
PandaDoc CPQ Software
Visit our CPQ page to see more about what features and advantages come with our native configure, price, quote solution.
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Select date and timePandaDoc CPQ for Salesforce accelerates deal cycles by empowering reps to create accurate quotes and execute contracts without ever leaving 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.
Our rules engine lets you tailor guided selling tracks that reduce rogue quotes and escalations.
Our full suite of document management tools means you can bring your entire deal cycle under one tab.
From proposal to payment and beyond, entire deals live in one platform for unbeatable efficiency and sync.
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.
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.
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.
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.
PandaDoc CPQ for Salesforce pulls customer and catalog details automatically, then saves the resulting quote for a spotless paper trail.
PandaDoc CPQ lets you create an easy form that walks reps through creating a quote, all while staying compliant with pricing policies.
Forget coding and consultants — PandaDoc CPQ for Salesforce plugs into your existing instance for fast, turbulence-free onboarding.
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.
Create document processes that connect Salesforce with PandaDoc using our API.
Discover how to streamline sales with CPQ tools built for Salesforce users.