Contact sales Request a demo Request a demo
  • Help Center
  • Log in

PANDADOC CPQ FOR SALESFORCE

A native CPQ solution built
to close deals fast

PandaDoc CPQ for Salesforce accelerates deal cycles by empowering reps to create accurate quotes and execute contracts without ever leaving Salesforce.

What is PandaDoc CPQ for Salesforce?

If you’re noticing a disconnect between your RevOps team and sales reps that’s causing delays and bottlenecks in your deal cycle, you need a configure, price, quote (CPQ) solution. CPQ software can help keep digital quotes compliant, reduce escalations, and shorten the time between proposal and closed won for every contract your business sends.

PandaDoc CPQ for Salesforce finally puts RevOps teams and sales reps on the same page. RevOps creates easy-to-follow playbooks so reps fill out a simple form that populates their quote with accurate catalog information. The result is a clean, compliant quote that adheres to pricing policies and boosts buyer confidence.

Accelerate every sale

Accelerate every sale

Our rules engine lets you tailor guided selling tracks that reduce rogue quotes and escalations.

Manage deals end to end

Manage deals end to end

Our full suite of document management tools means you can bring your entire deal cycle under one tab.

Never leave Salesforce

Never leave Salesforce

From proposal to payment and beyond, entire deals live in one platform for unbeatable efficiency and sync.

The superior way to CPQ is here

Enforce rules on every quote for compliance you can trust

PandaDoc’s rule engine allows RevOps to create guardrails around pricing, bundling, disclaimers, and even document templates for every deal so key information stays on point and consistent for every quote.

Salesforce Cpq Rules

Run entire deals in your Salesforce instance

PandaDoc CPQ for Salesforce puts our entire suite of document management tools right in your Salesforce environment, allowing sales reps to generate beautiful proposals, send accurate quotes, quickly collect e-signatures, and more.

Salesforce Cpq Steps

Consolidate your tools into a single source of truth

No more data silos and fragmented processes. PandaDoc CPQ for Salesforce brings the entire sales cycle into one centralized hub for unbeatable pipeline visibility and real-time insights that keep RevOps and sales on the same page.

Salesforce Cpq Workflow

Deliver a buying experience your customers prefer

Prospects don’t want to wait around for their quote — and delays kill deals. Instead, PandaDoc CPQ for Salesforce turns deals around fast, letting customers submit payment directly from the quote and improving your cash flow ASAP.

Salesforce Cpq Payment

Why customers choose our CPQ solutions

Two-way data sync

Two-way data sync

PandaDoc CPQ for Salesforce pulls customer and catalog details automatically, then saves the resulting quote for a spotless paper trail.

Guided selling

Guided selling

PandaDoc CPQ lets you create an easy form that walks reps through creating a quote, all while staying compliant with pricing policies.

Easy implementation

Easy implementation

Forget coding and consultants — PandaDoc CPQ for Salesforce plugs into your existing instance for fast, turbulence-free onboarding.

"Upgrading our subscription to take advantage of PandaDoc CPQ has been well worth it. I had tried other CPQ options and they were all subpar. I’m super happy with our choice and can’t stress enough how much we needed this solution."

Emerson McCuin

Director of Revenue Operations of HAAS Alert

120 hours

saved/month

67%

Increase in document creation efficiency

"PandaDoc CPQ aligns seamlessly with our objectives. It offers high accessibility and actionable features, significantly reducing the time spent on quote generation while ensuring consistently high-quality, accurate documents. Our sales team will be able to take advantage of this platform and focus on customer development and nurture valuable relationships."

Vickey Santoso-Montoya

Director of Global Revenue Operations at CloverDX

85%

reduction in manual field entry for the renewals team

The ultimate sales and
RevOps team player

Fast-moving revenue teams don’t have time to keep onboarding new tools. With PandaDoc, our integration library lets you keep working with the solutions you already count on.

Request a demo

Want more customization?

Create document processes that connect Salesforce with PandaDoc using our API.

Explore the API

Api Send Document

Dive deeper into PandaDoc CPQ features

See PandaDoc CPQ for Salesforce in action

Discover how to streamline sales with CPQ tools built for Salesforce users.

  • Improve compliance with a customizable rules engine.
  • Produce accurate, branded quotes in just a few clicks.
  • Manage entire deals without ever leaving Salesforce.
ChiliPiper increased their close rate by 28% after implementing PandaDoc.

Schedule your free live demo

  • Fill out the form
  • Book a time slot
  • Attend a demo

By submitting this form, I agree that the Terms of Service and Privacy Notice will govern the use of services I receive and personal data I provide respectively.

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

Frequently asked questions