Use casesFollow-ups

Chase every unsigned quote, with the nudge drafted for you to approve

Mitra tracks the quotes you sent but nobody signed, every weekday at 8am. The agent reads PandaDoc for documents still unsigned, matches each to its HubSpot deal for the value and owner, and posts them to Slack with a drafted nudge and a flag on anything old enough to be at risk. 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, match each to its HubSpot deal for the value and owner, and post them to #sales in Slack with a nudge drafted for me to approve, flagging anything unsigned for more than seven days as at risk.

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 PandaDoc for every document sent and not yet signed, with the date it went out and whether the buyer has opened it.
Match each quote to its deal
In HubSpot the agent finds the deal behind the quote, so the value, the stage and the owner sit beside the unsigned document.
Draft the nudge for approval
For each quote the agent writes a short follow-up to the buyer, using how long the quote has waited and whether it was opened, then posts that draft under the quote in Slack.
Flag what is at risk
Quotes unsigned past your threshold are marked at risk, largest value first, so the money most likely to slip sits at the top of the post.
Wait for you to send
No message reaches a buyer from the agent. Every quote read and every draft written is recorded step by step, so you can see what each nudge was based on.

Make it yours.

For anyone who sends quotes and finds out a month later that three of them 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 as a direct message.
Add a task on the HubSpot deal instead of drafting a nudge, if you would rather write your own.

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.