PandaDoc professional services

Whether you are implementing document automation software for the first time or are looking for a fresh new take on your existing customer-facing documents, the Professional Services Team at PandaDoc is here to help.

Why you should consider our services

Beat your competition

Our design experts at PandaDoc can create new and modern documents that are sure to set you apart from your competition.

Time is money

This often means you don’t have a ton of time to implement a new software tool. Let the PandaDoc Services Team do the heavy lifting.

Reduce your workflow

We understand the hesitation when it comes to choosing a new provider to take on something you’ve worked hard to create.

PandaDoc Service Team offerings

Branding and graphic design

This package is perfect for those looking for a total makeover. After a brief design consultation, the PandaDoc Services team will develop and present three design options for you to choose from. After choosing your favorite design, the team will then create your theme of your documents.

Training sessions

One’s first thoughts when purchasing a new solution is, ‘How am I going to get my team trained and up and running as quickly as possible? I know nothing about this software.’ With our Administrator and Team Trainings available per plan, you won’t have to worry. Our Service Team can customize any session to your use case and workflow and have your team using PandaDoc in days not weeks.

Content conversion

If you already have specific documents that work for you and your business, no problem. Our PandaDoc product experts will take your existing documents and convert them into your PandaDoc workspace in no time. We can convert just about anything into a template or content library item that can be used over and over again without sacrificing your brand identity.

Premium Developer Support

During your PandaDoc deployment phase with applications that use the PandaDoc API or SDK, we have the right resources to support your needs. Based on your current requirements or desired use case, PandaDoc Developer Support gives you the intelligence and proficiency necessary so that your document workflow doesn’t see any downtime.

Custom development

There will be some use cases where our internal PandaDoc Services Team will need additional help, like a custom integration with a CRM or an integration with an invoicing tool. In these cases, our team will work with a Development Partner, often a PandaDoc Partner, who is an expert on the PandaDoc platform. These custom solutions will benefit not only your business but also the entire PandaDoc community.

How do I know which package is best for my business?

Our tiered packages are designed for organizations of any size. With each tiered package comes dedicated support from your assigned Professional Services Manager, a single point of contact and support throughout the entire implementation phase.

Jumpstart

Jumpstart is meant for single-users that may require some support after deployment. You are a one person shop or have less than 10 on your staff and you just need a brief runthrough.

  • 2 pages of content conversion
  • One 30-minute planning/Q&A/ Training call
  • One 30-minute content review and integration call

Tier 1

Tier 1 is intended for teams who don’t have internal resources to deploy PandaDoc. You need step-by-step help setting up your templates and integrations and you also need a resource to help train your entire team.

  • 15 pages of content conversion
  • Kick-off call to determine deliverables and responsibilities
  • Project roadmap outlining owners and due dates
  • Weekly check-ins as needed
  • Dedicated support throughout deployment
  • Live 1-on-1 admin training
  • Live team training
  • Custom end-user guide post deployment

Tier 2

Tier 2 is best suited for users or small teams who have done some work within their PandaDoc account. You’ve probably created most of your templates but need additional guidance for a successful launch.

  • 5 pages of content conversion
  • Kick-off call to determine deliverables and responsibilities
  • CRM integration assistance
  • Up to 4 30-minute training and guidance calls

Custom

Don’t see the right package or would you like a mix of all of our services? Not to worry. We can create the perfect package so that you get the most out of your PandaDoc investment.