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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

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Revenue Cloud
Revenue Cloud CPQ
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials

App Details

Version
PandaDoc CPQ/1.30 1.30.0
Listed On
08/24/2023
Latest Release
11/20/2025
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 11
Custom Tabs: 1
Custom Apps: 0
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.20.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
08/09/2023

Additional Details

Join our 55,000+ customers who’ve seen - 46% decrease in create-to-complete - 28% increase in documents sent per month - 20% increase in closed deals per month 100% Automated Document Generation Merge quote data into your documents seamlessly. Benefit from error-free, on-brand, and instant document generation. One-click refresh lets you update docs with the latest Salesforce data. Provide a Workflow That Works Build internal trust with approval workflows, signing orders, content locking, document storage, and two-way data syncs to check all the boxes while getting your critical business documents out the door faster. - Secure and compliant (SOC-2 Type II Certified and HIPAA compliant) for Healthcare and Financial Services requirements - Collect payments right from your contract and reduce average payment times -Wide array of ready-to-use templates make it easy for any role to get started creating and executing: sales quotes, contracts, RFPs and proposals, marketing campaigns, client, student, and patient onboarding forms, employment and new-hire forms, invoices, legal forms To get started, contact us today.

Need help?

PandaDoc

San Francisco, CA, USA

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