What it does
What flo.space prepares with PandaDoc
Builds the proposal or quote document from agreed numbers and holds it for your review.
- Prepare the PandaDoc document from terms the thread already settled
- Draft the covering message that carries it
- Nothing goes out for signature until you approve it
Reads and writes
What it reads, and what it can write
Reads · read-only to start
Only the PandaDoc data you connect, within the OAuth scopes you approve. flo.space reads the context it needs to prepare an action and nothing beyond it.
Writes · only on approve
Nothing writes back to PandaDoc until you approve it. On approval, flo.space performs the exact action you reviewed, and logs it to the audit trail.
Where it fits
PandaDoc in your stack
flo.space groups PandaDoc under documents & signing. Connect it and the actions it informs land in the same queue as everything else, each one carrying the records it was built from and the reasoning behind it, waiting on your approval.
More integrations
Connect the rest of your stack
Put PandaDoc on approve
Connect PandaDoc read only and let flo.space prepare the first wave of actions. Nothing sends until you approve.
Read only to start · Nothing sends without your approval