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.

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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

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

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

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.

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.

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.

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.

Why customers choose our CPQ solutions

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

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

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.

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Want more customization?

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

Explore the API

Dive deeper into PandaDoc CPQ features

PandaDoc CPQ Software

Visit our CPQ page to see more about what features and advantages come with our native configure, price, quote solution.

Article: PandaDoc CPQ for Salesforce

The official PandaDoc CPQ for Salesforce announcement on our blog includes a rundown of key features, benefits, and more.

Article: Salesforce Revenue Cloud

Read our deep dive into this specialized Salesforce suite designed to manage the entire revenue lifecycle, including the CPQ process.

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.

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Frequently asked questions

What are the benefits of using CPQ software?

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.

How does PandaDoc’s Salesforce CPQ integration save me time?

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.

What makes PandaDoc CPQ for Salesforce unique?

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.

Is PandaDoc CPQ for Salesforce available with all PandaDoc accounts?

How can CPQ analytics help me and my team?

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.