PandaDoc Quotes

PandaDoc adds powerful CPQ functionality to every leading CRM software.

Who uses PandaDoc Quotes

Sales managers

Reduce the time your team spends preparing quotes. Streamline your quote-to-cash process with electronic signatures and in-quote credit card payments. Track the progress of every quote your team sends from a central dashboard.

Sales reps

Create detailed, accurate quotes in just one click. Know when to follow-up with document analytics. Close deals faster with electronic signatures.

Happy customers

Sign quotes on any computer or mobile device. Pay for goods and services right inside your quotes. No special hardware or software necessary to view and sign quotes.

Why PandaDoc?

Why choosing the PandaDoc quotes software?

Works with your CRM

PandaDoc integrates with more than 30 of today’s most popular business software platforms, including every major CRM service. PandaDoc is accessed right inside your CRM, giving you powerful CPQ functionality without leaving the software your team is already using.

Advanced quote analytics

PandaDoc’s document analytics make it easier than ever to track the progress of every quote. Once you’ve sent a quote to a client, document analytics show you when a customer opens, views, and signs.

Less time preparing quotes

PandaDoc is built to streamline your sales process. When you create a quote inside your CRM, key opportunity details are automatically transferred to the quote, including customer details, product information, and pricing. Once you’ve sent a quote, analytics allow you to track client interactions and signatures, so that you know when to follow-up with each prospect. Best of all, PandaDoc quotes can be signed from any computer or mobile device.

Built in eSignature

Every PandaDoc subscription includes unlimited electronic signatures. PandaDoc’s electronic signatures are legally binding, and there’s no special software, hardware, or app required to sign.

Quoting made simple with PandaDoc integrations

Our clients report a major reduction in busy work when they use PandaDoc. This is thanks in part to the products PandaDoc integrates with. PandaDoc offers more than a dozen integrations with tools like CRMs, invoicing solutions and payment systems so that you can not only build and send a quote fast, but so you can also collect payments quickly too.

We’re sending quite a few more proposals each week. Now that we have PandaDoc the process is much easier and faster. Making a change to an existing contract used to take hours, with PandaDoc it takes about 30 seconds.

Hayes Nelson
Director of Sales

CRM used: HubSpot CRM
Industry: Software provider

Read case study

Frequently asked questions

I don’t have a CRM, how do I use the PandaDoc Catalog?

Instead of using a CRM, you can use the PandaDoc Catalog to store your frequently used products or services and merge them into a pricing table. When you create your catalog item you can designate specific details like SKU, product name, price, cost, and even a brief description. We will auto-suggest your most frequently used items to make quoting a breeze.
What is the pricing table block?

The pricing table block is used when you want to create a pricing table in your quote. When you add the pricing table block to your quote, you can customize item name, description, quantities, and the price of each line item. You can also add items from your Catalog or CRM integration right into the pricing table and even set the default currency.
How do PandaDoc quotes reduce errors?

As we mentioned previously, the biggest contributor to eliminating errors is importing info from the Catalog or your CRM integration right into the pricing table. The pricing table block can also auto-calculate taxes, discounts, and any additional multipliers. PandaDoc can also help calculate Cost and Profit margins so you know where your business stands on each quote. Leave the math to us.
Does your quoting software include electronic signatures?

Yes, each PandaDoc plan includes unlimited legally-binding eSignatures. This streamlines your quoting process by giving you the ability to collect a signature from your customer on every quote you send. No need for physical signatures or purchase another tool.
How do I track my quotes?

PandaDoc includes quote analytics that allow you to see when and how many times your quote was opened and viewed by your recipient. You will also received detailed analytics into how your recipient interacted with your quote, allowing you to close deals faster.

PandaDoc Quotes

Who uses PandaDoc Quotes

Sales managers

Sales reps

Happy customers

Why PandaDoc?

Works with your CRM

Advanced quote analytics

Less time preparing quotes

Built in eSignature

Quoting made simple with PandaDoc integrations

Frequently asked questions

I don’t have a CRM, how do I use the PandaDoc Catalog?

What is the pricing table block?

How do PandaDoc quotes reduce errors?

Does your quoting software include electronic signatures?

How do I track my quotes?

Get started with PandaDoc today