Sound familiar?
What sales teams that send quotes and proposals with PandaDoc tell us before a project starts.
- We copy pricing and line items by hand into each proposal.
- A proposal goes out and then nobody remembers to follow up on it.
- The sales rep knows it was signed, but billing finds out a week later.
- Our templates have drifted and every rep uses a different one.
- We cannot tell how many proposals are open or how long they sit.
What we build
Each one is a working piece you can open and check when it's done.
Proposals created from the deal
A proposal built from the right template with the contact, products and totals pulled from the CRM, ready for the rep to read and send.
API integrations and data sync CRM setup and lead pipelinesWhen it is viewed or signed
The rep is told when a client opens a proposal, and completion moves the deal, updates the record and starts the next step.
n8n, Make and Zapier automationBilling after signature
A signed quote creates the invoice or subscription in your billing tool, with the same line items, so the numbers agree.
QuickBooks, Xero and HubSpot integrations Stripe integration and billingFollow-up on open proposals
Proposals sorted by age with a reminder to the rep and a short message to the client until it is signed or closed out.
n8n, Make and Zapier automationDocument data in a sheet
Totals, dates and terms from every sent and signed document collected into one list for finance and sales.
ETL and data pipelinesPipeline and win view
Sent, viewed, signed and declined by rep and by template, on one page the team opens each week.
Dashboards and reportingWhat we connect it to: HubSpot, Salesforce, Pipedrive, QuickBooks, Stripe, Slack, Zapier, Make.
Industries that use it: Marketing agencies, SaaS startups, Construction, Coaches and consultants, IT / MSP.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Quote from CRM to PandaDoc
Example: a managed IT provider wants a quote built from the products on a Pipedrive deal, so the rep checks it and sends it instead of building it.
PandaDoc API, Pipedrive, n8nExample project
Signed proposal to project
Example: a small agency opens a project, a shared folder and a kickoff task the moment a proposal is completed, and tells the delivery lead.
PandaDoc webhooks, Slack, the project toolExample project
Stale proposal reminders
Example: a contractor lists every proposal sent more than five days ago each morning, with a draft nudge for the estimator to approve.
PandaDoc, Google Sheets, emailQuestions people ask first
Does PandaDoc have an API?
Yes. PandaDoc has an API with webhooks and a Zapier connection. Features can vary by plan, so we check what yours includes before we scope.
Do we have to rebuild our templates?
No. We use the ones you have. If a change would make the automation simpler, we point it out and you decide.
Will reps still be able to edit a proposal?
Yes. The proposal arrives filled in, and the rep can change it before it goes out.
How do we start?
Tell us which CRM you use and what a proposal needs to contain. We reply with questions or a written scope.
Tell us what you need built.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
hello@pushbuild.com