Availability: Business*, Enterprise plan
* This feature is available as a paid add-on.
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 Marketplace by selecting Install add-on, and 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