Your PandaDoc setup, done for you
Starting fresh or rescuing a stalled account: we build your branded templates, wire up your CRM, and get your team sending on-brand proposals in minutes instead of 50. Fixed scope and price, agreed before any work begins.
No pitch. You leave with a scoped plan and a fixed quote, whether or not we work together.
- Certified PandaDoc Premier Partner
- 100+ B2B teams onboarded
- 60-day guided rollout
- Fixed scope, fixed price
Trusted by more than 100+ B2B proposal generating teams
Sound familiar?
These are the exact words teams use on their first call with us.
“Proposals take 45 minutes each, so most months they just don’t go out.”
“Our proposals look nothing like the brand on our website.”
“We bought PandaDoc and HubSpot. They still don’t talk to each other.”
“Every quote still has to go through the founder.”
If any of that sounds familiar, you don't need more software. You need someone to make the tools you already own actually work.
What we build for you
Branded templates
Proposal and quote templates that match your brand and lock in your best-performing messaging.
CRM integration
Two-way sync with HubSpot, Salesforce, or Pipedrive so reps send from the tools they already use.
CPQ pricing
Guided catalogs and pricing tables that stop discounting errors and speed up every quote.
Team training
Hands-on rollout so your whole team is sending confidently from day one.
How many proposals didn't you send last month?
Slow quoting doesn't just waste time, it silently caps revenue. Here is what changes when your PandaDoc setup actually works.
1 hour to 10 minutes
Document creation time for one B2B team after we rebuilt their templates and CRM sync.
45+ hours a month
What a 60-proposal team spends quoting at 45 minutes per proposal. We target cutting that to a third.
5 proposals a month
All one sales team could send because creation was so cumbersome. They told us they would send more if it was easier. That is the invisible cost.
How it works
1. Map
A free 15-minute call to scope your setup: what is broken, what is missing, what it should look like. You get a fixed price and a timeline before any work begins.
2. Build
We build your templates, wire up your CRM, and set pricing rules while your team keeps selling. Nothing goes live until you have signed off.
3. Train
Hands-on rollout with your team, then a guided period of tweaks and support so the system sticks and reps actually use it.
Is this you?
This works best for
- B2B teams of roughly 2 to 20 people sending 5 to 60 proposals a month
- You own PandaDoc (or are ready to) but it is not paying off yet
- You run HubSpot, Salesforce, Pipedrive, monday.com, or Attio
- You just rebranded and your proposals are the last thing letting you down
Probably not a fit if
- Solo operators sending one proposal a quarter
- Teams looking for a cheap pair of hands to type documents
- Anyone who wants a tool recommendation instead of a working system
What our customers have to say
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.
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.
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.
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.
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.
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.
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.
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.
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!
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.
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.
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!
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!
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.
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.
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!
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.
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!
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.
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.
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.
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!
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.
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.
The free call: exactly what happens
15 minutes, on video
A working session, not a pitch. Bring whoever owns your quoting process.
We map your setup live
Where your quoting leaks time, what to fix first, and what a working system looks like for your team.
You leave with a plan and a fixed quote
Scoped, priced, with a timeline. Keep it and build it yourself if you want. No obligation, no follow-up sequence.
Pure Proposals is a certified PandaDoc Premier Partner. We work inside your account, on your subscription, and everything we build stays yours.
Pick a time that suits you
15 minutes, no pitch. You leave with a scoped plan and a fixed quote.
Questions teams ask before they book
Still have questions? Book a free call
How much does PandaDoc implementation cost?
Every engagement is fixed scope and quoted upfront, so you know the exact number before any work begins. Where you land depends on scope: a focused template build is very different from a full CPQ and AI engine. For context, teams quoting manually often spend 40+ hours a month on proposals. That is the real cost.
How long does PandaDoc implementation take?
We set a clear timeline with you on the first call, before any work begins. Most template and CRM builds go live within a few weeks; larger CPQ and automation projects take longer. Every project includes a guided rollout so your team is fully up to speed, not just switched on.
We already have PandaDoc. Can you fix our existing setup?
Yes, rescues are a large share of our work. Most teams use about 20% of what PandaDoc can do. We audit what you have, rebuild templates that do not match your brand, repair broken CRM sync, and train your team, building on your existing account rather than starting over.
Can we just use ChatGPT to write our proposals?
Drafting text is the easy part. The hard part is pricing logic, CRM data flow, and templates that do not break, and that is what actually slows quoting down. We build that system properly in PandaDoc, then layer AI on top of your live data where it genuinely saves time.
Do you work with our CRM?
Almost certainly. We build two-way PandaDoc integrations with HubSpot, Salesforce, Pipedrive, monday.com, and Attio, with fields mapped so reps send documents from the CRM they already work in. Using something else? Book a call and we will confirm the integration path before you commit.
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.
No lock-in. No pressure. Just a clear plan.