When every quote still becomes a half-day Word rebuild.
This is for shops too small to hire a proposals person and too busy to implement enterprise CPQ. Send one real quote PDF — rebuilt free in 48 hours, yours to keep. If you would send what comes back, keep the Engine at $1,000/mo. No card to start. Cancel before day 8 and pay nothing.
For
1–5 person MSPs exporting quotes from ConnectWise, Autotask, Halo, or a spreadsheet into Word or PDF.
Not for
Enterprise PSA suites, Salesforce CPQ, or a sales-ops team that already lives in PandaDoc.
- 01
Quotes still leave the PSA as homework
The ticket or opportunity has the scope. The rate card has the prices. The client still gets a Word doc someone rebuilt at 9pm.
- 02
Your template, your rates — not a blank CPQ
Send one real quote PDF. We rebuild it into your format. After that, generation pulls from the deal so prices cannot drift between the PSA and what the client sees.
- 03
Know when they opened it
Branded proposal URL. You get notified when the prospect views it — so follow-up is timed, not guessed between other tickets.
The only try path
Last quote PDF (+ rate card optional) → rebuilt sample in 48h → you keep it either way. $1,000/mo only if you would send it.
Send PDF for free rebuild · no card