The proposal should know the account; connected to PandaDoc, the agents draft it from the company record, the stack, the signals and the buying committee, and stage it for your review before it goes anywhere.
By the time a deal needs a proposal, the platform already holds what the document should say: who the company is, what they run, what changed lately, who signs. Connected to PandaDoc, a mission drafts the proposal or one-pager from that record into your template, fills the fields it can prove and flags the ones it cannot, and leaves it as a draft for the rep.
Sending stays a human act. Drafting, recipient lookup and the pre-call brief that accompanies the document are where the agents earn their place; the send button waits for a person.
Templates filled with company facts, stack, signals and the committee, staged as drafts.
Signer and reviewer contacts resolved and verified before they are added to the document.
A one-page account brief delivered with the draft so the rep walks in prepared.
Document views and completions read into the CRM record as outcomes.
Real missions from the playbook library - run them as-is from the console, or read the full article behind each.
Using the account plan for <company.com> and the scope in the attached notes, draft a one-page proposal in our template, create it in PandaDoc ready to send, and ping me …
Connections are scoped to one workspace, every card has a disconnect button, and outbound actions honor your approval policy.
Support: questions or trouble with this integration reach a human at hello@astrofabric.ai - no account needed. Platform status: status.astrofabric.ai.
No. Drafting and staging are the agents’ job; sending is a human decision in PandaDoc, by design.
Field by field from the account record, with each value traced to its source and unproven fields left flagged for the rep.
Views, completions and declines can be read into the CRM as outcomes by a standing mission.
One connection, autonomous AI agents, one budget ledger - and your approval policy on everything outbound.