PandaDoc CPQ Logo
PandaDoc CPQ Logo
PandaDoc Inc

PandaDoc CPQ

8.1 / 10
Category
PandaDoc CPQ
8.1 / 10

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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PandaDoc CPQ Ratings

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


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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?

0% Negative
0% Neutral
100% Positive

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing

Feature Ratings

Average 87

Renewal Management

96

Reporting and Analytics

96

Product and Service Configuration

92

Workflow & Approvals

92

Application Integration

89

Quote Development and Administration

88

Visual Configuration

85

Rules Engine

83

Catalog Management

83

Guided Selling

82

Discounting Management

82

Vendor Capability Ratings

Average 89

Availability and Quality of Training

100

Breadth of Features

100

Business Value Created

100

Ease of Customization

100

Ease of Data Integration

100

Ease of Implementation

100

Ease of IT Administration

100

Product Strategy and Rate of Improvement

100

Quality of Features

100

Usability and Intuitiveness

100

Vendor Support

100

PandaDoc CPQ Reviews

Jimmy N.

  • Role: Information Technology
  • Industry: Technology
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Jan 2024

Safe and secure document management software.

Likeliness to Recommend

10 / 10

Pros

  • Helps Innovate
  • Reliable
  • Performance Enhancing
  • Caring

Alejandra B.

  • Role: Sales Marketing
  • Industry: Other
  • Involvement: Business Leader or Manager
Validated Review
Verified Reviewer

Submitted Oct 2022

Highly qualified contract and proposal management

Likeliness to Recommend

9 / 10

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
Validated Review
Verified Reviewer

Submitted Sep 2022

The best secure document management software.

Likeliness to Recommend

9 / 10

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