills polls PandaDoc to Create Document from File Upload and attach it to the right contact.
- Manual review queue: at the end of each week, Rills lists all recent Document Details and flags anything that looks off.
What Rills can do in PandaDoc
4 of 14 actions across reads, writes, and updates.
- 01
Create or Update Contact
Automatically add new clients or update existing contact information in PandaDoc by email address, keeping your contact database current without manual entry.
- 02
Create Document from File Upload
Upload an existing document file to PandaDoc where it can be edited, signed, and tracked. This converts your PDF, DOCX, or RTF files into PandaDoc documents for collaboration and e-signature workflows.
- 03
Get Document Details
Retrieve comprehensive details about a specific PandaDoc document including recipient information, field values, pricing data, and metadata to understand document status and content for reporting or automation purposes.
- 04
Create Template
Create a new template in PandaDoc by uploading a PDF or defining template structure from scratch, enabling you to reuse standardized document layouts for proposals, contracts, and other business documents.