Finish your demo booking
Looks like you haven't picked a time for your personalized demo. Pick a time now.
Select date and time
- CPQ Implementation Certification1
- North America
- Latin America
- Europe
- Asia-Pacific
- Middle East & Africa
- English
- Professional Services
- Technology
- Management Consulting
- Document Management
- Template Design
- Workflows
- CPQ
- API
- HubSpot
- Salesforce
- Pipedrive
- Monday.com
- < $2,500 or unsure
- $2,500 - $5,000
- $5,000 - $10,000
- $10,000+
PandaDoc Implementation & Integrations for Legal and Professional Services
Micronetbd empowers legal and professional services firms to accelerate document workflows with PandaDoc while ensuring seamless integration into core business systems. We bring deep expertise in Salesforce and Litify, helping teams standardize templates, automate approvals, and capture clean data throughout the document lifecycle.
Our services include:
- New implementations and re-implementations
- Template and content library design (merge fields, clauses, variables)
- Workflow automation (roles, approvals, routing, notifications)
- Pricing/catalog configuration with light CPQ alignment
- Salesforce and Litify integrations (objects, permissions, reporting)
- Training, governance, and admin-as-a-service
Client outcomes: reduced template sprawl, fewer errors, faster turnaround times, and improved reporting on cycle time and win rates. With a pragmatic, delivery-focused approach, we provide clear scope, reliable execution, and ongoing support to keep your PandaDoc environment running smoothly.
""I hired this amazing team and have been astounded at the progress they’ve made on the project. Each step of the process was a heavy lift and Micronetbd Inc was up for the task.""
PandaDoc and Micronetbd Inc.
Micronetbd is a dedicated services partner specializing in PandaDoc for legal and professional services. We translate business processes into scalable document workflows, mapping approvals, setting roles and permissions, and standardizing templates. Our integrations ensure PandaDoc data flows cleanly into Salesforce and Litify, enabling accurate tracking and reporting. Post-implementation, we provide training, governance best practices, and managed admin support to safeguard long-term success. The result: faster documents, better data integrity, and reduced manual effort across sales and legal operations.