If your sales team sends office proposals or service agreements with PandaDoc, an agent in Spacebring Intelligence can prepare and follow up on them with your Spacebring data. It starts when something happens in Spacebring or on a schedule, works with your PandaDoc templates and documents, and acts in Spacebring once a document is signed.
Put PandaDoc to work with your Spacebring data
- Create a proposal from your PandaDoc template when someone requests to join, filled with their name, company, and the membership they asked about.
- Send the document to the recipient once it's ready.
- Check each morning which documents are still waiting for a signature, and send the signers a reminder.
- Invite signers as members in Spacebring once their documents are completed.
Learn how to connect PandaDoc to an agent. The agent works in PandaDoc as the account you sign in with, and each run uses your prepaid balance. Any data you bring into PandaDoc through this connection is handled under PandaDoc's privacy policy and applicable terms of service.
