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PANDADOC CPQ FOR SALESFORCE

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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Join the thousands of revenue teams that trust PandaDoc

Autodesk
Boeing
SGS
AOL
Konika Minolta
Rakuten
TomTom
HP
PepsiCo
Zoetis
Bonusly
Chick-fil-A
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

Salesforce Cpq Rules

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 Steps

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.

PandaDoc is the G2 top-rated solution

Loved and trusted by top revenue teams

    Salesforce Cpq Workflow

    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 Payment

    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

    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

      Emerson McCuin

      Director of Revenue Operations at 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

      Natália Gažiová

      Sales Operations Specialist, Luigi's Box

      85%

      reduction in manual field entry for the renewals team

    The ultimate sales andRevOps 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

    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.

    Chili Piper

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

    Schedule your free live 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.