You will get Streamlined Contract & Proposal Template Design & Automation with PandaDoc
Top Rated
Top Rated
Project details
What sets me and this project apart is my extensive expertise in PandaDoc automation, proposal and contract template design, and CRM integration. With over 4 years of experience, I specialize in creating visually compelling, branded PandaDoc templates and automating document workflows to enhance efficiency for businesses.
You'll benefit from increased productivity, enhanced client communications, and seamless CRM integration for your document management needs by partnering with me. I'm dedicated to delivering personalized, high-quality solutions that take your business to the next level.
You'll benefit from increased productivity, enhanced client communications, and seamless CRM integration for your document management needs by partnering with me. I'm dedicated to delivering personalized, high-quality solutions that take your business to the next level.
Industry
Architecture & Interior Design, Health & Medical, Logistics & Supply Chain Management, Marketing & Advertising, SoftwareWhat's included
| Service Tiers |
Starter
$500
|
Standard
$700
|
Advanced
$1,000
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 8 days |
Live Consultation (Minutes) | 30 | 60 | 90 |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$100 - $200
Additional 10 Minutes of Consultation
+$30
Process Automation & Integration
(+ 1 Day)
+$150
64 reviews
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AG
Alexandre G.
Aug 27, 2026
Proposal for PandaDoc Template Redesign
DS
David S.
Jul 17, 2026
PandaDoc, Close CRM & QuickBooks Automation
Kelvin did a fantastic job building sophisticated Zaps between my CRM (Close), my proposal platform (PandaDoc), and my finance platform (QBO). Now I use them like they're one piece of software. A client requests a proposal in Close — boom, it's loaded and ready in PandaDoc. They complete it — boom, the invoice is waiting for me to check and send, and it syncs straight to QBO. Massive time savings.
Kelvin wrote a lot of custom code, testing and iterating until it worked perfectly. And whenever I've brought him a small hiccup since, he's fixed it right away as part of the original contract.
Really happy with Kelvin's work. Whatever you need, he'll figure out how to build it.
Kelvin wrote a lot of custom code, testing and iterating until it worked perfectly. And whenever I've brought him a small hiccup since, he's fixed it right away as part of the original contract.
Really happy with Kelvin's work. Whatever you need, he'll figure out how to build it.
AB
Aprile B.
May 27, 2026
PandaDoc Setup — Templates, Contracts & Branding for Small Creative Studio
DS
David S.
May 10, 2026
30 minute consultation
Very helpful consultation. Identified problems and created a plan to solve them.
RR
Riaz R.
Apr 21, 2026
Proposal Update and Template Creation in PandaDoc
About Etoma-Etoto Kelvin
Certified PandaDoc Expert & Automation Specialist | Make, CRM, Zapier
100%
Job Success
Lagos, Nigeria - 1:18 am local time
I fix that — design, automation, and development, all in one engagement.
Over 85 projects and $40K+ earned on Upwork, I've helped businesses across industries eliminate the manual work from their critical operations: CRM workflows in HubSpot, Monday, and Salesforce; professionally designed proposals and contracts rebuilt in PandaDoc; multi-step integrations in Zapier, Make, and n8n; invoicing logic in QuickBooks; mobile apps in Flutter; and web platforms in Next.js and React.
🎨 DESIGN THAT REPRESENTS YOU
Before anything gets automated, it has to look right. I design professional proposals, SOWs, and contracts from scratch — or recreate your existing documents in PandaDoc — so they match your brand identity with the same polish as your website. Clean typography, structured layouts, modern visuals. No more off-brand docs that erode client trust before the deal is even signed.
🔧 AUTOMATION THAT SCALES IT
Great design is only half the story. Once your documents look the part, I wire them into your systems so the whole process runs without anyone babysitting it. Proposals auto-filled from your CRM. Contracts triggered by a form submission. Signatures collected and status updated automatically. Workflows in Zapier, Make, or n8n that push documents straight into inboxes while your team focuses on closing.
⚙️ SYSTEMS & DEVELOPMENT
CRM operations — HubSpot pipelines, Monday boards, Salesforce flows, QuickBooks invoicing. Clean data, clean process.
Mobile & web — Flutter apps (iOS + Android) and Next.js / React platforms built to production standard.
REST APIs and webhooks — if your tools need to talk to each other, I make that happen regardless of whether there's a native integration.
📋 PROOF IN RESULTS
• Roofing company → cut proposal prep time by 70%, turning delays into same-day closes.
• SaaS client → migrated from static PDFs to PandaDoc with Salesforce integration; doubled turnaround speed with zero document errors.
• Financial services firm → automated contracts via Typeform → Monday → PandaDoc; 10+ hours/week saved.
• Dutch energy company → built mixed-VAT PandaDoc pricing automation integrated with Zapier.
• Chicago hospitality group → n8n + AI lead response system integrated with their booking platform.
• Cleaning services COO → "First time our docs actually looked like our website."
🤝 HOW I WORK
Every engagement comes with clear documentation and a Loom walkthrough or call so your team stays in control after I'm done. I don't just deliver and disappear — I hand over properly.
If your operations have gaps that are costing you time or deals, let's talk.
Steps for completing your project
After purchasing the project, send requirements so Etoma-Etoto Kelvin can start the project.
Delivery time starts when Etoma-Etoto Kelvin receives requirements from you.
Etoma-Etoto Kelvin works on your project following the steps below.
Revisions may occur after the delivery date.
Project Completion