What is PandaDoc?
PandaDoc streamlines document workflows—creating, sending, tracking, and signing proposals, quotes, and contracts. Templates and automation accelerate document creation while e-signatures close deals faster. The platform combines document building, CRM integration, and electronic signatures in one workflow.
For sales teams and operations departments managing document-heavy processes, PandaDoc reduces the friction that slows deals and agreements.
[cta text="Create & Sign Documents Faster"]Key Features
Document Builder
Drag-and-drop editor creates professional documents. Templates ensure brand consistency. Dynamic fields auto-populate from CRM data.
E-Signatures
Legally binding electronic signatures accelerate agreement. Recipients sign on any device. Audit trails document the signing process.
Templates & Content Library
Save templates for proposals, contracts, and quotes. Content blocks reuse approved language. Consistency without starting from scratch.
CRM Integration
Native integrations with Salesforce, HubSpot, Pipedrive, and others. Pull contact data into documents automatically. Track documents within CRM workflow.
Tracking & Analytics
Know when recipients open and view documents. See which sections get attention. Real-time insights inform follow-up timing.
Payment Collection
Accept payments directly within documents. Stripe and PayPal integration. Close deals and collect payment in one workflow.
Pricing
PandaDoc offers Free e-signatures for basic signing. Essentials at $19/user/month adds templates and tracking. Business at $49/user/month includes CRM integration and advanced features. Enterprise pricing for larger organizations.
[cta text="Create & Sign Documents Faster"]Who Uses PandaDoc?
Sales teams create proposals and contracts faster. CRM integration and templates reduce administrative burden. Faster document turnaround means faster closes.
Operations teams manage contracts and agreements. Version control and approval workflows ensure compliance.
Professional services firms send SOWs and contracts efficiently. Professional documents reflect well on the business.
PandaDoc vs Competitors
PandaDoc vs DocuSign
DocuSign leads in e-signature with extensive integrations. PandaDoc combines document creation with signing. DocuSign for signature focus; PandaDoc for document workflow.
PandaDoc vs Proposify
Proposify focuses specifically on proposals. PandaDoc handles broader document types. Compare based on primary document use case.
Final Verdict
PandaDoc delivers comprehensive document automation from creation to signature. For teams managing significant document volume, the platform reduces friction throughout the document lifecycle.
Rating: 4.5/5
.png){kind=small}