We help B2B teams win more deals with PandaDoc.
Certified PandaDoc partner: implementation, branded templates, CRM integration, CPQ, and team training. Built around how your team sells.
100+ happy clients sending proposals every day
Trusted by more than 100+ B2B proposal generating teams
How we make PandaDoc work for you
From PandaDoc setup to full-scale automation, we connect your CRM, pricing, and templates into one seamless flow, so your team can send proposals in minutes, not hours.
Templates and branding
Reusable sections, locked styles, smart variables, and a content library that scales, so every document stays consistent and on-brand.
CPQ and pricing
Guided quotes, approval rules, and dynamic pricing blocks built directly in PandaDoc, no more manual edits or missed line items.
CRM and integrations
Sync PandaDoc with your CRM for full visibility, fewer clicks, zero copy-paste.
Automation and reliability
Built-in checks, notifications, and ongoing support ensure your proposal engine runs smoothly, long after launch.
A clear three-step rollout
From first call to a PandaDoc workspace your team actually uses. Here’s exactly what happens at each step.
- Step 01
Discover
Map the current flow, spot the bottlenecks, define success and scope.
Process mapBottleneck auditScope + success metrics - Step 02
Build, connect, automate
Templates, CPQ, and CRM connections delivered in short sprints.
Branded templatesCPQ setupCRM connection - Step 03
Launch and support
Team training, tracking, and up to sixty days of guidance after go live.
Team trainingDeal tracking60 days of guidance
We've helped teams across industries cut proposal time by 80% and boost close rates by 20%
Based on outcomes across 100+ B2B implementations. Named case studies available on request.
Automated proposal creation
Rapid creation, sending, and tracking.
80%
faster proposal creation
20%
close rate improvement
Seamless CRM integration
Proposals auto-filled with accurate client data.
Zero
manual entry
No
missed fields
Branded, high-impact templates
Proposals reflect your brand and win trust.
2×
client engagement
Always
on brand
There's a reason people choose Pure Proposals for PandaDoc help
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 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
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
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
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 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
A clean break from the usual proposal mess
Other providers
- Disconnected tools that slow your sales process
- Templates that don't reflect your brand or pricing logic
- No automation to sync deals, data, or approvals
- Deliver and disappear, with no training or support
- Systems that fall apart when your team scales
- Proposal engines designed for speed and accuracy
- Templates, pricing, and CRM connected in one flow
- Built-in automations that eliminate manual entry
- Up to 60-day guided rollout with full team training
- Future-proof setup that scales with your business
Free 15-minute strategy call
Book a free call today
Let's design a proposal process that's faster, cleaner, and more reliable. Your timeline depends on your tier and scope, and we map out a clear one before any work begins, whether you're new to PandaDoc or scaling your team.
Book a free call
No lock-in. No pressure. Just a clear plan.