CPQ (formerly Advanced quotes)

Availability: Business* and Enterprise plans

* This feature is available as a paid add-on in our Business plan.

Our CPQ feature helps you control and manage what your team sells by pre-configuring the exact products and services they’ll need to take to market.

Watch an overview video:

Your account owner can turn this feature on or off for one or multiple workspaces in the PandaDoc Add-on Store by selecting Install add-on, then selecting workspaces where you’d like to use it. CPQ IS enabled by default for all Enterprise plan users.

CPQ includes:

• Quote builder, which lets your sales reps create quotes quickly, while allowing your sales admins to control what reps can sell

• Advanced product catalog, which makes it easy to create and manage items — regardless of whether you’re using a flat, recurring, or volume-based pricing structure 
  
• Product bundling, which allows you to group your products to sell as unique packages
  
  
• Recurring payments (via Stripe), which takes the effort out of collecting payments for products that use recurring pricing