PandaDoc vs Salesforce CPQ Formerly SteelBrick

• Complete or modified access to the platform which reduces contract errors.
• Incentivize accuracy and empowers team members to help during spikes.
• Overcome obstacles by valid modification of contract.
• Reduces number of stalled or failed deals and increases CSI
• Provides accurate take of the tape for sales review post completion

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• Salesforce CPQ easily maps to standard and custom fields within the opportunity in SFDC, allowing you to avoid time spent duplicating effort or copying and pasting deal criteria.
• Salesforce CPQ connects directly to pre-determined price book, making it very easy to provide a proposal based on standard cost and/or add discounts to standard cost and reflect those reductions on the order form as appropriate.
• Salesforce CPQ provides the ability for administrators to configure workflows for approval based on certain discount %'s on the standard cost, offering a quick and easy way to route automatically through the organization for approval.

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• Analytics: some of the analytics are only available at the document level, i.e., which page someone looked at. I wish it was easier to see analytics on page views across documents
• User experience: not fully intuitive - as someone who has trained many people to use, it does require some initial learning curve
• Formatting: some of the numbering and lettering, especially subclauses in contracts, can be tricky or nonexistent

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• More complex product and configuration rules seem overly complex. If any math is required in a rule, even simple quantity rules can very complicated.
• Quote templates while easy to customize are very simple in their layout. We'd like to be able to have more dynamic and visually appealing quote templates.
• Guided selling is lacking in very basic ways. You can't create questions with dependencies for "if this, then that" or an intuitive questionnaire or guided selling wizard.

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• PandaDoc has significantly improved our close rate. Before we would lose clients because the signature process wasn't clean enough.
• As the Senior Account Manager, I have saved hours and hours troubleshooting the contract signature process since using PandaDoc.
• TwentyThree.Five's customer experience has improved significantly due to the ease of PandaDoc's use.

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• The use of Steelbrick has created significant positive productivity for Mitsubish Electric sales. An online price book and quote input function, along with the ability to clone a quote to efficiently start a new quote has improved sales process and inventory planning. This elevated our sales teams from monthly spreadsheet submissions to real time opportunity and inventory planning.
• Use of SteelBrick also improved customer service. When a customer places an order today, the sales order processing team has ready access to approved proposals and pricing, instead of looking for the appropriate spreadsheet file containing a customer proposal.

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