PandaDoc + 365agents: proposals and contracts flow straight from call outcomes

365agents connects natively to PandaDoc via OAuth. Your AI triggers proposal and contract generation from the right templates, pre-filled with caller-specific data — ready for signature within minutes.

Written By Rick Garcia

Last updated 15 days ago

365agents connects natively to PandaDoc via OAuth. When a caller agrees to move forward, your AI agent generates the right PandaDoc proposal or contract from a template, pre-fills caller-specific fields (name, company, pricing, scope), and sends it for signature — all within minutes of the call ending.

What this makes possible

  • Template-driven proposal generation — no blank-page effort; the AI picks the right template based on call content

  • Pre-filled fields — all caller data captured by the AI populates the document

  • Auto-send for signature — proposal goes out immediately, reducing time-to-signature

  • Status tracking — CRM updated as the document moves through viewing, signing, completion stages

  • Pricing logic — AI-captured quantities and tiers drive correct pricing in the final document

How a real call flows

  • Sales call ends with: "Great — send me a proposal"

  • AI identifies the right PandaDoc template based on service discussed

  • Company name, scope, pricing, timeline all pre-filled from call data

  • PandaDoc envelope sent within seconds of hangup

  • Prospect receives and views on their phone while still thinking about the call

  • CRM updated as the document is signed

How to connect

  • Admin dashboard → Integrations → PandaDoc

  • "Connect" with your PandaDoc account

  • Authorize template and document creation

  • Map call outcomes to specific templates

  • Test with a live call

Who this is for

  • B2B sales teams that send proposals from their phone conversations

  • Agencies and consultancies with complex scopes

  • Service businesses with tiered pricing and package offerings

  • High-consideration purchase businesses where speed of proposal matters

Related

Get started

Book a demo — we'll connect PandaDoc and template your most common proposals during onboarding.