PandaDoc empowers your sales team to do more with prebuilt templates, flexible pricing models, and automated rules.
Easily create accurate quotes and configure product catalogs, including bundles, upsells, and discounts. Guided selling ensures customers receive precise quotes for customized solutions.
PandaDocCPQ integrates with CRM systems like SalesForce and HubSpot, auto-filling quotes with up-to-date customer details.
Collect payments from processing tools like Stripe and Paypal and collect electronic signatures in one place without switching between apps.
With buyer engagement insights, you know exactly when a prospect opens, views, or interacts with a quote.
Sales teams can time follow-up fast, creating targeted outreach to maximize closing potential. Gain valuable insights into buyer intent to keep deals moving forward efficiently and boost your success rate.
I have been using PandaDoc for about five years and find it invaluable for our quotations and order processing. Our quotations are engaging, factually correct and the tracking visibility is fantastic.
Customizable templates
Document creation and editing
Document management
Manage documents like proposals, quotes, and contracts in a centralized document repository. Find documents fast with advanced filters and search tools.
Guided selling
Product catalog management
Payment processing
Workflow automation
eSignature
Security and compliance
Analytics and reporting
Tracking and notifications
CRM integrations
API
Customer support
While ConnectWise is an excellent choice for quoting, especially for IT businesses, PandaDoc goes beyond with an all-in-one platform. Generate fast, accurate quotes, plus create, send, track, and eSign documents all in one place.
Cut document creation time in half and give your team valuable time back. PandaDoc makes it easy for cross-functional teams to collaborate and lets you streamline business processes to increase completed docs by 87% per month and increase close rates by 36%.
Make PandaDoc work for you with powerful integrations and custom API options.
Easily sync with essential RevOps tools like Salesforce, HubSpot, and other third-party applications to streamlineworkflows and ensure data accuracy. Developers can use the flexible API to build custom integrations and automate document processes, saving time, reducing manual effort, and ensuring an easy, efficient experience for your team and your clients.
Optimize your sales and business processes with the all-in-one solution for quotes, document creation, management, and automation.
Experience the difference–request your free, personalized demo today!
PandaDoc’s HubSpot integration is second to none in comparison to competitors. It allows us to get a lot of information from the CRM directly into PandaDoc.
92%
reduction in proposal creation time
20%
reduction in customer acquisition costs
PandaDoc has a personal touch — they listen, adapt, and support us like true partners. This has made all the difference. I know I can reach out to them anytime. They take their time to walk us through everything, and I can trust that they’ll help us resolve any issues quickly.
25%
more documents sent per month
46x
faster to get a signature compared to Docusign
PandaDoc has enhanced the purchasing experience for our buyers and sales team. We’ve halved proposal creation time while demonstrating value in every single proposal. It’s helped us close more deals, save time and maintain our brand’s integrity.
50%
reduction in proposal creation time
84%
of proposals viewed by prospects
PandaDoc CPQ is available as part of the Enterprise plan, making it an accessible, cost-effective choice for small to mid-sized businesses (SMBs) that need robust CPQ features without a high-cost barrier.
Key features
PandaDoc offers a suite of tools that extend beyond CPQ, making it a true end-to-end document management platform.
Key capabilities: Unlimited document uploads, eSignatures, a drag-and-drop document editor, workflow automation, custom branding, and CRM integrations. With its rules engine and guided selling, admins can set up conditional workflows to support fast, accurate quoting.
Ease of use and integration: PandaDoc is known for its user-friendly interface, which requires no coding knowledge and enables quick setup and implementation. Its seamless integration with HubSpot CRM allows for two-way data syncing, so information between quotes and deals is automatically updated.
Use cases: PandaDoc is ideal for SMBs in industries like tech, SaaS, manufacturing, construction, and professional services that need a unified solution to streamline quoting, document management, eSignatures, and payment collection. It’s particularly well-suited for sales operations and revenue operations teams needing dynamic pricing and real-time analytics.
ConnectWise
ConnectWise CPQ doesn’t include specific pricing on its websites, and plans vary based on customization and usage. Contact ConnectWise for detailed pricing information.
Key features: ConnectWise CPQ focuses on advanced quoting and sales automation for IT services, including detailed product and service configuration options, built-in integrations with distribution channels for real-time pricing, and multi-vendor sourcing. It’s particularly strong in inventory management, providing visibility into stock levels and part numbers to ensure accurate quoting.
Integration with IT systems: ConnectWise CPQ integrates with PSA (professional services automation) and ERP systems commonly used in IT environments, such as ConnectWise Manage, making it a comprehensive choice for companies already using ConnectWise products.
Use cases: ConnectWise CPQ is designed for IT services companies and value-added resellers (VARs) that need advanced configuration options for complex, multi-component IT products. Its integration with PSA and ERP tools makes it a strong choice for IT-focused sales teams needing efficient workflows for quoting, order management, and procurement.
PandaDoc and ConnectWiseCPQ are both designed to support and enhance sales processes by streamlining workflows and improving quote accuracy. Both platforms help sales teams configure and send quotes quickly and accurately, but each platform caters to specific business needs and industries.
ConnectWiseCPQ: Ideal for IT services and complex product configurations
Purpose-built for IT:ConnectWiseCPQ is designed specifically for IT service providers and value-added resellers (VARs) who work with multi-component products and need precise control over configurations and sourcing. Its advanced configuration capabilities enable sales reps to manage complex IT products and services.
Integration with IT systems:ConnectWiseCPQ integrates with ConnectWise Manage and other PSA (professional services automation) tools, as well as ERP systems used in IT environments.
Dynamic product sourcing and multi-vendor support:ConnectWiseCPQ provides visibility into real-timepricing from multiple distributors, allowing sales reps to source products at the best price and ensure accurate quoting. This is particularly useful for IT businesses needing flexibility and accuracy across numerous suppliers.
PandaDoc: All-in-one document management for a variety of industries
Comprehensive document management:PandaDoc offers a full suite of document creation and management tools, including drag-and-drop templates, eSignatures, and workflowautomation. These features make PandaDoc a powerful choice for companies needing a complete solution to manage the document lifecycle from creation to eSignature.
Integrated CPQ and CRM features:PandaDoc’s CPQ is built to support small and mid-sized businesses with user-friendly, guided selling tools, and rules-based pricing, ensuring accuracy without extensive configuration. Its seamless integration with CRM platforms like HubSpot and Salesforce helps to centralize the sales process.
Dynamic pricing and real-time analytics:PandaDoc’s real-time analytics and dynamic pricing features help teams track quote performance and suggest products based on pre-set parameters, reducing the need for manual adjustments. This makes PandaDoc ideal for tech, SaaS, manufacturing, and other industries requiring efficient document workflows.
Conclusion
When to choose PandaDoc: If your business needs an all-in-one document management platform that includes CPQ, PandaDoc is a great choice. Its intuitive interface, CRM integrations, and workflow capabilities make it suitable for SMBs and diverse industries, especially in tech, SaaS, and construction. PandaDoc helps teams streamline the entire sales process, from document generation to eSignature, without the need for complex IT setups.
When to choose ConnectWiseCPQ:ConnectWiseCPQ is ideal for IT service companies and value-added resellers that require specialized configuration and product sourcing capabilities. Its strong integration with IT management and ERP systems makes it well-suited for businesses focused on complex product configurations, inventory visibility, and multi-vendor management.
PandaDoc is designed to integrate seamlessly with your existing tech stack. PandaDoc offers more than 30 integrations with CRM platforms like HubSpot and Salesforce, payment processing tools like PayPal and Stripe, and business and productivity tools like Google Workspace, Slack, Microsoft Teams, and more.
