QUOTING SOFTWARE
Close more deals with PandaDoc
PandaDoc helps teams generate customized quotes in minutes. Use dynamic pricing tables and data from your CRM to create quotes that are accurate and tailored to every customer.
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50,000+ businesses use PandaDoc to create faster, smarter quotes
What is quoting software?
Quoting software simplifies the process of generating and sending professional sales quotes. It helps teams price deals and present terms in a succinct manner using design templates, pricing tables, and automated systems.
Using this approach, teams can reduce manual errors and accelerate sales processes, making it easier to respond to customer inquiries with polished, accurate quotes. Built-in features like version control, interactive pricing, and automated follow-ups can also streamline deal efficiency.
As a quoting platform, PandaDoc offers a unique end-to-end process for sales teams. Administrators can design custom templates using our flexible document editor, organize and store custom product information with our product catalog, and connect CRM solutions to PandaDoc.
Quotes without roadblocks
Get always-accurate quotes
Eliminate manual errors. Connect PandaDoc to your CRM so that customer data is synced automatically to your quotes. Create and customize your product catalog to auto-populate quotes with custom rules made for product bundling, discounting, and more.
One quote, multiple options
Let customers choose what works best for them. Offer multiple pricing solutions, optional add-ons, and dynamic product configurations — all in a single document.
Branded, custom-built documents
Build on-brand, professional quotes that stand out from the crowd. Create reusable templates for every market or industry you serve to align with customers and leave a lasting impression.
Native CPQ integrations with Salesforce and HubSpot
Manage deals without ever leaving your CRM.
CPQ for Salesforce
- Creature accurate, tailored quotes in minutes.
- Use our rules engine to set pricing guardrails.
- Simplify approvals with a single source of truth.
- Get real-time notifications on prospect activity.
CPQ for Hubspot
- Generate polished proposals in just a few clicks.
- Set conditional rules for products and pricing.
- Create step-by-step playbooks for every sale.
- Automate approvals to close better deals, faster.
A better way to build and manage quotes
Instant quote generation
Speed matters when closing deals. With PandaDoc, sales teams can quickly create precise, detailed quotes by inserting predefined product and customer information via variables. These automations eliminate manual data entry, reducing errors and ensuring consistency across all quotes.
Pre-approved pricing and templates
Keep reps aligned with company-approved pricing structures and branded quote templates that look great while adhering to policy. Using the built-in editor, administrators can design custom document templates and pull in product pricing and descriptions directly from your product catalog. This allows teams to generate polished quotes at speed, without slowing down to configure layouts or resolve formatting issues.
Flexible, interactive quotes
Looking for multi-choice options? Teams using PandaDoc can customize quotes with both conditional content and multi-choice product options. With conditional content enabled, quote language can be adjusted based on specific triggers like location or product selection. Reps can also add multiple product options to a quote so that customers can select the solution that best suits their needs.
Top-rated on G2
Loved and trusted by top revenue teams.
Streamline payment solutions
Make it easy for customers to pay by including payment options directly in your quotes. PandaDoc integrates with multiple payment gateways (Stripe, Paypal, Square, etc.), so teams can offer a broad selection of checkout options. It’s even possible to add recurring payments, allowing teams to set up long-term contracts for retainers and monthly subscription pricing.
Automated follow-ups
When left untouched, opportunities often go cold. Teams can set up automated reminders for delivery via email and SMS to prevent deals from falling through the cracks. Within PandaDoc, reminder dates are customizable, so you can nudge customers at various stages of the sales process without overdoing it.
Live collaboration tools
Deals move more quickly when everyone stays on the same page. PandaDoc provides built-in approval workflows to help teams ensure that every quote meets compliance and pricing standards before being sent to a client. Once deals are sent, reps and customers can gather in a shared workspace to negotiate quote details, tackle objections, and push deals over the finish line.
Unlock faster, smarter quoting with PandaDoc
Speed up the quoting process
Autofill customer details, apply preset pricing, and build quotes from templates so that teams spend less time on paperwork and more time on selling.
Reduce approval bottlenecks
Set up automated approval workflows that trigger when specific conditions are met and reroute quotes to the appropriate team for review.
Integrate e-signatures and sign-offs
Turn quotes into legally binding documents with built-in electronic signature processes. Customers can review, approve, and sign without ever leaving the PandaDoc platform.
See PandaDoc in action
Built to integrate with all
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"Leveraging PandaDoc has revolutionized our business operations by automating proposal generation and delivery, making the entire process more efficient and smooth. As a senior VP of Sales, I appreciate how seamlessly it integrates with our Salesforce CRM, ensuring our proposals are consistently formatted and professional. Highly recommend it for any sales-driven organization."
Senior VP of Sales at Interlace Health
Learn more about PandaDoc quoting software
Build smarter quotes and better processes with PandaDoc
Ready for a firsthand look at how PandaDoc can streamline your quoting process? Sign up for a personalized demo and see the difference for yourself!
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- Answers all your questions
- No commitment to buy
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Frequently asked questions
What makes PandaDoc different from other quoting tools?
PandaDOc simplifies the quoting process with interactive documents, automated workflows, and seamless CRM integrations.
Using these and other tools, teams can create, send, and manage quotes more efficiently while reducing manual errors and improving deal velocity.
Can I use PandaDoc with my CRM?
Likely, yes! PandaDoc currently integrates with 15+ CRM solutions and offers particularly deep integrations for platforms like HubSpot and Salesforce.
Integrating with CRMs allows you to sync customer data, track deal progress, and even generate quotes without leaving your standard opportunities workflow. This added flexibility gives reps more sales tools without disrupting existing pipelines and deals processes.
How does PandaDoc handle quote approvals?
In PandaDoc, teams can set up an approval process with customizable workflows based on the document in use and the conditions applied.
For example, administrators could set up conditional approvals on a standard quote that trigger a review process when the value of a document surpasses a specific cost or when a discount exceeds a preapproved maximum threshold.
Approvers receive instant notifications and can review, approve, or request changes before signing off.
These tools give a specific amount of flexibility to reps while also adding guardrails that prevent errors and non-compliant quotes from reaching customers.
Can customers interact with quotes before signing?
Definitely. Customers can interact with PandaDoc quotes in a live environment, making it an advantageous choice for brands who want to offer package deals and custom product configurations.
When a customer receives a quote, they can select specific package options, review terms and conditions, and even comment on documents inside a shared workspace. Overall, it’s a more hands-on and collaborative experience, which reps can use to close deals even faster.