PandaDoc CPQ
PandaDoc CPQ Reviews
& Product DetailsWhat is PandaDoc CPQ?
PandaDoc CPQ is a Configure‑Price‑Quote solution embedded within the PandaDoc platform, integrating smoothly with Salesforce to automate the creation of accurate, on‑brand quotes and proposals. It enables sales teams to generate error‑free quotes directly from Salesforce, using customizable templates and smart content blocks, reducing manual effort and accelerating deal cycles.
This CPQ functionality ties into PandaDoc’s broader document generation and workflow automation suite, enabling approval routing, e-signatures, and payment collection—all without leaving the CRM. Real‑time tracking and analytics provide visibility into quote status, recipient interactions, and conversion rates, helping teams optimize their processes.
Designed for small businesses to enterprise teams, PandaDoc CPQ supports seamless integration with various CRMs including Salesforce, HubSpot, and Pipedrive, making it easy to standardize quoting workflows across organizations. The solution ensures consistency, compliance, and branding while empowering sellers to deliver polished proposals faster.
By embedding CPQ directly within PandaDoc’s document automation and contract ecosystem, this tool helps teams streamline quote-to-cash workflows, reduce errors, and close deals more efficiently. It’s particularly useful for businesses aiming to scale their sales processes with minimal friction and maximum visibility.
Best For
- StartUps
- Freelancers
- Small Business
- Medium Business
- Large Enterprise
- Non-profit Organization
- Personal
- Cloud, SaaS, Web-Based
- Mobile - Android
- Mobile - iPhone
- Mobile - iPad
- Desktop - Mac
- Desktop - Windows
- Desktop - Linux
- Desktop - Chromebook
- On-Premise - Windows
- On-Premise - Linux
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Company Name
PandaDoc Inc.
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Located In
United States
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Website
pandadoc.com
Starting from:
Custom
Pricing Model: Subscription
- Free Trial
- Free Version
Pricing Details:
PandaDoc CPQ for Salesforce pricing is available only on request. Book a Demo with them to learn more.
- Quota Planning
- Workflow Management
- Activity Dashboard
- Reporting/Analytics
Additional Features
- Unified Quote Builder
- Pricing Rules Engine
- Approval Workflows
- Two‑Way CRM Sync
- Guided Selling Tools
- Dynamic Pricing Tables
- Multi‑Dimensional Quoting
- Product Bundle Support
- Contracted Pricing
- Conditional Logic
- Template Editor
- Document Embedding
- E‑Signature Integration
- Interactive Quote Fields
- Real‑Time Quote Updates
- Payment Processing Fields
- Quote Line Grouping
- Signature Certificate
- Two‑Factor Security
- GDPR Compliance
- HIPAA Compliance
- Audit Logging
- Mobile Compatibility
- Drag‑And‑Drop Interface
- No‑Code Configuration
- Real‑Time Analytics
- Dashboard Reporting
- Document Tracking
- Collaboration Workspace
- Custom Variables
- API Integration
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Salesforce CRM
CRM Software
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