Experlogix CPQ (including capabilities of the former e-Con CPQ) helps businesses sell custom products and services. No matter how many options or variations, its guided selling tools, API integrations, calculator and rules engine produce proposals that meet customer needs; it is presented as a quote-to-order tool that synchronizes front and back-office data in real-time. Explerogix CPQ aims to help agents sell more faster.
N/A
PandaDoc
Score 9.0 out of 10
N/A
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
Experlogix CPQ (with e-Con CPQ)
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
Experlogix CPQ
PandaDoc
Free Trial
No
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
Required
Optional
Additional Details
—
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.
More Pricing Information
Community Pulse
Experlogix CPQ (with e-Con CPQ)
PandaDoc
Features
Experlogix CPQ (with e-Con CPQ)
PandaDoc
CPQ
Comparison of CPQ features of Product A and Product B
If the business is related to a manufacturing company or a telecom I say it is the best CRM that you can use for maintaining the Product and Partners. Salesforce w-Con CPQ Salesforce provides a full package to the business to design their business with out-of-the-box functionalities. Handling of product, Orders, price book, Product details, Partners, Discounts, Billings, Subscriptions, Quantity, Volume discounts, Total price everything is handled by Salesforce with its standard objects itself. We can create fields whichever the business wants under the object and design the automation as per the needs. Capturing orders sending quotes and final billing all is automated and maintained by Salesforce itself with the automation rules. We can use Workflows to send automated emails when a particular condition is meet reducing the manual efforts. The area where Salesforce CPQ is less appropriate is in the case of marketing the products such as creating the Leads and converting them to accounts and contacts here Salesforce CPQ lags.
As an alternative to other electronic signature mechanisms, I can't recommend PandaDoc more highly. It works, plain and simple. It is less costly - by a lot - than most alternatives, stores signed documents online for easy access, is simple to use by both our staff and our clients, and makes our lives far easier.
It stores the products which the company has and from sending of quotes to delivery is taken care of by Salesforce through automation.
It has standard objects such as a price book which handles the price of the product and partners will be able to view the price of the product and see the quantity available for them and orders can be placed as per the price book.
Partner's data will be stored in the CPQ and as per the partner discount and volume discounts will be automatically provided at the final billing which is done through automation
Product features object will have the information of the product which business sells who's the parent is product and can give a high-level view to the customer what the product is all about. Making purchasing easy for the partner
Quotes and subscriptions will be managed by the CRM itself and using the automation rules the product order will be captured and product delivery will be maintained
We have been using it for a few years now and find it vital to getting our bids out quickly and accurately to our customers. We can get a request for information from a customer and once we have their basic parameters create a professional bid in minutes. It's actually usually harder to find out what the customer wants than to use PandaDoc and create a document with it
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.
As I mentioned earlier - performance is near perfect as I can create, send, adjust my documents. I love the tracking feature as well as I can tell when my documents have been seen and by whom. The only issue I have run into is with saving and formatting - occasionally the file document does not save with the newly assigned name or the content of the document does not stay formatted nicely.
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.
We only used this tool but in some events, we used the internal functionality that MS CRM could provide using business rules, workflows, and form changes to support the processes. CRM has no configuration tool so a third-party tool is necessary.
PandaDoc is a more polished, professional, and 'legitimate' software site than other solutions, since PandaDoc really specializes in creating professional proposals, quotes and invoices. The eSignature capacity and pricing table capacity embedded in the documents as well as fillable fields, pre-made, customizable and reusable templates also make PandaDoc stand out.
