Getting started with Pure Proposals.
Our consulting services cover everything from setup to advanced automation. Here's how it works, in three simple steps.
Trusted by more than 100+ B2B proposal generating teams
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Step 01
Book a free call
Book a call directly and we'll find a time to chat, understand how your team sells, and map out what you need.
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Step 02
Get your tailored solution
We'll come back to you with a tailored solution, built in PandaDoc of course, designed around your exact requirements and budget, not a menu of options to pick apart.
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Step 03
We'll get started
When you're ready, you can sign, pay, and we get started. If you have any questions you can always contact us, we're here to help.
What you get
An all-inclusive, done-for-you setup, so your team never has to muck around or come back to fix things.
- Templates Branded, dynamic, reusable
- Workflows Approvals, routing, e-sign
- Support Guidance, training, ongoing help
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.
Alexander Sugden
Chief Revenue Officer
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.
Ellen Hansbury
Chief Revenue Officer
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.
Pat Morrell
Chief Revenue Officer
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.
Stephen Macdonald
Partner
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.
Alexander Sugden
Chief Revenue Officer
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.
Ellen Hansbury
Chief Revenue Officer
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.
Pat Morrell
Chief Revenue Officer
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.
Stephen Macdonald
Partner
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!
Emily Jaksch
Founder / HR guru
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.
Laure Helemski
Online Marketing Specialist
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.
Monique Eeson
Lawyer
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!
Gregg Alvarez
CEO
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!
Emily Jaksch
Founder / HR guru
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.
Laure Helemski
Online Marketing Specialist
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.
Monique Eeson
Lawyer
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!
Gregg Alvarez
CEO
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.
Neha Chohan
Head of Marketing
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!
Stefan Lhota
Operations Manager
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.
Steve Warton
Co-Founder & CEO
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.
Chad Gill
Owner
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.
Neha Chohan
Head of Marketing
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!
Stefan Lhota
Operations Manager
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.
Steve Warton
Co-Founder & CEO
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.
Chad Gill
Owner
Free 15-minute strategy call
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.
Book a free call
No lock-in. No pressure. Just a clear plan.