Automate your PandaDoc workflows and free up your time!
As a Certified PandaDoc partner we are subject matter experts in PandaDoc. Our team are PandaDoc consultants that can help your business improve ROI and implement best practice document creation and sales workflows.
Here are just some of the industries we work with:
Our PandaDoc Services
PandaDoc Template Creation
Imagine a workflow where you create a proposal for a new client in 5-10 minutes. Sounds too good to be true? – It’s not!
Our template creation services will take you from an idea to a fully realised template that integrates with your CRM.
We draw styling from your website and style guide to create an on-brand template that makes sending out documents easier than ever!
PandaDoc Document Migration
We can re-create your existing proposals, invoices, quotes, contracts, and other documents in the native PandaDoc builder. Configured with tokens and linked to your CRM, your team will be in a position to send out documents faster than ever!
Styling and corporate branding can be easily implemented according to your style guide, website or any other branding documentation you provide.
Pure Proposals are PandaDoc Integration Experts. Configuring integrations is a big part of what makes PandaDoc such as great solution as these integrations can save your staff lots of time in creating and sending out documents.
Some of the over 200+ popular PandaDoc integrations that Pure Proposals can work with are:
We can also assist with API configuration to set you up with a custom system that generates docs on demand!
Learn more and do it yourself! As a PandaDoc Certified Partner our staff can deliver personalized training to you and your team!
Contact us to find out more about our training options.
PandaDoc Frequently Asked Questions
Here are some common FAQs for how PandaDoc works and how we can assist in getting you set up!
What is PandaDoc?
Within the platform, you can configure templates for proposals, quotes, estimates, marketing documents, contracts, and many more use cases.
When you send your document you can view analytics that show you when it has been viewed, how many times, by whom, and when it is completed.
There are many integrations available including all major CRMs such as Salesforce, Hubspot, Pipedrive and many more.
As a PandaDoc Certified Partner, Pure Proposals can work with you and your team to get PandaDoc implemented and integrated into your business!
Who uses PandaDoc?
How long does it take to get set up?
On average a migration and implementation project can last between 1-3 weeks with plenty of back and forth to ensure everything is configured correctly.
How does Pure Proposals help?
Learning new software is never as straightforward as the marketing would lead you to believe. Although easier to learn than most other document automation platforms, there’s still a learning curve with PandaDoc and that’s where we come in.
Many of our clients just don’t have the time to learn to make PandaDoc work for their business or to explore integrations. We’re here to help bridge that gap and provide succinct training that can help accelerate adoption in your business.
How much is a project?
Do you provide PandaDoc training?
We provide structured training as well as Q&A sessions. We can also record training videos as needed.
Individual admin training is $200USD per hour. Group training is costed based on requirements.