MCP connector · Proposals and contracts

AI sales agents that build PandaDoc proposals from every deal

Arrows uses PandaDoc to create proposals from your templates, send them for signature, and track their status. Agents fill each proposal from what the buyer asked for on calls and the deal in your CRM, and nothing goes to a buyer until a rep approves it. Reps also see which proposals are still waiting on a signature.

Book an agent kickoff

How Arrows works with PandaDoc

  • When the buyer asks for a proposal by Friday on a Fathom call

    Create the proposal in PandaDoc from your template with the scope and pricing discussed

    WorkingReady for reviewWaits for a rep

  • A week after a proposal goes out

    Check PandaDoc for whether the buyer has viewed or signed it, and draft a nudge in Gmail if not

    WorkingDraft readyRuns on its own

  • When the signed-proposal email from PandaDoc arrives in Gmail

    Read the signed terms in PandaDoc and prepare the Closed won update in HubSpot

    WorkingReady for reviewWaits for a rep

  • A rep asks Arrows to change the proposal to a two-year term

    Update the document in PandaDoc and send it for signature once the rep approves

    WorkingReady for reviewWaits for a rep

You decide what runs on its own

Every PandaDoc action has its own setting. Internal work can run on its own. Anything a buyer would see can wait for a rep.

  • Allow Arrows does the work and logs the activity on the deal.
  • Ask first Arrows finishes the work, then waits for a rep to approve.
  • Off Arrows stays out of that tool.
PandaDocExample settings
  • Read documents and status
  • Search documents
  • Create documents from templates
  • Update documents
  • Send documents for signature
  • Change document status

How Arrows connects to PandaDoc

  1. In Arrows, open Connectors, then Marketplace, and choose PandaDoc.
  2. Click Connect and sign in to PandaDoc.
  3. Pick Off, Ask first, or Allow for each action. Your playbook can use it right away.

More proposals and contracts integrations

See all integrations →
Agent kickoff

Every tool. Every deal. No prompts.

An Agent Architect connects your stack and sets what Arrows can do in each tool. Then Arrows does the follow-through on every deal, and your reps approve what matters.

Book an agent kickoff

What happens on your agent kickoff:

  • We learn how your team works its deals today
  • We build your playbook from how your team already sells
  • We connect your CRM, email, calendar and call recorder
  • Agents start working your open deals, often on the same call