Patricia works your PandaDoc.
Ask her in Slack. She builds the proposal from your template and tells you what came back signed, but anything going out for signature waits for your yes.
@Pati did Fernbrook ever sign the retainer proposal we sent?
Yes, that one is done. Quick read on the Fernbrook documents:
- Retainer proposal, signed 3 days ago, the full amount is locked in
- The Q3 scope addendum is still sitting unopened, sent last Friday
- Want me to prep a nudge on the addendum for you to send?
Great. Build a new proposal for Northwind off the retainer template.
Built the Northwind proposal from your retainer template, contact and pricing filled in, saved as a draft in the Northwind folder. It is ready to go the moment you want it out, but I will not send it for signature until you give the yes.
Patricia + PandaDoc
What she does in PandaDoc.
Real actions she takes on your say-so, not a list of API endpoints.
Build the document from your template
She creates the proposal or contract from a template your team already uses, contact and pricing filled in, so a new document is a message instead of an afternoon.
Read back what is signed or pending
Signed, opened, or untouched across your documents, answered in Slack, so a proposal never sits unopened for a week without anyone catching it.
Chase the ones going cold
She flags the document nobody has followed up on and preps the nudge, so a proposal that is one signature from closing does not stall out.
Keep documents filed where they belong
She creates folders and moves documents into the right client's folder, so the account does not turn into one long undated list.
Attach and keep contacts current
Supplemental files added to a document and the recipient's contact details kept up to date, so the document is complete before it ever goes out.
Hold the send until you approve
Building documents and reading status run on their own. Sending a document out for signature goes to a client, so she preps it, shows you, and waits for your yes.
Say it like you'd say it
Things to ask her on day one.
Did Fernbrook sign the retainer proposal yet?
Build a Northwind proposal from our retainer template
Which proposals are still unopened after a week?
Prep a reminder on the Fernbrook scope addendum for me to send
File all the Lumen documents into their own folder
Better together
PandaDoc is one hand. Give her the other.
Patricia's value compounds when the whole workflow lives with her, not just one tool.
Setup
PandaDoc, connected in minutes.
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Today at 9:00 AM
Connect PandaDoc
One OAuth click. She gets only the access you approve, and you can disconnect her anytime.
PandaDoc connected
Ask
Mention @Pati with the job. Building documents and reading status run on their own; sending for signature waits for your yes.
@Pati Did Fernbrook sign the retainer proposal yet?
On it.
FAQ
PandaDoc questions, answered.
What can Patricia actually do in PandaDoc?
She builds documents from your templates, reads signing status, chases the ones going cold, organizes documents into folders, and keeps contacts and attachments current. In practice: she gets the proposal ready and tells you what came back signed.
Will she send a document for signature on her own?
No, and this is the line that matters. A document sent for signature goes to a client, so she prepares it, shows it to you, and sends only after your explicit yes in Slack. Reading what is signed and what is still pending runs on its own.
Which PandaDoc plan do we need?
Any plan that lets you send documents works. She connects through PandaDoc's official OAuth flow with the access you approve, the same way other approved tools do, and only sees the workspace you connect.
We keep proposals separate per client. Does that hold?
Yes, that is the setup she expects at an agency. She works the workspace you connect, and each client's documents and templates stay walled off from the rest.
What does the PandaDoc integration cost?
Nothing extra. Every integration is included, on every plan.
One of 1,000+ integrations. Browse the full directory
Everybody deserves a Patricia.
She handles the mess. You keep the clients. See what changes in your first week.
Pick a time that works for you. You get a live walkthrough of Patricia on real agency work, and every question answered.