Quoting software

Accelerate deals by simplifying the process to generate, negotiate, and eSign professional quotes

No credit card required

Create error-free quotes faster

The product catalog gives quote creators the power to generate custom error-free quotes in minutes. Customize your proposal software catalog by specifying quantities, a SKU number, product name, and description, and you can even add an image.

Make your quote look professional

Our robust pricing table software practically does the selling for you. Give your prospects and customers the power of choice with optional items, line item discounts, editable quantities, and multiple choice selection. We’ll even auto calculate totals and taxes too.

Get paid faster

Speaking of integrations, our secure Stripe integration allows your quote recipient to pay via credit card or ACH as soon as they sign. Just connect your bank details to your Stripe software account and let the cash flow. You can even send auto follow up reminders to customers when they have an invoice due.

Simplify the process

We built our quoting software so that it’s the only tool you’ll need to send and sign sales quotes. Each quote includes legally-binding, ESIGN, and UETA compliant eSignatures. And the best part is your clients can sign for free from any device using our electronic signature software.

Accelerate your deals

There is no truer statement than ‘time is money’. Our detailed contract management software analytics show you in real-time when your recipient opened, viewed, and completed your quote. Also, see how long they spent analyzing certain pages of your quote and track them from our mobile app.

Easy team collaboration

Sales managers no longer have to worry about over-discounting with automated approval workflows. And they can monitor quote performance in our cloud-based quoting software with the detailed team performance and content usage reporting.

Create professional-looking quotes

Our template library offers over 200+ templates designed to help your business make a lasting impression

  • Proposals
  • Contracts
  • Quotes
  • Agreements
  • Business Plans
  • Forms
  • Receipts
  • Invoices
  • Accounting & Tax
  • Car
  • Construction
  • Consulting
  • Education
  • Employment
  • Family
  • Financial
  • Helthcare
  • Manufacturing
  • Marketing
  • Real Estate
  • Sales
  • Technology
  • Software
  • Software

The success you can expect by using PandaDoc quoting software

On average our customers report

per week saved
12 h
decrease in doc creation time
65%
increase in close rate
28%
increase in average sale price
18%

Seamless integrations

Our customers greatly reduce their busy work when they implement PandaDoc across their entire organization. This is partially due to the products and solutions PandaDoc integrates with. PandaDoc offers more than a dozen integrations with tools like CRMs, invoicing solutions and payment systems. Meaning you can build and send a quote, automatically collect payments and send PDF proposal copies to your cloud storage account in one seamless workflow.

  • HubSpot
  • Salesforce
  • Copper
  • Zoho
  • Pipedrive
  • PayPal
  • Xero
  • Insightly
  • Stripe

Every member of the team benefits from PandaDoc

Bring sales and marketing together for true smarketing balance

Sales leaders

Our robust software reporting helps you to track performance metrics of the quotes your sales team sends and identify blockers in your sales process.

Sales reps

Spend more time selling and less time completing mundane tasks. PandaDoc quoting software integrates with the tools you use every day so you can crank out quotes fast.

Marketing managers

Standardizing, sharing, and storing pre-approved content can be a debilitating process. An organized custom content library makes quoting procedures and processes painless.

Sales operations

Efficiency is your middle name, so create a perfect software workflow by combining similar tools into one. Not only will your cross-functional teams save time but they’ll thank you immensely.

Still have questions? We’ve got answers.

I don’t have a CRM, how can I use the PandaDoc Catalog?

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?

Use the pricing table block when you want to create a pricing table in your quote. When you add the block to your quote, you can customize the item name, description, quantities, and price of each line item. You can also add items from your catalog or CRM integration right into the pricing table and even set a default currency.

How do PandaDoc quotes reduce errors?

As we mentioned, the biggest contributor to eliminating errors is importing info from the catalog or your CRM right into the pricing table. The pricing table block can also auto-calculate taxes, discounts, and any additional multipliers. We also calculate cost and profit margins so you know where your business stands. Leave the math to us.

Does your quoting software include electronic signatures?

Yes, each PandaDoc plan includes legally-binding eSignatures. This streamlines your quoting process by giving you the ability to collect a signature from your customer on every quote from any device. No need for physical signatures or to purchase another tool.

How do I track my 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 document analytics into how your recipient interacted with your quote, allowing you to close deals faster.

Get started with PandaDoc today

No credit card required