BEST PROPOSAL INTEGRATIONS FOR PIPEDRIVE

CPQ stands for “configure, price, quote,” a process used by modern sales and revenue teams to deliver quotes to customers via digital tools. Configure refers to compiling and organizing items and services in a product catalog, including bundles, subscriptions, and other specialized offerings. RevOps professionals typically do this in compliance with company policy.

Pricing refers to assigning prices to catalog items, including things like discounts, seasonal specials, bulk pricing, etc. Again, RevOps teams are typically responsible for ensuring that catalog pricing aligns with company directives.

Finally, quote refers to the process of building a quote for a potential customer. This is done by sales reps who are doing the selling to customers. The goal of CPQ software is to enhance sales enablement — ensuring that sellers are always ready to deliver accurate, compliant quotes so customers aren’t left waiting and, overall, more quotes get out the door without delay.

When it comes to specific features that make PandaDoc different from other CPQ solutions, there are several. First, PandaDoc’s document editor and templates feature tools like a content library and smart content that act as guardrails for reps as they build quotes, keeping deals accurate and compliant. PandaDoc also allows you to add interactive elements in a quote for customers to engage with, like pricing tables, payment calculators, and (of course) e-signature capture.

PandaDoc CPQ for Pipedrive also includes access to PandaDoc Rooms, a feature that allows sellers to create secure deal rooms for both themselves and customers to collaborate in. This is a perfect place for customers to leave comments and questions and sellers to make any final adjustments needed before closing the deal.

PandaDoc CPQ for Pipedrive is ideal for several kinds of companies that have dedicated sales and RevOps teams and want to improve their sales process. First among these are businesses that already use both Pipedrive and PandaDoc. This is the easiest scenario for implementation and can be done inside the Pipedrive environment.

Our CPQ solution is also ideal for Pipedrive clients who are not using PandaDoc but are not getting enough ROI out of how they’re currently generating quotes. In many cases, these companies use two (or more) separate tools to build and send quotes. That back-and-forth creates friction for reps and leads to errors, bottlenecks, and fewer deals closed. PandaDoc can help consolidate this process and enable reps to generate new, compliant quotes without ever leaving their Pipedrive tab.

PandaDoc CPQ for Pipedrive is especially valuable for Pipedrive users who currently spend hours manually creating quotes, struggle with pricing errors or approval delays, use multiple tools to get from quote to signature, or need better visibility into their sales pipeline. Additionally, this integration can assist teams looking to use Pipedrive for contract management.

Other teams that would benefit from PandaDoc CPQ for Pipedrive include:

• Distributed sales teams or sales teams of six or more that struggle with consistent rep onboarding.

• Sales teams using complex product or pricing catalogs with intricate rules and/or approval processes that make it hard to navigate.

If your company falls into any of these categories, get in touch with a PandaDoc rep today to learn more about implementing PandaDoc CPQ for Pipedrive for your revenue team.

Right now, PandaDoc CPQ for Pipedrive is a paid add-on available for PandaDoc Enterprise and App Volume plans. Speak with your PandaDoc account manager about adding PandaDoc CPQ for Pipedrive to your PandaDoc plan.