Our quoting software helps you seamlessly integrate items from your product catalog and implement tailored pricing strategies to provide impressive quoting and buying experiences.
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.
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.
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.
Create online payment options, allowing recipients to pay immediately using their methods of choice. Our quoting software works with trusted payment gateways to ensure your quotes always have the necessary security and confidentiality.
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.
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.
PandaDoc quickly integrates with the most popular CRM solutions and productivity applications, to reduce errors and simplify your quoting processes.
Quote Builder requires you to activate the Advanced Quotes add-on, giving you access to product options, product bundles and payments.
Build a quote and define what your team can sell.
Set permissions to let your team develop customized quotes while maintaining control.
Use our quoting software to showcase products or services in clear and engaging ways.
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.
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.
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.
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.
