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.

Our people are your people

PandaDoc onboarding services

Setup and configure

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

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

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

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 StarterOnboarding for IntegrationsOnboarding for Integrations w/ Premium SupportUltimate Onboarding
No CRM or integrations supportIncludes Support for CRM, API, and ZapierIncludes Support for CRM, API, and ZapierIncludes 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 StarterOnboarding for IntegrationsOnboarding for Integrations w/ Premium SupportUltimate 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 AssistanceWhitelabeling Setup and ongoing maintenance fee of $400.00, charged per Domain.
Email White Label — Additional WorkspacesWhite 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.