PandaDoc Onboarding
Most teams spend 45 to 50 minutes on a single proposal. After a Premier-Partner-led onboarding, that drops to 10 to 20, with a clear go-live timeline matched to your project tier and scope.
Trusted by more than 100+ B2B proposal generating teams
What's included?
Everything you need for a fast, stress-free PandaDoc setup that works perfectly from day one.
Account & Workspace Setup
We configure your PandaDoc environment, roles, and permissions for secure, efficient collaboration across your team.
Template Design & Customization
We build branded, reusable templates tailored to your business - ensuring every proposal, quote, and contract looks professional and consistent.
Workflow Configuration & Automation
We create streamlined approval processes, notification systems, and document routing rules to keep deals moving smoothly.
CRM & Tool Integration
We connect PandaDoc to your CRM (HubSpot, Salesforce, Pipedrive, etc.) and other tools to automate data flow and eliminate double entry.
Product & Pricing Setup
We import and configure your catalog, pricing tables, and dynamic variables to ensure accurate, automated quoting.
User Training & Adoption
We provide hands-on training sessions and guides to ensure your team knows exactly how to create, send, and track proposals confidently.
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 map
- Bottleneck audit
- Scope + success metrics
- Step 02
Build, connect, automate
Templates, CPQ, and CRM connections delivered in short sprints.
- Branded templates
- CPQ setup
- CRM connection
- Step 03
Launch and support
Team training, tracking, and up to sixty days of guidance after go live.
- Team training
- Deal tracking
- 60 days of guidance
A scoped proposal within 24 hours of your first call, with a fixed price before any work begins.
“Pure Proposals has made a huge difference to the way we do proposals... we were told by others that what we wanted to do with Monday.com and PandaDoc just wasn't possible. But Ben proved them wrong and brought our vision to life. He created exactly what we envisioned, seamlessly and efficiently. The automations run perfectly, just the way we like, and we couldn't be happier with the service we've received.”
Tom Egan
Managing Director - AVIA Homes
Frequently asked questions
Still have questions? Book a free call
What does PandaDoc Onboarding include?
We handle everything from template setup and workflow configuration to CRM integrations, content libraries, and automated approval processes - so your team can start sending proposals efficiently from day one.
How long does the onboarding process take?
Most teams are fully onboarded within 1–3 weeks, depending on the complexity of your workflows, templates, and integrations.
Will my team need training?
Yes. We provide hands-on training and support to ensure your team knows how to use PandaDoc confidently and consistently.
Can you integrate PandaDoc with our existing CRM or sales tools?
Absolutely. We set up integrations so your data flows seamlessly between systems, reducing manual entry and errors.
Can you help improve our existing templates and processes?
We provide an additional service for template redesign work.
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.