How We Simplified Complex Quoting Terms With PandaDoc

Quoting can quickly get complicated, especially when terms and conditions vary by customer, region, or order type. Manually managing those variations often slows down the sales cycle and creates room for errors.

We recently worked with a customer in the food and beverage industry who faced this exact challenge. They needed:

• Different delivery terms depending on the recipient country.

• Different terms depending on whether it was a one-off order or a scheduled order.

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The Solution

Using PandaDoc integrated with Salesforce, we set up automations within the document generation tool to:

• Automatically apply the correct terms and conditions based on data already held in the Opportunity record.

• Adjust clauses dynamically depending on order type and recipient country.

• Generate ready-to-sign documents without manual intervention.

Once generated, the signed copy was automatically saved back against the Opportunity in Salesforce, ensuring a complete audit trail.

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The Results

This automation had an immediate impact:

• Faster quoting process: Reps no longer needed to manually select or edit terms.

• Reduced errors: The right terms were always applied consistently.

• Improved compliance: Contracts were accurate and standardised.

• Better customer experience: Customers received accurate quotes faster and could sign immediately.

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Got Complicated Quoting Terms and Conditions?

If your business has complex rules around quoting or contracts, automation can save you time, reduce risk, and make life easier for your sales team and customers.

👉 Reach out to us today to see how we can help speed up your process.