Availability: Business* and Enterprise plans
* This feature is available as a paid add-on in our Business plan.
Our advanced quotes 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. Advanced quotes are enabled by default for all Enterprise plan users.
Advanced quotes 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