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The quoting software  for closing more deals

Our quoting software helps you seamlessly integrate items from your product catalog and implement tailored pricing strategies to provide impressive quoting and buying experiences.

G2 Momentum Leader, G2 Best Results, G2 Total Reviews
The quoting software  for closing more deals

50,000+ customers count on our software for quoting excellence

Close more with less busywork

No need to double-check spreadsheets, manual calculations and approval requests. Quickly build a quote that’s unique for each prospect, with drag-and-drop editing so you can feature the precise products and services your team will take to market.

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Advanced Quotes Quote Building

Sell more with tailored pricing

Our pricing options are easy to manage and allow you to customize complex quotes fast. Include multiple products and import information directly from your CRM into our quoting software, so you can create a personalized quote in minutes.

Advanced Quotes Recurring Payments

Drive growth with CPQ tracking

Achieve your goals with in-depth views of your quoting pipeline. Powerful analytics built into our software let you see when your quote was opened, viewed and completed, helping you identify bottlenecks.

Leaderboard
G2 High Performer
G2 Leader Enterprise
G2 Leader Mid-Market
G2 Best Usability
G2 Best Results
G2 Users Most Likely To Recommend
TrustRadius - Top Rated

Get same-day deal signing and payment

Complete payments immediately after signature by integrating online payment options in your quotes. With credit card or bank transfer support, ensure automatic, error-free collections via Stripe, Square, and PayPal gateways. Plus, have the flexibility to set up installments and schedule reminders for secure, timely payments.

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Quote Integrations Payments

Keep all your quotes secure

Our quoting software is ESIGN and UETA compliant and we provide an electronic certificate with each signed quote. PandaDoc is also HIPAA compliant and SOC 2 Type II certified.

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Security Signature

Make it easy for prospects to say yes

Close new business with engaging, informative quotes and pre-selected discounts. Our quoting software even allows prospects to select from multiple product options and quantities, reducing costly back and forth.

Advanced Quotes Buyer Experience

Integrate with core business apps

PandaDoc quickly integrates with the most popular CRM solutions and productivity applications, to reduce errors and simplify your quoting processes.

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Integrate with core business appsIntegrate with core business apps
Integrate with core business appsIntegrate with core business apps

Complete your quote in three easy steps

Quote Builder requires you to activate the PandaDoc CPQ add-on, giving you access to product options, product bundles and payments.

1. Define

1. Define

Build a quote and define what your team can sell.

2. Generate

2. Generate

Set permissions to let your team develop customized quotes while maintaining control.

3. Impress

3. Impress

Use our quoting software to showcase products or services in clear and engaging ways.

Find out why customers love our quoting software

4.5 stars out of 5

"It gives us professional quoting software to give good-looking proposals and allows us to close deals with signatures & contract signing. Integrates with our CRM as well.…"

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5 stars out of 5

"The first problem we solved was delays of time to complete the draft of an agreement. Now we can have to a prepare a quote or just create and send the client the actual agreement so that they can read and…."

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4.5 stars out of 5

"This is a perfect fit for our business for speeding up our time to quote to customers. It greatly improves our ability to create professional looking quotes that feel customized to a customers needs..…"

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4.5 stars out of 5

"It saves us tons of time sending out quotes, MSAs, and other agreements. The templates are a gamechanger and the ability to connect to Pipedrive to pull in customer data is awesome. Review collected by and…."

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4.5 stars out of 5

"Being able to create documents and send quotes fast. I find that sending a formal quote with Images and Videos and to be able to attach a brochure is fantastic and it gives my potential customer a…."

4.5 stars out of 5

"PandaDoc has helped our process for getting quotes. This program makes it easy to send and receive signed quotes for my team. This has also saved us so much time."

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Still have questions? We’ve got answers.

What is quoting software?

Quoting software streamlines your quoting and collections workflows by helping you to generate custom, error-free quotes faster than ever while providing an easy way for your customers to pay.

How can I quote a final price?

Provide your customers with total transparency into the total price of your quote by using our custom pricing tables to display line item discounts, auto-calculated taxes, and editable quantities.

Can I collect payments with quoting software?

Yes, when you integrate your bank details and payment processor of choice with PandaDoc quoting software you can offer your customers the ability to pay securely in seconds.

How do I create a custom quote?

You can customize a quote directly on the quote builder or visit the product catalog to easily generate, error-free quotes with specific quantities, SKU numbers, product names, descriptions, and images.