PandaDoc for Salesforce
Document Automation, CPQ & e-Signature
By PandaDocContract Management
- Rating
- 4.7
- Reviews
- 175
- Pricing
- Paid
- From $49 per user per month
- Listed since
- 2018
About PandaDoc for Salesforce
Document automation and CPQ built for Salesforce Revenue Teams
Join our 55,000+ customers transforming their revenue operations with the only document automation platform built specifically for Salesforce with enterprise CPQ capabilities.
Proven Results: 46% decrease in create-to-complete time, 28% increase in documents sent per month, 20% increase in closed deals per month.
Document-First CPQ: Unlike standalone CPQ tools, PandaDoc delivers quote-to-cash in beautifully branded documents that close deals faster. RevOps teams create guided selling playbooks so sales reps generate compliant, error-free quotes in minutes while maintaining your brand experience.
Salesforce Integration: Two-way data synchronization with opportunities, contacts, products, and pricing data. One-click refresh updates documents with latest Salesforce data. Native compatibility with Revenue Cloud CPQ enables enterprise workflows without integration headaches.
Templates and Security: Wide array of industry-specific templates including proposals, contracts, onboarding forms, and invoices. Built-in payment collection reduces average payment times. SOC-2 Type II certified and HIPAA compliant with document storage and audit trails.
Highlights
- Generate proposals, contracts and quotes directly from Salesforce opportunities with automated 2-way data synchronization - no manual copying required.
- Professional branded templates with drag-and-drop editor, automated workflows, and built-in eSignature with multi-party signing and real-time tracking.
- Industry-leading security: SOC-2 Type II certified and HIPAA compliant for Healthcare and Financial Services requirements with enterprise-grade document storage.
- PandaDoc CPQ premium add-on standardizes pricing for complex product catalogs with guided selling playbooks and automated approval workflows.
- Generate error-free quotes in minutes with automated calculations, revenue recognition, and end-to-end quote-to-cash process management.
- Native integration with Revenue Cloud CPQ for enterprise quote-to-order workflows - extends Salesforce capabilities without data sync headaches.
- Proven performance results: 46% faster create-to-complete, 28% more documents sent, 20% more deals closed with mobile-optimized field sales access.
- Quick implementation within days with no coding required - wide array of ready-to-use templates for proposals, contracts, onboarding forms and invoices.
- Built-in payment collection reduces average payment times while maintaining compliance with document version control and audit trails.
Screenshots
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Pricing
Paid, from $49 per user per month.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Business | $49 per user | Monthly | 14 days |
PandaDoc for Salesforce includes document automation and eSignature. Native Salesforce integration is a separately purchased connector, contact us for pricing. CPQ functionality available as premium add-on for Enterprise customers.
Compatibility
- Works with
- Sales Cloud
- Revenue Cloud
- Revenue Cloud CPQ
- Requires
- Sales Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on April 6, 2022
- Industries
- Healthcare & Life Sciences
- High Tech
- Manufacturing
- Languages
- Dutch
- English
- French
- German
- Spanish
- Swedish
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