What is PandaDoc?
PandaDoc is a document management platform built for sales teams. It handles proposal creation, electronic signatures, and payment capture in one place. Teams use it to reduce manual work and close agreements more quickly.
PandaDoc lets users build custom proposals, contracts, and other business documents using a drag-and-drop editor. The platform supports real-time collaboration so multiple stakeholders can review and edit content simultaneously. Built-in electronic signature functionality captures legally binding approvals without switching tools. Document activity tracking provides visibility into when recipients open, view, or sign files. Payment gateway integrations allow teams to collect funds directly inside the document. Automated workflows handle routing, approvals, and reminders to keep deals moving forward.
Ideal Customer Profile
Sales and operations teams at small to mid-market companies that need to create, send, and track proposals and contracts efficiently.
Key Features
- Drag-and-drop document builder
- Real-time team collaboration
- Legally binding electronic signatures
- Document open and view tracking
- Embedded payment collection
- CRM integrations with major platforms
- Customizable templates and branding
- Automated approval workflows
- Bulk sending for high-volume teams
- Audit trails and compliance reporting
How to use PandaDoc
Teams start by selecting a template or building a document from scratch in the editor. They add content blocks, pricing tables, and signature fields, then send the document to recipients for review. Activity notifications alert the sender when the recipient engages with the file. Once signed, the platform stores the completed document and triggers any connected payment or CRM workflows.
Pricing
A free tier allows 60 documents per year with unlimited seats. Paid plans begin at $19 per user per month, with a 14-day trial available.
Frequently Asked Questions
What are the main steps to use PandaDoc?
Users build documents in the drag-and-drop editor, add signature and payment fields, then send files for review. The platform handles tracking, notifications, and storage once the document is signed.
What does PandaDoc cost?
A free plan covers 60 documents per year with unlimited seats. Paid tiers start at $19 per user monthly and go up to custom enterprise pricing.
What makes PandaDoc a strong choice for document management?
It combines editing, eSignatures, automation, and CRM integrations in a single platform. Compliance standards like SOC 2 and HIPAA support add security for regulated industries.
How does PandaDoc handle the full document lifecycle?
The platform moves files from creation through collaboration, approval, signature, and payment. Real-time notifications and audit trails give teams full visibility at every stage.
Can teams use PandaDoc without paying?
Yes. The free plan supports unlimited seats and up to 60 documents per year with core editing and tracking features. No credit card is required to sign up.
Does PandaDoc offer partner or integration programs?
The company maintains a partner directory and provides onboarding services for custom integrations. Partners can build connected solutions using the platform's API access.
