PandaDoc CPQ

What differentiates PandaDoc CPQ from other similar products?

There’s this sweet spot between proposal polish and speed—PandaDoc CPQ lives right in it. At first, I didn’t think a quote-generating tool would matter much to my SEO world, but once you work closely with your creative team and sales folks on proposal templates and campaign scopes, it becomes clear how critical it is. We’ve used it mostly for packaging SEO retainers, web audits, and creative bundles, and honestly, it’s streamlined the back-and-forth that used to eat up hours.

What is your favorite aspect of this product?

One part I geek out on more than I probably should: conditional content. If I select a specific service, it automatically pulls in the right section for deliverables and KPIs. No more sifting through 10 versions of the same doc. Also, being able to see when a client opens the doc and what they spend time reading is weirdly satisfying. It’s like heatmapping for contracts.

What do you dislike most about this product?

Now, I won’t lie—the template library could use some love in the design department. It’s functional, not flashy. We’ve had to bring our designers in to polish the layouts a bit to match our brand vibes.

What recommendations would you give to someone considering this product?

If your agency juggles strategy, creative, and sales handoffs, PandaDoc CPQ is worth working into your flow. It’s like having a proposal assistant that doesn’t sleep or skip the fine print. I’d absolutely recommend it to other teams looking to close deals faster without sacrificing clarity or consistency.

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.

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.