Keep quotes compliant
Sales playbooks customized by RevOps eliminate approval bottlenecks and ensure every quote aligns with company policy.
BEST PROPOSAL INTEGRATIONS FOR PIPEDRIVE
What is PandaDoc CPQ for Pipedrive
PandaDoc CPQ for Pipedrive is the first and only native CPQ solution for Pipedrive, making it one of the best Pipedrive integrations for growing sales teams. It differs from other solutions by bringing the entirety of PandaDoc’s document management suite into the Pipedrive environment. That means reps can start using pipedrive to send proposals and contracts and — along with RevOps — operate from a single source of truth.
If you use a customer relationship management (CRM) solution like Pipedrive to manage prospecting and campaigns, then integrating PandaDoc CPQ is the next logical step for enhancing your sales pipeline. PandaDoc’s integration with Pipedrive allows reps to quickly generate compliant quotes with buyer information pulled directly from customer profiles in the CRM. The resulting quote is automatically saved to the CRM profile so your CRM remains your one source of truth.
CPQ that keeps your entire revenue team in sync
Accelerate every sale
With guardrails in place, reps generate accurate quotes in just a few clicks, keeping customers happy and quotas met.
Never leave Pipedrive
Your entire revenue org stays in sync via a single, data-rich source of truth that lives in the Pipedrive environment.
PandaDoc is one of the most straightforward signature management tools I’ve ever used. The editor is quite simple to use and offers flexibility to compose and customize very sophisticated documents. It also price scales in a friendly way for early-stage startups. Products like Docusign, for instance, were prohibitive when we started our business. But now, we’re scaling with PandaDoc.
Why PandaDoc is the best integration for quoting in Pipedrive
Better quality control
Reps can pull from pre-approved items in your PandaDoc content library and rely on conditional smart content to build quotes that are always compliant and accurate.
A space to collaborate
PandaDoc CPQ for Pipedrive comes with PandaDoc Rooms, allowing reps to create a secure, digital space to answer buyer questions, address objections, and adjust key details in real-time before closing.
Hassle-free onboarding
While other solutions require coding or expensive consultants, PandaDoc CPQ for Pipedrive plugs directly into your Pipedrive instance in a matter of weeks, not months.
We were meticulous in our search for the right tool that would take our proposals to the next level, and PandaDoc delivered on every front. As a small business, PandaDoc has become an indispensable part of our workflow, demonstrating time and time again why it was the right choice for us.
150%
increase in sales velocity
20%
close rate improvement
30%
increase in average contract value
PandaDoc API is naturally dynamic rather than needing manual adjustment. Since switching to PandaDoc it takes us around 80% less time to create each contract.
80%
reduction in contract creation time with embedded API
Built to integrate with all your favorite tools
PandaDoc has partnered with industry-leading providers to ensure our platform integrates with many of the tools you’re already using.
Related content
What is CPQ (Configure, Price, Quote)?
How CPQ complements CRM?
Customer engagement CPQ
Frequently asked questions
CPQ stands for “configure, price, quote,” a process used by modern sales and revenue teams to deliver quotes to customers via digital tools. Configure refers to compiling and organizing items and services in a product catalog, including bundles, subscriptions, and other specialized offerings. RevOps professionals typically do this in compliance with company policy.
Pricing refers to assigning prices to catalog items, including things like discounts, seasonal specials, bulk pricing, etc. Again, RevOps teams are typically responsible for ensuring that catalog pricing aligns with company directives.
Finally, quote refers to the process of building a quote for a potential customer. This is done by sales reps who are doing the selling to customers. The goal of CPQ software is to enhance sales enablement — ensuring that sellers are always ready to deliver accurate, compliant quotes so customers aren’t left waiting and, overall, more quotes get out the door without delay.
When it comes to specific features that make PandaDoc different from other CPQ solutions, there are several. First, PandaDoc’s document editor and templates feature tools like a content library and smart content that act as guardrails for reps as they build quotes, keeping deals accurate and compliant. PandaDoc also allows you to add interactive elements in a quote for customers to engage with, like pricing tables, payment calculators, and (of course) e-signature capture.
PandaDoc CPQ for Pipedrive also includes access to PandaDoc Rooms, a feature that allows sellers to create secure deal rooms for both themselves and customers to collaborate in. This is a perfect place for customers to leave comments and questions and sellers to make any final adjustments needed before closing the deal.
PandaDoc CPQ for Pipedrive is ideal for several kinds of companies that have dedicated sales and RevOps teams and want to improve their sales process. First among these are businesses that already use both Pipedrive and PandaDoc. This is the easiest scenario for implementation and can be done inside the Pipedrive environment.
Our CPQ solution is also ideal for Pipedrive clients who are not using PandaDoc but are not getting enough ROI out of how they’re currently generating quotes. In many cases, these companies use two (or more) separate tools to build and send quotes. That back-and-forth creates friction for reps and leads to errors, bottlenecks, and fewer deals closed. PandaDoc can help consolidate this process and enable reps to generate new, compliant quotes without ever leaving their Pipedrive tab.
PandaDoc CPQ for Pipedrive is especially valuable for Pipedrive users who currently spend hours manually creating quotes, struggle with pricing errors or approval delays, use multiple tools to get from quote to signature, or need better visibility into their sales pipeline. Additionally, this integration can assist teams looking to use Pipedrive for contract management.
Other teams that would benefit from PandaDoc CPQ for Pipedrive include:
Distributed sales teams or sales teams of six or more that struggle with consistent rep onboarding.
Sales teams using complex product or pricing catalogs with intricate rules and/or approval processes that make it hard to navigate.
If your company falls into any of these categories, get in touch with a PandaDoc rep today to learn more about implementing PandaDoc CPQ for Pipedrive for your revenue team.
Right now, PandaDoc CPQ for Pipedrive is a paid add-on available for PandaDoc Enterprise and App Volume plans. Speak with your PandaDoc account manager about adding PandaDoc CPQ for Pipedrive to your PandaDoc plan.
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