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Understanding CPQ Seats in PandaDoc

CPQ Seats are assigned to users who need access to the PandaDoc CPQ add-on capabilities. These seats determine who can utilize advanced CPQ features, including:

What Features Require a CPQ Seat?​

A CPQ Seat is required for any user who needs access to the following tools:

  • Rules Engine – Automate product selection, pricing adjustments, and approval workflows.
  • Workflows – Streamline quote creation, approvals, and document generation.
  • Product and Pricing Configurators – Enable guided selling and complex pricing structures.
  • Price Lists – Manage regional or tiered pricing with pre-configured price books.
  • Templates and Documents – Generate and customize quotes, proposals, and agreements leveraging CPQ functionalities.

Who Needs a CPQ Seat?​

Any user who actively configures, builds, or generates quotes and workflows using CPQ tools must have an assigned CPQ Seat. Users without a seat will not be able to access or modify CPQ-related functionality.

Managing CPQ Seats​

  • CPQ Seats are assigned at the account level and can be allocated to individual users based on role requirements.
  • If additional seats are needed, contact your Account Team for adjustments or upgrades.

For further assistance, reach out to your Customer Success Manager or visit the PandaDoc Help Center.