AI-Agents for Client Services working with PandaDoc
PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.
Turn client project requests into scoped proposal drafts.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsDraft client proposals from account managers' discovery notes.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
10 toolsSend approved agreements and keep client case handoffs clear.
Your signers get the agreement to sign, and you can see the request link and sent status on the case.
10 toolsSend client agreements for signature and keep completed copies on hand.
Your client gets the signature request, and your team finds the signed agreement with its audit page in the final folder.
6 toolsSend approved client agreements for signature and return signer links.
Your signers get personal signature requests from the final agreement you email, and you get a reply with the invitation wording and their links.
5 toolsSend approved client agreements and keep the request easy to find.
Your agreements reach the right signers, with a signature request link beside the document in your handoff note.
6 toolsSend client agreements and see who still needs to sign.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.
24 toolsDraft proposals for client work from account needs and approved fees.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.
14 toolsSend client agreements after approval and record the send status.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
10 toolsSend approved service agreements to clients by email.
Your client gets a clear signature request with the deadline, and the agreement owner gets a copy of the invitation.
