PandaDoc consultant for small businesses
Pure Proposals is a Certified PandaDoc Premier Partner that sets PandaDoc up for small teams. A small-team build starts at $1,950, fixed price, and is usually live within two to three weeks: branded templates, your catalog loaded, your CRM connected and your team trained.
Built for teams of 2 to 20
Most of the teams we work with have between 2 and 20 people quoting and send somewhere between 5 and 60 proposals a month. More than half already use HubSpot, and most already pay for PandaDoc. What they are missing is not software, it is someone to make it work: templates that look right, prices that come from one place, and documents that fill from the CRM instead of being retyped.
In a small business the cost of a slow proposal lands on the founder or one senior seller. One fleet company we spoke to was sending only about 5 proposals a month because building each one was so cumbersome. A small build fixes that without the multi-month project a large agency would sell you.
What a small-business build includes
Account and workspace setup
Users, roles and permissions set up so the right people can send, edit and approve.
1 to 3 native branded templates
Built in PandaDoc, not a PDF background, so they hold their formatting on every send.
Content library
Reusable blocks for bios, case studies and terms, so nobody copies from an old proposal.
Your catalog loaded
Products and prices in PandaDoc, so pricing tables pull real numbers instead of retyped ones.
Native CRM connection
Documents created from the deal record, with client and deal details filled in.
Team training
So your team can change prices and templates themselves without calling anyone.
Pricing with options, discounts that need approval, tax by region or a second brand moves the job into a PandaDoc CPQ build. We tell you on the first call if that applies, before any price is agreed.
What PandaDoc costs a small team, all in
Two numbers: the yearly PandaDoc licence and a one-time build. Licence figures below are 2026 annual list prices per seat, multiplied out.
| Your team | Usual plan | Licence per year | Build |
|---|---|---|---|
| Solo, a few contracts a month | Free or Starter | $0 (5 documents a month) or $228 | Usually none: a well-made template is enough |
| 2 to 3 sellers quoting from a CRM | Business | $1,176 to $1,764 | From $1,950 |
| 5 sellers quoting from a CRM | Business | About $2,940 | From $1,950 |
On Business, the Salesforce integration is a paid add-on, and web forms and bulk send use Usage Credits. Full breakdown: PandaDoc Essentials vs Business vs Enterprise. Build ranges for bigger jobs: how much PandaDoc implementation costs.
When a small business should hire help, and when not
Hire help when
- Only the founder or one person can put a quote together
- Your pricing has options, bundles, discounts or tax rules
- Documents should fill from your CRM and update the deal when signed
- You already pay for PandaDoc but the team still sends from Word
- A rebrand or new website just shipped and the proposals no longer match
Do it yourself when
- You send a handful of documents a year
- You have one or two document types and simple, stable pricing
- The native CRM defaults are all you need
- Someone on the team has clear days to own the setup
Start with the PandaDoc implementation checklist.
Not sure? The do I need a PandaDoc consultant self-check takes two minutes and says which route fits.
How a small-team build runs
- 1
Free 15-minute call
We look at what you send today, where your pricing lives and which CRM you use.
- 2
Fixed price within 24 hours
A written scope and one price. You know the total before anything starts.
- 3
Build with your sign-off
Templates, catalog and CRM connection, reviewed with you at each stage. Most small-team builds are live within two to three weeks.
- 4
Training and handover
Your team learns to run it. Ongoing support is there if you want it, never required.
One example: Precision Technology Solutions had bought PandaDoc but never implemented it. We built the system that now turns their HubSpot and costing data into a ready to send PandaDoc draft. More in our case studies.
Plan your build
- Pick the plan. The PandaDoc plan picker shows the lowest plan that covers what you need.
- Estimate the timeline. The implementation timeline estimator turns your scope into a range.
- Count what slow proposals cost. The proposal time calculator turns minutes per proposal into hours a year.
- Compare consultants. Best PandaDoc consultants lists verified partners and what each specialises in.
- See the full service. PandaDoc implementation and PandaDoc templates cover the larger builds.
Small business PandaDoc questions
Still have questions? Book a free call
How much does a PandaDoc consultant cost for a small business?
A focused small-team build with Pure Proposals starts at $1,950, fixed price: branded templates, your catalog loaded, the CRM connected and the team trained. The PandaDoc licence is separate, $19 per user per month on Starter or $49 on Business, billed annually.
How long does PandaDoc setup take for a small team?
Most small-team builds are live within two to three weeks. The usual delays are on the client side: a field list nobody has agreed, a messy product list, or nobody with an hour a week to review. The timeline estimator shows where your build would land.
Can a small business set up PandaDoc without a consultant?
Yes. With one or two document types, simple stable pricing and the native CRM defaults, many small teams do it themselves. Outside help pays off when pricing has options or tax rules, documents must fill from the CRM, or nobody has the time to own the build. The self-check tells you which side you are on.
Which PandaDoc plan should a small business buy?
Starter covers eSignatures and up to 5 templates. Business adds unlimited templates, the content library, approval workflows, custom branding and CRM integrations, so most small sales teams that quote from a CRM need Business. The plan picker shows the lowest plan that covers what you need.
What happens after the build is live?
Your team runs it: training is part of every build, so changing a price or a template does not need us. If you would rather hand changes off, a monthly support retainer covers updates, new integrations and training for new starters without a new project each time.
Get a fixed price for your small-team build
Book a free 15-minute call. We look at what you send, where your pricing lives and which CRM you use, then send a fixed price and timeline within 24 hours. If you can do it yourself, we say so.
No lock-in. No pressure. Just a clear plan.