PandaDoc CPQ for Pipedrive
Our Pipedrive CPQ integration accelerates growing revenue teams with easy-to-use, enterprise-grade functionality.
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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68,000+ 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.
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.
Why choose PandaDoc for quote generation?
Build polished, custom quotes in minutes
Replace manual tasks with automated workflows and integrations
Eliminate typos, pricing mistakes, and input errors
See PandaDoc in action
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.
Transform your CRM into an all-in-one sales hub
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.
Top-rated on G2
Loved and trusted by top revenue teams.
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.
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.
"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.”"
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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.
How to choose quoting software
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 (template, pricing tables, 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 pricing tables. 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. |
| 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. |
Discover the value of streamlined quoting
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.
Your current set up
Hours for agreement creation
Number of agreements per week
Number of employees
Average salary per employee
Money saved with PandaDoc
Estimated ROI
- All results shown are an average, based on the numbers entered into the calculator, which include: hours it takes to create an agreement, agreements sent per week, number of employees creating agreements and average salary of employees.
- ROI reflects, based on the information entered into the ROI calculator, what a company could save by switching to PandaDoc from their current e-signature platform provider.
- Other assumptions taken into account in the calculations:
- Cost of PandaDoc is calculated by using the current cost of one (1) PandaDoc business seat license at the annual subscription rate
- Based on PandaDoc’s internal data, the median minutes from agreement creation to agreement send for the top 10% of our clients with company sizes 11+ on a business subscription using our editor function in February of 2023 was 3 minutes.
- When we calculated the cost / hour of an employee, we considered the average US Salary from the US Bureau of Labor Statistics Q1 2023 report.
- We calculated working hours at 2,087 to account for year-to-year fluctuations in working days over a 28-year period, rounded down from 2,087.143 hours (Since, there aren’t exactly 52 weeks (362 days) every year, usings a 28 year period helps provide a more accurate distribution of working hours (Indeed Editorial Team, “How Many Work Hours in a Year”, Indeed.com (Feb. 27, 2023)).
- We calculated working hours at 2,087 to account for year-to-year fluctuations in working days over a 28-year period, rounded down from 2,087.143 hours (Since, there aren’t exactly 52 weeks (362 days) every year, usings a 28 year period helps provide a more accurate distribution of working hours (Indeed Editorial Team, “How Many Work Hours in a Year”, Indeed.com (Feb. 27, 2023)).
- PandaDoc is not legally responsible for any reliances, assumptions or actions taken on the basis of the ROI calculator or the results thereof result.
See how teams transform their quoting process with PandaDoc
Thousands of teams rely on PandaDoc to build better quotes. See for yourself how brands around the world have used the PandaDoc platform to accelerate workflows, eliminate manual tasks, and close deals faster than ever.
Learn more about PandaDoc quoting software
Build smarter quotes and better processes with PandaDoc
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