Configure One is a CPQ and e-catalog tool that allows users to visualize complex product configurations in 2D and/or 3D, and generate quotes and orders based on valid configurations. Configure One integrates with ERP, CRM, and CAD systems. It also includes features for manufacturers, including bill of materials, routings, and parts numbering. Configure One is a Revalize company.
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PandaDoc
Score 9.0 out of 10
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PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.
$35
per month per seat
Pricing
Configure One
PandaDoc
Editions & Modules
No answers on this topic
Starter
$35
per month per seat
Business
$65
per month per seat
Enterprise
Contact Sales
Offerings
Pricing Offerings
Configure One
PandaDoc
Free Trial
No
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
No setup fee
Optional
Additional Details
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PandaDoc offers a free eSign plan and 3 paid packages for eSigning and document automation. All plans include unlimited documents and eSignatures. Evaluations start with a free 14-day trial. Up to a 46% discount for annual pricing.
Configure One is flexible in inventing a solid CPQ platform and a useful sales and quoting tool to understand our customers' needs better. It's extremely user-friendly and provides almost limitless customization options. It provides a diverse range of functions that allow users …
ConfigureOne is user-friendly, even for people who have never used it before. It is straightforward and flexible to invent a solid CPQ platform and a useful sales and quoting tool. A simple-to-use program with ongoing help affects the user experience. Administrative training is well worth the cost for comprehensive and practical experience. We employ it throughout the entire process, from the quote to the final product. But there are some instances where the configuration process can take a long time to finish.
As a small business, the polished, professional look of every PandaDoc document never fails to impress our clients. It's seamless and easy to collect e-signatures, a huge plus, as many e-signature software services provide only that feature for a cost, without the other features PandaDoc has. I am disappointed that the pricing tiers recently changed, so now you get less value for the price. PandaDoc has been great for sending proposals to our clients which include the terms of agreement and the price we quote them, with space at the end for them to sign upon approval. This signals to us that they've accepted and we proceed by sending them an invoice (through another software). Ideally, PandaDoc would automatically follow up or simultaneously send an invoice as well - but this is a Business Plan feature now. But love that we can track when prospects open our documents. We used to pay $35/month for the Essentials Plan, which no longer exists and has become the Starter Plan, which no longer includes unlimited templates or pricing tables - those are Business Plan features. So that downgrade in value was disappointing as it's not a cheap service for a small business, and I'm considering moving to their free plan.
Allows the creation of an online catalog, where our customers can access from the customer portal and see all the products we have available, as well as their features, design, quantity, price, and more.
We can take in an orderly manner the entire process of the product from its creation to the categorization of products. The system has customer and proposal management, where we can access the files without problems or complications.
It has a tool for the design of products in 3D, which we love because we do not have to search in other files and programs for plans and designs.
The reason I gave it a rating of 7 is because it's probable, but not for sure. This is because there are a few little things we don't love about pandadoc. Mostly that there is not conditional logic such as: they must either fill this field out OR this one. Also it's a little pricey. But we'll probably stay because it's good enough and a pain to switch to something new
Once you get the hang of it, it's very easy to use. There can be a slightly steep learning curve to get fully in on the system. The new editor v2 has really improved usability and allows us to collaborate on documents simultaneously. Once the templates and library items are set up, a new document, whether it be a sales or HR document, takes very little time to complete.
The documents load quickly for the most part but sometimes if there are larger documents with a high number of variables it could take a bit longer to get the document to show up. Most of the time the document comes on the screen relatively quickly allowing for quick access to documents to be edited and sent out.
Recently I could not upload a pdf to a contract - support was very responsive and easy to work with. They got back to me the next day with an apparent fix - however when I opened the document nothing had changed. I then could not respond to the rep who was helping me because it was a "no-reply address", the problem still has not been solved and we had to make alternate arrangements to get this to the client. Never had it happen before and was only with this one contract.
Configure One is flexible in inventing a solid CPQ platform and a useful sales and quoting tool to understand our customers' needs better. It's extremely user-friendly and provides almost limitless customization options. It provides a diverse range of functions that allow users to customize their tools. The support staff is always available and knowledgeable. Because of its excellent service, we chose it over its competitors.
We used Dropbox back when it was still HelloSign. At the time, new templates were very hard to create. We had to upload a PDF and then add the fields from there. With PandaDoc, we are able to drag and drop the text, images, logos, and fields we need easily. This has saved our team an immense amount of time.
It meets our extensive and dynamic product quoting needs and access levels, creating customized product quotes with minimal clicks.
It is simple and flexible to create a solid CPQ platform, and a useful sales and quoting tool always adapt to the fast-changing technology trends.
It's very adaptable, and it's integrated with CRM and ERP tools, so it creates a seamless user experience and ensures that our workflow is consistent from start to finish.
