Quoting starts simple — until it isn’t.

What works for a small team or a straightforward pricing model can start to feel limiting as your business scales. You add more products.

Pricing structures evolve. Customers expect tailored offers, bundled services, and clear breakdowns of one-time vs. recurring costs.

Before long, quoting becomes more than just dropping numbers into a table, it’s a process that needs to flex with the way your team sells.

That’s where the right tools make all the difference.PandaDoc offers three quoting solutions built to support different levels of sales complexity: Pricing Tables, Advanced Pricing Tables, and CPQ (Configure, Price, Quote).

Whether you’re sending fast, standardized quotes or building rule-based configurations with approvals baked in, each option is designed to help your team quote faster, smarter, and with more confidence.

1. Starting simple: Pricing Tables

Pricing Tables in PandaDoc are built for simplicity, giving your team a fast, consistent way to build and send quotes without extra steps or tools.

If your business model is straightforward — think fixed-scope services, standardized packages, or fee-for-service work — Pricing Tables let you move quickly.

You can drag and drop a pricing table into any document or template, pull in product data from your catalog or CRM, and customize the layout to match your brand.

Creating quotes becomes as easy as building a playlist;  just pick your items, drag them into place, and send.

You also don’t need to worry about maintaining multiple templates.

Pricing Tables work seamlessly with PandaDoc’s content library and variable system, so your team can reuse the same quoting structure across different offers, with minimal manual edits.

Here’s what you can do with Pricing Tables:

• Create fast, repeatable quotes using templates or drag-and-drop blocks
• Pull in product info from your CRM or internal catalog
• Let customers select optional items or adjust quantities
• Auto-calculate totals, discounts, and taxes

Pricing Tables are ideal for lean teams or businesses that don’t need complex logic or multi-tiered pricing.

They help you get quotes out the door faster, and keep your sales process moving without friction.

2. The next level: Advanced Pricing Tables

Advanced Pricing Tables in PandaDoc are designed for teams that need more flexibility, structure, and control in the quoting process, without adding unnecessary complexity.

As your deals grow in size or structure, quoting becomes more than just pulling in product data and calculating totals.

You may need to separate one-time from recurring charges, show different pricing tiers, build bundles, or apply conditional logic to tailor quotes based on the buyer’s needs.

Advanced Pricing Tables give you the tools to do all of that.

Reps can add one-off line items, group products into bundles, hide or show rows dynamically, and customize how the pricing is presented, all without needing backend configuration or developer support. It’s quoting that scales with your team, not against it.

Here’s what you can do with Advanced Pricing Tables:

• Combine one-time and recurring pricing in a single table, with subtotals for each
• Group related items into bundles for easier upsells and package deals
• Add custom products directly into quotes without needing a catalog update
• Customize the layout, styling, and formatting to align with your brand
• Automatically calculate discounts, taxes, and totals across complex line items

If your sales team is quoting multi-line offers or tailoring proposals deal by deal, Advanced Pricing Tables help you create structured, polished quotes without slowing things down.

Sales moves faster. Fewer bottlenecks. More momentum. And a smoother path to “closed won.”

3. Best in class – CPQ (Configure, Price, Quote)

At a certain point, even the most advanced pricing table hits its limit.

When your product catalog includes dozens (or hundreds) of configurable options — or when deal complexity demands tighter control over how quotes are built, approved, and delivered — it’s time to level up with PandaDoc CPQ.

It guides reps through a structured quoting workflow, enforces pricing and configuration rules, and automates approvals for discounts, custom terms, or high-value deals, so nothing slips through the cracks.

You can even configure it to automatically select the right template based on a rep’s answers during the workflow, making it easy to scale consistency without slowing anyone down.

Because it integrates directly with your CRM, every quote is powered by accurate, real-time data. No manual entry. No second-guessing.

Just a faster, more predictable quoting experience that gives your team confidence and keeps deals moving, even when things get complicated.

What you can do with PandaDoc CPQ:

• Build guided workflows that walk reps through product selection and pricing logic
• Set configuration rules and dependencies to prevent invalid quotes
• Automate tiered pricing, volume discounts, and region-specific rules
• Enforce guardrails with approval workflows based on deal size or custom terms
• Integrate CPQ workflows with your CRM for complete visibility and syncing

When quoting becomes central to your revenue engine, and not just a step in the process, CPQ gives you the structure to support scale without sacrificing speed or accuracy.

Choosing the right fit

So which option is right for your team? It depends on the level of complexity in your quotes — and how much control your reps need.

Use Pricing Tables if:

• You’re quoting fixed packages or project-based services
• Your team needs to move quickly with minimal setup
• You want to standardize quotes across a lean sales org

Use Advanced Pricing Tables if:

• You’re quoting recurring services or multi-line offers
• You need conditional logic, bundling, or layout customization
• You want more flexibility without implementing a full CPQ

Use CPQ if:

• You sell configurable products or services with rules-based pricing
• You need guided selling, margin protection, or compliance approvals
• You want to centralize and standardize complex quoting across teams

Choosing the right solution isn’t about going “up-market” just for the sake of it.

It’s about matching your quoting tools to how your business actually sells. If your sales process is changing, your quoting process should evolve with it, not hold it back.

Looking to streamline your quoting workflow?

Pricing Tables are included with our Business plan, and Advanced Pricing Tables come with the Enterprise plan — built for teams that need more control and flexibility.

This blog post has been published on March 2023 and updated to reflect the latest features and capabilities of PandaDoc’s quoting solutions as of June 2025.