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Average Ratings 56 Ratings

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support

Description

To stay at the forefront of the business world, automating the sales process is essential, ensuring that it remains swift, simple, and consistently tailored to individual needs. This is where Smart CPQ software comes into play, empowering your sales teams to present the ideal product at the optimal price in record time. With PROS configure, price, quote software solutions, your team can respond to customer inquiries in mere minutes, driving sales forward. By integrating AI-driven price optimization techniques, your sales personnel will enhance their chances of sealing the deal with an initial quote. Thanks to PROS CPQ software, your team can efficiently generate accurate quotes for the best products at competitive prices. Eliminate obstacles in the sales process; Smart CPQ technology streamlines the entire experience while offering robust, user-friendly tools that enable your representatives to pinpoint the right offerings, tailor configurations, oversee approvals, set competitive prices, and create polished proposals that impress clients. This comprehensive approach to sales automation not only boosts efficiency but also enhances customer satisfaction, making it a vital asset for any forward-thinking business.

Description

PandaDoc document management software allows you to create and manage all types of business documents. PandaDoc document management software is powerful, secure, and integrated. It allows business users to create, track, track, and sign documents quickly and easily. PandaDoc is a powerful tool that can help you manage organizational documents like proposals, quotes and contracts, HR documents, and many more.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
APIANT No 
Adobe Acrobat Sign Yes 
CloudNuro No 
Computer for Counsel No 
Josys No 
Micromerce No 
Pipedrive No 
Qualee No 
QuickBooks Online No 
Quickwork No 
Refold No 
SimpliContract No 
Wave Digital Business Card No 
Zapier No 
Zendesk Sell No 
Zoho CRM No 
ZoomInfo GTM Studio No 
envivo No 
servis.ai No 

Integrations

Salesforce Yes 
APIANT Yes 
Adobe Acrobat Sign No 
CloudNuro Yes 
Computer for Counsel Yes 
Josys Yes 
Micromerce Yes 
Pipedrive Yes 
Qualee Yes 
QuickBooks Online Yes 
Quickwork Yes 
Refold Yes 
SimpliContract Yes 
Wave Digital Business Card Yes 
Zapier Yes 
Zendesk Sell Yes 
Zoho CRM Yes 
ZoomInfo GTM Studio Yes 
envivo Yes 
servis.ai Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

Free
Free eSign - $0 per user per month
Essentials - $19 per user per month
Business - $49 per user per month
Enterprise - price on request
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

PROS

Founded

1985

Country

United States

Website

pros.com/products/cpq-software/

Vendor Details

Company Name

PandaDoc

Founded

2011

Country

United States

Website

demo.pandadoc.com/

Product Features

CPQ

2D Drawing Yes 
3D Modeling No 
Approval Workflow Yes 
Guided Selling Yes 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management Yes 
Self Service Portal Yes 
eCommerce Yes 

Pricing Optimization

Channel Analysis Yes 
Competing Product Analysis No 
Forecasting No 
Market Analysis No 
Multi-Store Management No 
Price List Management Yes 
Price Optimization Automation Yes 
Pricing Analytics Yes 
Profitability Analysis Yes 
Scenario Planning Yes 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management No 
Customer Accounts No 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management Yes 

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

Product Features

Billing and Invoicing

Billing Portal No 
Contact Database Yes 
Contingency Billing No 
Customer Portal No 
Customizable Invoices Yes 
Dunning Management Yes 
Hourly Billing No 
Invoice History Yes 
Mobile Payments Yes 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing No 
Recurring/Subscription Billing Yes 
Service Ticket Billing No 
Tax Calculator Yes 

Contract Management

Buy Side (Suppliers) No 
Completion Tracking Yes 
Compliance Tracking No 
Contract Lifecycle Management Yes 
Electronic Signature Yes 
Full Text Search No 
Government Contracts No 
Pre-built Templates Yes 
Sell Side (Customers) No 
Specialty Contracts No 
Version Control Yes 
Workflow Management Yes 

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow Yes 
Guided Selling Yes 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management Yes 
Self Service Portal Yes 
eCommerce No 

Digital Signature

Audit Trail Yes 
Authentication Yes 
Auto Reminders Yes 
Customizable Templates Yes 
Document Analytics Yes 
Mobile Signature Yes 
Multi-Party Signing Yes 
Progress Tracking Yes 
Task Progress Tracking Yes 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion Yes 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search No 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

Proposal Management

Automatic Formatting Yes 
Calendar Management No 
Collaboration Yes 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature Yes 
Knowledge Library Yes 
Pipeline Management Yes 
RFP Management Yes 
Requirements Management Yes 
Revision Management Yes 
Task Management Yes 
Templates Yes 
Version Control Yes 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management Yes 
Customer Accounts No 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management Yes 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management Yes 
Document Management Yes 
Goals / Quota Management No 
Lead Management No 
Meeting Management No 
Performance Management Yes 
Presentation Management Yes 
Proposal Management Yes 
Territory Management No 
Training Management No 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management No 
Compliance Tracking No 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor No 
Mobile Access Yes 
No-Code Yes 
Task Management No 
Third Party Integrations Yes 
Workflow Configuration Yes 

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