AI agents for PandaDoc
A Monmo AI agent works in PandaDoc the way a proposals coordinator would. It builds proposals and quotes from your templates and the deal in HubSpot, Salesforce or Pipedrive, fills the pricing table from your price list, notices when a client has opened a document but not signed, and reports what is out and what is stuck. Pricing decisions stay with you, and sending always asks first.
Updated 2026-11-13 · Free to start. Paid plans from $15 a month.
What agents do in PandaDoc
Build a proposal from the deal
From the deal record and your call notes, it picks the right PandaDoc template, fills the client details and variables, writes the scope section in your words and creates the draft once you allow it.
AskCreate a proposal for the Brightline deal in HubSpot from our retainer template, with the scope from yesterday's call notes.
Fill the pricing table from your price list
It adds the agreed products, quantities and terms to the pricing table using today's prices from your price sheet, and flags any line where the deal amount does not match. Discounts are yours to set.
AskFill the pricing table for Northwind from our 2026 price list: 12 seats, annual billing. Leave the discount to me.
Check a document before it goes out
It reads the draft for out-of-date prices, an old company name, wrong dates, empty variables and missing signer roles, and lists every problem with where it sits.
AskCheck the Northwind proposal for stale prices, empty fields and anything that still says last year.
Follow up on viewed but unsigned documents
When a client has opened a proposal several times without signing, it tells the deal owner and drafts a short follow-up in Gmail. Sending the email or a PandaDoc reminder asks first.
AskEach morning, list proposals viewed in the last two days but not signed, and draft a follow-up for each.
Keep the content library current
When a case study, a security answer or your standard terms change, it finds every content library block and template that uses the old text and proposes the update. Saving changes asks first.
AskOur support hours changed. Find every PandaDoc template and content block that mentions the old hours.
Report the document pipeline
Every Monday it lists documents by status, from draft and sent to viewed and completed, with value and days in each stage, in Google Sheets, so you can see which proposals are stuck.
AskEvery Monday at 9, show me all PandaDoc documents by status and value, and the five that have waited longest.
Update the CRM when a document completes
When a proposal is signed, it prepares the deal update in your CRM, with stage, amount and signed date, and a task for onboarding. If payment is collected in the document, the agent reports it and never moves money itself.
AskWhen the Brightline proposal is signed, move the deal to Closed Won and create an onboarding task for Monday.
How it connects
- 1You connect your own PandaDoc account once. The agent works in the workspace your user belongs to, with that user's role; templates locked by an admin stay locked.
- 2Choose which agents can use PandaDoc. A sales or sales operations agent fits; a research agent preparing account briefs can do without it.
- 3Reading documents, templates, statuses and views needs no approval. Creating or editing a document, changing a template or content block, sending, reminding and deleting ask first. Prices and discounts are confirmed by you.
More in Documents and files
Other apps of this kind that agents work in, each with its own page.
Questions people ask
Can an AI agent create proposals in PandaDoc?
Yes. A Monmo agent picks the right template, fills it from the deal in your CRM and your notes, writes the scope, completes the pricing table and checks the result. It creates the draft through the PandaDoc connection, or in its own browser when the connection does not cover something, after your approval.
Can an AI agent decide pricing or discounts on a quote?
No, those are yours. The agent fills in list prices from your price sheet and flags where the deal amount and the table disagree, so you start from accurate numbers. Discounts, special terms and any price exception are decisions it prepares for you, not ones it makes.
Can it tell me when a client opens my proposal?
Yes. PandaDoc records when a recipient views a document, and the agent watches for that. When someone opens a proposal several times without signing, it tells the deal owner in Slack or by email and drafts a short follow-up for approval.
Does PandaDoc work with an AI agent and HubSpot together?
Yes. Many teams create PandaDoc documents from HubSpot deals. The agent reads the deal, contacts and line items in HubSpot, builds the document in PandaDoc and, once it is signed, prepares the deal update back in HubSpot. Each write in either app asks first.