On a schedule
Get a weekly list of unsigned PandaDoc proposals
Each Monday I see the proposals that have been out for over a week without a signature.
- Runs
- On a schedule
- Apps
- PandaDoc
- AI
- Not needed
- Access
- read
Send this to your assistant
Create a ClickRuntime automation: every Monday at 9am, email me PandaDoc documents sent more than 7 days ago that aren't completed, with the recipient, amount and whether they've been viewed.
First time? Adding ClickRuntime to your assistant takes about two minutes.
Why use it
Why teams use this automation
The most frustrating status in PandaDoc is viewed. The prospect opened the proposal, read the pricing page, and then went silent. Without a reminder nobody follows up, and the deal slowly goes cold. By the time the rep remembers, the buyer has chosen a competitor, signed a different vendor's paper or lost the budget entirely.
On a schedule, the documents marked sent or viewed are pulled from PandaDoc and filtered to those last updated more than a week ago. The ones that match come to your inbox as a list, so you see which proposals are waiting on a signature and for how long. Documents already signed, declined or voided drop out of view.
It is a good fit for account executives with a dozen open proposals and for founders who handle their own sales.
What you get out of it
Catch proposals that went quiet
A week without a signature is long enough to need a nudge but short enough that the buyer still remembers the offer. The list brings those opportunities back before the conversation dies.
A natural follow-up list
Rather than scanning every document in PandaDoc, you receive only those stuck at sent or viewed. Each one becomes a call or an email to make, with an obvious priority order. Prioritizing becomes simple.
Win back revenue already half-earned
Proposals that were opened have genuine interest behind them. Chasing those first converts more than cold outreach does, since the buyer has already looked at the price. It turns existing effort into closed deals.
Honest pipeline hygiene
Documents that have been open for weeks without movement either need to be closed out or revived. The weekly reminder makes that decision regular, so your forecast is not padded with dead opportunities.
Less guilt from forgotten drafts
Knowing that stale proposals will surface on their own removes the background worry of dropping something. You can focus on live conversations and trust the list to remind you. Your attention stays on the conversations that need it today.
How it works
What happens, step by step
Every Monday at 9, ClickRuntime checks PandaDoc for proposals that were sent more than 7 days ago and still aren't signed.
It covers both documents the client has not opened yet and ones they have viewed but not signed.
For each one it looks up the recipients and the deal amount.
If anything is waiting, you get one email listing each document with who it went to, the amount and whether it has been viewed.
Before it runs live
- Connect PandaDoc
What you get
Build your own
Need it to work differently?
Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.
Changes you can ask for
- Run it at a different time, more or less often, or only on weekdays
- Add an AI step, for example to summarize, sort or draft a reply
- Add another app, for example also send it to Slack
- Combine it with other PandaDoc steps into one automation
Under the hood
The code that runs this automation
from datetime import datetime, timedelta, timezone
from clickruntime import on_trigger, credentials, notify, http
API = "https://api.pandadoc.com/public/v1"
@on_trigger
def run(event):
headers = {"Authorization": f"API-Key {credentials.secret('PANDADOC_API_KEY')}"}
cutoff = (datetime.now(timezone.utc) - timedelta(days=7)).isoformat()
lines = []
for status, label in ((1, "not viewed"), (5, "viewed")): # 1 = sent, 5 = viewed
docs = http.get(f"{API}/documents", headers=headers,
params={"status": status, "modified_to": cutoff, "count": 100}).json()["results"]
for d in docs:
info = http.get(f"{API}/documents/{d['id']}/details", headers=headers).json()
to = ", ".join(r["email"] for r in info.get("recipients", []))
amount = (info.get("grand_total") or {}).get("amount", "?")
lines.append(f"{d['name']}: {to}, {amount}, {label}")
if lines:
notify.email_me(f"{len(lines)} PandaDoc documents waiting 7+ days", "\n".join(lines))
return {"stale": len(lines)}FAQ
Common questions
Does 'viewed' mean the client opened the document?
Can I use a different cutoff than seven days?
Will it list documents that are still drafts?
What permissions does it need?
Does it need AI?
How many runs does it use?
Can I change how it works?
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