PandaDoc Consultant Services
Stop wasting hours on manual proposals. We help sales teams implement PandaDoc the right way, so you close deals faster with less busywork. PandaDoc consulting, implementation, and ongoing support from a Certified Premier Partner, trusted by more than 115+ B2B proposal generating teams.
Trusted by more than 100+ B2B proposal generating teams
PandaDoc services that actually move the needle.
You bought PandaDoc. Now what?
Most teams only use 20% of PandaDoc's capabilities. Here's the difference between a basic setup and a Pure Proposals build.
Other providers
- Basic PandaDoc setups - just template uploads
- No experience with advanced variables or CPQ logic
- Limited CRM or data automation knowledge
- Deliver and disappear - no post-launch guidance
- Templates that break your workflow and require editing every single time
Pure Proposals
- 5+ years of PandaDoc experience, 100+ systems built
- Advanced CPQ, pricing, and CRM automations included
- Consistent branded templates with dynamic content libraries
- 60-day guided rollout to ensure adoption
- Reliable, scalable setup designed for long-term success
Recent builds, in our clients’ own words
Drone TechnologyHow a drone distributor automated tax compliance across 13 Canadian provinces
“I highly recommend working with Ben. He was professional, thorough, and by far the most detail-oriented PandaDoc CPQ partner I spoke with during my initial evaluation process.”
Jacky HeshiCandrone
Parking TechnologyHow a parking technology team went from four tools to one Claude prompt
“We brought in Pure Proposals as a subcontractor to handle our PandaDoc setup and onboarding, and it was a great experience.”
Frequently asked questions
Still have questions? Book a free call
What does a PandaDoc consultant do?
A PandaDoc consultant sets up and optimizes everything inside PandaDoc for your business - templates, content libraries, CPQ and pricing rules, CRM integrations, approval workflows, and team training - so you get real value from the platform instead of using 20% of it.
How much does PandaDoc consulting cost?
It depends on the scope - a template build is very different from a full CPQ and CRM implementation. Book a free consultation and we’ll give you a clear, fixed quote for exactly what you need.
How long does PandaDoc implementation take?
Most teams are fully up and running within 1–3 weeks, depending on the complexity of your templates, workflows, and integrations.
Do you work with companies outside the US?
Yes. We work remotely with B2B teams worldwide - across the US, Europe, Australia, and beyond - and fit our sessions to your timezone.
Compare PandaDoc to the alternatives
Weighing your options? See how PandaDoc stacks up against other proposal and CPQ tools.
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.