Our people are your people
Our team offers a comprehensive suite of onboarding services to get you and your team up and running in no time.
PandaDoc onboarding services
Setup and configure
We can assist you with the overall setup and configuration of your account including branding personalization. We leverage several years of best practices to enable your success.
Content migration
We can convert your existing proposals, contracts, MSAs and other key documents and make them native and editable inside PandaDoc. We’ll also create the styles and themes that match your corporate brand guidelines.
Personalized training
We can deliver our standard training to your users or create a personalized experience. We can deliver the training via online webinars depending on your needs.
Return on investment
Customers who take advantage of PandaDoc’s Onboarding Services see stronger internal adoption and recognize longer-term success. This allows you to protect and maximize your time and resources investment.
Connecting to your CRM or another system like CPQ? Automation and other workflow requirements? We’ve got you covered!
Partner with our onboarding and services team to create the automation and workflows that you need for all your PandaDoc documents. We’ll help you create a customized document workflow that matches your exact requirements and needs. We can help you connect to your existing CRM, or interface via webhooks and access our PandaDoc API to integrate some of your other systems. Don’t have the resources, time or skills needed to take on the challenge of our API or Zapier? Let us do the heavy lifting: one of our PandaDoc Solutions Engineers will get you and your team on the road to success.
PandaDoc onboarding service packages
| Onboarding Starter | Onboarding for Integrations | Onboarding for Integrations w/ Premium Support | Ultimate Onboarding |
|---|---|---|---|
| No CRM or integrations support | Includes Support for CRM, API, and Zapier | Includes Support for CRM, API, and Zapier | Includes Support for CRM, API, and Zapier |
| Kickoff call | Kickoff call | Kickoff call | Kickoff call |
| Admin training | Admin training | Admin training | Admin training |
| 5 pages converted | 5 pages converted | 5 pages converted | 5 pages converted |
| Content review | Content review | Content review | Content review |
| Team training | Team training | Team training | |
| Integration support & guidance | Integration support & guidance | Integration support & guidance | |
| 12 Months of Premium Support | 12 Months of Premium Support | ||
| Email White Labeling | Email White Labeling | ||
| Onboarding for up to 3 teams |
Compare packages*
| Onboarding Starter | Onboarding for Integrations | Onboarding for Integrations w/ Premium Support | Ultimate Onboarding | |
|---|---|---|---|---|
| Dedicated Onboarding Specialist | ||||
| Kickoff Call (up to 45 min) | ||||
| Virtual Group Admin Webinar (90 min) | ||||
| Personal Admin Training (up to 1 hour) | Up to 3 | |||
| Content Conversion | Up to 5 Pages | Up to 15 Pages | Up to 15 Pages | Up to 50 Pages |
| Content Review (up to 1 hour) | ||||
| Content Edits | Up to 1 | Up to 2 | Up to 2 | Up to 2 |
| Team Training (up to 1 hour) | Up to 3 | |||
| Integration Installation & Configuration Assistance (up to 1 hour | ||||
| API Guidance (up to 2 hours) | ||||
| Solutions Architect Consulting for complex workflows (up to 2 hours) | ||||
| SSO Implementation Assistance | ||||
| Premium Support & Dedicated TAM | ||||
| Onboarding for multiple teams | Up to 3 | |||
| Email White Labeling Setup (1 domain) |
Additional services
| Email White Label Assistance | Whitelabeling Setup and ongoing maintenance fee of $400.00, charged per Domain. |
| Email White Label — Additional Workspaces | White label email domain on an additional workspace. With this you can have the same address as your original workspace or create a new email address for an entirely different organization. |
