PandaDoc adds powerful CPQ functionality to every leading CRM software.
Who uses PandaDoc Quotes
Reduce the time your sales team spends preparing professional quotes. Streamline your quote-to-cash process with electronic signatures and in-quote credit card payments.
Create detailed, accurate quotes in just one click. Know when to follow-up with document analytics. Close deals faster with electronic signatures.
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 choosing the PandaDoc quoting software?
Works with your CRM
Advanced quote analytics
Less time preparing quotes
Built in eSignature
Quoting made simple with PandaDoc integrations
Our clients report a major reduction in busy work when they use our quoting software. This is thanks in part to the products PandaDoc integrates with. PandaDoc offers more than a dozen integrations with tools like CRMs, invoicing software 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.
Frequently asked questions
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 quote creation 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 sales 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 analytics into how your recipient interacted with your quote, allowing you to close deals faster.