PandaDoc
PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are:
- Proposals
- Quotes
- Contracts
- eSignatures
- Forms.
PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.
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servicePath CPQ
QUOTE SMARTER, FASTER AND MORE PROFITABLY
A single quote with an incorrect configuration can impact your hard-earned reputation. A misquoted price can tip a deal into the red. Why put your business at risk?
servicePath is a configure, price and quote (CPQ) platform that is specifically designed to make complex quotes simple. Quotes that used to take days and involve multiple departments can be done in less than an hour in servicePath. Cut your risk of issuing a bad quote by having all the latest solution configurations and cost elements on one platform. Become more frictionless with servicePath.
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CPQLite
CPQLite is a streamlined Configure, Price, Quote (CPQ) solution integrated within Salesforce, designed to enhance the sales process for companies with complex product offerings. Its key functionality includes:
Product Configuration: Sales teams can efficiently customize products or services based on customer needs, ensuring all selections meet predefined business rules and technical constraints.
Accurate Pricing: CPQLite automates the application of pricing rules, discount approvals, and volume-based pricing, ensuring consistency and profitability.
Quote Generation: It enables the rapid creation of error-free quotes that can be easily shared with clients in customizable templates.
Salesforce Integration: CPQLite seamlessly integrates with Salesforce objects like Opportunities, Accounts, and Products, making data management intuitive.
Guided Selling: By using smart recommendations, CPQLite helps sales reps choose the best product configurations and pricing options.
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ConnectWise CPQ
ConnectWise CPQ, formerly ConnectWise Sell, is a professional quote and proposal automation software for IT solution providers. ConnectWise CPQ offers a wide range of tools that enables IT solution providers to save time, quote more, and win big. Top features include professional quote or proposal templates, product catalog and sourcing, workflow automation, sales reporting, and integrations with best-in-breed solutions like Cisco, Dell, HP, and Salesforce.
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