PandaDoc Onboarding

As a Premier Partner - we have helped 100s of businesses with PandaDoc. We handle everything from template setup and workflow configuration to CRM integrations, so your team can focus on sending proposals, not managing tools. We also provide training and support to ensure your team adopts PandaDoc confidently and consistently. With a fully configured system, your proposals are faster, more accurate, and ready to close deals from day one.

Get help with PandaDoc

Benefits

What's Included?

Everything you need for a fast, stress-free PandaDoc setup that works perfectly from day one.

Account & Workspace Setup

We configure your PandaDoc environment, roles, and permissions for secure, efficient collaboration across your team.

Template Design & Customization

We build branded, reusable templates tailored to your business - ensuring every proposal, quote, and contract looks professional and consistent.

Workflow Configuration & Automation

We create streamlined approval processes, notification systems, and document routing rules to keep deals moving smoothly.

CRM & Tool Integration

We connect PandaDoc to your CRM (HubSpot, Salesforce, Pipedrive, etc.) and other tools to automate data flow and eliminate double entry.

Product & Pricing Setup

We import and configure your catalog, pricing tables, and dynamic variables to ensure accurate, automated quoting.

User Training & Adoption

We provide hands-on training sessions and guides to ensure your team knows exactly how to create, send, and track proposals confidently.

Results

There's a reason people are raving about us.

"Pure Proposals has made a huge difference to the way we do proposals...we were told by others that what we wanted to do with Monday.com and PandaDoc just wasn’t possible. But Ben proved them wrong and brought our vision to life. He created exactly what we envisioned, seamlessly and efficiently. The automations run perfectly, just the way we like, and we couldn’t be happier with the service we’ve received."

Tom Egan

Managing Director - AVIA Homes

We handle everything from template setup and workflow configuration to CRM integrations, content libraries, and automated approval processes - so your team can start sending proposals efficiently from day one.

Ready to take your PandaDoc proposals to the next level?

Let’s design a proposal process that’s faster, cleaner, and more reliable. Whether you’re new to PandaDoc or scaling your team, we’ll help you close more deals - with less admin.

Book a call

Ready to take your PandaDoc proposals to the next level?

Let’s design a proposal process that’s faster, cleaner, and more reliable. Whether you’re new to PandaDoc or scaling your team, we’ll help you close more deals - with less admin.

Book a call

Ready to take your PandaDoc proposals to the next level?

Let’s design a proposal process that’s faster, cleaner, and more reliable. Whether you’re new to PandaDoc or scaling your team, we’ll help you close more deals - with less admin.