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AI teammates for PandaDoc

Prepare proposals and keep track of outstanding signatures.

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Example task
PandaDoc
Your Mate
Your result

The request

Draft a proposal using details from a CRM opportunity

Result and follow-up

Review the work with your Mate.

More work to hand off

  • List contracts still waiting for a signature
  • Prepare an onboarding agreement for a new customer

Your Company Agent sets up the work.

  1. Company Agent

    Sets up the task and cadence.

  2. Your Mate

    Does the recurring work.

  3. You

    Set the goals. Review the results.

What needs your approval

Changes to PandaDoc need your approval.

Connect PandaDoc to your Mate

Choose a task and review the first result.

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