PandaDoc Inc

PandaDoc CPQ

Composite Score

7.7 /10

CX Score

8.2 /10

11 Reviews Write a Review

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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.

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PandaDoc CPQ Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on PandaDoc CPQ.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

84 Likeliness to Recommend

1
Since last award

100 Plan to Renew

86 Satisfaction of Cost Relative to Value

2
Since last award

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+97 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 82

Reporting and Analytics

Renewal Management

Product and Service Configuration

Workflow & Approvals

Application Integration

Quote Development and Administration

Visual Configuration

Multi Currency

Rules Engine

Catalog Management

Discounting Management

Vendor Capability Ratings

Average 86

Ease of Implementation

Availability and Quality of Training

Business Value Created

Quality of Features

Usability and Intuitiveness

Ease of Data Integration

Product Strategy and Rate of Improvement

Breadth of Features

Ease of Customization

Vendor Support

Ease of IT Administration

PandaDoc CPQ Reviews

Beauty M.

Role: Sales Marketing
Industry: Retail
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Dec 2024

Features are amazing

Likeliness to Recommend

6 /10

What differentiates PandaDoc CPQ from other similar products?

An all in one document automation,awesome

What is your favorite aspect of this product?

You can actually do real time collaborations

What do you dislike most about this product?

You need to do a steep learning curve , otherwise for others it can be overwhelming

What recommendations would you give to someone considering this product?

Maybe start with a trial run or demo and see if it actually aligns with what you want in your business

Pros

Effective Service
Saves Time
Respectful
Client's Interest First

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

Book a Free Demo Today!

Awards & Recognition

PandaDoc CPQ Ratings

84 Likeliness to Recommend

1 Since last award

100 Plan to Renew

86 Satisfaction of Cost Relative to Value

2 Since last award

Emotional Footprint Overview

+97 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

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

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

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.

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.

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

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

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

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.

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

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.

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.

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.

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.

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

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.

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.

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.

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

PandaDoc CPQ Reviews

Beauty M.

Features are amazing

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

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Feature Ratings

Reporting and Analytics

Renewal Management

Product and Service Configuration

Workflow & Approvals

Application Integration

Quote Development and Administration

Visual Configuration

Multi Currency

Rules Engine

Catalog Management

Discounting Management

Vendor Capability Ratings

Ease of Implementation

Availability and Quality of Training

Business Value Created

Quality of Features

Usability and Intuitiveness

Ease of Data Integration

Product Strategy and Rate of Improvement

Breadth of Features

Ease of Customization

Vendor Support

Ease of IT Administration