List of PandaDoc CPQ Customers
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Since 2010, our global team of researchers has been studying PandaDoc CPQ customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased PandaDoc CPQ for Configure Price Quote (CPQ) from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using PandaDoc CPQ for Configure Price Quote (CPQ) include: Ceros, a United States based Professional Services organisation with 200 employees and revenues of $50.0 million, Luigi's Box, a Slovakia based Professional Services organisation with 150 employees and revenues of $15.0 million, Haas, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using PandaDoc CPQ, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The PandaDoc CPQ customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Ceros | Professional Services | 200 | $50M | United States | PandaDoc | PandaDoc CPQ | Configure Price Quote (CPQ) | 2024 | n/a |
In 2024, Ceros implemented PandaDoc CPQ for HubSpot to centralize contract generation and renewals inside HubSpot. The project began with a one month proof of concept and proceeded through three months of testing, culminating in a CPQ powered go live in February 2025.
The deployment used PandaDoc CPQ as the front end for Configure Price Quote (CPQ) workflows, configured to automate quote and contract generation, standardize templates, and enforce approval routing. PandaDoc CPQ was configured to support renewal sequencing and CPQ powered workflows that reduce manual document assembly and internal review steps.
The implementation integrated PandaDoc CPQ directly with HubSpot CRM, embedding quote and contract artifacts on deal records so Sales, Revenue Operations, and Customer Success could operate from a single system of record. Operational scope focused on Sales, Revenue Operations, and Customer Success in North America, centralizing renewals and quote generation inside HubSpot to improve handoffs and data consistency.
Governance and rollout followed a staged approach, using the proof of concept and testing phases to validate templates, approval rules, and renewal logic before production launch. Outcomes reported by Ceros include an approximate 85 percent reduction in time per document, fewer manual steps for Customer Success, Revenue Operations, and Sales, faster internal review cycles, and improved quote accuracy after the PandaDoc CPQ deployment.
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Haas | Professional Services | 10 | $1M | United States | PandaDoc | PandaDoc CPQ | Configure Price Quote (CPQ) | 2024 | n/a |
In 2024, HAAS Alert adopted PandaDoc CPQ for HubSpot via an early-access engagement to build guided quoting playbooks directly inside its CRM. The implementation targeted Configure Price Quote (CPQ) capabilities within CRM and sales workflows, focusing on automated pricing, enforced discount rules, and removal of manual approval bottlenecks to streamline quote-to-cash activity.
PandaDoc CPQ was configured to deliver guided quoting playbooks, automated price calculation, discount enforcement logic, and automated approval routing, alongside document generation and electronic completion workflows. Configuration emphasized playbook-driven quote templates and business rule engines to ensure consistent margin protection and fast document assembly across the small sales team.
The deployment integrated PandaDoc CPQ with HubSpot and with Maxio to keep line-items and billing data synchronized, maintaining alignment between CRM opportunity line-items and subscription billing records. Operational coverage centered on CRM and finance workflows, with sales users generating quotes in HubSpot and finance reconciling billing data through the Maxio integration to reduce manual data entry.
Governance and rollout used an early-access engagement model to pilot guided quoting within North America sales operations, with staged adoption across CRM workflows and finance reconciliation processes. The implementation eliminated approval bottlenecks and produced documented outcomes, saving the finance team approximately 120 hours per month and reducing document completion time by about 66 percent in North America.
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Luigi's Box | Professional Services | 150 | $15M | Slovakia | PandaDoc | PandaDoc CPQ | Configure Price Quote (CPQ) | 2024 | n/a |
In 2024, Luigi's Box implemented PandaDoc CPQ within its Configure Price Quote (CPQ) tooling to extend proposal generation and pricing automation across the sales organization. The deployment emphasized the PandaDoc CPQ for HubSpot bundle, embedding CPQ capabilities directly into the CRM workflow to support commercial deals and renewals.
PandaDoc CPQ was configured to automate pricing calculations and enforce discount rules, reducing the need for manual spreadsheet pricing and frequent approvals. The implementation included configuration of approval workflows to reduce manager approvals where rules allowed, and standardized proposal templates to improve consistency in document generation.
The rollout integrated PandaDoc CPQ with HubSpot so sales representatives could build and send proposals directly from the CRM, streamlining quote-to-proposal handoffs. Operational coverage targeted EMEA sales operations and renewal processes, with governance centered on enforced discount policies and CRM-driven proposal orchestration.
Rollout execution leveraged PandaDoc product-team support to accelerate configuration and training, and governance changes focused on approval automation and discount rule enforcement. The deployment produced explicit operational outcomes, saving roughly 30 hours per month and improving close rates across EMEA while increasing speed and consistency in the sales and renewals process.
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