Sales quoting software that knows what the customer already pays for
Bunny is sales quoting software for B2B SaaS — part of Bunny’s billing, CPQ and RevOps platform. Reps build branded quotes with approvals, ramps, discounts and e-signature, and because Bunny also runs billing, the accepted quote becomes the subscription. No re-keying, and every renewal is quoted from the live contract.
Why do PandaDoc, HubSpot quotes and spreadsheets break for SaaS?
They are built to produce a document. A SaaS quote is not a one-off sale — it starts, changes or renews a subscription that will be billed for years. The first deal is fine. Deal two, three and the renewal are where it falls apart.
Renewals start from a blank page
The quoting tool doesn’t know what the customer pays today, which add-ons they picked up mid-term or what uplift they agreed to. Someone digs through old PDFs and rebuilds it.
Ramps live in a footnote
A three-year deal that steps from 50 to 150 seats gets typed into a pricing table. Nothing makes sure year two is actually invoiced at the year-two price.
Mid-term changes need a calculator
Adding 20 seats five months into an annual term means proration, co-terming and a new invoice. A document tool leaves all of that to the rep and finance.
Finance re-keys every deal
The signed PDF goes to finance, who type it into the billing system by hand. Every manual hop is a chance for the invoice to disagree with the contract.
What Bunny’s sales quoting software does
Everything a rep needs to get a quote out the door — and everything finance needs to trust it once it’s signed.
Branded quote templates
Build document templates with headers, contract language, images, merge fields and a signature block. Keep separate templates for new deals, amendments and renewals.
Approval workflows
Rules on quote amount, discount, product, plan or billing period route the quote to an approver before it can be shared. More in our approval workflow guide.
E-signature built in
Customers accept in the portal, or sign with free Bunny Sign, DocuSign, Dropbox Sign or PandaDoc — with multiple signers and an optional PO number captured on acceptance.
Ramps and multi-year terms
Add a product as a ramp deal, pick a one- to five-year term, and choose how much to invoice up front.
Discounts that stay tidy
Set a discount, a unit price or a target total and Bunny does the maths — without creating a customer-specific product in your catalog.
Renewal quotes from the contract
Renew one or several subscriptions at once and the quote opens with today’s terms, ready for new prices, discounts and upsells. See renewal management.
Co-terming and proration
Mid-term add-ons are co-termed to the existing end date and prorated automatically, so the customer gets one renewal and fewer invoices.
Quote becomes the subscription
Apply the accepted quote and it becomes the subscription, the invoice and the renewal date. The signed order form is the billing instruction.
Designing the process around it?
Our guide to structuring a quoting workflow covers who approves what, and when. For the bigger picture on configure-price-quote for subscriptions, read CPQ for SaaS.
Spreadsheet, document tool or subscription-aware quoting?
Document quoting tools like PandaDoc are excellent at the document and the signature, and they push the approved deal to a billing system. Bunny is the billing system — which is what makes the second, third and renewal quote easy.
| What you need | Spreadsheet + PDF | Document quoting tool | Bunny CPQ |
|---|---|---|---|
| Branded quote and e-signature | Partial Manual formatting, separate signing tool |
Yes Their core strength |
Yes Templates, Bunny Sign or your e-sign provider |
| Discount approvals | No Slack threads and email |
Yes Rule-based routing |
Yes Rules on amount, discount, product, plan, period |
| Knows the live subscription | No | No Sees the CRM record, not the billing state |
Yes Quotes against what the customer pays today |
| Co-terming and proration on add-ons | No Hand-calculated |
No Left to the billing system |
Yes Automatic on every amendment |
| Renewal quote from current terms | No | Partial Clone last year’s document |
Yes Generated from the subscription |
| Signed quote creates the subscription | No Re-keyed by finance |
Partial Data pushed to a separate billing system |
Yes Subscription, invoice and renewal date in one step |
Keep the CRM and the signing tool you like
Moving quoting into Bunny doesn’t mean ripping out your stack. Reps start quotes from the CRM record they already work in, and customers sign with the e-signature provider your legal team already approved.
HubSpot
Create Bunny quotes from the HubSpot company record and see quotes and subscriptions on it. Bunny CPQ for HubSpot
Salesforce
Quote from the opportunity, with the priced deal synced back. CPQ for Salesforce
PandaDoc, DocuSign, Dropbox Sign
Use any of them for signing — or Bunny Sign, which is free. The quote is accepted once every signer is done. PandaDoc integration
The RevOps expert your team never had.
- Type "send upgrade quotes to all starter plan accounts" — done in seconds
- Know which renewals need you this month, while there is still time to do something about it
- Find every overdue invoice in one question, instead of one account at a time
No credit card required. Cancel anytime.