The essential guide to Pricing tables, Advanced pricing tables, and CPQ in PandaDoc

June 16, 2025 5 min

Author: Bethany Fagan - Head of Content Marketing at PandaDoc

The difference between PandaDoc CPQ and Pricing Tables

Quoting starts simple — until it isn’t.

What works for a small team or a straightforward pricing model can start to feel limiting as your business scales. You add more products.
Pricing structures evolve. Customers expect tailored offers, bundled services, and clear breakdowns of one-time vs. recurring costs.
Before long, quoting becomes more than just dropping numbers into a table, it’s a process that needs to flex with the way your team sells.
That’s where the right tools make all the difference. PandaDoc offers three quoting solutions built to support different levels of sales complexity: Pricing Tables, Advanced Pricing Tables, and CPQ (Configure, Price, Quote).
Whether you’re sending fast, standardized quotes or building rule-based configurations with approvals baked in, each option is designed to help your team quote faster, smarter, and with more confidence.

1. Starting simple: Pricing Tables

Pricing Tables in PandaDoc are built for simplicity, giving your team a fast, consistent way to build and send quotes without extra steps or tools.
If your business model is straightforward — think fixed-scope services, standardized packages, or fee-for-service work — Pricing Tables let you move quickly.

Here’s what you can do with Pricing Tables:

• Create fast, repeatable quotes using templates or drag-and-drop blocks
• Pull in product info from your CRM or internal catalog
• Let customers select optional items or adjust quantities
• Auto-calculate totals, discounts, and taxes

Pricing Tables are ideal for lean teams or businesses that don’t need complex logic or multi-tiered pricing.

2. The next level: Advanced Pricing Tables

Advanced Pricing Tables in PandaDoc are designed for teams that need more flexibility, structure, and control in the quoting process, without adding unnecessary complexity.
As your deals grow in size or structure, quoting becomes more than just pulling in product data and calculating totals.

Here’s what you can do with Advanced Pricing Tables:

• Combine one-time and recurring pricing in a single table, with subtotals for each
• Group related items into bundles for easier upsells and package deals
• Add custom products directly into quotes without needing a catalog update
• Customize the layout, styling, and formatting to align with your brand
• Automatically calculate discounts, taxes, and totals across complex line items

If your sales team is quoting multi-line offers or tailoring proposals deal by deal, Advanced Pricing Tables help you create structured, polished quotes without slowing things down.

3. Best in class - CPQ (Configure, Price, Quote)

At a certain point, even the most advanced pricing table hits its limit.
When your product catalog includes dozens (or hundreds) of configurable options — or when deal complexity demands tighter control over how quotes are built, approved, and delivered — it’s time to level up with PandaDoc CPQ.

What you can do with PandaDoc CPQ:

• Build guided workflows that walk reps through product selection and pricing logic
• Set configuration rules and dependencies to prevent invalid quotes
• Automate tiered pricing, volume discounts, and region-specific rules
• Enforce guardrails with approval workflows based on deal size or custom terms
• Integrate CPQ workflows with your CRM for complete visibility and syncing

When quoting becomes central to your revenue engine, and not just a step in the process, CPQ gives you the structure to support scale without sacrificing speed or accuracy.

Choosing the right fit

So which option is right for your team? It depends on the level of complexity in your quotes — and how much control your reps need.

Use Pricing Tables if:

• You’re quoting fixed packages or project-based services
• Your team needs to move quickly with minimal setup
• You want to standardize quotes across a lean sales org

Use Advanced Pricing Tables if:

• You’re quoting recurring services or multi-line offers
• You need conditional logic, bundling, or layout customization
• You want more flexibility without implementing a full CPQ

Use CPQ if:

• You sell configurable products or services with rules-based pricing
• You need guided selling, margin protection, or compliance approvals
• You want to centralize and standardize complex quoting across teams

Choosing the right solution isn’t about going “up-market” just for the sake of it.
It’s about matching your quoting tools to how your business actually sells. If your sales process is changing, your quoting process should evolve with it, not hold it back.

Looking to streamline your quoting workflow?

Pricing Tables are included with our Business plan, and Advanced Pricing Tables come with the Enterprise plan — built for teams that need more control and flexibility.