PandaDoc CPQ
Complex pricing rules (provincial tax logic, 60-month subscription models, multi-tier discounts, region-specific line items) should be automatic, not manual. PandaDoc CPQ (Configure, Price, Quote) lets your team build accurate, professional quotes in minutes. We set up automated pricing, approval workflows, and product configurations so every quote is consistent and error-free, no matter how complex the deal.
Trusted by more than 100+ B2B proposal generating teams
Configure, Price, Quote
Boost accuracy, save time, and give your team the tools to close deals with confidence.
Efficiency
Fewer clicks, faster quotes, and less time wasted on manual entry.
Consistency
Ensure every quote follows the same logic, layout, and approval process - no surprises.
Sales Tracking
Stay on top of every opportunity with real-time tracking and insights in PandaDoc and your CRM.
Customization
Every business is unique. Tailor templates, pricing, and workflows to fit your unique sales process.
Automation
Remove bottlenecks with smart automation that builds, prices, and routes quotes instantly.
Visibility
See every proposal's status, approval stage, and key info in real time with integrations and two-way data flow.
A clear three-step rollout
From first call to a PandaDoc workspace your team actually uses. Here’s exactly what happens at each step.
- Step 01
Discover
Map the current flow, spot the bottlenecks, define success and scope.
- Process map
- Bottleneck audit
- Scope + success metrics
- Step 02
Build, connect, automate
Templates, CPQ, and CRM connections delivered in short sprints.
- Branded templates
- CPQ setup
- CRM connection
- Step 03
Launch and support
Team training, tracking, and up to sixty days of guidance after go live.
- Team training
- Deal tracking
- 60 days of guidance
A scoped proposal within 24 hours of your first call, with a fixed price before any work begins.
“I highly recommend working with Ben. He was professional, thorough, and by far the most detail-oriented PandaDoc CPQ partner I spoke with during my initial evaluation process. Ben took the time to understand our business challenges and worked closely with us to configure a solution that met our needs. Throughout the implementation, he remained patient and flexible as we navigated our internal approval processes and organizational bureaucracy.”
Jacky Heshi
Candrone
Read the case study: how Candrone automated tax across 13 provinces
Frequently asked questions
Still have questions? Book a free call
How does the integration with my CRM work?
PandaDoc CPQ offers native, two-way integration with popular CRMs (e.g. Salesforce, HubSpot, Pipedrive). It pulls customer and opportunity data in, and pushes finalized quotes back into your CRM. This ensures consistency and avoids re-entry.
How long does it take to implement PandaDoc CPQ?
Implementation time varies by the complexity of your product catalog, pricing rules, and systems. In many cases, configuration and rollout can be done in a few weeks.
What are “CPQ seats” and who needs them?
CPQ seats are licenses assigned to users who need access to advanced CPQ features (e.g. workflow templates, quoting logic). Only users with those seats can configure or run CPQ workflows.
Can I use conditional logic, formulas, or rules in quotes and forms?
Yes. PandaDoc CPQ supports rule-based logic, conditional field visibility, formulas, and dynamic pricing. You can define “when-then” logic, lookup tables, and custom discount or bundle rules.
Is PandaDoc CPQ scalable as my business grows?
Yes. PandaDoc CPQ is built to scale: you can layer in more products, pricing complexity, and workflow rules as your needs grow - without rebuilding from scratch.
Compare PandaDoc to the alternatives
Weighing your options? See how PandaDoc stacks up against other proposal and CPQ tools.
Book a free call today
Let's design a proposal process that's faster, cleaner, and more reliable. Your timeline depends on your tier and scope, and we map out a clear one before any work begins, whether you're new to PandaDoc or scaling your team.
No lock-in. No pressure. Just a clear plan.