Creatio PandaDoc Quick Start Package

Our Creatio PandaDoc CPQ Quick Start Package is designed to seamlessly integrate PandaDoc’s Configure, Price, Quote (CPQ) capabilities with your Creatio CRM in just 3 weeks. This comprehensive package enables your team to automate and streamline the quoting process, ensuring accurate pricing, product configuration, and professional quote generation directly within Creatio.

CPQ Integration & Setup

End-to-end configuration of PandaDoc CPQ, including:

• Product catalog synchronization between Creatio and PandaDoc for real-time product and pricing updates.
• Implementation of dynamic pricing rules to support tiered, volume, and custom pricing scenarios.
• Automated quote document generation, mapping product and pricing data directly from Creatio to PandaDoc templates.
• Configuration of up to 3 CPQ templates tailored to your sales process and branding requirements.

Quote Workflow Automation

Implementation of advanced workflow automation, including:

• Approval workflows for quotes, ensuring compliance and oversight before sending to customers.
• Discount rules and volume pricing logic to support flexible sales strategies.
• Automated notifications and status updates within Creatio as quotes progress through review and approval stages.
• Integration of e-signature and document tracking features for a seamless customer experience.

Training & Support

Hands-on training and support to ensure successful adoption:

• Step-by-step training sessions for your sales and operations teams on managing CPQ templates, configuring products, and handling quoting scenarios.
• Documentation and best practices for maintaining and updating product catalogs and pricing rules.
• Post-deployment support for troubleshooting, user questions, and minor adjustments during the initial rollout phase.