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PandaDocVerified

Connectable · seat & usage sync

PandaDoc is a document automation platform for creating, managing, and e-signing proposals, quotes, contracts, and other business documents with built-in CRM integration and payment collection.

Pricing

$19-49 / user / month

Founded

2013

Team size

501-1,000 employees

Headquarters

San Francisco, California

Product Preview

PandaDoc preview

Preview from pandadoc.com

At a glance

Best for

Startup (1-50), Small business (51-200), Mid-market (201-1,000), Enterprise (1,000+)

Pricing model

Tiered plans

Try before you buy

Free trial · Free plan

Security

SOC 2HIPAAGDPRCCPAPCI DSS

About PandaDoc

PandaDoc provides an all-in-one document automation platform for creating, sending, tracking, and e-signing business documents. The platform supports proposals, quotes, contracts, invoices, and forms with a drag-and-drop editor, content library, and template management.

The platform's tracking capabilities show when recipients open documents, which sections they spend time on, and when they are ready to sign. Built-in payment collection allows businesses to accept payments directly within documents at the time of signing.

PandaDoc integrates with major CRMs including Salesforce, HubSpot, and Pipedrive, enabling sales teams to generate documents from deal data automatically. The platform serves over 50,000 companies from SMBs to enterprise organizations.

Procurement & Fit

Structured facts from the vendor to help your security, finance, and procurement reviews move faster.

Trust

Security & compliance

SOC 2HIPAAGDPRCCPAPCI DSS

SLA uptime target: Not specified

Security review turnaround: Not specified

DPA available: Not specified

Pricing

Commercial model

Pricing model: Tiered plans

Free trial: Yes

Free plan: Yes

Contract minimum: Not specified

Procurement

Purchasing & legal

The vendor hasn’t added purchasing & legal details yet.

Fit

Best-fit company size

Startup (1-50)Small business (51-200)Mid-market (201-1,000)Enterprise (1,000+)

Buyer Fit & Positioning

Implementation & Procurement

Commercial Fit & Ecosystem

Proof, Outcomes & Momentum

Alternatives, Migration & Buyer Objections