"It gives us professional quoting software to give good-looking proposals and allows us to close deals with signatures & contract signing. Integrates with our CRM as well.…"
Read moreQuoting Software
Close more deals with PandaDoc
Our quoting software helps you seamlessly integrate items from your product catalog and implement tailored pricing strategies to provide impressive quoting and buying experiences.
50,000+ customers count on our software for quoting excellence
Close more with less busywork
No need to double-check spreadsheets, manual calculations and approval requests. Quickly build a quote that’s unique for each prospect, with drag-and-drop editing so you can feature the precise products and services your team will take to market.
Sell more with tailored pricing
Our pricing options are easy to manage and allow you to customize complex quotes fast. Include multiple products and import information directly from your CRM into our quoting software, so you can create a personalized quote in minutes.
Drive growth with CPQ tracking
Achieve your goals with in-depth views of your quoting pipeline. Powerful analytics built into our software let you see when your quote was opened, viewed and completed, helping you identify bottlenecks.
Get same-day deal signing and payment
Complete payments immediately after signature by integrating online payment options in your quotes. With credit card or bank transfer support, ensure automatic, error-free collections via Stripe, Square, and PayPal gateways. Plus, have the flexibility to set up installments and schedule reminders for secure, timely payments.
Keep all your quotes secure
Our quoting software is ESIGN and UETA compliant and we provide an electronic certificate with each signed quote. PandaDoc is also HIPAA compliant and SOC 2 Type II certified.
Make it easy for prospects to say yes
Close new business with engaging, informative quotes and pre-selected discounts. Our quoting software even allows prospects to select from multiple product options and quantities, reducing costly back and forth.
Integrate with core business apps
PandaDoc quickly integrates with the most popular CRM solutions and productivity applications, to reduce errors and simplify your quoting processes.
Complete your quote in three easy steps
Quote Builder requires you to activate the PandaDoc CPQ add-on, giving you access to product options, product bundles and payments.
1. Define
Build a quote and define what your team can sell.
2. Generate
Set permissions to let your team develop customized quotes while maintaining control.
3. Impress
Use our quoting software to showcase products or services in clear and engaging ways.
Stay up to date on quote related content
Still have questions? We’ve got answers.
What is quoting software?
Quoting software streamlines your quoting and collections workflows by helping you to generate custom, error-free quotes faster than ever while providing an easy way for your customers to pay.
How can I quote a final price?
Provide your customers with total transparency into the total price of your quote by using our custom pricing tables to display line item discounts, auto-calculated taxes, and editable quantities.
Can I collect payments with quoting software?
Yes, when you integrate your bank details and payment processor of choice with PandaDoc quoting software you can offer your customers the ability to pay securely in seconds.
How do I create a custom quote?
You can customize a quote directly on the quote builder or visit the product catalog to easily generate, error-free quotes with specific quantities, SKU numbers, product names, descriptions, and images.
Streamline your document workflow
Get personalized 1:1 demo with our product specialist.
- Tailored to your needs
- Answers all your questions
- No commitment to buy
Schedule your free live demo
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