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Make closing deals a snap with a guided selling experience that generates error-free quotes.
Automated workflows walk sellers through playbooks that generate clean, accurate quotes that avoid errors and save time.
End-to-end capabilities mean you can consolidate your tech and reduce the number of vendors needed to do better business.
From proposal to payment and beyond, your entire sales cycle can live in one platform for unbeatable efficiency and sync.
Sales Operations Specialist, Luigi's Box
Get up and running quickly with PandaDoc CPQ for HubSpot, no coding or expensive consultants required.
Easily populate quotes with customer data from HubSpot — then push data from the finished quote back into your CRM, too.
Admins can create rules and set approval orders so quotes are easy, consistent, and error-free.
It only takes a few minutes to create accurate, compelling quotes that boost buyer confidence and close deals ASAP.
Director, Global Revenue Operations
Drag and drop pricing tables, images, and other content to create professional quotes.
Keep every deal moving with guided steps you can tailor for each type of quote.
Define rules and guardrails so sellers always stay compliant with your pricing policies.
Maintain accuracy with customer data that flows between HubSpot and your quotes.
Assign approver groups for each type of quote and set signing order before you send.
Receive notifications on buyer activity and measure engagement with real-time reporting.
Loved and trusted by top revenue teams
Get personalized 1:1 demo with our product specialist.
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.
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.
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.
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.
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.
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.
