PandaDoc
PandaDoc is a document management platform built for sales teams.
Updated April 2026
Overview: What is PandaDoc?
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.
Fit: Ideal customer profile.
Sales and operations teams at small to mid-market companies that need to create, send, and track proposals and contracts efficiently.
- SMB
- Mid-market
- Enterprise
Capabilities
Key features.
01
Drag-and-drop document builder
02
Real-time team collaboration
03
Legally binding electronic signatures
04
Document open and view tracking
05
Embedded payment collection
06
CRM integrations with major platforms
07
Customizable templates and branding
08
Automated approval workflows
09
Bulk sending for high-volume teams
10
Audit trails and compliance reporting
Usage
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.
Cost
Pricing.
$19/ Per seat
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.
Free
$0.00
- 60 docs/year
- unlimited seats
- drag drop editor
- real-time tracking
- 24/7 support
- no credit card
Starter
$19.00
- unlimited docs
- unlimited eSignatures
- drag drop editor
- real-time tracking
- 24/7 support
- no credit card
Business
$49.00
- CRM integrations
- custom branding
- deal rooms
- approval workflows
- web forms
- bulk send
Enterprise
$custom pricing
- CPQ tools
- workflow automation
- single sign-on
- team workspaces
- notary
- API access
At a glance
Quick facts.
- Stack position
- Proposals
- Category
- Sales Tools
- Best for
- SMB, Mid-market, Enterprise
- Pricing
- From $19/Per seat
Subcategories
- E-Signature
- Proposals
Follow PandaDoc
Questions
Frequently asked.
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.
Compare
PandaDoc alternatives.
Talk to us: Pick the tool. We run the system around it.
PandaDoc is one part of a stack. We build and run the revenue system it plugs into.
Talk to Phi