Teams configure Pump Up agents to inspect PandaDoc document lifecycle events via webhooks or polling—subscribing to document_state_changed notifications and checking data.status values such as document.viewed, document.completed, or document.declined. The agent extracts pricing terms and recipient audit trails, reconciles counterparty commitments against CRM records, and drafts downstream billing or onboarding briefs for explicit human approval before any external action.
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View templateOperations leaders, sales operations, and finance teams managing recurring proposals, renewals, and contracts through PandaDoc.
A SaaS customer completes an agreement in PandaDoc, moving data.status to document.completed. Rather than treating document completion alone as proof of legal execution, the agent inspects recipient signature evidence and audit timestamps, extracts an updated 24-month term with quarterly billing, and flags that the CRM opportunity still reflects an annual schedule. Instead of automatically provisioning downstream services or updating finance records, the agent logs the reconciliation discrepancy and presents an approval brief to the finance lead. Once approved, the agent updates the CRM opportunity and routes the onboarding task to customer success.
No. The agent inspects document status, prepares draft document payloads, and tracks recipient engagement, but sending proposals to external parties and executing binding signatures require explicit human authorization.
When configured by an organization, the agent tracks progression by subscribing to the document_state_changed webhook trigger or polling the document details API, inspecting payload values like document.viewed, document.completed, or document.declined.
When a document enters document.declined or document.external_review, the agent halts standard handoff sequences, captures the decline note or recipient feedback, and routes an exception review to the deal owner.
No. Because document.completed can be set manually as well as via counterparty signing, the agent inspects recipient signature and audit evidence before assembling handoff briefs, and downstream billing or provisioning requires authorized human sign-off.