PandaDoc

Learn how to build customized, accurate quotes with PandaDoc’s quote builder.

Add and set up quote builder

Add custom products to the quote builder or edit products added from the catalog.

Quote builder block. Working with custom products

Easily add, bundle, edit, and customize products in quote builder. Manage bundles from Catalog, adjust pricing, and set recipient options.

Quote builder block. Working with product bundles

Automate approvals in PandaDoc with conditional approvals based on quote builder values.

Conditional approvals with quote builder (classic experience)

Map quote builder columns to fields in your CRM

Give your customers more choices by making products in your quote optional and product quantity customizable.

Quote builder block. Enabling recipient options

Quote Builder's design options allow you to craft a more engaging experience for your clients.

Quote builder block. Design options

Simplified quoting experience

Learn how to navigate and edit your inline quote faster using keyboard shortcuts and mouse controls.

Inline quote — interactivity and shortcuts

Automate approvals in PandaDoc with conditional approvals based on quote values in the new template experience.

Conditional approvals with quotes (new experience)

Profit Margin calculation for Quotes

Quote Builder

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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