Building Forms
Conditional logic in PandaDoc CPQ forms allows you to dynamically show, hide, and adjust form fields based on user inputs. This improves the guided selling process, ensures only relevant questions appear, and streamlines data collection.
Applying Lookup Tables
Managing multi-currency pricing in PandaDoc CPQ is made simple with lookup tables. Instead of manually adjusting prices for different currencies, you can store exchange rates and localized product prices in a lookup table and use rules to apply the correct values dynamically.
This guide explains how to use Lookup Tables in PandaDoc CPQ to dynamically configure product prices based on various factors such as region and sales quarter. Using Lookup Tables allows you to store complex pricing models and automatically apply the correct pricing to quotes.
Once uploaded, the system will process the table and confirm the number of rows and columns.
Configuring Dynamic Content
Conditional content in PandaDoc allows you to dynamically adjust sections of a document based on selections made within a quote. This is useful for tailoring terms of service, SLAs, and pricing details based on the products or services selected by the recipient.
Defining Quote Rules and Formulas
PandaDoc CPQ allows you to automate pricing, discounting, and product selection in quotes using rules and formulas. This guide covers: - How to add products dynamically based on SKUs - How to set contract terms automatically - How to apply discounts using formulas - How to update custom fields in quotes - How to extract data fields for workflow automation
Setting Up Approvals
Conditional approvals in PandaDoc CPQ allow you to define dynamic approval workflows based on various conditions such as quote attributes, CRM fields, and form inputs. This ensures that documents requiring special authorization automatically trigger an approval process.
Integrating with CRM
Integrating PandaDoc CPQ with HubSpot allows seamless quoting, approvals, and document generation directly within your CRM. This guide explains how to install and configure the integration and how to access PandaDoc Workflows in HubSpot.
Seamlessly integrate PandaDoc CPQ with Salesforce to streamline your quoting process and accelerate deal closures. This integration enables you to:
This guide focuses on importing data from your CRM (such as HubSpot or Salesforce) into a PandaDoc workflow. By pulling data from your CRM, you can ensure that quotes, documents, and approvals are automatically populated with accurate customer details.
Managing Permissions
Managing workflow permissions ensures that the right users have the necessary access to view, run, and edit workflows in PandaDoc CPQ. This guide explains the different permission levels available and how to configure them to fit your organization’s needs.