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.
Let customers choose what works best for them. Offer multiple pricing solutions, optional add-ons, and dynamic product configurations — all in a single document.
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.
Our native integrations bring PandaDoc into your CRM for an enhanced configure, price, quote process that generates professional quotes, ensures pricing accuracy, and closes deals faster.
Our Pipedrive CPQ integration accelerates growing revenue teams with easy-to-use, enterprise-grade functionality.
Lockdown quote compliance and turn deals around fast with a CPQ solution built for businesses powered by Salesforce.
Reduce bottlenecks and escalations with guided selling tools that let reps run entire deals without ever leaving Hubspot.
Loved and trusted by top revenue teams.
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.
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.
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.
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.
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.
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.
We have seen at least a 30% increase in close rate with PandaDoc. It has simplified our previous process by eliminating the need to print, scan and return.
Rhett Marlow
President & CEO at LexHelper
Autofill customer details, apply preset pricing, and build quotes from templates so that teams spend less time on paperwork and more time on selling.
Set up automated approval workflows that trigger when specific conditions are met and reroute quotes to the appropriate team for review.
Turn quotes into legally binding documents with built-in electronic signature processes. Customers can review, approve, and sign without ever leaving the PandaDoc platform.
Before investing in quoting software, brands should assess the complexity of their quoting process, how often quotes need to be generated, and how the quotes connect to other systems, like CRMs and payment processors.
The ideal quoting platform will help reps create accurate quotes more quickly while supporting the level of complexity that the business requires. Those factors, along with the company’s long-term goals, will determine which solutions are the best fit.
Below are a few key factors to consider when evaluating quoting tools.
Factor | Description |
|---|---|
Team size and sales structure | Smaller teams need quoting solutions that are easy to deploy and offer strong automation tools (templates, smart content, etc.) while minimizing administrative overhead. Larger teams often require more product customization options and have more complex internal processes. Teams operating on this scale will need to factor for things like user permissions and cross-departmental approval workflows. |
Product and pricing complexity | Companies selling standard products with no customization can rely on simple quoting. However, if offerings include bundles, tiers, add-ons, or special configuration rules, it’s better to go with a platform that supports advanced pricing logic or that can scale into CPQ capabilities as deals grow more complex. |
Quote volume and speed requirements | Companies who only need to produce occasional quotes can usually get by with a flexible editor and basic templating tools. For brands producing a high volume of quotes, features like automated quote generation, rules-based pricing, and modularized templates can allow for rapid, personalized quote generation at scale. |
Automation solutions reduce errors, accelerate approvals, and eliminate repetitive work. Calculate your return in seconds to see how time saved with PandaDoc translates into real results.
Sales and RevOps
Speed and accuracy are essential when closing deals. Errors and mistakes slow processes, resulting in lost profits and more time spent on fewer opportunities.
PandaDoc’s automated pricing tools, onboard integrations, and built-in electronic signatures can help reps create and send error-free quotes in record time.
Conditional approval workflows give reps agency while automatically prompting oversight when certain conditions are met. Real-time tracking and collaborative workspace tools keep customers engaged while reducing the back-and-forth exchanges required to create final solutions.
How quoting software improves deal speed
Our Pipedrive CPQ integration accelerates growing revenue teams with easy-to-use, enterprise-grade functionality.
Best practices for interactive quotes
Lockdown quote compliance and turn deals around fast with a CPQ solution built for businesses powered by Salesforce.
Build better pricing tables
Reduce bottlenecks and escalations with guided selling tools that let reps run entire deals without ever leaving Hubspot.
Set prices with the product catalog
Use smart, conditional content
Manage quotes more effectively
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.
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.
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.
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.
Although quoting software and CPQ (Configure, Price, Quote) solutions occupy the same part of the deal flow, each offers a different approach when building quotes.
Quoting software focuses on generating professional quotes with accurate pricing and consistent templates.
CPQ solutions go further by providing tools to manage product configurations, complex pricing rules, and multi-step approval workflows.
If reps need to build straightforward quotes, standard quoting software is usually enough to get the job done. However, if your product offering requires bundles, custom configurations, or advanced pricing logic, CPQ solutions may be a better fit.
PandaDoc supports both workflows in a single platform, so it’s possible for teams to start with simple quotes and scale into CPQ systems as their needs evolve.
Quoting software simplifies the process of generating and sending professional sales quotes. It helps teams price deals and present terms quickly using quoting features like design templates and automated systems.
Teams using PandaDoc 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.
While quoting tools focus on creating accurate, repeatable quotes at speed, some organizations require deeper configuration or pricing controls that fall under CPQ (Configure, Price Quote) solutions.
PandaDoc supports both approaches to offer a unique end-to-end quoting workflow 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.
PandaDoc helps teams generate customized quotes in minutes. Use dynamic quoting features and CRM data to create accurate quotes tailored to each customer.
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Integration needs | The quoting process is usually connected to other systems, including CRMs, payment processors, and productivity tools. If your team has an existing tech stack, look for quoting software that connects to those platforms. By integrating data sources like a CRM to your quoting process, it’s possible to eliminate manual inputs and improve data accuracy with automation. |
Approval and compliance requirements | Many quoting processes involve discount thresholds or compliance reviews. If your quotes carry that level of administrative oversight, make sure the platform you choose can automate approvals and enforce pricing guardrails. These features allow reps to generate quotes quickly without sacrificing accuracy, while reviews and approvals can catch any mistakes before an incorrect quote leaves the office. |
Budget and expected ROI | Evaluate the total cost of platform adoption (setup, training, customization, etc.), and balance that against the benefits of the software. Shorter sales cycles and higher close rates are great goals, but a simplified workflow doesn’t matter if the platform costs the company more money than it earns. |
Scalability and long-term fit | Choose a tool that can grow with the business. As quoting needs evolve, simple solutions may not offer the automations or integrations required at scale. In those scenarios, brands may be forced to swap to more advanced software. By factoring for growth early, it’s possible to select a platform that can scale with future volume and complexity. |
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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