This tutorial guides you through the initial setup of a quoting workflow in PandaDoc CPQ. You'll learn how to access the workflows, create a new workflow, and understand workflow steps.

In this tutorial, we’ll create a simple Sales Quote Form that will be used to configure quotes based on a salesperson’s selections. This form will allow users to select product packages and apply available discounts.

In this tutorial, we will configure the Quote Step within the guided selling workflow. This step will take the product selections from the Sales Quote Form and generate a quote automatically.

In this step, we will configure discount rules in the Quote based on the data collected in the form. The salesperson selects the discount type, and this information is passed to the Quote, ensuring the correct discount is applied automatically.

In this final step of the workflow, we will define the step for generating the document with the quote. This document will be based on the template we created earlier and will include the quote generated in the previous step.

In this final chapter of the tutorial, we will test the workflow to ensure everything functions correctly.

In this guide, we’ll walk you through creating a complete CPQ (Configure, Price, Quote) setup for a fictional company specializing in home security solutions. This mid-sized business sells security products, professional services, and subscription-based monitoring—making it the perfect example to showcase PandaDoc CPQ’s capabilities.Creating an empty workflow in PandaDoc