pandadoc-proposals

# PandaDoc Proposals ## Overview The PandaDoc Proposals skill provides integration with PandaDoc for document automation, including proposal template management, document generation from data, e-signature tracking, and pricing table automation. This skill accelerates the quote-to-close process with professional, branded documents. ## Capabilities ### Template Management - Create and manage document templates - Configure dynamic content blocks - Set up conditional content rules - Maintain brand consistency ### Document Generation - Generate documents from CRM data - Populate dynamic fields automatically - Create custom pricing tables - Include personalized content ### E-Signature Tracking - Monitor document viewing activity - Track signature progress - Send automated reminders - Capture completion timestamps ### Pricing Automation - Build dynamic pricing tables - Apply discount rules and approvals - Calculate totals with taxes/fees - Support multiple currencies ## Usage ### Proposal Generation ``` Generate a customized proposal document from opportunity data, including pricing and terms specific to the deal. ``` ### Signature Monitoring ``` Track proposal viewing and signature status to identify follow-up priorities. ``` ### Pricing Configuration ``` Create a pricing table with volume discounts and optional line items for customer selection. ``` ## Enhances Processes - value-selling-roi - strategic-account-planning - account-expansion-upsell ## Dependencies - Pa...