Include PandaDoc's quoting capabilities
PandaDoc provides document creation, approvals and electronic signing, alongside CPQ with product bundles and pricing rules. Compare the plan and CPQ scope relevant to your purchase. The test is how your made-to-measure catalogue becomes a complete proposal, including required components and the document presented to the customer.
Change dimensions inside a priced package
Use a real pergola package with an accessory required by a particular roof choice. Increase projection, switch roof and request a discount that needs approval under your policy. Ask each proposed implementation to show the changed quantities, required accessory lines and approval route. Compare how those values appear in the final document.
Decide where the quote is calculated
Elite Aluminum's Configurix implementation generates automatic quotations with individual SKU lines. For your workflow, choose the owner of quantities, product rules, pricing and document templates. If both systems are proposed, request a demonstration of the transferred lines and approval result. Compare the catalogue maintenance effort as well as document editing.
Implementation checklist
- Relevant PandaDoc CPQ scope
- Dimension-dependent quantities
- Required bundle components
- Pricing approval and document agree