PandaDoc

PandaDoc enables sales teams to quickly create precise, detailed quotes by inserting predefined product and customer information via variables with automations that eliminate manual data entry, reducing errors and ensuring consistency across all quotes. PandaDoc CPQ pulls data from CRM, combining customer details, custom product configurations, and dynamic pricing with stunning layouts. Users can add line items, cost breakdowns, taxes, and discounts, and streamline quote creation by adding product SKUs, billable services, pricing tables, and other line items directly from an onboard catalog. PandaDoc provides built-in approval workflows to help teams ensure quotes meet compliance and pricing standards before being sent to clients. Once deals are sent, teams can gather in a shared workspace to negotiate quote details. The platform offers pricing plans including free eSign for unlimited documents, Starter at $19/month per user, Business at $49/month per user, and Enterprise with CPQ at custom pricing.