Use casesFollow-ups

Chase every unsigned quote, with the nudge already drafted

Mitra tracks the quotes you sent but nobody signed, every weekday at 8am. The agent reads PandaDoc for unsigned documents and matches each to its HubSpot deal for the value and owner. They go to Slack with a drafted nudge, and you approve and send it yourself.

Runs: Weekdays at 8am
Used by: Sales

The prompt

Every weekday at 8am, list the PandaDoc quotes sent but not signed with their HubSpot value and owner. Post them to #sales with a nudge drafted for me.

PandaDoc

HubSpot

Slack

Build this agent

200 credits to start · no credit card

What the agent actually does.

Find the unsigned quotes
The agent reads every document sent and not yet signed, with the date it went out and whether it was opened.
Match each quote to its deal
The agent finds the HubSpot deal behind the quote, so the value, stage and owner sit beside it.
Draft the nudge
A short follow-up is written from how long the quote has waited and whether the buyer opened it.
Flag what is at risk
Quotes unsigned past your threshold are marked at risk, largest value first, at the top of the post.
Wait for you to send
No message reaches a buyer from the agent, and every draft is recorded so you can see what it was based on.

Make it yours.

For anyone who finds out a month later that three quotes were never signed, never chased and never mentioned again. Change any of this by saying so — there is nothing to rewire.

Only chase quotes above a value, and pass the rest to the deal owner.
Send each owner their own unsigned quotes directly.
Add a task on the HubSpot deal instead of drafting a nudge.

Questions, answered.

How do I know which quotes have been sent but not signed?

Mitra reads PandaDoc every weekday morning and lists the documents still unsigned, with how long each has waited and whether the buyer opened it. The agent matches every quote to its HubSpot deal, so the value and the owner sit beside it, then posts the list to Slack.

Does Mitra chase the buyer directly?

No, Mitra drafts the nudge and leaves it for you. The follow-up is written from how long the quote has waited and whether the buyer opened it, then posted in Slack for the deal owner to approve, edit and send. Nothing reaches a buyer without a person deciding.