Let agents handle your PandaDoc paperwork
QX builds proposals from templates, sends them for signature, chases laggards and files the signed copy—so your team closes deals instead of formatting documents.
Stop rebuilding proposals from scratch, chasing signatures, and copying signed terms back into your systems. Hand it to an agent.
Proposals built in seconds
Pull the right template, drop in the customer's details, pricing and scope from your CRM, and produce a polished, on-brand document ready to send—without opening the editor.
No signature ever stalls
QX watches who's viewed, signed or gone silent, then nudges the right person at the right moment—so contracts close in days, not weeks of follow-up emails.
Signed docs route themselves
The moment a document is signed, the agent files it in the right folder, updates the CRM record, alerts the owner and triggers the next step—billing, onboarding or handover.
PandaDoc
Real workflows, built for your team
Build complex workflows in minutes that chain PandaDoc together with the rest of your stack. Trigger them on specific events, on schedule, or on demand.
Sales: From closed-won verbal to signed contract
Opportunity moves to 'Verbal'
Triggered in Salesforce
Pull account, contacts & pricing
Agent step
Create proposal from template
in PandaDoc
Send for signature
in PandaDoc
Notify the AE in #deals
Alert via Slack
QX agents can build documents, send them for signature, organize folders—and a lot more
+ 6 more actions
About PandaDoc
PandaDoc is a leading document automation platform used by over 50,000 companies to create, send, track and e-sign proposals, contracts and quotes. Its rich template engine, robust API and tight CRM integrations make it a natural fit for automating the entire quote-to-close paperwork cycle.
About QX Labs
QX is an AI agent platform that helps you build, run and scale AI across your team in a few clicks. Create agents that connect to your data and 1,000+ apps, building institutional memory that gets sharper every run. Then delegate tasks to them from where you already work—Slack, Teams, WhatsApp or email.
See PandaDoc working inside your stack
Want an AI co-worker that drafts, sends and chases your documents for you? Book a demo call to discuss your use cases, or get started for free.
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