PandaDoc CPQ
Click it, quote it, close it — with PandaDoc.
Overview
PandaDoc CPQ is a user-friendly configure, price, quote software built within PandaDoc's document automation and e-signature platform. It unifies quoting, approvals, proposals, and signatures into a seamless workflow, allowing sales teams to create and manage quotes without leaving their CRM. It is ideal for SMB and mid-market teams with low to mid-complexity offerings.
✨ Key Features
- No-code Configuration and Rules Engine
- Smart Pricing and Approval Workflows
- CRM-agnostic Integration
- Document Generation and e-Signature
- Digital Sales Rooms
- Subscription and Recurring Payments
🎯 Key Differentiators
- All-in-one platform for quoting, proposals, and e-signatures.
- User-friendly interface and fast implementation.
- Strong document management and automation capabilities.
Unique Value: Streamlines the entire sales document workflow, from creating accurate quotes to getting them signed, all within a single, easy-to-use platform.
🎯 Use Cases (4)
✅ Best For
- Generating professional, branded quotes and proposals quickly from a CRM.
- Automating the entire document workflow from quote creation to signature.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Highly complex, enterprise-level product configurations.
🏆 Alternatives
Combines CPQ with best-in-class document generation and e-signature features, offering a more integrated solution than point products.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Dedicated Support (Enterprise tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: eSignatures, Payments
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