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PandaDoc is a document automation platform designed to streamline the creation, tracking, and signing of business documents. It offers customizable templates, real-time collaboration, and electronic signatures, making contract management seamless. Users can automate workflows for proposals, quotes, agreements, and invoices. PandaDoc integrates with popular CRMs like Salesforce, HubSpot, and Zoho, enabling sales teams to generate documents quickly. The platform provides analytics to track document engagement, showing when recipients open, view, and sign documents. AI-powered content suggestions and approval workflows enhance efficiency. PandaDoc supports compliance with e-signature laws, ensuring legal validity for digital transactions. Businesses use it to speed up contract negotiations, improve document accuracy, and reduce manual paperwork. With its drag-and-drop editor and rich media support, teams can create visually appealing documents. PandaDoc�s secure cloud storage and role-based permissions ensure data protection. The platform�s automation capabilities help organizations close deals faster and optimize document management.
PandaDoc is a document automation and eSignature platform that helps sales, HR, and legal teams streamline the creation, approval, and signing of business documents. It's used for proposals, quotes, contracts, and onboarding paperwork with embedded analytics and workflows.
PandaDoc accelerates document workflows, improves customer experience, and reduces friction in approval cycles with end-to-end automation.
Transparency Score: Measures how easy it is to understand an app’s pricing structure. A high score means clear, predictable costs with no hidden fees, while a low score indicates complex or opaque pricing.
Flexibility Score: Evaluates how adaptable an app’s pricing is to your needs. A high score means you can scale up/down, switch plans, or adjust licenses easily, while a low score suggests rigid contracts and limited customization.
Pricing Model:
Per-user pricing with Essentials, Business, and Enterprise plans.
Document Builder, eSignature, Templates, Workflow Automation, Analytics, Payment Collection, CRM Integrations, Approval Workflows
A SaaS sales team uses PandaDoc to automate proposals and close deals faster with integrated quotes and legally binding signatures.
Easy document creation, Native eSignature, Strong CRM integrations, Transparent pricing, Real-time document analytics
Some features only in higher tiers, Limited offline capabilities, Design editor can be slow, Branding flexibility could improve
SOC 2, GDPR, ESIGN, HIPAA, 256-bit SSL, Audit Trails, Role-Based Access
PandaDoc is trusted by Tata Steel, Autodesk, and Drift. Featured in G2's document management leaders and reviewed by Capterra, TechCrunch, and Sales Hacker.
DocuSign, HelloSign, Adobe Acrobat Sign, SignNow, Zoho Sign
No cost, no obligation—just 15 minutes to savings!
Yes, PandaDoc integrates with HubSpot, Salesforce, Pipedrive, Zoho CRM, and other platforms for seamless document automation.
Yes, PandaDoc is compliant with ESIGN and UETA acts, offering secure and verifiable digital signatures.
PandaDoc has Essentials, Business, and Enterprise plans, with pricing based on users, templates, and workflow features.