PANDADOC CPQ FOR SALESFORCE

A native CPQ solution built to close deals fast

PandaDoc CPQ for Salesforce accelerates deal cycles by empowering reps to create accurate quotes and execute contracts without ever leaving Salesforce.

What is PandaDoc CPQ for Salesforce?

If you’re noticing a disconnect between your RevOps team and sales reps that’s causing delays and bottlenecks in your deal cycle, you need a configure, price, quote (CPQ) solution. CPQ software can help keep digital quotes compliant, reduce escalations, and shorten the time between proposal and closed won for every contract your business sends.

PandaDoc CPQ for Salesforce finally puts RevOps teams and sales reps on the same page. RevOps creates easy-to-follow playbooks so reps fill out a simple form that populates their quote with accurate catalog information. The result is a clean, compliant quote that adheres to pricing policies and boosts buyer confidence.

Accelerate every sale

Our rules engine lets you tailor guided selling tracks that reduce rogue quotes and escalations.

Manage deals end to end

Our full suite of document management tools means you can bring your entire deal cycle under one tab.

Never leave Salesforce

From proposal to payment and beyond, entire deals live in one platform for unbeatable efficiency and sync.

The superior way to CPQ is here

Enforce rules on every quote for compliance you can trust

PandaDoc’s rule engine allows RevOps to create guardrails around pricing, bundling, disclaimers, and even document templates for every deal so key information stays on point and consistent for every quote.

Run entire deals in your Salesforce instance

PandaDoc CPQ for Salesforce puts our entire suite of document management tools right in your Salesforce environment, allowing sales reps to generate beautiful proposals, send accurate quotes, quickly collect e-signatures, and more.

Consolidate your tools into a single source of truth

No more data silos and fragmented processes. PandaDoc CPQ for Salesforce brings the entire sales cycle into one centralized hub for unbeatable pipeline visibility and real-time insights that keep RevOps and sales on the same page.

Deliver a buying experience your customers prefer

Prospects don’t want to wait around for their quote — and delays kill deals. Instead, PandaDoc CPQ for Salesforce turns deals around fast, letting customers submit payment directly from the quote and improving your cash flow ASAP.

Why customers choose our CPQ solutions

Two-way data sync

PandaDoc CPQ for Salesforce pulls customer and catalog details automatically, then saves the resulting quote for a spotless paper trail.

Guided selling

PandaDoc CPQ lets you create an easy form that walks reps through creating a quote, all while staying compliant with pricing policies.

Easy implementation

Forget coding and consultants — PandaDoc CPQ for Salesforce plugs into your existing instance for fast, turbulence-free onboarding.

The ultimate sales and RevOps team player

Fast-moving revenue teams don't have time to keep onboarding new tools. With PandaDoc, our integration library lets you keep working with the solutions you already count on.

Frequently asked questions

What are the benefits of using CPQ software?

The principal benefit of using configure, price, quote (CPQ) software is how quickly and accurately it allows sales reps to generate quotes for potential buyers. Prior to using CPQ software, reps would need to reference complex inventories and catalogs, calculate pricing manually, then confirm the accuracy of the quote following every necessary modification. This resulted in errors, escalations, and a frustrating buying experience that delayed deals.

How does PandaDoc’s Salesforce CPQ integration save me time?

PandaDoc’s CPQ software automates and accelerates the critical selling process, ensuring that catalog and inventory information, product pricing, and other elements like bundling and discounts are always in compliance.

What makes PandaDoc CPQ for Salesforce unique?

PandaDoc CPQ operates completely natively in Salesforce, bringing the entire deal cycle under one tab. It integrates document management tools directly into Salesforce.

Is PandaDoc CPQ for Salesforce available with all PandaDoc accounts?

No. This CPQ software for Salesforce is available as a paid add-on for PandaDoc Enterprise and App Volume plans.

How can CPQ analytics help me and my team?

CPQ software from PandaDoc includes a user-friendly analytics module designed to provide valuable insights into which quotes are successfully closing deals. This helps identify areas for improvement and optimizes the sales process.