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The only native CPQ solution

built for HubSpot

Make closing deals a snap with a guided selling experience that generates error-free quotes.

The only native CPQ solution </br>
built for HubSpot

50,000+ businesses count on PandaDoc for superior sales outcomes

One solution for your entire sales cycle

Close deals faster

Close deals faster

Automated workflows walk sellers through playbooks that generate clean, accurate quotes that avoid errors and save time.

Consolidate your tools

Consolidate your tools

End-to-end capabilities mean you can consolidate your tech and reduce the number of vendors needed to do better business.

Never leave HubSpot

Never leave HubSpot

From proposal to payment and beyond, your entire sales cycle can live in one platform for unbeatable efficiency and sync.

"PandaDoc CPQ for HubSpot has been a game‑changer for us! We faced constant delays due to manual approvals and complex pricing structures. Now, we provide accurate quotes every time… I can’t imagine going back."

natalia-gaziova

Natália Gažiová

Sales Operations Specialist, Luigi's Box

Natália Gažiová

Four reasons why customers love 
PandaDoc CPQ

Easy implementation

Get up and running quickly with PandaDoc CPQ for HubSpot, no coding or expensive consultants required.

Easy implementation

Two-way data sync

Easily populate quotes with customer data from HubSpot — then push data from the finished quote back into your CRM, too.

Two-way data sync

End-to-end guided selling

Admins can create rules and set approval orders so quotes are easy, consistent, and error-free.

End-to-end guided selling

Accelerated deal cycles

It only takes a few minutes to create accurate, compelling quotes that boost buyer confidence and close deals ASAP.

Accelerated deal cycles

"[PandaDoc CPQ for HubSpot] significantly reduces the time spent on proposal and quote generation while ensuring consistently high‑quality, accurate documents."

vickey-stanoso-montoya

Vickey Stanoso-Montoya

Director, Global Revenue Operations

Vickey Stanoso-Montoya

CPQ features designed to make every deal easier

Embedded editor

Embedded editor

Drag and drop pricing tables, images, and other content to create professional quotes.

Customizable playbooks

Customizable playbooks

Keep every deal moving with guided steps you can tailor for each type of quote.

Robust rules engine

Robust rules engine

Define rules and guardrails so sellers always stay compliant with your pricing policies.

Two-way data sync

Two-way data sync

Maintain accuracy with customer data that flows between HubSpot and your quotes.

Easy approvals

Easy approvals

Assign approver groups for each type of quote and set signing order before you send.

Document tracking

Document tracking

Receive notifications on buyer activity and measure engagement with real-time reporting.

PandaDoc is the top-rated solution on G2

Loved and trusted by top revenue teams

G2 High Performer
G2 Leader Enterprise
G2 Leader Mid-Market
G2 Best Usability
G2 Best Meets Requirements Mid-Market
G2 Users Most Likely To Recommend Mid-Market
G2 Best Est. ROI Mid-Market

Frequently asked questions

What is CPQ?

CPQ is an acronym that stands for Configure, Price, Quote. This type of sales software is used by sales reps for accurately quoting on complex, configurable products and services. The most advanced CPQ platforms are based on powerful engines with flexible rules, dependencies, constraints, dynamic fields and other features that facilitate the process of generating price quotes for products with hundreds or even thousands of linked options, variations, and extras.

What are the benefits of using CPQ software?

The key benefit of using CPQ solutions is the speed and accuracy of configuring complex products with multiple options. Without CPQ applications, the sales rep would have to work with multiple inventories, check each item for compatibility with the one that has already been added to the quote, calculate prices using complex formulas, and re-check the configuration after every modification.
PandaDoc comes with a CPQ package that enables your sales team to preconfigure product/service options, embed dynamic pricing tables into commercial proposals sent to clients, and track clients’ engagement with the proposal.

How does PandaDoc’s CPQ software save me time?

PandaDoc offers a CPQ system with over 1000 pre-designed templates which are automatically populated with data directly from your CRM. These templates enable your sales team to create customized, visually appealing proposal documents in a fraction of the time it would take to build them manually. Moreover, the ability to collaborate seamlessly across internal and external teams directly within the documents eliminates delays and confusion caused by back-and-forth questioning, saving you valuable time. With PandaDoc’s CPQ system, manual and time-consuming tasks like data entry, feedback tracking, and document building are streamlined, freeing up your time to focus on growing your business.

Is CPQ part of CRM?

CPQ, which stands for “configure, price, quote” can complement any CRM solution when the two are integrated. For example, if you use Salesforce, CPQ software from PandaDoc can use the information in your CRM system to automatically fetch data, products, and services and inject them into documents, saving you a considerable amount of time and effort.

What makes PandaDoc CPQ software unique?

PandaDoc is not a CPQ company in the full sense of the word, but a leading document management platform with CPQ functionality that offers several outstanding features that set it apart from other CPQ software solutions and free CPQ software. The interactive pricing table is particularly convenient and user-friendly, allowing customers to finalize product configuration on their own prior to signing the proposal electronically and paying for the order.
PandaDoc works great as CPQ software for manufacturing companies of a relatively small size with bundled products and multiple unlinked product options.

How can CPQ analytics help me and my team?

CPQ software from PandaDoc comes with an analytics module that is both user-friendly and straightforward. This module enables you to gain valuable insights into which documents are successfully closing deals and capturing the attention of prospects, and which ones are not. With this overview, you can quickly identify the areas where your documents could benefit from improvement. Additionally, real-time notifications are provided when recipients open, view, or comment on your documents, enabling your team to respond promptly and take appropriate action.