Document-first quoting, not a manufacturing engine

PandaDoc CPQ Consultants

PandaDoc CPQ is quoting built around the proposal and the signature. We help mid-market teams set catalogs, templates, and CRM handoff, and we will not pretend it replaces Oracle, Tacton, or Salesforce CPQ for configure-to-order work.

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Proposal and e-signature workflow

HubSpot and Salesforce handoff

Clear limit of the product

PandaDoc CPQ Services

Comprehensive consulting services tailored for PandaDoc CPQ implementations.

Catalog and template setup

Products, pricing fields, and branded quote templates that sales will actually send.

CRM connection

HubSpot or Salesforce opportunities feeding PandaDoc so the signed quote writes back to the deal.

E-signature and payments

Signature and collection steps attached to the quote record, not a second tool.

Approval bands

Discount and legal approvals that match how the company already deals exceptions.

When to leave PandaDoc

A written trigger: nested configuration, ERP BOMs, or a pricing waterfall PandaDoc cannot express.

Team enablement

Seller and admin training on the templates they will live in after we leave.

Related PandaDoc CPQ resources

Configure Your PandaDoc CPQ Retainer

Build a custom team with the exact mix of expertise you need. Minimum 10 hours per period.

Team Configuration

Customize your team or choose a preset above

Administrator

Configuration, user management, training & support

$100/hr

20hrs

0 hours$2,00040 hours

Developer

Custom code, integrations, BML/Apex development

$170/hr

30hrs

0 hours$5,10040 hours

Architect

Solution design, enterprise architecture, governance

$250/hr

10hrs

0 hours$2,50020 hours

Estimate Summary

Weekly Retainer

60/10 hours minimum

Admin20h × $100

$2,000

Dev30h × $170

$5,100

Arch10h × $250

$2,500

Total Hours60 hours

Total

$9,600

per week

Weekly billing — flexible, cancel anytime

Usually available within 48 hours