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

100

Product Experience

Negotiation and Contract

Conflict Resolution

Strategy & Innovation

100

Service Experience

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Emotional Footprint Overview

Product Experience:: 100%
Negotiation and Contract:: 97%
Conflict Resolution:: 93%
Strategy & Innovation:: 98%
Service Experience:: 100%

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

Dominique B.

Role: Operations
Industry: Manufacturing
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Jul 2022

Excellent editor with a document signature option.

Likeliness to Recommend

9 /10

What differentiates PandaDoc CPQ from other similar products?

The key issue I'm addressing is how to manage a complex paperwork process while also minimizing the time it takes to finish all of the paperwork. Virtual signatures, questions and answers, and, of course, the interchange and transmission of papers internally and to clients are some of the benefits I have gotten. It is mostly used for business-to-business transactions and contracts. It also makes it simple to transmit critical data to papers. Furthermore, the templates are excellent and simple to modify.

What is your favorite aspect of this product?

PandaDoc enables me to rapidly and securely generate, transmit for signatures, and receive client documents. I like being able to easily handle client information with two platforms that do the majority of the work for me. They employ modular solutions that are simple to use and administer. You may virtually sign the document with several participants, and you can also define the order in which participants must sign one after the other.

What do you dislike most about this product?

Because I dislike the automatic expiration of papers, I must resubmit each one. The document will most likely expire, but you have the option to resend it. The biggest disadvantage I can think of is the presenting structure. Cover pages are simple to create, while content pages are sometimes difficult to handle. I used to enjoy the live chat feature that PandaDoc used to provide but no longer does. Some concerns are minor and may be fixed quickly with the assistance of a live person, while others are too urgent to send a ticket.

What recommendations would you give to someone considering this product?

When PandaDoc is connected with another CRM system, it makes the document generating process more easier and faster. For document collaboration, electronic signatures, forms and other documentation duties I use Pandadoc. Use the assistance that is provided to you; they will answer any questions you have and show you and your team how to use all of the product's capabilities.

Pros

Continually Improving Product
Reliable
Performance Enhancing
Enables Productivity

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

Emotional Footprint Overview

+97 Net Emotional Footprint

How much do users love PandaDoc CPQ?

Chart

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

Dominique B.

Excellent editor with a document signature option.

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