PandaDoc CPQ for Hubspot
Reduce bottlenecks and escalations with guided selling tools that let reps run entire deals without ever leaving Hubspot.
Sales Quoting Software
Generate error-free quotes directly from
your CRM
PandaDoc helps teams generate customized quotes in minutes. Use dynamic pricing tables and data from your CRM to create quotes that are accurate and tailored to every customer.
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We’ll help you maximize efficiency, so you can focus on business instead of busywork.
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68,000+ businesses use PandaDoc to create faster, smarter quotes
Features built to make quote creation easier
Intuitive editor
Drag and drop pricing tables, photos, and other content to create professional quotes.
CRM integrations
Connect your CRM platform to instantly populate quotes with accurate customer data.
Product and pricing rules
Easily configure catalogs and pricing rules, including bundles, upsells, and discounts.
Guided selling
Keep every deal moving with step-by-step playbooks you can tailor for each type of sale.
Easy approvals
Set approval order and approver groups so deals avoid delays and get green lit fast.
Convenient payments
Embed trusted payment options — like PayPal and Stripe — directly into your proposals.
Everything you need to deliver amazing quotes
Our suite of premium quoting tools ensures that your team sends consistent, accurate quotes that are always positioned to close new business.
Trusted payment integrations that get you paid ASAP
Add payment fields directly to your quotes and proposals for fast, easy, and secure payment collection. PandaDoc allows you to embed popular payment solutions like Stripe, PayPal, and others into your quote, so customers can conveniently pay with a simple click.
Not only does this reduce late payments, but it also allows you to monitor every payment from your dashboard with real-time updates. Pending, completed, or failed transactions are all compiled and accessible at a glance.
Flexible, accurate pricing tables for total transparency
Put your products and services on display so prospects can see exactly what they’re paying for and purchase with confidence. Break down pricing by units or quantities and apply any applicable discounts or taxes. Final costs are calculated automatically, so reps won’t have to waste time with manual input and totals stay accurate.
Format these tables to match your brand with custom headers and colors. The resulting pricing table provides unbeatable clarity for the next step of your deal.
Thousands of professionally-designed document
You don’t have to build your own quote templates from scratch. With PandaDoc, you can access a library of thousands of document templates — including various quote templates — each customizable to your colors, logo, and any necessary disclaimers or legal language.
Once your quote template is on brand and exactly how you want it, you can save it as its own template and repeat it endlessly as a foundation of every new quote you generate.
Real-time document tracking and analytics
After you send a quote, you can instantly track it from your dashboard. There, you can monitor payment status, recipient activity, and even compile performance data to optimize future quotes.
Customizable onboard product catalog
Build and maintain your product catalog completely in the PandaDoc environment. This lets your team import accurate product and pricing information directly into quotes with just a few clicks.
Transform your CRM into an all-in-one sales hub
Our native integrations bring PandaDoc into your CRM for an enhanced configure, price, quote process that generates professional quotes, ensures pricing accuracy, and closes deals faster.
Built to integrate with all
your favorite tools
Success stories from real customers
Learn how teams across different industries use PandaDoc to save time, reduce errors, and close deals faster with better contract management.
Streamline your quoting workflow
Get personalized 1:1 demo with our product specialist.
- Tailored to your needs
- Answers all your questions
- No commitment to buy
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- 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.