Case Study: Popmenu streamlines its CPQ process with PandaDoc

Popmenu built a smarter CPQ process with PandaDoc

Popmenu, which helps restaurants grow, needed a faster and more flexible sales quoting process. Its team was juggling Salesforce, Docusign, and other quoting tools, but the setup was clunky, slow, and prone to errors. After previously using PandaDoc and then switching away, Popmenu returned to PandaDoc for its integrations, templates, CPQ capabilities, and Stripe support.

With PandaDoc CPQ for Salesforce, Popmenu automated quoting rules, approvals, and checks, while syncing quote line items back into Salesforce in real time. The result was a more structured sales process with fewer pricing mistakes, less manual work, and fewer support questions from reps. PandaDoc helped Popmenu streamline product launches and pricing changes, giving the sales team more control and letting them focus on selling instead of fixing quote issues.

Popmenu

Lewis Kim

Sales Operations Analyst