PandaDoc Inc

PandaDoc CPQ

7.9 /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.

87 Likeliness to Recommend

100 Plan to Renew

91 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

+99 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 84

Renewal Management

Reporting and Analytics

Product and Service Configuration

Quote Development and Administration

Workflow & Approvals

Application Integration

Visual Configuration

Rules Engine

Catalog Management

Multi Currency

Discounting Management

Vendor Capability Ratings

Average 88

Availability and Quality of Training

100

Breadth of Features

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

Business Value Created

PandaDoc CPQ Reviews

Brad T.

Role: Sales Marketing
Industry: Media
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Apr 2024

Great tool for making and building sales proposals

Likeliness to Recommend

8 /10

What differentiates PandaDoc CPQ from other similar products?

This tool makes it easy to develop and send professional quotes. With this technology, you can create long-lasting relationships with customers. Creating, editing and managing documents is very easy with PandaDoc.

What is your favorite aspect of this product?

One of the things I like the most is Making and creating sales proposals, monitoring interactions and closing deals on the fly has never been easier than with Pandadoc. The software integrates with numerous third-party programs, including SAP, Hubspot, and Salesforce, and offers a wide range of services.

What do you dislike most about this product?

Overbilling occurs, system failures and outages are common, and customer service takes at least three days to respond to your queries.

What recommendations would you give to someone considering this product?

With this application, making and sending personalized sales quotes is very easy. With this application you can sign documents, quotes and proposals digitally. With this tool you can increase your sales.

Pros

Continually Improving Product
Reliable
Efficient Service
Helps Innovate

Sydney H.

Role: Sales Marketing
Industry: Media
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Apr 2024

Efficient automation of business quotes.

Likeliness to Recommend

8 /10

What differentiates PandaDoc CPQ from other similar products?

This tool distinguishes itself from others due to its exceptional capability for customizing documents,tracking data, equipment control panel, and financial records.

What is your favorite aspect of this product?

A combination of features and a simple-to-use bundle that includes quick setup, fast implementation, and a short learning curve for customers with great customer support allows both new and regular users to quickly create and integrate documents into their everyday operations.

What do you dislike most about this product?

The inclusion of the PandaDoc logo in the email subject lines when sending out contracts is something I find bothersome.

What recommendations would you give to someone considering this product?

Its simplicity and ease of use have made it my go-to recommendation for both clients and myself. Additionally, it appears to be done by highly skilled individuals.

Pros

Helps Innovate
Reliable
Enables Productivity
Efficient Service

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

PandaDoc CPQ

What is PandaDoc CPQ?

Company Details

Need Assistance?

PandaDoc CPQ Ratings

87 Likeliness to Recommend

100 Plan to Renew

91 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+99 Net Emotional Footprint

How much do users love PandaDoc CPQ?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Renewal Management Includes maintaining recurring orders , contracted pricing or renewed orders with clients.

Reporting and Analytics The solution provides the ability to create metrics-driven dashboards and reports showing unique visitors, click-through, conversions, payments etc.

Product and Service Configuration Allows users to configure products or services themselves through searching and filtering the product catalog to select items to be added to the quote.

Quote Development and Administration Generate branded proposals with product descriptions, pricing, visuals, content information and terms and conditions in usable format (pdf, word, xls).

Workflow & Approvals The ability to include event processing, exception handling, escalation authorization, ad hoc in-flight workflow revisions, logging and approvals.

Application Integration Includes functional and data integration with common applications such as CRM, CSM, ERP, email, etc.

Visual Configuration Ability to custom-configure products using interactive 2D or 3D visualizations.

Rules Engine Automatically includes products that must go together, such as shipping fees or warranties.

Catalog Management Includes customizable shipping and payment options, product pricing, advanced catalog search, and navigation.

Multi Currency Includes multi-currency accounting, multi-currency transactions, and multi-currency reporting.

Discounting Management Ability to add and manage discounts to products on a quote as a percentage, volume, dollar, terms etc.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

PandaDoc CPQ Reviews

Brad T.

Great tool for making and building sales proposals

Likeliness to Recommend

Pros

Sydney H.

Efficient automation of business quotes.

Likeliness to Recommend

Pros

Jimmy N.

Safe and secure document management software.

Likeliness to Recommend

Pros

Feature Ratings

Renewal Management

Reporting and Analytics

Product and Service Configuration

Quote Development and Administration

Workflow & Approvals

Application Integration

Visual Configuration

Rules Engine

Catalog Management

Multi Currency

Discounting Management

Vendor Capability Ratings

Availability and Quality of Training

Breadth of Features

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

Business Value Created