We build your PandaDoc proposal system so quoting is up to 80% faster, data pulls cleanly from your CRM, and your team can send consistently without you.
Free 20-minute discovery call.
We assess fit, walk through your current setup, and recommend the right build level.
Step 1
We confirm fit and recommend the right build level to get started.
Step 2
We review your sales flow and CRM data to prepare the project.
Step 3
We get to building! Templates, pricing logic, crm integration, and workflows.
Step 4
Your team is trained and PandaDoc goes live.
🛑 Not for every business
❌ Not a fit if you only send proposals occasionally or want a DIY setup.
What changes after launch…
Book a free 20-minute call. We will tell you exactly what your build looks like.
Choose your build level
Fixed price implementations. Clear scope. PandaDoc done properly.
Foundation
$1,950 USD
Less than the cost of one bad hire onboarding month
Best for teams getting PandaDoc live properly for the first time
This gives you
A reusable proposal system your team can send confidently
CRM data pulling correctly from HubSpot, Monday, Pipedrive, etc
Clean formatting so every proposal looks premium
A simple send to sign flow with no manual steps
Outcome
Your team can send proposals immediately without relying on you.
Accelerate
$4,950 USD
Pays for itself after 2-3 deals close faster
Best for teams that rely on proposals to close deals
This gives you
A flexible proposal system designed for speed and reuse
Deeper CRM integration with proper testing and edge cases handled
Pricing logic configured inside PandaDoc
Automated steps around sending, signing, and deal updates
Team training so adoption actually sticks
Outcome
A fast, automated proposal workflow that scales with your sales process.
Proposal Engine
$10k+ USD
Replaces 6 figures of manual quoting overhead annually
Best for complex sales and multiple products
This gives you
Guided selling and CPQ style proposal logic built around your sales flow
Advanced CRM integration across pipelines and flows
Rules, approvals, roles, and automation
Consulting led design and rollout
Outcome
A true proposal engine that handles complexity without slowing your team down.
These are fixed scope implementation projects. This is not an ongoing support or retainer service.