The principal benefit of using configure, price, quote (CPQ) software is how quickly and accurately it allows sales reps to generate quotes for potential buyers. Prior to using CPQ software, reps would need to reference complex inventories and catalogs, calculate pricing manually, then confirm the accuracy of the quote following every necessary modification. This resulted in errors, escalations, and a frustrating buying experience that delayed and even killed deals before they closed.

Leading platforms for CPQ integration and solutions — PandaDoc included — now provide software that automates and accelerates this critical selling process. With PandaDoc ’s CPQ software for Salesforce, RevOps teams can preconfigure product/service options and customize a guided selling experience to provide guardrails for reps during the quote creation process. This ensures that catalog and inventory information, product pricing, and other elements like bundling and discounts are always in compliance with the selling company’s financial policies and deals close as quickly as possible.

PandaDoc CPQ for Salesforce is a software integration that puts our entire suite of document management tools, including PandaDoc CPQ features, directly into the Salesforce environment. Once configured with the correct product, service, and pricing information, PandaDoc CPQ for Salesforce enables reps to produce clean and accurate quotes in just a few clicks.

Because PandaDoc CPQ for Salesforce can be configured by RevOps teams to ensure accuracy and compliance, this integration also reduces the number of errors, escalations, and delays that happen when quotes are sent to prospects with erroneous information. Better ensuring quote accuracy means prospects receive their quote quicker and reps can get to closed won ASAP.

PandaDoc CPQ for Salesforce is the ideal solution for revenue teams that are already using both Salesforce and PandaDoc — or that operate a Salesforce instance but are in need of document management software that can improve their sales processes.

PandaDoc CPQ for Salesforce operates completely natively in Salesforce. On the RevOps side, that means teams can not only tailor sales playbooks in the digital environment they know reps will also be using to create quotes, they maintain visibility over the entire sales pipeline for real-time insights, as well. For sales reps, this Salesforce CPQ integration brings the entire deal cycle under one tab, allowing reps to finally stop clicking between different point solutions and sell confidently from a single source of truth.

Beyond the PandaDoc CPQ features, PandaDoc CPQ for Salesforce puts our entire suite of document management tools in the Salesforce environment. That means teams can access document creation and automation capabilities, real-time document tracking and analytics, and the rest of PandaDoc’s leading document management tools directly in their Salesforce instance.

No. This CPQ software for Salesforce is available as a paid add-on for PandaDoc Enterprise and App Volume plans.

CPQ software from PandaDoc includes a user-friendly analytics module designed to provide valuable insights into which quotes are successfully closing deals and capturing the attention of prospects — and which aren’t.

These insights can help you quickly identify areas where your documents could improve and how to streamline sales with CPQ tools included in the integration.

This module also notifies revenue teams when recipients open, view, or comment on these quotes and proposals, so reps know exactly when to follow up and take next steps with prospects.