PandaDoc, a leader in document management solutions, has unveiled a significant enhancement to its CPQ suite with the introduction of PandaDoc Configure, Price, Quote (CPQ) for Salesforce. This new solution, seamlessly integrated within Salesforce, the industry’s most widely used CRM, empowers revenue teams to create precise quotes on the first attempt while consolidating multiple point solutions to facilitate contract execution—all within Salesforce. This latest release builds on PandaDoc’s existing embedded CPQ solution for HubSpot, with plans for expansion to additional CRMs in 2025.
Designed as a premium add-on for PandaDoc Enterprise and App Volume customers, this new solution is crafted for revenue operations leaders aiming to eliminate inefficiencies commonly associated with traditional CPQ systems used by Account Executives (AEs), Account Managers (AMs), and Customer Success Managers (CSMs). With PandaDoc CPQ for Salesforce, revenue teams can seamlessly manage the entire deal lifecycle—from quote generation to contract finalization—directly within Salesforce. This integration leads to faster approvals, minimized errors, and enhanced operational efficiency.
“PandaDoc CPQ for Salesforce is a game-changer for revenue organization leaders who are seeking to streamline their quoting process and close deals faster,” said Keith Rabkin, President at PandaDoc. “Our solution empowers sales teams to stay entirely within Salesforce, using guided selling and dynamic pricing tools to simplify complex workflows and speed up every stage of the sales cycle.”
“Upgrading our subscription to take advantage of PandaDoc CPQ has been well worth it. I had tried other CPQ options and they were all subpar,” said Emerson McCuin, Director of Revenue Operations at HAAS Alert in Chicago, IL. “I’m super happy with our choice and can’t stress enough how much we needed this solution.”
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Key Features and Benefits of PandaDoc CPQ for Salesforce
- Seamless Salesforce Integration: Fully embedded within Salesforce, ensuring a consistent user experience and streamlined workflows.
- Guided Selling Capabilities: Pre-configured workflows assist AEs, AMs, and CSMs in generating accurate quotes while reducing errors and maintaining compliance.
- Advanced Pricing Flexibility: Supports complex pricing structures, including dynamic pricing, volume discounts, bundled pricing, and intricate product catalogs.
- Fast and Simple Implementation: Designed for quick deployment without the need for costly third-party consultants.
- Real-Time Data Synchronization: Automatic two-way data sync between PandaDoc and Salesforce to ensure accuracy across all systems.
“These features are a direct answer to what we’ve heard from so many of our sales and RevOps customers,” added Rabkin. “They’ve needed a solution that is easy to implement and keeps reps from getting bogged down in quoting complexity so they can finally focus on selling.”
With the launch of PandaDoc CPQ for Salesforce, businesses can enhance efficiency, reduce quoting errors, and accelerate deal closures, all while staying within their existing Salesforce environment. As PandaDoc continues to innovate, further CRM integrations are on the horizon, ensuring more businesses can benefit from this powerful solution in the near future.
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