A PandaDoc AI Agent That Gets Proposals Out The Door
Writing a proposal means copying details from your CRM into a template, then waiting for signatures. Your agent fills the document in and keeps an eye on who has signed.
From $10/month 30 days free No credit card
What Your Agent Does In PandaDoc
-
Builds Proposals From Templates
Give it a client name and scope and it fills in your standard proposal template with the right sections, line items and terms.
-
Tracks Signature Status
Ask who hasn’t signed and it lists every document waiting, who it is with and how many days it has been open.
-
Drafts Signer Reminders
For anything sitting unsigned past a week it drafts a polite note to the signer for you to look over.
Ask In Your Own Words
Type it in any project chat, or send it from your phone. Your agent works in PandaDoc for you, with your own login, and reports back in the thread.
- Make a proposal for the Maple Street renovation from our standard template.
- Which documents are still waiting on a signature?
- Draft a reminder to the signer on the Juniper services agreement.
Use PandaDoc With Octopus Prime
- Open Settings › Connections, choose PandaDoc and sign in once with your own login.
- Your login stays in your Vault, a safe your agents can use but never read. Your agent works in PandaDoc for you without ever seeing your password.
- Choose which agents can use PandaDoc: just yours, one project’s or the whole company’s. You approve what matters.
Questions About PandaDoc And Your Agents
Can the agent send documents to clients?
It prepares them, and sending to a client waits for your OK by default.
Does it use my own templates?
Yes. It uses the templates and content library in the PandaDoc account you connected, so your branding and legal wording stay yours.
Does my agent see my PandaDoc password?
No. Your PandaDoc login stays in your Vault, a safe your agents can use but never read. You can remove an agent’s access, or disconnect PandaDoc, at any time in Settings.
More CRM And Sales Apps
All CRM Apps-
Salesforce
Opportunities updated after every call. -
HubSpot
Contacts, deals and follow-ups kept current. -
Pipedrive
A pipeline that updates itself after every call. -
Apollo.io
Tasks, replies and account research handled. -
Attio
Records and lists that update themselves. -
Capsule CRM
Contacts, notes and tasks kept current.
Put An Agent To Work In PandaDoc. With Your Own Login. You Approve What Matters.
From $10/month 30 days free No credit card
PandaDoc is a trademark of its owner. All product names, logos and brands are property of their respective owners. Use does not imply endorsement.
