Stay Updated with the PandaDoc CPQ YouTube Channel
The PandaDoc CPQ YouTube Channel is offering in-depth tutorials, feature announcements, and best practices to help you maximize the use of PandaDoc CPQ. Whether you're a new user or an experienced professional, you’ll always find the latest updates and insights directly from the product team.
What You’ll Find on the Channel
- Getting Started with CPQ – Learn the fundamental concepts, setup steps, and essential features for new users.
- Advanced CPQ Configuration – Dive into complex pricing rules, automation, and guided selling strategies.
- HubSpot and Salesforce Integration – Master the two-way sync, proposal workflows, and other integration capabilities.
- Conditional Logic & Forms – Understand how to use conditional content, forms, and lookup tables for dynamic quoting.
- Automation & Approvals – Learn how to set up approval workflows, multi-currency pricing, and efficient document automation.
Key Playlists
- CPQ Essentials – A foundational guide covering setup, basic rules, and essential features.
- Mastering CPQ Configuration – Advanced CPQ techniques, pricing strategies, and automation best practices.
Key Videos You Should Watch
- Guided Selling and HubSpot 2-way Sync
- Conditional Forms
- Basic Setup of Quote Rules and Formulas
- Setting Up Conditional Content
- Integration with HubSpot
- Sending Proposals via Link in HubSpot
- Mastering Conditional Approvals
- How to Quickly Support Multi-Currency Using Lookup Tables
- Using Lookup Tables for Configuring Price Variations for Your Products
Subscribe for Regular Updates
Subscribe to the PandaDoc CPQ YouTube Channel and turn on notifications to stay informed about every new release and enhancement.