CPQ Software

PandaDoc’s CPQ systems include hundreds of pre-designed templates that can pull important information right from your CRM. These templates can create beautiful, accurate, and personalized documents in a fraction of the time it takes to build them manually. Being able to collaborate across internal and external teams directly within the documents also saves time by keeping everyone on the same page, eliminating the delays and confusion caused by back-and-forth questions.

By eliminating tedious and manual tasks like data entry, tracking feedback, and building documents,PandaDoc’s CPQ system gives you back the time you need to focus on your business.

CPQ, which stands for “configure, price, quote,” can complement any CRM solution when the two are integrated. CPQ software such as PandaDoc can use the information in your CRM system to automatically pull data, products, and services into documents, saving you time and headache.

PandaDoc offers several stand out features that set it apart from other CPQ software solutions, free CPQ software, or open source CPQ software options. The interactive pricing table is particularly innovative and user-friendly, giving customers a greater degree of choice. 

The interactive table allows customers to easily select the right product and quantity, and even engage with you directly to discuss changes if needed. The eSignature feature further reduces time spent negotiating, simplifying the entire customer experience.

PandaDoc’s CPQ analytics provide insight into exactly which documents are closing deals and engaging prospects, and which aren’t. This gives you a bird’s eye view into where your docs could use a bit of an update. Real-time notifications are also available for when recipients open, view, or comment on documents, allowing your team to react appropriately and quickly. ‌

PandaDoc takes your privacy seriously. That’s why PandaDoc is SOC II Type II certified and compliant with ESIGN, UETA, GDPR, FERPA, and HIPAA guidelines. Our data centers are handled by Amazon AWS, so you can rest easy knowing your sensitive data is safe and protected.  ‌

PandaDoc’s CPQ software is available all over the globe. Our team members are internationally located too, so wherever you are in the world, we’re here to support you. For specific questions about whether we’re supported in your country, contact our sales representatives.