PandaDoc CPQ software

PandaDoc includes CPQ functionality that makes sales easier, faster, and smarter.

Who uses PandaDoc CPQ software

Outside sales representatives

Take PandaDoc out in the field and deliver detailed, accurate quotes from anywhere. PandaDoc pulls customer and product data from your CRM and allows you to generate quotes for new orders in seconds. When a quote is signed, automated triggers notify your team to start fulfillment and can even send an invoice.

Inside sales reps

Does your team handle a high volume of inbound sales requests? PandaDoc CPQ functionality reduces the time it takes to prepare quotes down to mere minutes, eliminates errors, and adds a robust range of capabilities including responsive pricing tables and secure electronic signatures.

Small businesses

Need a more professional sales solution for your small business? PandaDoc lets you prepare professional quotes that will blow your customers away without sitting in front of a computer for hours. Upgrade your company’s sales documents without spending a ton of money or time.

Why PandaDoc?

Why choosing the PandaDoc CPQ software?

The CPQ function that loves your CRM

PandaDoc is the most connected CPQ tool on the market, offering out-of-the-box no additional cost integrations with more than a dozen CRM platforms. Plug PandaDoc into your CRM and change the way you quote for the better.

From quote-to-cash in minutes

PandaDoc is an end-to-end CPQ solution that supports your entire quote-to-cash process. In addition to creating smarter quotes in less time inside your CRM, you can accept ACH and credit card payments from customers when they sign thanks to our integration with Stripe.

Generate quotes in no time

Our CPQ solution is constructed for speed and simplicity. From one-click quote generation to automatic product sync from your CRM to built-in eSignatures, PandaDoc delivers speed in spades without adding complexity.

Manage your pipeline with CPQ analytics

Gain a deeper insight into the performance of individual reps and your entire sales team with PandaDoc analytics. You can track single quotes, see long-term trends related to quote generation and closed sales, and build a more accurate forecast with real-time pipeline data.

We have seen a 15% increase in average contract value with PandaDoc. Now that Datanyze can create custom proposals with images and videos, gain insights through analytics, and have a customer sign off on a document within a matter of minutes, PandaDoc has easily saved at least an hour per week per employee.

Jon Hearty
Chief Operating Officer

CRM used: Salesforce
Industry: Software provider

Read case study