PandaDoc

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

Add and set up quote builder

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

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 — keyboard navigation, selection, and shortcuts

Quote Builder

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