Proposal Engine Care: your PandaDoc system, kept sharp.
A Proposal Engine build is a system, not a project. Care is the monthly plan that looks after the system we built for you once it is live: straightforward changes done for you, anything that stops working fixed, and a strategy session every quarter.
Systems that stay sharp outperform systems that ship and freeze
A Proposal Engine goes live sharp. Six months later, your team has added products, dropped a tier, changed how they discount, and shifted a HubSpot workflow. If the engine does not move with them, it starts to drift: templates go stale, rules stop reflecting reality, reps start working around it.
Care keeps the everyday changes moving: prices, products, wording and users are updated for you, and anything we built that breaks is fixed. When the change is bigger, like new pricing logic or a change to the HubSpot integration, we scope it as a fixed project at your Care rate and tell you before we start. One fixed monthly fee, direct access to the team who built your engine, and a quarterly session so nothing quietly drifts.
What Proposal Engine Care covers
Looks after the live system we built for you. Everything below is included.
Changes to what we built
Prices, products, wording, tokens, users and permissions, and the content of existing rules. Send it over and we make the change.
Defects fixed for the life of the plan
If something we built stops calculating or syncing correctly, we fix it, for as long as you are on Care. Not just to the end of the project.
Questions about your system answered
Your team asks the people who built the system, not a support desk. Nothing to re-explain.
Your Care rate on new projects
New templates, new pricing logic, integration changes and CPQ changes are scoped as fixed projects, at 10% off and with no discovery fee.
Quarterly strategy session
A working session on your account: what has changed in your business and in PandaDoc, and what to improve next. You get a written Account Strategy Plan.
Priority support and access
Email the team who built your engine. We reply the same business day, usually within hours. No tickets, no rotating reps.
Not an existing Proposal Engine client yet?
Care is only available on a system we built. Start with the build first, then Care picks up when your included support ends. If another partner set up your PandaDoc account, book a call and we will scope the work it needs as a project first.
Proposal Engine Care FAQs
Still have questions? Book a free call
Who is Proposal Engine Care for?
Teams running a Proposal Engine or CPQ system that Pure Proposals built, who want it looked after once it is live instead of letting it drift between projects. Care is only available on a system we delivered.
How is Proposal Engine Care different from PandaDoc Ongoing Support?
Ongoing Support is how we help any team keep getting more out of PandaDoc, with each piece of work scoped and quoted up front. Proposal Engine Care is the monthly plan for a system we built: straightforward changes to it, defects fixed for the life of the plan, questions about it answered, a quarterly strategy session, and 10% off new projects with no discovery fee.
Do we have to be an existing Proposal Engine client?
Yes. Care looks after a system we built, so it is only available on an account we delivered. If another partner set up your PandaDoc account, book a call and we will scope the work it needs as a project first.
How much does Proposal Engine Care cost?
US$495 a month on a 12 month term, or US$595 a month on the flexible term with a three month minimum. Billed monthly by card. No hourly billing for anything Care covers.
What does Care cover, and what is a project?
Care covers questions about the system we built and straightforward changes to it: prices, products, wording, tokens, users and permissions, and the content of existing rules. Anything that needs new building is a project: new templates or document types, new pricing tables or changes to how pricing calculates, new smart content or conditional logic, anything touching HubSpot, the PandaDoc API or another integration, CPQ logic changes, bulk catalogue loads, and fixing changes made outside our build. We tell you which it is before we start.
What happens if we need a bigger change than a tune-up?
We scope it as a fixed project and quote it before any work starts, at your Care rate: 10% off, with no discovery fee. The discount shows as its own line on the proposal and invoice.
Is there a limit on requests?
Support runs within a sensible monthly budget we set for each plan. If your requests are consistently above it, we will tell you and suggest the plan or project that fits better.
Can we cancel?
Yes, by email with 30 days notice. The annual term runs its twelve months and the flexible term has a three month minimum, then runs month to month. Months already billed are not refunded.
Keep your Proposal Engine sharp
Book a call. If we built your system, we will set up Care. If not, we will point you to the right build tier first.
A free call. No pressure. Just a clear plan.