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PandaDoc

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Document creation, eSignature, and contract management platform for sales and business teams

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  • Deployment Cloud Based
  • Starting price Free
  • Free trial Available
  • Best for Freelancers, Startups, SMEs

What is PandaDoc?

PandaDoc is a document workflow platform for creating, sending, tracking, and eSigning proposals, quotes, contracts, and other business documents. It includes a drag-and-drop editor with over 1,000 templates, legally binding eSignatures, CRM integrations, audit trails, and payment collection built directly into documents.

The platform serves freelancers up through large sales organizations, offering a free plan for basic signing needs and paid tiers that add CRM integrations, CPQ, deal rooms, and approval workflows. PandaDoc is SOC 2 certified and compliant with E-SIGN and HIPAA standards, and it offers an AI contract assistant for reviewing and drafting agreements.

Key Features of PandaDoc

PandaDoc lists 10 documented features, including Drag-and-drop document editor with 1,000+ templates, Legally binding electronic signatures and Real-time document tracking and audit trail. The list below covers what the product does rather than how it is marketed.

  • Drag-and-drop document editor with 1,000+ templates
  • Legally binding electronic signatures
  • Real-time document tracking and audit trail
  • CRM integrations including Salesforce and HubSpot
  • CPQ (configure, price, quote) tools
  • Embedded payment collection
  • Approval workflows and deal rooms
  • AI Contract Assistant for review and drafting
  • Content library and reusable pricing tables
  • Custom branding and forms

PandaDoc Pricing

PandaDoc lists 4 plans. Three carry a published figure, from Free to $49; the rest are quoted on request.

Free

Free

5 documents/month

Basic eSignatures, document editor, real-time tracking

Starter

$19/user/month

Billed annually

Unlimited documents and eSignatures, rich media editor, themes

Business

$49/user/month

Billed annually

CRM integrations, custom branding, deal rooms, approval workflows, web forms, bulk send

Enterprise

Custom

CPQ, workflow automation, smart content, SSO, team workspaces, notary, API access

PandaDoc Specifications

PandaDoc is available on web app and has iOS and Android apps. It offers an API, has a free trial and has a free plan.

Deployment
  • Cloud Based
Billing cycle
Monthly
Desktop
  • Web App
Mobile
  • iOS
  • Android
Languages
  • English
Built for
  • Freelancers
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Support
  • Email
  • Live Support
  • Tickets
  • Training
Integrations
Salesforce, HubSpot, Pipedrive, Zapier, Microsoft Dynamics, Slack, Google Drive, Stripe, PayPal
Public API
Yes
Free trial
Yes
Free plan
Yes
Runs in browser
Yes
Customisable
Yes
Website
pandadoc.com

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PandaDoc FAQs

Yes, PandaDoc offers a free plan limited to 5 documents per month with basic eSignature features.

Business adds CRM integrations, custom branding, deal rooms, approval workflows, and web forms.

Yes, PandaDoc states it is E-SIGN, UETA, and HIPAA compliant, and is SOC 2 certified.

Yes, users can embed payment gateways directly into documents so clients can pay when signing.

Yes, CRM integrations including Salesforce are available starting on the Business plan.