They are also growing their knowledge base which is a huge help when trying to customize your system for new requirements.

Make your complex business process very user friendly.

It facilitated field and design changes within our creations and budgets. This has made it possible for me to customize the tool to fit our particular pricing pattern.

The pain has eased in the weeks and months following.

It is used in order to automate Billing and Invoicing, Recurring Payments, Discounts and Order Management. I recommend it to anyone working at the company with complicated invoicing processes.

We have so many different SKUs, pricing from different product families, various discounts etc all are been taken and we are happy.

In general we are very pleased with the results from adding CPQ to our ERP.

It's has been a very good experience for the business units that are using it right now inside the company, we are taking efforts to make it useful for all the company.

It is a potentially elegant solution that we wanted to use so we could scale up our selling process and hopefully reduce the sales cycle. There was no evidence that it succeeded in doing that for us.

Overall, Saleforce.com helped me drive my sales into a better direction giving me a clear view of my performance and serving as a guide to what was needed to keep my sales in check.

Best thing about the company is their integrity - love the customer service and quality behind the team.

Costly for medium sized enterprises. Calculation times can be sometimes slow.

CPQ provides the sales team with a stable and dependable tool for creating complicated quptes.

In general, this is useful if you have a diverse price book and different types of sales motions which require approvals from different stakeholders.

The configuration might be quite hard at times, but it is rather because of the fact that the businesses processes are very complex and they are hard to model.

It requires a lot of clicks and updating price/making price changes is very difficult. Creating a quote used to take me about 5 minutes and now it takes about 20 depending on the complexity.

I liked the Salesforce integration, we were looking for an alternative to get more detail in cost, price and quotas for our customers inside the same Salesforce platform.

They really took the time to understand our processes and provided us with solid , well thought out solutions. Their customer service has been some of the best I have experienced with any vendor.

Can Integrate many tools in CPQ like DocuSign and Xauthor. You can update  or upload information very fast by using Data Loader.

The customization tool is simple and allows you to create stunning templates with little effort.

None of this is unique to the problem they are trying to solve. It's no different than signing a doc with Adobe or some other application.

I like the fact that is does streamline our ability to close sales leads. I see an improvement of over 10.

The best part about Pandadoc is that it's super easy to edit services while filling it out.

Overall, the customer success team has been very responsive, and PandaDoc keeps rolling out new products to improve their offerings.

I can create and or make changes to existing ones. I like that my documents are saved and are simple to search for.

This program is another easy to use Doc program. It's budget friendly and also has free features available.

Great product, great user interface, and a support team that feels more human than others I've worked with in the past.

Functionality is perfect for what we looking to have it do. Easy to set up the documents you need to have signed and on the back end easy for the user to sign and return.

Our Marketing team is thrilled because all of our proposals are customized with CSS to fit our brand objectives. Also, their support team offers outstanding service if/when you need assistance.

I like their plans structure, so that on their free plan I can still get as many e-signatures as possible and also it allows me to ingrate stripe and quickbooks for easy payments.

I don't think of anything major that could be a disturbance or any bad effect of this particular product on my workflow.

Also, some of the integration fields are mandatory even if you don't have any need for them so you have to really get your brain hamster to improvise and work around that obstacle.

I liked the pricing for PandaDoc and it seemed that it would be a good alternative to higher-priced e-signature products.

Overall it was a terrible experience, from support to the actual product.

There is a spam problem with the email sent to some customers. I don’t have any other concern with PandaDoc.

Our experience with Pandadoc over the course of the past 18 months has slowly deteriorated. The product has become consistently worse and is now unusable.

Pretty standard, decent customer service and good support.

It's very user friendly, making it desirable for novices.

The ease with which to make a quick proposal and connect it to a payment solution like Stripe or PayPal helps me close deals faster, and also receive deposits sooner.

They've been nothing but helpful and am very grateful for that kind of experience. As a business owner it means a lot.

In looking for a software that integrates with our CRM, PandaDoc was the only solution we can find that had a seamless integration for our team.

This all adds upto to time savings. Goes without saying that document signing is fantastic and easy to verify.

If i've ever had an issue (which is rare), the customer support team is incredible - they're so helpful and come back to you so quickly. The software itself is so easy to use and very user friendly.

Love all the integration options and best of all, PandaDoc has a ton of flexibility when it comes to how to handle pricing.

I love how easy it is to create a document that needs to be signed, add payment requirements, and integrate with Stripe.

Also, it offers an easy way to get electronic signatures for documents and agreements. What we like most is the ease of use.

Their modular system is easy to use and navigate, and integrates with Salesforce, to help our team work efficiently in preparing proposals for their open opportunities.

This platform integrates correctly with services like OneDrive. The use of API is highly recommended, for reasons of practicality, recommendable.

The enterprise plan is on-demand quote only, through a useless call with the sale team, and probably very expensive (I did not go through there, not time for useless calls).

What I liked most about PandaDoc is its ease of use and the ability to track my potential customers interest in parts of the proposal.

Our company loves using PandaDoc to impress our clients with great proposals in a fast and effective manner. We will continue to license the product moving forward.

This is a problem for teams that divide work. Example:  team member #1 creates/modifies forms, team member #2 works with signed documents.

Super simple and easy to use. Help close deals quickly with electronic signatures.

Take advantage of it and set up training for people who are new to online signatures. Other than that, the platform is easy to use once you get the training.

There are a lot of advantages when investing in the service.

US Dollar

Salesforce CPQ is part of a software suite designed for small, midsized, and enterprise organizations that are focused on reaching sales goals and streamlining customer support. Salesforce CPQ helps reps and partners configure complex deals, streamline quoting approvals, ensure sales compliance, plus more. It offers proposal and quote generation features, allows image-based product selection, and is accessible on mobile devices.


Salesforce also offers solutions for sales management, marketing automation, partner relationship management, customer service, plus more. 


Pricing for Salesforce CPQ is per user, per month and is billed annually. 

LongDescription

Enrollments/Onboarding

Invoice History

Recurring/Subscription Billing

Online Invoicing

Subscription Plan Management

Invoice Creation

Usage Tracking/Analytics

Revenue Recognition

Data Synchronization

Competitive Analysis

Performance Metrics

Real-Time Updates

Revenue Management

Budgeting/Forecasting

Visual Analytics

Billing & Invoicing

Reporting/Analytics

Billing Rate Management

Purchasing & Receiving

Recurring Invoicing

Invoice Management

Invoice Processing

Product Configurator

Price and Cost Calculations

Quotes/Estimates

Contact Management

Configurable Workflow

Real Time Data

Configuration Management

Reporting & Statistics

Forecasting

Dynamic Pricing

User Management

Electronic Payments

Status Tracking

Multi-Channel Management

Price/Margin Management

HIPAA Compliant

Charting

Financial Analysis

Financial Management

Order Management

Reservations Management

Price Optimization

For Hospitality Industry

Cash Flow Management

Yield Management

Recommendations

For Airlines

Room Booking

Template Management

Promotions Management

Self Service Portal

Booking Management

Multi-Currency

Sales Reports

Inventory Tracking

Alerts/Notifications

Inventory Control

Claims Management

Drag & Drop

Inventory Management

Real-Time Analytics

Product Catalog

Customizable Reports

Access Controls/Permissions

Subscription Management

Transaction History

Customer Accounts

Customer Database

Customizable Fields

Data Import/Export

Dunning Management

Client Portal

Sales Tax Management

Cancellation Management

Activity Dashboard

Data Visualization

Reminders

Customizable Templates

Accounting Integration

Multi-Language

Discount Management

Real Time Reporting

Customizable Branding

Contact Database

Customer Profiles

Summary Reports

Third-Party Integrations

Search/Filter

Please contact Salesforce directly for pricing details.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Salesforce Revenue Cloud

In Person

Live Online

Webinars

Documentation

Videos

PandaDoc is an all-in-one tool to create, edit, send, track, and eSign documents quickly and easily. Discover a better way to generate professional-looking and error-free proposals, quotes, and contracts with PandaDoc. Win more deals with unlimited eSignatures, reusable templates, in-app editing, CRM integration, and 24/7 live-human support. The average PandaDoc user creates and sends a document in under 4 minutes and sees a 20% increase in closed rates. Join 50,000 businesses that automate document workflows, speed up the pipeline, and win more deals with PandaDoc!

PandaDoc is cloud-based document management software that helps users create proposals, quotes, contracts, and more. The solution is mostly used by sales and marketing teams and company leadership.

PandaDoc allows users to choose from a variety of proposal templates, which are free to download and customize. It also provides options to change the language and currency used in documents depending on regional standards. With its collaboration feature, various teams can collaborate on a single document by commenting and in-activity logging. The built-in e-signature feature allows signers to approve and sign the documents from anywhere, anytime.

PandaDoc analytics provides real-time statistics regarding who has viewed the proposal, how many times they saw the proposal and how much time spent on the proposal. The dashboard provides an overview of proposal performance.

PandaDoc comes is available via a subscription-based pricing model on per user basis. It provides integration with Salesforce, HubSpot, and many more.

Engagement Tracking

Document Templates

Content Delivery

Cataloging/Categorization

Project Workflow

Lifecycle Management

Payment Processing

Presentation Tools

Performance Management

Document Storage

Proposal Generation

Activity Tracking

Templates

Progress Tracking

Digital Signature

Mobile Payments

Referral Tracking

Workflow Configuration

Contract/License Management

SSL Security

Pre-built Templates

Electronic Signature

Guided Selling

Single Sign On

Approval Process Control

Customizable Invoices

Data Extraction

Projections

Pipeline Management

Document Capture

Specialty Contracts

Document Analytics

Essentials: $19/user/month
Business: $49/user/month
Enterprise: contact PandaDoc sales team.



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