PandaDoc CPQ Reviews for 2025

What 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.