PandaDoc

Input—per 1M tokens

Output—per 1M tokens

Context—tokens

WeightsClosed

About

PandaDoc automates proposals, quotes, and contracts through document creation, sending, signing, and tracking workflows. Templates, rich media, and a drag-and-drop editor support document creation, while real-time editing, comments, and approvals help teams collaborate before delivery. Recipients can sign electronically, and notifications, reminders, and reporting show when documents are opened, viewed, or completed. Workflows can include product catalogs, Configure-Price-Quote capabilities, and payment collection. Integrations include Salesforce, HubSpot CRM, Pipedrive, Stripe, Slack, Canva, and Dropbox; PandaDoc also provides an API and document embedding. The free plan allows 60 documents per year, up to two recipients per document, unlimited storage, and unlimited users, but downloads are PDF only. Starter costs 19.00 USD per month and Business 49.00 USD per month, both billed annually. PandaDoc offers web, iOS, and Android access, although accounts with pandadoc.eu domains cannot use the mobile app. Its stated security credentials include E-SIGN, UETA, HIPAA, and SOC 2.

Who it is for

PandaDoc suits teams that prepare and route proposals, quotes, or contracts for signatures, approvals, and payment. Its API, integrations, and document embedding may suit teams connecting document workflows to other systems.

What is good

Documents support signing, tracking, and payments.
Real-time editing and approval workflows support review.
Free plan includes unlimited storage and users.
API and document embedding are available.
Mobile app supports creating and signing.

What to know first

Free plan limits sending to 60 documents yearly.
Free documents allow up to two recipients.
Free downloads are PDF only.
pandadoc.eu accounts cannot use the mobile app.

Verdict

PandaDoc combines document preparation, signature, tracking, collaboration, and payment workflows, with an API and integrations for connected stacks. Check the free plan's document and recipient limits, and the mobile restriction for pandadoc.eu accounts.

Compared on proposal software

Free plan: Yespandadoc.com

Facts

Free plan: Yespandadoc.com · 21 Sept 2026
Paid from: 19pandadoc.com · 21 Sept 2026
Built-in e-signatures: Yespandadoc.com · 21 Sept 2026
Client activity tracking: Yespandadoc.com · 21 Sept 2026
Online payment collection: Yespandadoc.com · 21 Sept 2026
CRM integrations: Yespandadoc.com · 21 Sept 2026
Custom branding: Yespandadoc.com · 21 Sept 2026
Analytics and reporting: Yespandadoc.com · 21 Sept 2026
Free document limit: Free accounts can send 60 documents per year.support.pandadoc.com · 27 Sept 2026
Free recipient limit: Free accounts allow up to 2 recipients per document.support.pandadoc.com · 27 Sept 2026
Free document storage: Free accounts include unlimited document storage.support.pandadoc.com · 27 Sept 2026
Free account users: Free accounts allow unlimited users or seats.support.pandadoc.com · 27 Sept 2026
Trial duration: The Free plan guide describes a 14-day trial period.support.pandadoc.com · 27 Sept 2026
Trial document limit: Trial users can send up to 50 documents during the trial.support.pandadoc.com · 27 Sept 2026
Trial recipient limit: Business-email trial users can send up to 5 recipients per document.support.pandadoc.com · 27 Sept 2026
Mobile app: PandaDoc provides a mobile app for viewing, tracking, creating, signing, and uploading.support.pandadoc.com · 27 Sept 2026
Security certifications: PandaDoc states that it is E-SIGN, UETA, HIPAA compliant and SOC 2 certified.pandadoc.com · 27 Sept 2026
Security features: Security features include two-factor authentication, SSO, signature certificates, and GDPR compliance.pandadoc.com · 27 Sept 2026
Team administration: Paid plans include system roles and user management; custom roles are also available.support.pandadoc.com · 27 Sept 2026
Available integrations: Integrations include Salesforce, HubSpot CRM, Pipedrive, Stripe, Slack, Canva, and Dropbox.pandadoc.com · 27 Sept 2026
Support channels: PandaDoc offers a Help Center, contact support, onboarding services, and premium support.pandadoc.com · 27 Sept 2026
Document workflow: PandaDoc supports document creation, signature, payment, collaboration, automation, and analytics.pandadoc.com · 27 Sept 2026
Company name: The site identifies the company as PandaDoc Inc.pandadoc.com · 27 Sept 2026
Free download format: The Free eSign plan allows document downloads as PDF only, not DOCX.support.pandadoc.com · 27 Sept 2026
What it does: PandaDoc automates proposals, quotes and contracts through document creation, sending, signing and tracking workflows.pandadoc.com · 28 Sept 2026
Document creation: The platform provides templates, rich media and a drag-and-drop editor for creating agreements.pandadoc.com · 28 Sept 2026
eSignatures: PandaDoc provides legally binding eSignatures and states that it is ESIGN, UETA, HIPAA and SOC 2 Type II compliant.pandadoc.com · 28 Sept 2026
Tracking: Real-time notifications, reporting and reminders show when documents are opened, viewed or completed.pandadoc.com · 28 Sept 2026
Collaboration: Real-time editing, comments and approval workflows support internal collaboration before delivery.pandadoc.com · 28 Sept 2026
Payments and CPQ: PandaDoc supports product catalogs, Configure-Price-Quote and payments inside document workflows.pandadoc.com · 28 Sept 2026
Integrations: Featured integrations include HubSpot, Salesforce, Pipedrive, monday.com, Stripe, Square, Zapier, Slack and Greenhouse.pandadoc.com · 28 Sept 2026
Developer access: PandaDoc provides an API, document embedding and developer documentation for integrations.pandadoc.com · 28 Sept 2026
Security: PandaDoc is SOC 2 Type 2 certified and hosts services on Amazon AWS.pandadoc.com · 28 Sept 2026
Data protection: PandaDoc says its data is encrypted in transit and stored in a SOC, FISMA and PCI DSS Level 1 compliant cloud.pandadoc.com · 28 Sept 2026
Mobile app: The mobile app can create, view, send, track and sign documents and is available through Google Play and the App Store.support.pandadoc.com · 28 Sept 2026
Mobile limitation: Users with pandadoc.eu accounts cannot use the mobile app at this time.support.pandadoc.com · 28 Sept 2026
Browser support: Supported desktop browsers include current Safari on Mac, Chrome on Windows and Mac, Firefox on Windows and Mac, and Edge on Windows 10.support.pandadoc.com · 28 Sept 2026
Support: The pricing page lists 24/7 email and chat support for the Free and Starter plans.pandadoc.com · 28 Sept 2026