PandaDoc Onboarding
PandaDoc Onboarding
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.
Benefits
Benefits
Benefits
What's Included?
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.
Account & Workspace Setup
We configure your PandaDoc environment, roles, and permissions for secure, efficient collaboration across your team.
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.
Template Design & Customization
We build branded, reusable templates tailored to your business - ensuring every proposal, quote, and contract looks professional and consistent.
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.
Workflow Configuration & Automation
We create streamlined approval processes, notification systems, and document routing rules to keep deals moving smoothly.
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.
CRM & Tool Integration
We connect PandaDoc to your CRM (HubSpot, Salesforce, Pipedrive, etc.) and other tools to automate data flow and eliminate double entry.
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.
Product & Pricing Setup
We import and configure your catalog, pricing tables, and dynamic variables to ensure accurate, automated quoting.
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.
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.
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
Results
Results
There's a reason people are raving about us.
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."
"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
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.
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.
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.