Salesforce CPQ vs PandaDoc
|Salesforce CRM Integration|
|Drag and Drop Document Builder|
|Document Engagement Analytics|
Better document creation
You can use the PandaDoc drag and drop document builder to create accurate, detailed documents right inside Salesforce. A single click populates any template with contact or opportunity data, and our intuitive interface makes it easy to add personal touches, media, and other relevant content.
Built-in electronic signature
Electronic signatures eliminate the frustration of printing, signing, and scanning documents but aren’t included with Salesforce CPQ. Our built-in electronic signatures mean you’ll only need one tool to create, send, and sign your quotes, saving you time and money. PandaDoc is a great alternative to your current needs.
Easier deployment and configuration
You’ll be able to deploy PandaDoc inside Salesforce within minutes. Creating your own templates, content library, teams, and workflows is so simple there’s no need for a hired consultant. No need for complicated HTML programming to set up new documents for your team. Simply use our drag and drop document builder to build your own custom templates.
When you switch to PandaDoc, you’ll enjoy lower per-user fees, cheaper premium support options, and lower deployment costs than Salesforce CPQ. If you’re using Docusign for electronic signatures, you’ll be able to consolidate your document processes to a single platform with PandaDoc, saving you even more money.
What you get when you switch to PandaDoc
Custom template and content libraries
Fast, custom document creation
Detailed engagement analytics
Responsive, accessible support
Integrations beyond Salesforce
Powerful CPQ functionality
Parties other than PandaDoc may provide products, services, recommendations, or views on PandaDoc’s site (“Third Party Materials”). PandaDoc is not responsible for examining or evaluating such Third Party Materials, and does not provide any warranties relating to the Third Party Materials. Links to such Third Party Materials are for your convenience and does not constitute an endorsement of such Third Party Materials.