Client onboarding sets the tone for your entire relationship. Done right, it builds trust, reduces churn, and improves your internal efficiency. Done wrong, it’s a bottleneck. Fortunately, PandaDoc makes automating onboarding smooth and scalable.

Here’s how to do it.

Step 1: Create an Onboarding Document Template
Build a reusable welcome packet with PandaDoc. Include:

• A personalized welcome message
• Timeline of next steps
• Contract or service agreement
• FAQ or resource guide

Step 2: Use Variables for Personalization
Use variables like client name, project start date, and contact info to auto-fill each document.

Step 3: Trigger Docs with Your CRM or Zapier
Automatically send onboarding docs when a deal is marked “Closed Won” in your CRM. Integrate PandaDoc with tools like HubSpot, Salesforce, or use Zapier for no-code automation.

Step 4: Track Document Activity
Get real-time updates when clients open, comment on, or sign documents.

Step 5: Follow Up Automatically
Set auto-reminders for unsigned documents. Keep the process moving without manual chasing.

Result? Onboarding that feels personal to the client and effortless for your team.