# ConnectWise CPQ vs PandaDoc Comparison
---
## AI Generated Summary
- **G2 reviewers report** that PandaDoc excels in user experience, with many praising its intuitive interface and ease of use. Users appreciate how quickly they can create proposals and contracts using defined templates, making the document creation process straightforward and efficient.
- **According to verified reviews** , ConnectWise CPQ is noted for its high level of customization, allowing users to tailor the software to their specific needs. Reviewers highlight its flexibility and the numerous features that help automate the quoting process, although they mention that proper training is essential for maximizing its potential.
- **Users say** that PandaDoc&#39;s implementation process is smooth and user-friendly, with many finding the initial setup to be very good. This contrasts with ConnectWise CPQ, where some users have reported challenges during setup, although they acknowledge that support is generally responsive.
- **Reviewers mention** that PandaDoc offers strong support and resources, contributing to a positive overall experience. In comparison, while ConnectWise CPQ users appreciate the support they receive, they note that it can vary in responsiveness, which may impact their day-to-day usability.
- **G2 reviewers highlight** PandaDoc&#39;s robust e-signature capabilities, which are integrated seamlessly into the document workflow. This feature is particularly valued by users who require efficient signing processes, whereas ConnectWise CPQ lacks dedicated e-signature functionality, which may limit its appeal for some users.
- **According to recent feedback** , PandaDoc&#39;s reporting and dashboard features are well-received, providing users with valuable insights into their proposal effectiveness. In contrast, ConnectWise CPQ&#39;s reporting capabilities are seen as less comprehensive, which may hinder users looking for detailed analytics on their quoting processes.



| | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **Star Rating** | 4.0 out of 5 | 4.7 out of 5 | 
| **Total Reviews** | 142 | 3,476 | 
| **Largest Market Segment** | Small-Business (54.5% of reviews) | Small-Business (70.7% of reviews) | 
| **Entry Level Price** | No pricing available | $19.00 1 Seat cost Per Month | 

---
## Top Pros & Cons

### ConnectWise CPQ

Pros:
- Customization (3 reviews)
- Customer Support (2 reviews)

Cons:
- Difficult Editing (2 reviews)
- Bug Issues (1 reviews)

### PandaDoc

Pros:
- Ease of Use (718 reviews)
- Document Management (353 reviews)

Cons:
- Missing Features (120 reviews)
- Expensive (109 reviews)

---
## Ratings Comparison
| Rating | ConnectWise CPQ | PandaDoc | 
|---|---|---|
  | **Meets Requirements** | 8.2 (119 reviews) | 9.2 (2597 reviews) | 
  | **Ease of Use** | 7.8 (119 reviews) | 9.2 (2626 reviews) | 
  | **Ease of Setup** | 7.1 (65 reviews) | 9.1 (1651 reviews) | 
  | **Ease of Admin** | 7.6 (65 reviews) | 9.1 (1300 reviews) | 
  | **Quality of Support** | 7.6 (113 reviews) | 9.1 (2113 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.4 (66 reviews) | 9.3 (1275 reviews) | 
  | **Product Direction (% positive)** | 7.4 (119 reviews) | 9.2 (2432 reviews) | 

---
## Pricing

### ConnectWise CPQ

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### PandaDoc

#### Entry-Level Pricing

Plan: Essentials

Price: $19.00 1 Seat cost Per Month

Description: For creating impressive documents that generate results. 

Key Features:
- All the Free plan features plus:
- 2 users
- Templates

[Browse all 3 editions](https://www.g2.com/products/pandadoc/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### E-Signature

| Product | Score | Reviews |
|---|---|---|
| **ConnectWise CPQ** | N/A | N/A |
| **PandaDoc** | 8.6/10 | 1953 |

#### Signature Process

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **Document Signing** | Not enough data | 9.6 (1771 reviews) ✓ Verified | 
| **Reminders and Expirations** | Not enough data | 9.1 (1603 reviews) ✓ Verified | 
| **Sign-In Process** | Not enough data | 9.4 (1666 reviews) ✓ Verified | 
| **Mobile Signatures** | Not enough data | 9.0 (1425 reviews) ✓ Verified | 
| **Signature Workflow** | Not enough data | 9.3 (1565 reviews) ✓ Verified | 
| **Bulk Digital Signatures ** | Not enough data | 8.6 (1072 reviews) ✓ Verified | 
| **Reporting** | Not enough data | 8.7 (1291 reviews) ✓ Verified | 
| **Signature Document Creation** | Not enough data | 9.3 (1579 reviews) ✓ Verified | 

#### Agentic AI - E-Signature

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.3 (179 reviews) | 
| **Cross-system Integration** | Not enough data | 7.6 (175 reviews) | 
| **Adaptive Learning** | Not enough data | 7.6 (174 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.6 (174 reviews) | 
| **Proactive Assistance** | Not enough data | 7.4 (175 reviews) | 
| **Decision Making** | Not enough data | 7.5 (176 reviews) | 

#### Security and Scalability

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **Regulatory Compliance** | Not enough data | 9.2 (1310 reviews) ✓ Verified | 
| **Signature History and Audit** | Not enough data | 9.4 (1450 reviews) ✓ Verified | 
| **Enterprise Scalability** | Not enough data | 9.0 (1145 reviews) ✓ Verified | 

#### Platform

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **Custom Branding** | Not enough data | 8.7 (1097 reviews) ✓ Verified | 
| **User, Role, and Access Management** | Not enough data | 9.0 (1148 reviews) ✓ Verified | 
| **Internationalization** | Not enough data | 8.6 (893 reviews) ✓ Verified | 
| **Performance and Reliability** | Not enough data | 9.2 (1231 reviews) ✓ Verified | 
| **Integration APIs** | Not enough data | 8.3 (924 reviews) ✓ Verified | 

### CPQ

| Product | Score | Reviews |
|---|---|---|
| **ConnectWise CPQ** | 7.6/10 | 57 |
| **PandaDoc** | 8.6/10 | 389 |

#### Configuration - cpq

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **Product Catalog** | 7.6 (40 reviews) | 8.8 (76 reviews) ✓ Verified | 
| **Guided Selling** | 6.7 (29 reviews) ✓ Verified | 8.9 (32 reviews) ✓ Verified | 
| **Configuration Rules** | 7.2 (35 reviews) ✓ Verified | 8.7 (72 reviews) ✓ Verified | 
| **Price Configuration** | 8.1 (39 reviews) ✓ Verified | 8.7 (72 reviews) ✓ Verified | 
| **Visual Configuration** | 7.3 (35 reviews) ✓ Verified | 8.8 (72 reviews) ✓ Verified | 

#### Pricing

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **Pricing Flexibility** | 7.9 (44 reviews) ✓ Verified | 8.4 (78 reviews) ✓ Verified | 
| **Discounting** | 7.7 (42 reviews) ✓ Verified | 7.9 (75 reviews) ✓ Verified | 
| **Commerical Rules** | 7.6 (32 reviews) ✓ Verified | 8.4 (67 reviews) ✓ Verified | 
| **Terms and Conditions** | 7.9 (39 reviews) ✓ Verified | 8.8 (73 reviews) ✓ Verified | 
| **Approval Workflow** | 8.0 (45 reviews) ✓ Verified | 8.8 (70 reviews) ✓ Verified | 
| **Renewals** | 8.1 (36 reviews) ✓ Verified | 8.6 (61 reviews) ✓ Verified | 

#### Quoting

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **Grouping** | 7.9 (38 reviews) | 8.4 (68 reviews) ✓ Verified | 
| **Version Control** | 8.1 (42 reviews) ✓ Verified | 8.3 (66 reviews) ✓ Verified | 
| **Quote Document Generation** | 8.6 (45 reviews) ✓ Verified | 8.9 (74 reviews) ✓ Verified | 
| **Ordering** | 8.2 (38 reviews) ✓ Verified | 8.6 (62 reviews) ✓ Verified | 
| **Contracts** | 7.9 (36 reviews) ✓ Verified | 8.9 (77 reviews) ✓ Verified | 

#### Admin

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **Configuration Ease of Admin** | 7.6 (29 reviews) ✓ Verified | 9.2 (239 reviews) ✓ Verified | 
| **Pricing Administration** | 7.6 (28 reviews) ✓ Verified | 8.8 (212 reviews) ✓ Verified | 
| **Workflow Management** | 7.5 (26 reviews) ✓ Verified | 8.9 (202 reviews) ✓ Verified | 
| **Document Management** | 7.8 (26 reviews) ✓ Verified | 9.2 (236 reviews) ✓ Verified | 

#### Channels

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **Mobile User Support** | 6.7 (28 reviews) ✓ Verified | 8.4 (63 reviews) ✓ Verified | 
| **Channel Partner Support** | 7.1 (30 reviews) ✓ Verified | 8.5 (53 reviews) ✓ Verified | 
| **eCommerce** | Feature Not Available | 9.0 (29 reviews) ✓ Verified | 

#### Platform

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **CRM Integration** | 8.3 (27 reviews) ✓ Verified | 8.6 (177 reviews) ✓ Verified | 
| **Integration API** | 7.8 (20 reviews) ✓ Verified | 8.8 (154 reviews) ✓ Verified | 
| **Internationalization** | 7.3 (13 reviews) | 8.9 (157 reviews) ✓ Verified | 
| **Scalability** | 8.0 (27 reviews) ✓ Verified | 9.3 (215 reviews) ✓ Verified | 
| **Reporting and Dashboards** | 6.7 (27 reviews) ✓ Verified | 8.9 (222 reviews) ✓ Verified | 
| **ERP Integration** | Not enough data | 8.8 (13 reviews) | 

#### Generative AI - cpq

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **Dynamic Quoting** | Not enough data | Not enough data | 
| **Dynamic Pricing** | Not enough data | Not enough data | 
| **Personalized Sale Recommendations** | Not enough data | Not enough data | 

### Proposal

| Product | Score | Reviews |
|---|---|---|
| **ConnectWise CPQ** | 8.0/10 | 95 |
| **PandaDoc** | 8.6/10 | 1134 |

#### Document Creation

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **Customizability: Variables and Fields** | 7.8 (74 reviews) ✓ Verified | 8.8 (931 reviews) ✓ Verified | 
| **Template Creation and Flexibility** | 7.4 (76 reviews) ✓ Verified | 8.7 (942 reviews) ✓ Verified | 
| **Rich Media** | 8.0 (65 reviews) ✓ Verified | 8.3 (787 reviews) ✓ Verified | 
| **Online Document Creation** | 8.4 (73 reviews) ✓ Verified | 8.9 (886 reviews) ✓ Verified | 
| **PDF Creation** | 8.9 (76 reviews) ✓ Verified | 9.0 (904 reviews) ✓ Verified | 
| **Custom Branding** | 8.8 (74 reviews) ✓ Verified | 8.8 (868 reviews) ✓ Verified | 

#### Workflow

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **Document Builder Interface** | 7.4 (70 reviews) ✓ Verified | 8.6 (877 reviews) ✓ Verified | 
| **Collaborative Creation** | 7.6 (65 reviews) ✓ Verified | 8.6 (756 reviews) ✓ Verified | 
| **Assembly and Approval Workflows** | 7.6 (70 reviews) ✓ Verified | 8.7 (758 reviews) ✓ Verified | 

#### Analytics

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **Engagement Tracking** | Feature Not Available | 9.0 (864 reviews) ✓ Verified | 
| **Proposal Effectiveness Reporting** | 7.5 (61 reviews) ✓ Verified | 8.6 (739 reviews) ✓ Verified | 
| **Reporting and Dashboards** | 7.4 (67 reviews) ✓ Verified | 8.6 (801 reviews) ✓ Verified | 

#### Administration and Platform

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **User, Role, and Access Management** | 8.4 (68 reviews) ✓ Verified | 8.8 (832 reviews) ✓ Verified | 
| **Alerts and Notifications** | 7.8 (68 reviews) ✓ Verified | 8.9 (897 reviews) ✓ Verified | 
| **CRM Integration** | 8.4 (69 reviews) ✓ Verified | 8.3 (759 reviews) ✓ Verified | 
| **E-Signature Integration** | 8.7 (69 reviews) ✓ Verified | 9.2 (885 reviews) ✓ Verified | 
| **CPQ Integration** | 8.1 (54 reviews) ✓ Verified | 8.2 (552 reviews) ✓ Verified | 
| **API / Integrations** | 8.1 (57 reviews) ✓ Verified | 8.3 (654 reviews) ✓ Verified | 

#### Generative AI

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **AI Text Generation** | Not enough data | 7.4 (240 reviews) | 

### Contract Management

| Product | Score | Reviews |
|---|---|---|
| **ConnectWise CPQ** | N/A | N/A |
| **PandaDoc** | 8.8/10 | 1173 |

#### Contract Management Platform Features

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **Contract Creation** | Not enough data | 9.1 (989 reviews) ✓ Verified | 
| **Contract Templates** | Not enough data | 9.1 (950 reviews) ✓ Verified | 
| **Contract Editing** | Not enough data | 8.8 (971 reviews) ✓ Verified | 
| **Contract Attachments** | Not enough data | 9.0 (884 reviews) ✓ Verified | 
| **Contract Collaboration** | Not enough data | 8.9 (864 reviews) ✓ Verified | 
| **Approval Process** | Not enough data | 9.2 (918 reviews) ✓ Verified | 
| **Notifications &amp; Reminders** | Not enough data | 9.1 (982 reviews) ✓ Verified | 
| **Contract Database** | Not enough data | 9.0 (896 reviews) ✓ Verified | 
| **Integrations / APIs** | Not enough data | 8.6 (779 reviews) ✓ Verified | 
| **Reporting &amp; Dashboards** | Not enough data | 8.9 (911 reviews) ✓ Verified | 

#### Generative AI

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **AI Text Generation** | Not enough data | 8.1 (266 reviews) | 
| **AI Text Summarization** | Not enough data | 8.2 (258 reviews) | 

#### Agentic AI - Contract Management

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.9 (82 reviews) | 

### E-Notary

| Product | Score | Reviews |
|---|---|---|
| **ConnectWise CPQ** | N/A | N/A |
| **PandaDoc** | 9.3/10 | 46 |

#### Functionality

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **Remote Notarization** | Not enough data | 9.3 (39 reviews) | 
| **Journal Entries ** | Not enough data | 9.3 (35 reviews) | 
| **Integration** | Not enough data | 9.2 (34 reviews) | 

### Quote-to-Cash

| Product | Score | Reviews |
|---|---|---|
| **ConnectWise CPQ** | N/A | N/A |
| **PandaDoc** | N/A | N/A |

#### Customer Requirements

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **Quoting** | Not enough data | Not enough data | 
| **Configuration** | Not enough data | Not enough data | 
| **Pricing** | Not enough data | Not enough data | 

#### Contracts

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **Creation** | Not enough data | Not enough data | 
| **Negotiation** | Not enough data | Not enough data | 
| **Execution** | Not enough data | Not enough data | 

#### Revenue

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **Invoicing** | Not enough data | Not enough data | 
| **Matching** | Not enough data | Not enough data | 
| **Recognition** | Not enough data | Not enough data | 

### Document Generation

| Product | Score | Reviews |
|---|---|---|
| **ConnectWise CPQ** | N/A | N/A |
| **PandaDoc** | 8.4/10 | 825 |

#### Data Sources

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **Software** | Not enough data | 8.8 (610 reviews) | 
| **Spreadsheets** | Not enough data | 8.4 (519 reviews) | 
| **Documents** | Not enough data | 9.1 (670 reviews) | 

#### Generation

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **Templates** | Not enough data | 9.2 (703 reviews) | 
| **Automation** | Not enough data | Feature Not Available | 
| **Branding** | Not enough data | 9.1 (662 reviews) | 

#### Delivery

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **Workflow** | Not enough data | 9.2 (644 reviews) | 
| **Schedule** | Not enough data | Feature Not Available | 
| **Batch** | Not enough data | 8.8 (518 reviews) | 

#### Generative AI

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **AI Text Generation** | Not enough data | 7.9 (218 reviews) | 
| **AI Text Summarization** | Not enough data | 7.9 (216 reviews) | 
| **AI Text-to-Image** | Not enough data | 7.7 (215 reviews) | 
| **AI Image-to-Text** | Not enough data | 7.7 (212 reviews) | 

#### Agentic AI - Document Generation

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.4 (86 reviews) | 

### Contract Analytics

| Product | Score | Reviews |
|---|---|---|
| **ConnectWise CPQ** | N/A | N/A |
| **PandaDoc** | N/A | N/A |

#### Platform Basics 

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **Data Extraction** | Not enough data | Not enough data | 
| **Contract Comparisons** | Not enough data | Not enough data | 

#### Artificial Intelligence Capabilities

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **Text Analytics** | Not enough data | Not enough data | 
| **NLP** | Not enough data | Not enough data | 
| **OCR** | Not enough data | Not enough data | 

#### Contract Data

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **Data Import** | Not enough data | Not enough data | 
| **Data Export** | Not enough data | Not enough data | 
| **Custom Reporting** | Not enough data | Not enough data | 
| **Clause Identification and Mapping** | Not enough data | Not enough data | 

#### Generative AI

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **AI Text Summarization** | Not enough data | Not enough data | 

### Online Form Builder

| Product | Score | Reviews |
|---|---|---|
| **ConnectWise CPQ** | N/A | N/A |
| **PandaDoc** | 8.9/10 | 169 |

#### Customization

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **Custom Fields** | Not enough data | 9.1 (137 reviews) | 
| **Conditional Logic** | Not enough data | 8.7 (123 reviews) | 
| **Multi-page Forms** | Not enough data | 9.2 (135 reviews) | 
| **Design** | Not enough data | 9.2 (135 reviews) | 

#### Additional Functionality

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **Embedded Forms** | Not enough data | 8.9 (119 reviews) | 
| **Offline Capability** | Not enough data | 8.0 (113 reviews) | 
| **Notifications** | Not enough data | 9.4 (140 reviews) | 
| **Payments** | Not enough data | 8.7 (117 reviews) | 
| **Mobile Forms** | Not enough data | 9.0 (120 reviews) | 

### Salesforce AppExchange Apps

| Product | Score | Reviews |
|---|---|---|
| **ConnectWise CPQ** | N/A | N/A |
| **PandaDoc** | 8.3/10 | 10 |

#### Agentic AI - Salesforce AppExchange Apps

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 8.5 (9 reviews) | 
| **Multi-step Planning** | Not enough data | 8.5 (9 reviews) | 
| **Cross-system Integration** | Not enough data | 8.3 (8 reviews) | 
| **Adaptive Learning** | Not enough data | 7.8 (9 reviews) | 
| **Natural Language Interaction** | Not enough data | 8.3 (9 reviews) | 
| **Proactive Assistance** | Not enough data | 8.5 (9 reviews) | 
| **Decision Making** | Not enough data | 8.3 (9 reviews) | 

### AI Proposal Generator Tools 

| Product | Score | Reviews |
|---|---|---|
| **ConnectWise CPQ** | N/A | N/A |
| **PandaDoc** | N/A | N/A |

#### Document Processing &amp; Extraction - AI Proposal Generator Tools

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **Requirement Identification &amp; Tagging** | Not enough data | Not enough data | 
| **Multi-Format Document Ingestion** | Not enough data | Not enough data | 
| **RFP &amp; Questionnaire Parsing** | Not enough data | Not enough data | 

#### AI Response Generation - AI Proposal Generator Tools

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **Continuous Learning from Edits** | Not enough data | Not enough data | 
| **Response Personalization &amp; Tone Control** | Not enough data | Not enough data | 
| **Contextual Answer Recommendations** | Not enough data | Not enough data | 
| **AI Draft Response Generation** | Not enough data | Not enough data | 

#### Content Management - AI Proposal Generator Tools

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **Governed Content Library** | Not enough data | Not enough data | 
| **Content Versioning &amp; Approval Controls** | Not enough data | Not enough data | 
| **Duplicate Detection &amp; Content Optimization** | Not enough data | Not enough data | 

#### Collaboration &amp; Workflow - AI Proposal Generator Tools

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **SME Assignment &amp; Task Routing** | Not enough data | Not enough data | 
| **Review &amp; Approval Workflows** | Not enough data | Not enough data | 

#### Analytics &amp; Performance - AI Proposal Generator Tools

| Feature | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **Proposal Performance Analytics** | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (3):** [CPQ Software](https://www.g2.com/categories/cpq), [Proposal Software](https://www.g2.com/categories/proposal), [E-Signature Software](https://www.g2.com/categories/e-signature)

**Unique to ConnectWise CPQ (1):** [Quote-to-Cash Software](https://www.g2.com/categories/quote-to-cash)

**Unique to PandaDoc (8):** [Contract Analytics Software](https://www.g2.com/categories/contract-analytics), [Document Management Software](https://www.g2.com/categories/document-management), [E-Notary Software](https://www.g2.com/categories/e-notary), [Document Generation Software](https://www.g2.com/categories/document-generation), [Salesforce AppExchange Apps](https://www.g2.com/categories/salesforce-appexchange-apps), [Contract Management Software](https://www.g2.com/categories/contract-management), [Online Form Builder Software](https://www.g2.com/categories/online-form-builder), [AI Proposal Generator Tools Software](https://www.g2.com/categories/ai-proposal-generator-tools)


---
## Reviewer Demographics

### By Company Size

| Segment | ConnectWise CPQ | PandaDoc | 
|---|---|---|
| **Small-Business** | 54.5% | 70.7% | 
| **Mid-Market** | 41.3% | 25.8% | 
| **Enterprise** | 4.1% | 3.5% | 

### By Industry

#### ConnectWise CPQ

- **Information Technology and Services:** 54.9%
- **Computer &amp; Network Security:** 7.4%
- **Computer Networking:** 6.6%
- **Telecommunications:** 3.3%
- **Broadcast Media:** 3.3%
- **Computer Software:** 3.3%
- **Health, Wellness and Fitness:** 2.5%
- **Accounting:** 1.6%
- **Computer Hardware:** 1.6%
- **Banking:** 0.8%
- **Other:** 14.8%

#### PandaDoc

- **Marketing and Advertising:** 9.8%
- **Computer Software:** 9.5%
- **Information Technology and Services:** 8.4%
- **Construction:** 4.4%
- **Financial Services:** 4.1%
- **Accounting:** 3.7%
- **Real Estate:** 3.6%
- **Education Management:** 3.1%
- **Insurance:** 2.5%
- **Legal Services:** 1.9%
- **Other:** 48.9%

---
## Alternatives

### Alternatives to ConnectWise CPQ

- [QuoteWerks](https://www.g2.com/products/quotewerks/reviews) — 4.4/5 stars (196 reviews)
- [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) — 4.2/5 stars (1502 reviews)
- [Conga Advantage CPQ](https://www.g2.com/products/conga-advantage-cpq/reviews) — 4.2/5 stars (235 reviews)
- [Conga Composer](https://www.g2.com/products/conga-composer/reviews) — 4.4/5 stars (905 reviews)
- [Oracle CPQ](https://www.g2.com/products/oracle-cpq/reviews) — 4.0/5 stars (271 reviews)
- [Proposify](https://www.g2.com/products/proposify/reviews) — 4.6/5 stars (1134 reviews)
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- [Docusign](https://www.g2.com/products/docusign/reviews) — 4.5/5 stars (2599 reviews)

### Alternatives to PandaDoc

- [Proposify](https://www.g2.com/products/proposify/reviews) — 4.6/5 stars (1134 reviews)
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- [Adobe Acrobat Sign](https://www.g2.com/products/adobe-acrobat-sign/reviews) — 4.4/5 stars (1067 reviews)
- [DealHub](https://www.g2.com/products/dealhub/reviews) — 4.7/5 stars (848 reviews)
- [Oneflow](https://www.g2.com/products/oneflow/reviews) — 4.4/5 stars (372 reviews)
- [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) — 4.2/5 stars (1502 reviews)
- [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews) — 4.5/5 stars (1285 reviews)
- [Conga Composer](https://www.g2.com/products/conga-composer/reviews) — 4.4/5 stars (905 reviews)
- [Conga CLM](https://www.g2.com/products/conga-conga-clm/reviews) — 4.3/5 stars (617 reviews)

---
## Top Discussions

### ConnectWise CPQ

- Title: [I have 3 PC’s I need to run Quosal on. Must I purchase a copy for each PC?](https://www.g2.com/discussions/multiple-computers) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Quosal is licensed by user, not by device. You can run the browser based version of Quosal on any number of devices without activation. You can install and..."
- Title: [Do my salespeople need a license if we have one admin that prepares quotes for all of them?](https://www.g2.com/discussions/multiple-licenses) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Yes, each quote preparer AND the salespeople they are preparing quotes for require a license. If the salesperson’s name will appear on the quote, and if..."
- Title: [How does “named user” licensing work?](https://www.g2.com/discussions/named-user-licensing) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "“Named User” licensing means that each user that uses Quosal needs a license. Each user logs into and uses Quosal with their own login credentials. Their..."

### PandaDoc

- Title: [Is PandaDoc safe?](https://www.g2.com/discussions/is-pandadoc-safe) — 9 comments, 2 upvotes
  > **Top comment:** "I believe so. We push out and manage a large volume of agreements and no issues so far."
- Title: [What is PandaDoc used for?](https://www.g2.com/discussions/what-is-pandadoc-used-for) — 4 comments
  > **Top comment:** "PandaDoc is primarily used to e-sign documents (to collect electronic signatures), but it also has decent document creation capabilities (full-features..."
- Title: [What is PandaDoc com?](https://www.g2.com/discussions/what-is-pandadoc-com) — 3 comments
  > **Top comment:** "digital signing software"
- Title: [Is PandaDoc really free?](https://www.g2.com/discussions/is-pandadoc-really-free) — 3 comments
  > **Top comment:** "There&#39;s a free version, but with limited features."
- Title: [What are the innovative ways PandaDoc is being used to streamline document management and workflow automation?](https://www.g2.com/discussions/what-are-the-innovative-ways-pandadoc-is-being-used-to-streamline-document-management-and-workflow-automation) — 2 comments
  > **Top comment:** "Create contracts and real time signatures and pdf backups to documents "

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**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/connectwise-cpq-vs-pandadoc)

