CPQ SOFTWARE
Click it, quote it, close it — with PandaDoc
PandaDoc CPQ makes quoting seamless — set pricing rules, get approvals fast, and send for signature, all without leaving your CRM.
50,000+ customers count on our software for quoting excellence
What is CPQ?
Configure, price, quote (CPQ) solutions are designed to simplify and automate sales processes. These tools are critical in modern quoting processes, where solutions are customized and units are modular. Every line item counts.
Unfortunately, modern CPQ solutions can cause more problems than they solve. Many are difficult to adopt or lack the functionality required to fully connect with your existing tech stack.
PandaDoc CPQ focuses on user-friendly tools and effortless integration with leading CRMs like HubSpot and Salesforce. Our flexible document editor, and powerful integrations work together to help reps create custom quotes in a matter of seconds.
That’s the magic of PandaDoc CPQ.
Solve sales challenges with PandaDoc CPQ
Eliminate manual errors
Leave no room for error. Automate calculations and apply logic-based rules based on your CRM data as a singular source of truth to ensure that every quote is accurate.
Create versatile quotes
Build complex, custom quotes in minutes with powerful rules-based pricing engines. Automatically add in upsells and discounts to incentivize customers to extend the duration of their contract or add in supplemental products. Customers can select what they want and quotes will update in real time.
Streamline approval processes
Tired of slow signoffs? Use built-in signing order rules and approval workflows to route quotes to the right people instantly and keep deals moving. Easily track changes and see them reflected within your CRM with two way integrations.
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.
Better quotes with PandaDoc CPQ
Automated product configuration
Complete solutions often require complex configurations. Many products or services are contingent upon individual components, which reps can easily overlook while building custom quotes.
PandaDoc CPQ allows administrators to create bundles and pre-defined rulesets, ensuring that all necessary components are included during the quoting process. This eliminates guesswork and errors, so that reps can build quotes without needing to worry about missed add-ons or compatibility.
Smart pricing management
Between loyalty programs, discount deals, and long-standing contacts, pricing changes are easy to overlook and a headache to resolve.
Using its real-time pricing engine, PandaDoc CPQ can automatically apply discounts, calculate custom pricing, and adhere to customer-specific rules set by your team. You can even set approval workflows so that pricing beyond a specific limit triggers a separate review process.
Fast, dynamic quote creation
Live document creation is central to the PandaDoc platform. Sales leads can use the onboard editor to design great-looking quote templates and plug them into the CPQ process as a turnkey quoting solution. Quotes can include pricing tables, terms and conditions, multimedia, and other essential business details.
Because PandaDoc CPQ pulls data from your CRM, it’s possible to combine customer details, custom product configurations, and dynamic pricing with stunning layouts to create an unforgettable presentation.
Top-rated on G2
Loved and trusted by top revenue teams.
Two-way CRM integrations
PandaDoc utilizes two-way data synchronization between leading CRMs and its document creation tools. Customer data can be used to pre-populate documents within PandaDoc, while quotes are also passed back to customer profiles within your CRM.
This frictionless handoff between tools ensures that you’re always working with up-to-date data when building quotes, further reducing the potential for errors while accelerating your document workflow.
Guided selling
Robust product catalogs can lead to sales paralysis and rep confusion. Guided selling tools walk reps through the configuration and help them select the best products and services for customers.
PandaDoc CPQ enables teams to automate these best practices by embedding rules directly into the sales workflow. That way, team members can deliver accurate, tailored quotes even when lacking product knowledge or specific expertise.
Built-in approval workflows
Quotes that meet certain conditions, like specific pricing thresholds, may need to be reviewed by a manager or member of the finance team.
PandaDoc keeps the sales process moving with automated approval workflows. Create rules to trigger the review process. When thresholds are met, documents are immediately routed to the appropriate parties, where they can be approved or rejected with a single click.
Why PandaDoc CPQ?
Faster sales cycles
Manual quotes take time to prepare — time that could cost you the deal. With PandaDoc CPQ, teams can generate and deliver professional quotes to hot leads in record time.
Error-free quotes
Pricing errors and misconfigured solutions erode trust and destroy deals. PandaDoc CPQ offers dynamic pricing rules and click-to-add order creation, so every quote remains accurate during negotiation.
Better data handling
Import your CRM data to your quotes. Tie your quotes to CRM-based opportunities and customer profiles. Easily transfer data and details between PandaDoc and leading CRMs.
Take a look at PandaDoc CPQ
"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
Take a closer look at PandaDoc CPQ
Simplify, automate, and close
Level up your sales workflow with PandaDoc CPQ. Talk to a product specialist for a personalized product walkthrough.
- Tailored to your needs
- Answers all your questions
- No commitment to buy
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Frequently asked questions
How is PandaDoc CPQ different from other CPQ solutions?
While most CPQ solutions offer a means to optimize workflows and minimize errors, many have extensive implementation and training requirements. Some require manual product inputs or lack the integration capabilities needed to create a truly seamless workflow.
PandaDoc CPQ combines a user-friendly interface with deep CRM integrations and onboard document generation (a must when optimizing your sales cycles!). Teams can build quotes more with automation tools while maintaining control over their data and the look and feel of their documentation.
What CRMs and other tools does PandaDoc integrate with?
As a platform, PandaDoc integrates with dozens of productivity tools and most leading CRMs.
However, our CPQ functionality is most deeply integrated with HubSpot and Salesforce via their respective apps. PandaDoc CPQ can also function as a standalone product.
How does PandaDoc’s CPQ software save me time?
Quote rules allow sales managers to solve complex workflow problems by changing how products and data interact with quotes.
Rules are set up using WHEN/THEN logic, and administrators can specify which conditions must be met before the rule triggers. This logic provides a wide range of flexibility, allowing managers to accommodate specific accounts, package requirements, or specialized pricing.
Does my customer / product data reside in PandaDoc or my CRM?
This depends on how you choose to use PandaDoc CPQ.
If you’re using HubSpot or Salesforce with PandaDoc CRM, your data and product information will remain there and can be accessed when building quotes directly inside the CRM interface.
However, PandaDoc also has its own CRM and product catalog. If you’re a smaller organization in need of a complex quoting solution, PandaDoc offers onboard data tools to help you store product and customer information.
What plan do I need to use PandaDoc CPQ?
PandaDoc CPQ is an optional (paid) add-on for PandaDoc Enterprise plans.