Tired of Deals Slipping Through the Cracks?
Tired of Deals Slipping Through the Cracks?
Replace manual follow-ups with automations that close deals faster.
What It Is
Sales Workflow Automation
Sales Workflow Automation
Tired of chasing data across multiple systems and losing time on manual entry? Our service connects your CRM with proposal, CPQ, and document platforms to create a seamless, automated workflow. Your contacts, deals, and documents sync in real time, so your team always has accurate, up-to-date information. Automation cuts errors and repetitive tasks, letting your sales team focus on closing deals instead of fixing mistakes.
Connected
Automated
Accurate
Time-Saving
Efficient
Process
Process
Process
How it Works
How it Works
We’ve helped 100+ businesses onboard with PandaDoc.
01
Planning
We assess your CRM and tools, identify pain points, and map integration points to ensure seamless data flow.
Assess CRM and existing systems
Map integration points
Define success criteria
02
Configuration & Testing
We set up the integrations, test data syncing, and refine workflows for smooth, error-free operation.
Configure integrations
Test real-time syncing
Refine workflows for reliability
03
Automation & Optimization
We implement automated follow-ups, notifications, and task triggers to reduce manual work and speed up deals.
Set up automation rules
Trigger follow-ups and notifications
Optimize workflows for efficiency
04
Training & Support
We train your team and provide ongoing support so everyone can adopt the system quickly and confidently.
Train team members
Provide user guides
Offer ongoing support
Our Clients
Our Clients
Our Clients
What Our Customers
Have To Say.
What Our Customers
Have To Say.
We’ve helped 100+ businesses onboard with PandaDoc.
"Can't recommend Pure Proposals enough. They're absolute pros and a pleasure to work with. We saw a measurable uplift in conversions from day one using their updated PandaDoc proposals. Everything was plug-and-play and super easy."
Alexander Sugden
Chief Revenue Officer
"Our proposals were clunky and confusing, and we couldn’t clearly show Member vs Non-Member pricing. Pure Proposals knew PandaDoc inside out and nailed what we needed. Our proposals now convert at much higher rates - more sales!"
Emily Jaksch
Founder / HR guru
"Before working with Pure Proposals, our team struggled to get the most out of PandaDoc. They optimized everything and empowered us to use it with confidence. Our workflow is smoother and our proposals far more effective."
Neha Chohan
Head of Marketing
"Our templates needed a refresh and Pure Proposals really delivered. They helped create new contracts, collaborated with multiple departments, and made sure everything was implemented perfectly."
Ellen Hansbury
Chief Revenue Officer
"Working with Pure Proposals on redesigning and streamlining our proposal process was a great experience. They were knowledgeable, patient, and responsive, we couldn’t have asked for a better outcome."
Laure Helemski
Online Marketing Specialist
"Pure Proposals were a huge help setting up and linking PandaDoc to HubSpot. They handled automations, custom field calculations, and even Typeform integrations. They know their stuff. Absolutely recommend!"
Stefan Lhota
Operations Manager
"Pure Proposals helped us design and automate our proposal process, linking PandaDoc with HubSpot and aligning deal fields perfectly. They were a pleasure to work with, deeply knowledgeable and easy to collaborate with."
Pat Morrell
Chief Revenue Officer
"We engaged Pure Proposals to build an automated proposal process from scratch. They delivered branded proposals with full automation, met every deadline, and stayed responsive even after launch."
Monique Eeson
Lawyer
"We weren't sure where to start with PandaDoc, but Pure Proposals made it simple. They worked with us closely through template setup and API configuration, guiding us every step of the way."
Steve Warton
Co-Founder & CEO
"Working with Pure Proposals was fantastic. They helped us cut the learning curve, built exactly what we wanted, and explained everything clearly. It saved us hours and was worth every cent."
Stephen Macdonald
Partner
"Pure Proposals were great to work with. While PandaDoc is intuitive, having experts saved us time and money. We shared our vision and they brought it to life faster and better than we imagined. Friendly, responsive, and easy to communicate with. A++ recommend!"
Gregg Alvarez
CEO
"Pure Proposals were an excellent resource. They helped us figure out what we needed and set up a clear plan to get there step by step. We’ll definitely continue working with them as an ongoing partner."
Chad Gill
Owner
"We needed proposals that stood out and could be tailored easily for clients. Pure Proposals set everything up in PandaDoc and suggested improvements that made it even better. We’re thrilled with the results and already working with them again."
Steven McLean
Director of Client Solutions
"We needed a faster way to send contracts, and Pure Proposals made it happen. They moved us into PandaDoc, created our materials, and trained our sales team. Everything now works smoothly and saves us time."
Akia Booker
Owner Operator
"Pure Proposals did a fantastic job building our PandaDoc proposals and IT agreements. What used to take hours now takes minutes, the process is faster, cleaner, and far more professional. Highly recommend!"
Guy Yunghanns
CEO
"Pure Proposals provided an excellent service for our PandaDoc proposal template. They were patient, thorough, and the result looks fantastic. The new template saves our team hours and our documents look 100% more professional. They also helped integrate Stripe for payments. Highly recommend!"
Rachel Rice
Head of Operations
"Pure Proposals are awesome, calm, knowledgeable, and over-deliver every time. Their integrations brought tangible business benefits, and the end result was outstanding. I recommend them highly and will absolutely work with them again."
Kym Wallis
Founding Director
"Pure Proposals were amazing to work with. They created a proposal template for our new business that came out fantastic. They’re thorough, communicative, and true professionals. We’ll be hiring them again soon. Highly recommend!"
Jason Berkowitz
President & CEO
"Our experience with Pure Proposals has been excellent. Their knowledge is top-tier, adding great value through smart design input, automation, and clear communication from start to finish."
Brad Volling
Owner
"Pure Proposals helped us tailor and streamline our proposals, cutting down admin work and making our documents clearer and more effective. They communicated every step and made the whole process simple. Highly recommended!"
Stephanie Day
"Can't recommend Pure Proposals enough. They're absolute pros and a pleasure to work with. We saw a measurable uplift in conversions from day one using their updated PandaDoc proposals. Everything was plug-and-play and super easy."
Alexander Sugden
Chief Revenue Officer
"Pure Proposals created a visually stunning template that takes full advantage of the PandaDoc API. It completely refreshed the look of our annual report and now generates much of the content automatically. A huge time saver."
Jeff Mason
Vice President
"Pure Proposals were incredibly knowledgeable about PandaDoc and understood our requirements perfectly. They delivered exactly what we needed and helped us link our proposals seamlessly with our CRM. Highly recommend!"
Sean Martins
Director of Sales and Marketing
"Pure Proposals have made a massive difference to how we manage proposals. Others said our Monday.com and PandaDoc setup wasn’t possible, but they made it happen flawlessly. Everything runs perfectly and we couldn’t be happier with the results."
Tom Egan
Director
"Can't recommend Pure Proposals enough. They're absolute pros and a pleasure to work with. We saw a measurable uplift in conversions from day one using their updated PandaDoc proposals. Everything was plug-and-play and super easy."
Alexander Sugden
Chief Revenue Officer
"Our proposals were clunky and confusing, and we couldn’t clearly show Member vs Non-Member pricing. Pure Proposals knew PandaDoc inside out and nailed what we needed. Our proposals now convert at much higher rates - more sales!"
Emily Jaksch
Founder / HR guru
"Before working with Pure Proposals, our team struggled to get the most out of PandaDoc. They optimized everything and empowered us to use it with confidence. Our workflow is smoother and our proposals far more effective."
Neha Chohan
Head of Marketing
"Our templates needed a refresh and Pure Proposals really delivered. They helped create new contracts, collaborated with multiple departments, and made sure everything was implemented perfectly."
Ellen Hansbury
Chief Revenue Officer
"Working with Pure Proposals on redesigning and streamlining our proposal process was a great experience. They were knowledgeable, patient, and responsive, we couldn’t have asked for a better outcome."
Laure Helemski
Online Marketing Specialist
"Pure Proposals were a huge help setting up and linking PandaDoc to HubSpot. They handled automations, custom field calculations, and even Typeform integrations. They know their stuff. Absolutely recommend!"
Stefan Lhota
Operations Manager
"Pure Proposals helped us design and automate our proposal process, linking PandaDoc with HubSpot and aligning deal fields perfectly. They were a pleasure to work with, deeply knowledgeable and easy to collaborate with."
Pat Morrell
Chief Revenue Officer
"We engaged Pure Proposals to build an automated proposal process from scratch. They delivered branded proposals with full automation, met every deadline, and stayed responsive even after launch."
Monique Eeson
Lawyer
"We weren't sure where to start with PandaDoc, but Pure Proposals made it simple. They worked with us closely through template setup and API configuration, guiding us every step of the way."
Steve Warton
Co-Founder & CEO
"Working with Pure Proposals was fantastic. They helped us cut the learning curve, built exactly what we wanted, and explained everything clearly. It saved us hours and was worth every cent."
Stephen Macdonald
Partner
"Pure Proposals were great to work with. While PandaDoc is intuitive, having experts saved us time and money. We shared our vision and they brought it to life faster and better than we imagined. Friendly, responsive, and easy to communicate with. A++ recommend!"
Gregg Alvarez
CEO
"Pure Proposals were an excellent resource. They helped us figure out what we needed and set up a clear plan to get there step by step. We’ll definitely continue working with them as an ongoing partner."
Chad Gill
Owner
"We needed proposals that stood out and could be tailored easily for clients. Pure Proposals set everything up in PandaDoc and suggested improvements that made it even better. We’re thrilled with the results and already working with them again."
Steven McLean
Director of Client Solutions
"We needed a faster way to send contracts, and Pure Proposals made it happen. They moved us into PandaDoc, created our materials, and trained our sales team. Everything now works smoothly and saves us time."
Akia Booker
Owner Operator
"Pure Proposals did a fantastic job building our PandaDoc proposals and IT agreements. What used to take hours now takes minutes, the process is faster, cleaner, and far more professional. Highly recommend!"
Guy Yunghanns
CEO
"Pure Proposals provided an excellent service for our PandaDoc proposal template. They were patient, thorough, and the result looks fantastic. The new template saves our team hours and our documents look 100% more professional. They also helped integrate Stripe for payments. Highly recommend!"
Rachel Rice
Head of Operations
"Pure Proposals are awesome, calm, knowledgeable, and over-deliver every time. Their integrations brought tangible business benefits, and the end result was outstanding. I recommend them highly and will absolutely work with them again."
Kym Wallis
Founding Director
"Pure Proposals were amazing to work with. They created a proposal template for our new business that came out fantastic. They’re thorough, communicative, and true professionals. We’ll be hiring them again soon. Highly recommend!"
Jason Berkowitz
President & CEO
"Our experience with Pure Proposals has been excellent. Their knowledge is top-tier, adding great value through smart design input, automation, and clear communication from start to finish."
Brad Volling
Owner
"Pure Proposals helped us tailor and streamline our proposals, cutting down admin work and making our documents clearer and more effective. They communicated every step and made the whole process simple. Highly recommended!"
Stephanie Day
"Can't recommend Pure Proposals enough. They're absolute pros and a pleasure to work with. We saw a measurable uplift in conversions from day one using their updated PandaDoc proposals. Everything was plug-and-play and super easy."
Alexander Sugden
Chief Revenue Officer
"Pure Proposals created a visually stunning template that takes full advantage of the PandaDoc API. It completely refreshed the look of our annual report and now generates much of the content automatically. A huge time saver."
Jeff Mason
Vice President
"Pure Proposals were incredibly knowledgeable about PandaDoc and understood our requirements perfectly. They delivered exactly what we needed and helped us link our proposals seamlessly with our CRM. Highly recommend!"
Sean Martins
Director of Sales and Marketing
"Pure Proposals have made a massive difference to how we manage proposals. Others said our Monday.com and PandaDoc setup wasn’t possible, but they made it happen flawlessly. Everything runs perfectly and we couldn’t be happier with the results."
Tom Egan
Director
"Can't recommend Pure Proposals enough. They're absolute pros and a pleasure to work with. We saw a measurable uplift in conversions from day one using their updated PandaDoc proposals. Everything was plug-and-play and super easy."
Alexander Sugden
Chief Revenue Officer
"Our proposals were clunky and confusing, and we couldn’t clearly show Member vs Non-Member pricing. Pure Proposals knew PandaDoc inside out and nailed what we needed. Our proposals now convert at much higher rates - more sales!"
Emily Jaksch
Founder / HR guru
"Before working with Pure Proposals, our team struggled to get the most out of PandaDoc. They optimized everything and empowered us to use it with confidence. Our workflow is smoother and our proposals far more effective."
Neha Chohan
Head of Marketing
"Our templates needed a refresh and Pure Proposals really delivered. They helped create new contracts, collaborated with multiple departments, and made sure everything was implemented perfectly."
Ellen Hansbury
Chief Revenue Officer
"Working with Pure Proposals on redesigning and streamlining our proposal process was a great experience. They were knowledgeable, patient, and responsive, we couldn’t have asked for a better outcome."
Laure Helemski
Online Marketing Specialist
"Pure Proposals were a huge help setting up and linking PandaDoc to HubSpot. They handled automations, custom field calculations, and even Typeform integrations. They know their stuff. Absolutely recommend!"
Stefan Lhota
Operations Manager
"Pure Proposals helped us design and automate our proposal process, linking PandaDoc with HubSpot and aligning deal fields perfectly. They were a pleasure to work with, deeply knowledgeable and easy to collaborate with."
Pat Morrell
Chief Revenue Officer
"We engaged Pure Proposals to build an automated proposal process from scratch. They delivered branded proposals with full automation, met every deadline, and stayed responsive even after launch."
Monique Eeson
Lawyer
"We weren't sure where to start with PandaDoc, but Pure Proposals made it simple. They worked with us closely through template setup and API configuration, guiding us every step of the way."
Steve Warton
Co-Founder & CEO
"Working with Pure Proposals was fantastic. They helped us cut the learning curve, built exactly what we wanted, and explained everything clearly. It saved us hours and was worth every cent."
Stephen Macdonald
Partner
"Pure Proposals were great to work with. While PandaDoc is intuitive, having experts saved us time and money. We shared our vision and they brought it to life faster and better than we imagined. Friendly, responsive, and easy to communicate with. A++ recommend!"
Gregg Alvarez
CEO
"Pure Proposals were an excellent resource. They helped us figure out what we needed and set up a clear plan to get there step by step. We’ll definitely continue working with them as an ongoing partner."
Chad Gill
Owner
"We needed proposals that stood out and could be tailored easily for clients. Pure Proposals set everything up in PandaDoc and suggested improvements that made it even better. We’re thrilled with the results and already working with them again."
Steven McLean
Director of Client Solutions
"We needed a faster way to send contracts, and Pure Proposals made it happen. They moved us into PandaDoc, created our materials, and trained our sales team. Everything now works smoothly and saves us time."
Akia Booker
Owner Operator
"Pure Proposals did a fantastic job building our PandaDoc proposals and IT agreements. What used to take hours now takes minutes, the process is faster, cleaner, and far more professional. Highly recommend!"
Guy Yunghanns
CEO
"Pure Proposals provided an excellent service for our PandaDoc proposal template. They were patient, thorough, and the result looks fantastic. The new template saves our team hours and our documents look 100% more professional. They also helped integrate Stripe for payments. Highly recommend!"
Rachel Rice
Head of Operations
"Pure Proposals are awesome, calm, knowledgeable, and over-deliver every time. Their integrations brought tangible business benefits, and the end result was outstanding. I recommend them highly and will absolutely work with them again."
Kym Wallis
Founding Director
"Pure Proposals were amazing to work with. They created a proposal template for our new business that came out fantastic. They’re thorough, communicative, and true professionals. We’ll be hiring them again soon. Highly recommend!"
Jason Berkowitz
President & CEO
"Our experience with Pure Proposals has been excellent. Their knowledge is top-tier, adding great value through smart design input, automation, and clear communication from start to finish."
Brad Volling
Owner
"Pure Proposals helped us tailor and streamline our proposals, cutting down admin work and making our documents clearer and more effective. They communicated every step and made the whole process simple. Highly recommended!"
Stephanie Day
"Can't recommend Pure Proposals enough. They're absolute pros and a pleasure to work with. We saw a measurable uplift in conversions from day one using their updated PandaDoc proposals. Everything was plug-and-play and super easy."
Alexander Sugden
Chief Revenue Officer
"Pure Proposals created a visually stunning template that takes full advantage of the PandaDoc API. It completely refreshed the look of our annual report and now generates much of the content automatically. A huge time saver."
Jeff Mason
Vice President
"Pure Proposals were incredibly knowledgeable about PandaDoc and understood our requirements perfectly. They delivered exactly what we needed and helped us link our proposals seamlessly with our CRM. Highly recommend!"
Sean Martins
Director of Sales and Marketing
"Pure Proposals have made a massive difference to how we manage proposals. Others said our Monday.com and PandaDoc setup wasn’t possible, but they made it happen flawlessly. Everything runs perfectly and we couldn’t be happier with the results."
Tom Egan
Director
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.