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DuckyHelper in Pandadoc

DuckyHelper sees Pandadoc on your screen and, in early access, works in it with its own cursor to create documents from file uploads, manage templates, organize folders, update contacts, and search catalog items. It's built to ask before it sends or pays, and explains or draws on Pandadoc when you want to learn it.

Try asking
  • “Search the catalog items and send a document”
  • “Delete a contact in Pandadoc”
  • “Show me how to create a content library item”

Press fn (Ctrl+Shift+Space on Windows and Linux) and ask out loud. Doing the work for you is early access on Mac.

Items in PandadocDone in 7sExample
Search the catalog items and send a document
  1. Searched the catalog items in Pandadoc
  2. Created a document from a file upload
  3. Send a document

It's ready in Pandadoc. Nothing goes out until you press Send.

Pandadoc
PandadocSend a documentNeeds your OK
ToDana Lee (example)

Drawn from Pandadoc's own actions · early access on Mac

WHAT TO ASK

Things you can ask it to do in Pandadoc

Each one is something Pandadoc itself lets you do, said the way you'd ask. Questions about your screen work today; having it do the job is early access on Mac.

Ask about it

Works today

It sees your screen, answers out loud and draws on it.

  • “Explain this item to me”
  • “Where do I find the documents in Pandadoc?”
  • “Show me how to create a content library item”
  • “What does this button do?”
  • “Walk me through this screen”

Read and find

Early access

It opens Pandadoc and looks things up for you.

  • Search the catalog items
  • Search the product catalog items
  • List the documents
  • List the content library items
  • List the documents by linked object
  • List the document folders
  • List the contacts
  • List the document sections
Show all 45
  • List the document attachments
  • Look up the contact details
  • Look up the document details
  • Export a document
  • Look up a product catalog item
  • Look up the document section details
  • Export a completed document
  • Look up the content library item details
  • List the linked objects
  • List the template folders
  • List the templates
  • Look up the attachment details
  • List the notarization requests
  • List the forms
  • List the notaries
  • List the users
  • Look up the notarization request details
  • List the workspace members
  • List the workspaces
  • List the recent SMS opt-outs
  • Look up the member details
  • Look up the document eSign disclosure
  • Export a document attachment
  • Look up the current member
  • Look up the template details
  • Look up the document settings
  • Look up the template settings
  • Look up the document status
  • Look up the template status
  • List the document fields
  • Look up the template sharing settings
  • Look up the section upload status
  • Look up the content library item status
  • Look up a user
  • Look up the automatic reminder settings
  • Look up the automatic reminder status
  • List a document audit trail

Write and send

Early access

It's built to ask before anything is sent or paid.

  • Create a document from a file upload
  • Send a document
  • Create a content library item
  • Create a product catalog item
  • Create a document folder
  • Update a document
  • Update a product catalog item
  • Create a content library item from a file upload
Show all 37
  • Move a document to a folder
  • Rename a document folder
  • Create a document section
  • Create a document attachment
  • Add a document recipient
  • Move a document to a draft
  • Create a document editing session
  • Create or update a contact
  • Append a content library item to a document
  • Create a linked object
  • Create a document section from a file upload
  • Create a template folder
  • Create a template
  • Update a document recipient
  • Create a notarization request
  • Create an embedded signing session
  • Create a user
  • Send a manual reminder
  • Update a document quote
  • Create a workspace
  • Update a document ownership
  • Update a template
  • Copy a template
  • Rename a template folder
  • Create a template editing session
  • Create document fields
  • Update the document status
  • Update the document status with an upload
  • Update the document field assignments

Manage

Early access

It tidies up and changes things in Pandadoc.

  • Delete a document
  • Delete a product catalog item
  • Delete a contact
  • Delete a document section
  • Delete a document attachment
  • Add a workspace member
  • Delete a document recipient
  • Delete a linked object
Show all 17
  • Delete a template
  • Delete a notarization request
  • Remove a workspace member
  • Deactivate a workspace
  • Update the document settings
  • Update the template settings
  • Update the template sharing settings
  • Update the automatic reminder settings
  • Update a workspace member role
BUILT TO ASK FIRST

It's built to wait for your OK in Pandadoc.

When a job ends in “Send a document”, it does the work, and is built to stop with it ready. You see exactly what it wrote and where it goes, then Send, Edit or Deny.

It works in Pandadoc signed in as you. If it hits a sign-in, you sign in yourself: it's built not to type your passwords or card numbers.

PandadocSend a documentNeeds your OK
ToDana Lee (example)

Example draft · early access on Mac

Why Use DuckyHelper?

Works in Pandadoc like you do

  • Early access: it sees Pandadoc on your screen and works in it with its own cursor, while you keep using yours
  • Nothing to set up: it works in Pandadoc signed in as you
  • Finishes multi-step jobs across Pandadoc and your other apps

Built to ask before it sends or pays

  • Built to ask first before it sends a message or pays for anything
  • Built not to type your passwords or card numbers for you
  • It listens and looks only while the pill is open

Shows you, not just tells you

  • Explains Pandadoc out loud and draws right on your screen
  • Works it out with you on a blackboard when you want to learn it

Always there, in every app

  • Press one key in any app and ask out loud: fn on a Mac, Ctrl+Shift+Space on Windows and Linux
  • Runs jobs on a schedule (early access)
  • For Mac, Windows and Linux

Want it in every app you use?

One account works in every app on your computer. Try it for 10 minutes, no card, then pick a plan.

SEE PRICING
FAQ

Frequently asked questions

On your screen, the way a person at your computer would. Press fn (Ctrl+Shift+Space on Windows and Linux) and ask about what you see in Pandadoc: it answers out loud and can draw on Pandadoc to show you where things are. In early access on Mac it also works in Pandadoc with its own cursor, signed in as you, while you keep using yours.

For example: “Search the catalog items and send a document” and “Delete a contact in Pandadoc”. Or ask about what you see: “Show me how to create a content library item”. Doing the work for you is in early access on Mac.

No. Open Pandadoc and sign in yourself, the way you always do. DuckyHelper works in the window you have open, signed in as you. It's built not to type your passwords or card numbers for you.

It's built to ask first before it sends a message or pays for anything, and to wait for your yes. It may not recognize every send or payment, so keep an eye on tasks that involve messages or money.

In Pandadoc, a job that ends in “Send a document” is built to stop there for your OK: Send, Edit or Deny.

Yes. Press one key and ask out loud. It answers out loud while you keep working, draws on your screen to show you where things are, or works it out with you on a blackboard.

Yes. DuckyHelper works in any app on your computer, so one job can move between Pandadoc and the other apps and pages you use.

Doing the work for you is new and in early access on Mac. Asking out loud, drawing on your screen and the blackboard work today on Mac, Windows and Linux.

No. It listens and looks only while the pill is open. When the pill is closed, nothing is heard or seen.

No, there is no charge per app. Try DuckyHelper for 10 minutes with no card. Plus is $20 a month, $14 a month for your first 3 months. See pricing.

Mac (Apple silicon, macOS 14 or later), Windows and Linux. Download DuckyHelper.

No. DuckyHelper is made by MingLLM, Inc. and is not affiliated with or endorsed by Pandadoc. It works in Pandadoc the same way you do, on your screen.

Try it in Pandadoc.Press one key and ask.

It sees Pandadoc, explains it out loud and does the work with you.Try it for 10 minutes, no card.

Download DuckyHelper
Questions and jobs

Do anything

Ask it a question or hand it a job, in any app.

Doing jobs for you is in early access on Mac. Asking works on Mac, Windows and Linux.