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CPQ software

Just click, quote, and close with PandaDoc

PandaDoc CPQ allows sales teams to generate quick, accurate quotes that boost buyer confidence and close deals ASAP.

50,000+ businesses count on PandaDoc for superior sales outcomes

Why customers love PandaDoc CPQ

Accurate quotes mean faster deals

PandaDoc CPQ includes dynamic pricing models and rule engines, so sales teams can spend less time correcting errors and more time closing deals.

Accurate quotes mean faster deals

No more switching between apps

Our CPQ solution is integrated with our other tools like e-Sign and deal rooms, so teams can manage every phase of a deal in one place, minimizing friction and risk on every sale.

No more switching between apps

Quick and easy implementation

Forget expensive consultants and complicated coding — PandaDoc CPQ is a no-code, intuitive solution that can have your team creating clean, professional quotes and proposals in no time.

Quick and easy implementation

Real-time insights and analytics

Once a quote has been sent, PandaDoc provides real-time alerts on buyer activities and crystal clear insights on the status of every document.

Real-time insights and analytics

"CPQ has transformed our quoting process. Our quoting is not only more efficient but also much more attractive, offering an Amazon-esque experience to our customers. It has significantly streamlined our operations and enables reps to generate proposals in real time"

mike-mccormick

Mike McCormick

Director of Employee Education

Mike McCormick

PandaDoc is the top-rated solution on G2

Loved and trusted by top revenue teams.

G2 High Performer
G2 Leader Enterprise
G2 Leader Mid-Market
G2 Best Usability
G2 Best Meets Requirements Mid-Market
G2 Users Most Likely To Recommend Mid-Market
G2 Best Est. ROI Mid-Market

Features built to make every deal easier

Intuitive editor

Intuitive editor

Drag and drop pricing tables, photos, and other content to create professional quotes.

CRM integrations

CRM integrations

Connect your CRM platform to instantly populate quotes with accurate customer data.

Product and pricing rules

Product and pricing rules

Easily configure catalogs and pricing rules, including bundles, upsells, and discounts.

Guided selling

Guided selling

Keep every deal moving with step-by-step playbooks you can tailor for each type of sale.

Easy approvals

Easy approvals

Set approval order and approver groups so deals avoid delays and get green lit fast.

Convenient payments

Convenient payments

Embed trusted payment options — like PayPal and Stripe — directly into your proposals.

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What is PandaDoc CPQ?

If you’re noticing errors in your quotes, deals take forever to close, or your product catalog is too complicated to manually shift through, you need a configure, price, quote (CPQ) solution. CPQ software guides sales teams through the process of choosing products, calculating prices, and creating digital quotes for customers without switching between tools. 



PandaDoc CPQ takes the guesswork out of the quoting process. When creating a proposal with our CPQ solution, sellers fill out an easy form that populates their document with preconfigured catalog information. The result is a clean, accurate quote that adheres to pricing policies and boosts buyer confidence.

Streamline your document workflow

Get personalized 1:1 demo with our product specialist.

  • Tailored to your needs
  • Answers all your questions
  • No commitment to buy
ChiliPiper increased their close rate by 28% after implementing PandaDoc.

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ChiliPiper increased their close rate by 28% after implementing PandaDoc.

Frequently asked questions

What is CPQ?

CPQ is an acronym that stands for Configure, Price, Quote. This type of sales software is used by sales reps for accurately quoting on complex, configurable products and services. The most advanced CPQ platforms are based on powerful engines with flexible rules, dependencies, constraints, dynamic fields and other features that facilitate the process of generating price quotes for products with hundreds or even thousands of linked options, variations, and extras.

What are the benefits of using CPQ software?

The key benefit of using CPQ solutions is the speed and accuracy of configuring complex products with multiple options. Without CPQ applications, the sales rep would have to work with multiple inventories, check each item for compatibility with the one that has already been added to the quote, calculate prices using complex formulas, and re-check the configuration after every modification.
PandaDoc comes with a CPQ package that enables your sales team to preconfigure product/service options, embed dynamic pricing tables into commercial proposals sent to clients, and track clients’ engagement with the proposal.

How does PandaDoc’s CPQ software save me time?

PandaDoc offers a CPQ system with over 1000 pre-designed templates which are automatically populated with data directly from your CRM. These templates enable your sales team to create customized, visually appealing proposal documents in a fraction of the time it would take to build them manually. Moreover, the ability to collaborate seamlessly across internal and external teams directly within the documents eliminates delays and confusion caused by back-and-forth questioning, saving you valuable time. With PandaDoc’s CPQ system, manual and time-consuming tasks like data entry, feedback tracking, and document building are streamlined, freeing up your time to focus on growing your business.

Is CPQ part of CRM?

CPQ, which stands for “configure, price, quote” can complement any CRM solution when the two are integrated. For example, if you use Salesforce, CPQ software from PandaDoc can use the information in your CRM system to automatically fetch data, products, and services and inject them into documents, saving you a considerable amount of time and effort.

What makes PandaDoc CPQ software unique?

PandaDoc is not a CPQ company in the full sense of the word, but a leading document management platform with CPQ functionality that offers several outstanding features that set it apart from other CPQ software solutions and free CPQ software. The interactive pricing table is particularly convenient and user-friendly, allowing customers to finalize product configuration on their own prior to signing the proposal electronically and paying for the order.
PandaDoc works great as CPQ software for manufacturing companies of a relatively small size with bundled products and multiple unlinked product options.

How can CPQ analytics help me and my team?

CPQ software from PandaDoc comes with an analytics module that is both user-friendly and straightforward. This module enables you to gain valuable insights into which documents are successfully closing deals and capturing the attention of prospects, and which ones are not. With this overview, you can quickly identify the areas where your documents could benefit from improvement. Additionally, real-time notifications are provided when recipients open, view, or comment on your documents, enabling your team to respond promptly and take appropriate action.

How secure is PandaDoc’s CPQ software?

At PandaDoc, we prioritize the security and privacy of our customers’ data. To ensure that your confidential information is always safeguarded, we have obtained SOC II Type II certification and comply with various regulations, such as ESIGN, UETA, GDPR, FERPA, and HIPAA. Moreover, we entrust our data centers to Amazon AWS, a leading provider of cloud services, giving you peace of mind that your sensitive data is secure and protected at all times.

Where is PandaDoc CPQ software available?

PandaDoc offers its CPQ software worldwide, and our team is also dispersed across various countries, ensuring that we are always available to assist you regardless of your location. If you have any doubts regarding our availability in your country, please feel free to reach out to our sales representatives for further information.