PandaDoc consultants who make your proposal system actually work.
Certified PandaDoc Premier Partner: consulting, implementation, branded templates, CRM integration, CPQ, and team training. Built around how your team sells.
Trusted by more than 100+ B2B proposal generating teams
How many proposals didn’t you send last month?
Slow, manual proposal building is the number one problem teams bring to us, nearly three times more common than anything else. It doesn’t just waste time. It quietly caps how many deals you put in front of buyers.
One agency we spoke to was spending 45 to 50 minutes on every proposal, at 50 to 60 proposals a month. That is most of a working week, every month, on copy and paste.
- Copy the deal details out of the CRM
- Rebuild the pricing in a spreadsheet
- Paste it into last month’s template
- Fix the formatting that broke again
- Email a PDF and chase the signature
- Deal data flows in from your CRM
- Pricing rules build the quote for you
- A locked, on-brand template every time
- Signed online, status synced back to the deal
From CRM deal to signed proposal, without the copy and paste
- 01
The deal moves to proposal stage
Your rep drags the deal in the CRM, or a form is submitted. That is the only trigger. Nobody opens a blank document.
- 02
CRM fields flow into a branded template
Company, contact, amounts and terms map straight into locked template variables. No copy and paste, no stale details from the last client.
- 03
Pricing rules build the quote
Products, bundles, discounts and approval thresholds are set up once in PandaDoc CPQ. The quote is right before anyone checks it.
- 04
Sent, signed and synced back
The client views and signs online. Status, value and the signed PDF write back to the deal, so the pipeline stays true without admin.
How we make PandaDoc work for you
From PandaDoc setup to full-scale automation, we connect your CRM, pricing, and templates into one seamless flow, so your team can send proposals in minutes, not hours.
Templates and branding
Reusable sections, locked styles, smart variables, and a content library that scales, so every document stays consistent and on-brand.
CPQ and pricing
Guided quotes, approval rules, and dynamic pricing blocks built directly in PandaDoc, no more manual edits or missed line items.
CRM and integrations
Sync PandaDoc with your CRM for full visibility, fewer clicks, zero copy-paste.
Automation and reliability
Built-in checks, notifications, and ongoing support ensure your proposal engine runs smoothly, long after launch.
A clear three-step rollout
From first call to a PandaDoc workspace your team actually uses. Here’s exactly what happens at each step.
- Step 01
Discover
Map the current flow, spot the bottlenecks, define success and scope.
- Process map
- Bottleneck audit
- Scope + success metrics
- Step 02
Build, connect, automate
Templates, CPQ, and CRM connections delivered in short sprints.
- Branded templates
- CPQ setup
- CRM connection
- Step 03
Launch and support
Team training, tracking, and up to sixty days of guidance after go live.
- Team training
- Deal tracking
- 60 days of guidance
A scoped proposal within 24 hours of your first call, with a fixed price before any work begins.
We've helped teams across industries cut proposal time by 80% and boost close rates by 20%
Based on outcomes across 100+ B2B implementations. Named case studies available on request.
Automated proposal creation
Rapid creation, sending, and tracking.
Seamless CRM integration
Proposals auto-filled with accurate client data.
Branded, high-impact templates
Proposals reflect your brand and win trust.
Recent builds, in our clients’ own words
Drone TechnologyHow a drone distributor automated tax compliance across 13 Canadian provinces
“I highly recommend working with Ben. He was professional, thorough, and by far the most detail-oriented PandaDoc CPQ partner I spoke with during my initial evaluation process.”
Jacky HeshiCandrone
Parking TechnologyHow a parking technology team went from four tools to one Claude prompt
“We brought in Pure Proposals as a subcontractor to handle our PandaDoc setup and onboarding, and it was a great experience.”
A clean break from the usual proposal mess
Other providers
- Disconnected tools that slow your sales process
- Templates that don't reflect your brand or pricing logic
- No automation to sync deals, data, or approvals
- Deliver and disappear, with no training or support
- Systems that fall apart when your team scales
- Proposal engines designed for speed and accuracy
- Templates, pricing, and CRM connected in one flow
- Built-in automations that eliminate manual entry
- Up to 60-day guided rollout with full team training
- Future-proof setup that scales with your business
There's a reason people choose Pure Proposals for PandaDoc help
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.
Our templates needed a refresh and Pure Proposals really delivered. They helped create new contracts, collaborated with multiple departments, and made sure everything was implemented perfectly.
Pure Proposals helped us design and automate our proposal process, linking PandaDoc with HubSpot and aligning deal fields perfectly. They were a pleasure to work with, deeply knowledgeable and easy to collaborate with.
Working with Pure Proposals was fantastic. They helped us cut the learning curve, built exactly what we wanted, and explained everything clearly. It saved us hours and was worth every cent.
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.
Our templates needed a refresh and Pure Proposals really delivered. They helped create new contracts, collaborated with multiple departments, and made sure everything was implemented perfectly.
Pure Proposals helped us design and automate our proposal process, linking PandaDoc with HubSpot and aligning deal fields perfectly. They were a pleasure to work with, deeply knowledgeable and easy to collaborate with.
Working with Pure Proposals was fantastic. They helped us cut the learning curve, built exactly what we wanted, and explained everything clearly. It saved us hours and was worth every cent.
Our proposals were clunky and confusing, and we couldn't clearly show Member vs Non-Member pricing. Pure Proposals knew PandaDoc inside out and nailed what we needed. Our proposals now convert at much higher rates - more sales!
Working with Pure Proposals on redesigning and streamlining our proposal process was a great experience. They were knowledgeable, patient, and responsive, we couldn't have asked for a better outcome.
We engaged Pure Proposals to build an automated proposal process from scratch. They delivered branded proposals with full automation, met every deadline, and stayed responsive even after launch.
Pure Proposals were great to work with. While PandaDoc is intuitive, having experts saved us time and money. We shared our vision and they brought it to life faster and better than we imagined. Friendly, responsive, and easy to communicate with. A++ recommend!
Our proposals were clunky and confusing, and we couldn't clearly show Member vs Non-Member pricing. Pure Proposals knew PandaDoc inside out and nailed what we needed. Our proposals now convert at much higher rates - more sales!
Working with Pure Proposals on redesigning and streamlining our proposal process was a great experience. They were knowledgeable, patient, and responsive, we couldn't have asked for a better outcome.
We engaged Pure Proposals to build an automated proposal process from scratch. They delivered branded proposals with full automation, met every deadline, and stayed responsive even after launch.
Pure Proposals were great to work with. While PandaDoc is intuitive, having experts saved us time and money. We shared our vision and they brought it to life faster and better than we imagined. Friendly, responsive, and easy to communicate with. A++ recommend!
Before working with Pure Proposals, our team struggled to get the most out of PandaDoc. They optimized everything and empowered us to use it with confidence. Our workflow is smoother and our proposals far more effective.
Pure Proposals were a huge help setting up and linking PandaDoc to HubSpot. They handled automations, custom field calculations, and even Typeform integrations. They know their stuff. Absolutely recommend!
We weren't sure where to start with PandaDoc, but Pure Proposals made it simple. They worked with us closely through template setup and API configuration, guiding us every step of the way.
Pure Proposals were an excellent resource. They helped us figure out what we needed and set up a clear plan to get there step by step. We'll definitely continue working with them as an ongoing partner.
Before working with Pure Proposals, our team struggled to get the most out of PandaDoc. They optimized everything and empowered us to use it with confidence. Our workflow is smoother and our proposals far more effective.
Pure Proposals were a huge help setting up and linking PandaDoc to HubSpot. They handled automations, custom field calculations, and even Typeform integrations. They know their stuff. Absolutely recommend!
We weren't sure where to start with PandaDoc, but Pure Proposals made it simple. They worked with us closely through template setup and API configuration, guiding us every step of the way.
Pure Proposals were an excellent resource. They helped us figure out what we needed and set up a clear plan to get there step by step. We'll definitely continue working with them as an ongoing partner.
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.