PandaDoc onboarding services

We’re here to help you make the most of your PandaDoc subscription. Whether you need help setting up your Templates, integrating with your CRM, training your team or just want to make sure you’re maximizing the value of your new tool - we’ve got an onboarding package that’s right for you.

Benefits of onboarding services

Launch faster

A PandaDoc Customer Success Manager will guide you through proper set up and will train your team to ensure a rapid and successful launch. The sooner you launch PandaDoc, the sooner you start seeing results.

Reduce your workflow

We’ll work with you to create a seamless workflow, from efficiently creating and customizing documents all the way through to collecting signatures (and payment!).

Beat your competition

Our team will convert your existing documents into the interactive and design-rich PandaDoc editor, creating a transactional experience that is sure to set you apart from your competition.

Our process

Workflow consultation

You’re entering a new era of document management. Chances are, you have a few outdated documents or processes you’ll need to update along the way. A PandaDoc Customer Success Manager will review your organization’s end-to-end document process and set up your account to maximize your team’s efficiency.

Content conversion

We’ll take your existing documents and convert them into engaging and fully editable PandaDoc Templates while enhancing your brand. Our Customer Success Managers onboard hundreds of customers from all types of businesses and industries each week. They’ll save you time by implementing best practices and quickly translating your business processes into a PandaDoc workflow.

Premium integration support

Integrating PandaDoc with your CRM, accounting, or payment software? We’ve got you covered. Based on your current requirements and desired outcome, a Customer Success Manager will implement the right structure and workflow for whatever tool you’re integrating.

Training sessions

We know our platform inside and out and have onboarded thousands of users. By training your Admins and providing them with a tailored user training guide, we’ll make sure your team knows everything they need to know when it comes time to launch. Your team will be up and running within a matter of days, not weeks.

Which service package is best for my business?

Our tiered service packages were designed with you in mind. Find the package that fits your needs below.

Editor essentials

The Editor Essentials onboarding will have your PandaDoc account and document process set up in no time, and with as little input from you as possible. This package is best suited for teams looking to quickly create on-brand documents without integrating a CRM or using the product catalog/pricing table.

What’s included:

  • Reusable, on-brand design theme for templates
  • Administrator training
  • Up to 5 pages of content converted
  • Deployment of up to 2 workspaces

Ops excellence

Ensuring data accuracy and transparency is key to any growing business. We’ll help maximize your team’s efficiency by leveraging your CRM to create and manage documents. This package is best for teams who want to integrate their document process with their CRM without using the product catalog or pricing tables.

What’s included:

  • Deployment kick-off call
  • Reusable, on-brand design theme for templates
  • CRM integration assistance
  • Administrator training
  • Tailored end-user training guide
  • Up to 10 pages of content converted
  • Deployment of up to 2 workspaces

Sales accelerator

Your team’s efficiency around contracts, quotes, and proposals can be a game changer. PandaDoc exists to accelerate the way you transact while maintaining a personalized touch. A PandaDoc Customer Success Manager will assess your sales transaction process and set up your workspace to give you that competitive edge.

What’s included:

  • Deployment kick-off call
  • Reusable, on-brand design theme for templates
  • Sales process assessment
  • CRM integration assistance
  • Pricing table and product catalog setup
  • Administrator training
  • Tailored end-user training guide
  • Up to 15 pages of content converted
  • Deployment of up to 2 workspaces

Custom

If you’re not sure whether any of these onboarding packages cover your needs, no worries. We would be glad to work out of the box to ensure PandaDoc makes your business documents a breeze — whether that includes using our API or SDK, setting up a custom integration, or anything else you are looking to achieve. Let’s chat.