I don’t have a CRM, how can 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?
Use the pricing table block when you want to create a pricing table in your quote. When you add the block to your quote, you can customize the item name, description, quantities, and price of each line item. You can also add items from your catalog or CRM integration right into the pricing table and even set a default currency.
How do PandaDoc quotes reduce errors?
As we mentioned, the biggest contributor to eliminating errors is importing info from the catalog or your CRM right into the pricing table. The pricing table block can also auto-calculate taxes, discounts, and any additional multipliers. We also calculate cost and profit margins so you know where your business stands. Leave the math to us.
Does your quoting software include electronic signatures?
Yes, each PandaDoc plan includes legally-binding eSignatures. This streamlines your quoting process by giving you the ability to collect a signature from your customer on every quote from any device. No need for physical signatures or to purchase another tool.
How do I track my quotes?
PandaDoc includes quote analytics that allows you to see when and how many times your quote was opened and viewed by your recipient. You will also receive detailed document analytics into how your recipient interacted with your quote, allowing you to close deals faster.