ONBOARDING SERVICES

So much more than software

As your business partner, PandaDoc provides the onboarding and support services to get you up, running, and achieving more.

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Onboarding your business with PandaDoc

Based on your needs, we can help you to choose the best option for your onboarding plan.

Fundamentals

Best for tech-savvy teams confident with new software. We’ll provide the foundational knowledge to get users on their feet.

Professional Onboarding

A comprehensive option focused on integrations. Perfect for teams who need to add PandaDoc to sophisticated tech stacks.

Premium Onboarding

Our top-tier experience is designed for customers who need extra assistance or to roll out PandaDoc across multiple teams.

Premium Support & Onboarding subscription

Includes our Premium package plus access to a Technical Account Manager. Subscribers can onboard new teams as needed.

Onboarding Packages

Fundamentals	Professional onboarding	Premium onboarding	Premium support & onboarding subscription
Integrations support	Includes supported CRM integrations	Includes supported CRM integrations and API	Includes supported CRM integrations and API
Launch plan call	Launch plan call	Launch plan call	Everything in premium onboarding
Template review	Template review	Template review	Re-enroll in onboarding anytime
Up to 5 pages converted	Up to 15 pages converted	Up to 50 pages converted & Up to 5 pages redesigned	Dedicated technical account manager
Admin training	Admin training	Admin training
Integration assistance add-on	Team training	Team training	Priority support ticket routing
	Integration assistance	Integration assistance	Technical business review
	Solutions engineer consulting	Solutions engineer consulting	Enterprise service level agreement
	SSO implementation assistance	SSO implementation assistance
		API consulting
		Email white labeling
		Onboarding for up to 3 teams

Reach out to our experts

From onboarding to document conversion, our experts can help you with a range of questions about PandaDoc services. Regardless of where you are in your journey or the complexity of your operations, we’ll get you the right answers ASAP.

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