Your certified PandaDoc partner for implementation that actually sticks.
We're not a PandaDoc reseller: we're the people who make your quoting system real. As a certified partner, we design the full proposal engine (templates, CRM integration, CPQ, and automation) so your reps send faster and close more.
Why work with a PandaDoc partner (not just watch the docs)
PandaDoc is powerful, but the gap between "installed" and "driving revenue" is where most teams stall. A partner brings the implementation patterns learned across dozens of rollouts, so you skip the trial-and-error and go live with a system that fits how your team already sells.
- ✓ Faster time-to-value: go live in weeks, not quarters.
- ✓ CRM-native: proposals that pull live data from HubSpot, Salesforce, Pipedrive and more.
- ✓ Built around your process, not a generic template pack.
What a PandaDoc partner engagement includes
PandaDoc onboarding & setup
Workspace config, users, roles, and your first templates, a clean foundation from day one.
OnboardingCRM integration
Connect PandaDoc to your CRM with clean data mapping: HubSpot, Salesforce, Pipedrive, Attio, Monday.com and more.
IntegrationsBranded templates & content library
Reusable, on-brand, variable-driven templates your whole team can send with confidence.
TemplatesCPQ & approval workflows
Guided quoting, pricing rules, and approvals that keep every quote accurate and on-policy.
CPQTeam training & ongoing support
Up to 60 days of post-launch guidance so the system sticks and your team actually uses it.
SupportResults our partner clients see
80%
faster proposal creation
20%
improvement in close rate
100+
B2B teams implemented
Certified partner vs. going it alone
Doing it yourself
- Weeks of trial-and-error setup
- Generic templates
- Manual CRM copy-paste
- Features left unused
With a certified PandaDoc partner
- Proven implementation playbook
- Branded, variable-driven content library
- Native, mapped CRM integration
- CPQ, automation, and analytics dialed in
Curious how we run an engagement? See our 3-step process
PandaDoc partner FAQs
Still have questions? Book a free call
What is a PandaDoc partner?
A certified implementation partner helps you set up, integrate, and optimize PandaDoc for your sales process, beyond what self-serve setup covers.
Are you a certified PandaDoc partner?
Yes, Pure Proposals is a PandaDoc Premier Partner. We build proposal systems on PandaDoc every day, across dozens of CRMs and industries.
How is a partner different from PandaDoc support?
Support answers tickets; a partner designs and builds the whole proposal engine around your CRM and process.
Which CRMs do you integrate PandaDoc with?
HubSpot, Salesforce, Pipedrive, Attio, Monday.com and more. See our integrations pages for the full detail on each.
How long does implementation take?
Typically weeks, not quarters. The exact timeline depends on scope. Book a free call and we can give you a timeline for your setup.
Ready to get more out of PandaDoc?
Book a free call with your PandaDoc partner. We'll map your process and show you exactly what a Premier Partner rollout looks like.
No lock-in. No pressure. Just a clear plan.