PandaDoc migration, without breaking your quoting
Pure Proposals is a Certified PandaDoc Premier Partner that moves teams to PandaDoc from Word, Proposify, Quoter, DealHub and DocuSign. We rebuild your templates and pricing natively, connect your CRM, run both systems side by side on live deals, then cut over on a date: usually two to four weeks for a small team, from $1,950 fixed.
Where teams move to PandaDoc from
Teams leave a tool for a reason, and the reason sets the scope. The time ranges below are the ones we publish in each guide; your scope is confirmed on the first call.
| Moving from | Why teams leave | What gets rebuilt | Typical time | Read more |
|---|---|---|---|---|
| Word, PowerPoint or Excel | Formatting breaks on send, versions multiply, details are retyped on every deal | Your best proposal content as native templates with variables and a real pricing table | Two to four weeks for a small team | Word to PandaDoc migration guide |
| Proposify | Send caps and overages, approvals and API only on the custom-priced tier | Top templates rebuilt natively, pricing moved into the catalog, CRM wired | Two to six weeks | Proposify alternative |
| Quoter (ScalePad Quoter) | More flexible templates, a stronger HubSpot integration, quote and contract in one place | Templates and product data, HubSpot sync, CPQ rules only where deals need them | Two to four weeks for most MSPs and resellers | Quoter alternative |
| DealHub | Hard to maintain, vendor involvement even for simple SKU changes | Every SKU, discount tier and approval threshold rebuilt as PandaDoc CPQ rules | Weeks, not quarters, for a mid-market build | DealHub alternative |
| DocuSign | The team drafts more proposals than it routes contracts | The 10 or 15 templates you actually use; legal workflows can stay on DocuSign | Templates first, then retire seats as they renew | DocuSign alternative |
Still choosing? Compare PandaDoc vs Proposify, PandaDoc vs Better Proposals, PandaDoc vs Qwilr and PandaDoc vs DocuSign.
What a PandaDoc migration includes
Inventory of what you send
We pull recent proposals and quotes and find the small set of content that produces most of what goes out. That set is the migration scope.
Native rebuild, not an upload
Templates rebuilt with PandaDoc blocks, variables and pricing tables. An uploaded PDF keeps every old problem and cannot fill itself.
Pricing logic mapped first
Products, options, discounts and approval thresholds documented and rebuilt in the catalog, so no rule is lost in translation.
CRM connected
Documents created from the deal record with client and deal details filled in, and status written back when they are signed.
Parallel run on live deals
The old tool stays live while real deals go through PandaDoc, until the quotes match.
Cutover and training
A set date to retire the old route, training by role, and every rep sending a real document in week one.
Why most migrations stall
Two shortcuts cause most of the trouble. The first is uploading old documents as PDFs instead of rebuilding them, which carries every manual step straight into the new tool. The second is leaving the old route open after go-live: under deadline, reps use the template they know. A migration is finished when the old tool is retired, not when the new account exists.
The pricing is where the value is. A Word pricing table is text formatted to look like math; a PandaDoc pricing table is real math, with quantities, optional items, discount limits and tax rules. When Candrone moved off manual tax lookups, we rebuilt the rules as PandaDoc CPQ logic across thirteen provinces, and Business Central now receives the right tax codes on every quote without manual entry.
How a migration runs
- 1
Free 15-minute call
Tell us what you use now, how many templates you send and where your pricing lives.
- 2
Fixed price within 24 hours
A written scope and one price for the migration, so you know the total before anything starts.
- 3
Rebuild and parallel run
Templates, catalog and CRM connection built and checked against your real deals while the old tool keeps working.
- 4
Cutover on a date
The old route is retired, the team is trained and your admin can change prices and templates without calling anyone.
Plan the move
- Pick the plan. The PandaDoc plan picker shows the lowest plan that covers the features you use today.
- Estimate the timeline. The implementation timeline estimator turns your scope into a range.
- Check the budget. How much PandaDoc implementation costs gives build ranges from template builds to CPQ.
- Moving pricing rules? See PandaDoc CPQ and PandaDoc templates.
- Small team? A small-team PandaDoc build covers most Word and Quoter moves. The full service is on PandaDoc implementation.
PandaDoc migration questions
Still have questions? Book a free call
Can we import our existing proposals into PandaDoc?
You can upload a Word file or PDF and add signature fields, which is fine for a contract you never edit. For proposals and quotes it defeats the move: an uploaded document cannot use variables, pricing tables or content library blocks. We rebuild natively and keep the old files as copy reference.
How long does a migration to PandaDoc take?
Two to four weeks for a small team moving from Word, PowerPoint or Quoter with one or two main document types. Proposify moves run two to six weeks. CPQ moves from tools like DealHub take longer because every pricing rule is rebuilt and tested, but they run in weeks, not quarters.
Do we lose our old signed documents?
No. Signed documents stay valid and stay where they are today as records. A migration only changes how new documents are created. Keep the old archive read-only so nobody builds the next proposal from last year’s file.
Can we run the old tool and PandaDoc side by side?
Yes, and you should. The old tool stays live while the new templates and pricing are checked against real deals. Then you retire it on a fixed date, because if the old route stays open, part of the team quietly keeps using it.
What does a PandaDoc migration cost?
A focused build for a small team starts at $1,950, fixed price: native templates, your catalog loaded, the CRM connected and the team trained. Migrations with CPQ rules, approval routing or several brands cost more. You get one fixed price within 24 hours of the first call. The PandaDoc licence is separate.
Get a fixed price for your move to PandaDoc
Book a free 15-minute call. Tell us what you use now and what you send, and we reply with a fixed price and timeline within 24 hours.
No lock-in. No pressure. Just a clear plan.