What is PandaDoc CPQ?
PandaDoc’s CPQ software makes your quoting process smarter and more convenient for your sales reps and your customers. PandaDoc’s CPQ software allows sales reps to automatically pull together services and products from their CRM which ensures more accurate data, reduces errors, and allows reps to spend more time closing deals.
Company Details
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Real user data aggregated to summarize the product performance and customer experience.
91 Likeliness to Recommend
100 Plan to Renew
96 Satisfaction of Cost Relative to Value
Emotional Footprint Overview
+100 Net Emotional Footprint
The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.
How much do users love PandaDoc CPQ?
Pros
- Helps Innovate
- Continually Improving Product
- Reliable
- Performance Enhancing
Emotional Footprint
How to Read
Positive
Neutral
Negative
The Net Emotional Footprint measures high-level user sentiment towards particular product offerings. It aggregates emotional response ratings for various dimensions of the vendor-client relationship and product effectiveness, creating a powerful indicator of overall user feeling toward the vendor and product.
While purchasing decisions shouldn't be based on emotion, it's valuable to know what kind of emotional response the vendor you're considering elicits from their users.
Footprint
Feature Ratings
Renewal Management
Reporting and Analytics
Product and Service Configuration
Workflow & Approvals
Application Integration
Quote Development and Administration
Visual Configuration
Rules Engine
Catalog Management
Guided Selling
Discounting Management
Vendor Capability Ratings
Availability and Quality of Training
Breadth of Features
Business Value Created
Ease of Customization
Ease of Data Integration
Ease of Implementation
Ease of IT Administration
Product Strategy and Rate of Improvement
Quality of Features
Usability and Intuitiveness
Vendor Support
PandaDoc CPQ Reviews
Jimmy N.
- Role: Information Technology
- Industry: Technology
- Involvement: End User of Application
Submitted Jan 2024
Safe and secure document management software.
Likeliness to Recommend
Pros
- Helps Innovate
- Reliable
- Performance Enhancing
- Caring
Alejandra B.
- Role: Sales Marketing
- Industry: Other
- Involvement: Business Leader or Manager
Submitted Oct 2022
Highly qualified contract and proposal management
Likeliness to Recommend
What differentiates PandaDoc CPQ from other similar products?
With PandaDoc we have a document automation application that allows us to send quotes, budgets, contracts, other documents and electronic signatures, Since we implemented PandaDoc in the company, we have sent proposals and contracts with greater ease and good results. It gave us better insight into customer behaviors, because we can see when they look at the contract, which pages they have spent more time on and how fast they view/sign it.
What is your favorite aspect of this product?
In its interface you have an excellent analytics of the process, its document histories and the reminder that it has as a function that are of great help to our record in conjunction with the templates and a complete control panel as well as eliminates user error when signing contracts.
What do you dislike most about this product?
Better integration with Outlook so we can see when in our sent folder have been sent documents (Not all users use Gmail.com accounts), it is not totally intuitive; I did a lot of training to many people in their use of the platform, requires an initial learning curve and a with customer service in conjunction with IT support.
What recommendations would you give to someone considering this product?
PandaDoc is suitable for a company that has a clear sense of its proposals, contracts and other materials that need to be finalized. One of its best features is the integrated electronic signatures that make it much easier for the client as well as the tracking of our contracts. They also speed up the process of creating so many proposals because then much of the document creation process can be automated.
Pros
- Helps Innovate
- Trustworthy
- Unique Features
- Efficient Service
Noah B.
- Role: Operations
- Industry: Education
- Involvement: End User of Application
Submitted Sep 2022
The best secure document management software.
Likeliness to Recommend
What differentiates PandaDoc CPQ from other similar products?
We saved hours by building offers and interacting with HubSpot. Our sales staff regularly breached the format of the previous Word agreements, and PandaDoc has made it quite simple for them to swiftly produce logical agreements. We use PandaDoc to encourage individuals to fill out and sign contracts, therefore streamlining the process. Previously, I discovered that sending forms by email resulted in formatting errors, and individuals without the necessary software had difficulty signing and filling out the forms.
What is your favorite aspect of this product?
I like how all of my contracts are now in one place, with easy-to-use folder structures, and that I no longer have to bother about formatting them for other people's computers. It is quite handy to have them input text right into the form, sign, and date it. We've been using PandaDoc for several years, and the interface with HubSpot has made creating professional proposals a breeze. We've reduced our proposal agreement to a procedure that can actually take only a few minutes from start to end. It also makes the process easier for our sales staff and guarantees that all offers filed adhere to our brand guidelines.
What do you dislike most about this product?
It took me a bit to get used to the HubSpot connection, but it wasn't that difficult, and you'll be required to learn new connections like that. The system is simple to use, and our staff like its use. We can send more than 25 papers each day with Pandadoc while keeping everything in one location. So we have no complaints regarding PandaDoc.
What recommendations would you give to someone considering this product?
I wholeheartedly suggest Pandadoc to anybody searching for a safe solution to their business needs. This has simplified my life and saved me time and money. Include it in your portfolio and begin delivering papers right now. We are quite pleased with the product and the service provided by PandaDoc.
Pros
- Continually Improving Product
- Reliable
- Performance Enhancing
- Enables Productivity