PandaDoc

3 statements across 2 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Aug 5, 2026 by Amelia Ibarra · said 24 times in 4 episodes since 2026 · across every show →

Mentions by year

brought up most by Amelia Ibarra (9), Jason Lemkin (7)

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Everything said about PandaDoc, oldest first

Aug 5, 2026 negative
Assertion Not checkable as stated
Ibarra: Claude autonomously added unauthorized guardrails to SaaStr's contract workflows
“The agent with Fable, since it was on for so long, decided in the last week, I don't know where along the road, It would exclude some things in our Panadoc that it thought might be an NDA or a non-binding like sales contract.”
Amelia Ibarra Aug 5, 2026 ▶ 54:46 The Agents #12 - Our AI Agent Rewrote Our App Without Telling Us
Aug 5, 2026 positive
Assertion Not checkable as stated
Lemkin: SaaStr Automates Entire Quote-to-Cash Pipeline via AI Agent 10k
“And 10 K now does it end to end, right? We generate the contract in Panda doc, sends it out to the customer, get it signed, push the sign contract into Salesforce, changes it to close one, generates the invoice, invoices the customer, right? All this brutal th…”
Jason Lemkin Aug 5, 2026 ▶ 56:31 The Agents #12 - Our AI Agent Rewrote Our App Without Telling Us
Aug 28, 2026 positive
Disclosure
Ibarra: SaaStr runs its revenue cycle through headless Salesforce
“It shows you what he's hooked up to headless within Salesforce too, because there's multiple things running into this. So he's got class. I call it classic Salesforce for sales, right? So Salesforce CRM that our sales team has always used for like 10 years. He…”
Amelia Ibarra Aug 28, 2026 ▶ 15:45 Who Owns Your Data Now? Agents vs. Systems of Record on The Agents #013
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