PandaDoc AI
This is PandaDoc AI done right. Our connector, Autopilot, wires PandaDoc into your CRM and your pricing, so AI reads the live deal, applies your numbers, and drafts the proposal before your rep even opens it. Your team opens a document that's already done, reviews it, and sends. Always a draft, never sent without you.
The proposal is written before you open it
Autopilot is the PandaDoc AI connector we build into your proposal engine: live CRM and pricing data, drafted into PandaDoc by AI, and scoped to exactly how you sell.
Live CRM data
Contact, scope, and deal stage are pulled straight from HubSpot, Salesforce, or Pipedrive - no copy-paste, no stale numbers.
Pricing intelligence
Pricing, terms, and product data are pulled in from wherever your numbers live, so every quote is priced correctly.
AI-drafted proposals
The right content, priced correctly, assembled into a finished PandaDoc document ready for your rep to review.
You always review
Autopilot drafts, never sends. Your rep opens the finished draft, adjusts if needed, and hits send. Always a review.
No manual entry
Reps stop rebuilding quotes by hand. The busywork disappears so your team spends its selling time selling.
Scoped to how you sell
We tune the drafts, pricing, and prompts to your products and sales process, and keep them sharp as you grow.
“Can't recommend Pure Proposals enough. They're absolute pros and a pleasure to work with. We saw a measurable uplift in conversions from day one using their updated PandaDoc proposals. Everything was plug-and-play and super easy.”
Alexander Sugden
Chief Revenue Officer
Frequently asked questions
Still have questions? Book a free call
Does PandaDoc AI send proposals automatically?
No. Autopilot drafts the proposal from your live CRM and pricing data, then hands it to your rep inside PandaDoc. Every document is a draft your team reviews and sends. It is always a review, never sent without you.
Which CRMs does it work with?
Autopilot reads live deal data from HubSpot, Salesforce, and Pipedrive. Pricing and terms can come from those systems or from custom data sources wherever your numbers live.
We already run PandaDoc well. Do we need the full build?
Not necessarily. If your templates and pricing already work, we can wire up the connector and hand you the playbook to get AI drafting from your data, without rebuilding templates. If templates or pricing still need work, the full build starts there.
How is this different from PandaDoc’s own AI features?
PandaDoc’s built-in AI helps you write copy. Autopilot is a connector we build on top of PandaDoc that pulls your real deal and pricing data in and assembles a correctly-priced draft, so the proposal is written before your rep opens it.
What keeps the drafts accurate as our business changes?
We keep the connector sharp, tuning the drafts, pricing, and prompts as your products, pricing, and sales process evolve. It can run ongoing or as one-off tune-ups.
Compare PandaDoc to the alternatives
Weighing your options? See how PandaDoc stacks up against other proposal and CPQ tools.
Book a free call today
Let's design a proposal process that's faster, cleaner, and more reliable. Your timeline depends on your tier and scope, and we map out a clear one before any work begins, whether you're new to PandaDoc or scaling your team.
No lock-in. No pressure. Just a clear plan.