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PandaDoc for Salesforce | Document Automation, CPQ & e-Signature
Document automation and CPQ built for Salesforce Revenue Teams
Overview
Boost Salesforce’s ROI by integrating PandaDoc's features for document creation, e-signatures, and an end-to-end CPQ functionality. Provide your prospects with fast, error-free quotes in minutes — all from within Salesforce.
See How PandaDoc for Salesforce | Document Automation, CPQ & e-Signature Works
Generate proposals, contracts and quotes directly from Salesforce opportunities with automated 2-way data synchronization - no manual copying required.
Professional branded templates with drag-and-drop editor, automated workflows, and built-in eSignature with multi-party signing and real-time tracking.
Industry-leading security: SOC-2 Type II certified and HIPAA compliant for Healthcare and Financial Services requirements with enterprise-grade document storage.
PandaDoc CPQ premium add-on standardizes pricing for complex product catalogs with guided selling playbooks and automated approval workflows.
Generate error-free quotes in minutes with automated calculations, revenue recognition, and end-to-end quote-to-cash process management.
Native integration with Revenue Cloud CPQ for enterprise quote-to-order workflows - extends Salesforce capabilities without data sync headaches.
Proven performance results: 46% faster create-to-complete, 28% more documents sent, 20% more deals closed with mobile-optimized field sales access.
Quick implementation within days with no coding required - wide array of ready-to-use templates for proposals, contracts, onboarding forms and invoices.
Built-in payment collection reduces average payment times while maintaining compliance with document version control and audit trails.
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.
Categories
- Business Needs
- SalesContract ManagementDocument Generation
- Industries
- Healthcare & Life SciencesHigh TechManufacturing
- Personas
- AdministratorBusiness Operations ManagerSales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.AgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MoreManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyAgentforceManaged Package