PandaDoc Quotes

PandaDoc adds powerful CPQ functionality to every leading CRM software.

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Who uses PandaDoc Quotes

Sales managers

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.

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 quoting 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.
Works with your CRM

Advanced quote analytics

PandaDoc 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.
Advanced quote analytics

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 sales quotes can be signed from any computer or mobile device.
Less time preparing quotes

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.
Built in eSignature
PandaDoc integrations

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