{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"PandaDoc CPQ for SMB: No-Code Quotes, CRM Integrations + AI","description":"In this episode of the CPQ Podcast, we sit down with&amp;nbsp;Dustin Anglen, Strategic Partnerships Manager at&amp;nbsp;PandaDoc, to discuss how PandaDoc CPQ supports faster quoting for&amp;nbsp;SMB teams&amp;nbsp;(roughly 5\u2013500 employees). PandaDoc is widely known for&amp;nbsp;proposals and eSignature, and Dustin explains why CPQ is a natural extension\u2014especially for organizations that want a&amp;nbsp;practical, easy-to-administer&amp;nbsp;approach without heavy configuration overhead. We cover where PandaDoc CPQ fits best (including&amp;nbsp;SaaS, software &amp;amp; technology, professional services, and education) and how customers typically use it alongside their CRM. Dustin outlines PandaDoc\u2019s&amp;nbsp;API-forward SaaSapproach and its key integrations with&amp;nbsp;HubSpot, Pipedrive, and Salesforce. We also discuss what\u2019s available today\u2014and what\u2019s still evolving\u2014such as ERP connectivity (currently not a standard integration, with MVP work underway) and common customer expectations around implementation, which is often&amp;nbsp;8\u201312 weeks. On the capability side, Dustin shares the top requests he sees from the market:&amp;nbsp;product configuration,&amp;nbsp;contract-based pricing, and&amp;nbsp;CRM integration. We talk about product structure support (including bundles), pricing flexibility across segments and regions,&amp;nbsp;usage-based pricing, and how PandaDoc positions its CPQ as a&amp;nbsp;rules engine&amp;nbsp;that is largely&amp;nbsp;no-code&amp;nbsp;(with options for more advanced logic when needed). We also dig into PandaDoc\u2019s AI direction\u2014template generation, OCR and document intelligence, metadata-driven automation, and an admin-focused AI feature for helping set up product and pricing rules (currently in testing, with broader availability expected later this year). You\u2019ll also hear a few personal moments from Dustin\u2014from his early career in the&amp;nbsp;Salesforce ecosystem&amp;nbsp;(including starting at&amp;nbsp;Apttus&amp;nbsp;in 2014), to an unexpected chapter running a&amp;nbsp;beekeeping business in Santa Barbara, to his passion for&amp;nbsp;freediving&amp;nbsp;near San Diego. A&amp;nbsp;PandaDoc CPQ free trial&amp;nbsp;is available on PandaDoc\u2019s website.  \ud83d\udd17&amp;nbsp;Learn more about PandaDoc CPQ at&amp;nbsp;https:\/\/www.pandadoc.com\/lp\/cpq-software\/&amp;nbsp;  \ud83d\udcec&amp;nbsp;Contact Dustin&amp;nbsp;on LinkedIn&amp;nbsp;https:\/\/www.linkedin.com\/in\/danglen\/&amp;nbsp; &amp;nbsp; ","author_name":"CPQ Podcast","author_url":"http:\/\/www.novuscpq.com","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/40181795\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/88AA3C\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/content\/198804320"}