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Onboarding

Please complete the following quick form - and we can kick this off!

Please enter your business domain/url:

Please provide the email used to access

the account:

Account Access

Have you provided us admin access credentials (login email and password) to your PandaDoc account?*

Note: To avoid seat charges and access issues, we ask that you securely share your PandaDoc admin credentials.

Since we work across multiple client accounts, we can’t be added as users directly to your account.

Have you provided us admin access credentials

(login email and password) to your PandaDoc

account?*

Note: To avoid seat charges and access issues, we ask that you

securely share your PandaDoc admin credentials [here].

Since we work across multiple client accounts, we

can’t be added as users directly to your account.

Yes

Not yet

Please provide the email used to access the account:

Please provide the email used to access

the account:

Please provide the account password:

Have you added us to your CRM?

This is required if we are completing a CRM integration component for your project.

Please add support@pureproposals.com to your CRM for access with sales/admin permissions.

Have you added us to your CRM?

This is required if we are completing a CRM integration

component for your project.

Please add support@pureproposals.com to your CRM

for access with sales/admin permissions.

Yes, already sent access request.

Not yet, but we will provide soon.

Not needed for this project.

Branding and Assets

Have you provided us your brand guidelines?

You may also wish for us to just use your website as a good example of your brand.

Have you provided us your brand guidelines?

You may also wish for us to just use your website as a

good example of your brand .

Yes, already provided.

Not yet, I will provide a link to them.

Our website is a good reflection of our brand.

Not needed for this project.

Please provide a shared folder link of your brand guidelines:

Please provide a shared folder link of your

brand guidelines:

Please provide a shared folder link for any additional visual assets ie; logos, graphics, team photos etc.

Please provide a shared folder link for any

additional visual assets ie; logos, graphics,

team photos etc.

Final Notes

Do you have any final comments or anything you haven't yet shared that you'd like us to consider

before working on your project?

Do you have any final comments or anything

you haven't yet shared that you'd like us to

consider before working on your project?*