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PandaDoc Connector for Salesforce CPQ

By PandaDoc

Simplify how sales teams generate, customize, and eSign CPQ quotes

No Ratings
Starting at $20   USD/user/month
Try It
Requires
Sales Cloud
Revenue Cloud
Revenue Cloud CPQ

Our powerful new Salesforce Revenue Cloud integration allows you to create stunning customizable quotes in a few minutes with the help of our powerful document editor and templates.

  • Demo of PandaDoc for Salesforce CPQ

Highlights

Create stunning customizable quotes easily Wow your prospects and customers with professional-looking quotes that you can build quickly without leaving Salesforce CPQ.

Collect legally binding signatures Seal the deal directly within your quotes with PandaDoc’s eSignature solution.

Always stay in control Maintain control over the quoting process before signature by keeping Salesforce as your single source of truth with our content locking capabilities and two-way sync between PandaDoc and Salesforce CPQ.

Provider Details

Join our 55,000+ customers transforming their revenue operations with the only document automation platform built specifically for Salesforce with enterprise CPQ capabilities. Proven Results: 46% decrease in create-to-complete time, 28% increase in documents sent per month, 20% increase in closed deals per month. Document-First CPQ: Unlike standalone CPQ tools, PandaDoc delivers quote-to-cash in beautifully branded documents that close deals faster. RevOps teams create guided selling playbooks so sales reps generate compliant, error-free quotes in minutes while maintaining your brand experience. Salesforce Integration: Two-way data synchronization with opportunities, contacts, products, and pricing data. One-click refresh updates documents with latest Salesforce data. Native compatibility with Revenue Cloud CPQ enables enterprise workflows without integration headaches. Templates and Security: Wide array of industry-specific templates including proposals, contracts, onboarding forms, and invoices. Built-in payment collection reduces average payment times. SOC-2 Type II certified and HIPAA compliant with document storage and audit trails.

Pricing Details

Default Plan

$20 USD/user/month

Lowest Starting Price

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