PandaDoc Ongoing Support
Someone on your team is manually filling forms, syncing data between tools, and stitching together workflows PandaDoc almost supports. That's the integration we automate. Our Ongoing Support service handles updates, workflow improvements, new integrations, and team training, so your system stays efficient, accurate, and aligned with how your business is growing.
What's included?
Everything you need to keep your PandaDoc system optimized, updated, and fully supported.
Template Updates & Enhancements
We manage ongoing updates to templates, content libraries, and design layouts - keeping every document aligned with your current branding, pricing, and messaging.
Workflow Optimization
We review your approval flows, automations, and triggers to identify bottlenecks and improve efficiency as your team scales.
Integration Management
We support and maintain integrations with CRMs, CPQ tools, and other platforms - ensuring data syncs accurately across systems.
Pricing & Catalog Maintenance
When your products or pricing change, we update your configurations and templates so every quote and proposal remains accurate.
Training & Team Support
We provide onboarding for new staff, refresher sessions for existing teams, and clear resources to keep everyone confident using PandaDoc.
Troubleshooting & Priority Assistance
Our team responds quickly to issues, ensuring minimal downtime and uninterrupted workflow.
“Before reaching out to Pure Proposals, our team was using PandaDoc, but we struggled to get the most out of it. Ben at Pure Proposals was instrumental in helping us optimize our use of PandaDoc, making the tool work for us rather than the other way around. The biggest win from this project has been empowering our team to confidently use PandaDoc, which has significantly improved our proposal process workflows. I would highly recommend Ben and Pure Proposals to anyone looking to enhance their proposal process.”
Neha Cohen
Head of Growth Marketing
Frequently asked questions
Still have questions? Book a free call
Why do I need ongoing support if my PandaDoc is already set up?
Because your business changes - new products, new staff, and new pricing. Ongoing support ensures your system always reflects reality and performs at its best.
What exactly do you maintain or update?
We handle everything from template edits and pricing updates to automation tweaks and integration checks - whatever’s needed to keep your workflow running smoothly.
How often do you review our setup?
We recommend quarterly performance reviews, but support frequency depends on your chosen plan and business needs.
What if we change CRMs or sales tools?
We’ll help you reconnect and reconfigure PandaDoc with your new systems - ensuring your documents and data remain synced.
Can you make proactive recommendations, not just fixes?
Yes. We regularly review your workflows and suggest improvements to help you get more value out of your PandaDoc setup.
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.