PandaDoc
by PandaDoc Inc. · eSignature
Document automation and eSignature platform for creating, sending, and signing proposals, quotes, and contracts.
- Works with
- QuickBooks Online, Microsoft Dynamics 365, FreshBooks, Other ERP/accounting systems
- Deployment
- Cloud (SaaS)
- Pricing
- Per-seat subscription, billed monthly or annually; free plan available
- Founded
- 2014
- Headquarters
- San Francisco, California, USA
Overview
PandaDoc is a document-automation and electronic-signature platform built primarily for sales, revenue, and operations teams that produce a high volume of proposals, quotes, contracts, and forms. Rather than positioning itself as a pure eSignature tool, PandaDoc combines a drag-and-drop document editor, reusable templates, a content and pricing-table library, approval workflows, configure-price-quote (CPQ) tooling, and legally binding eSignatures into a single workflow for preparing and closing deals.
The platform is delivered as a cloud-based SaaS application and is most commonly adopted alongside a CRM. PandaDoc maintains native integrations with CRMs such as HubSpot, Salesforce, Pipedrive, Zoho, and Microsoft Dynamics 365, letting reps generate documents pre-populated with deal and contact data and push status back to the CRM. It also integrates with payment processors (Stripe, PayPal, Square, Authorize.Net, QuickBooks Payments) and offers a public API plus Zapier/Make connectors for custom automation.
PandaDoc is widely rated for ease of use and is positioned at the proposal/quote-automation end of the eSignature market rather than as a deep, certified ERP connector. Its eSignatures comply with the U.S. ESIGN Act and UETA and with eIDAS in the EU, and the platform carries SOC 2 Type II, GDPR, HIPAA, and related attestations. It is generally a fit for SMB and mid-market revenue teams, with an Enterprise tier adding CPQ, SSO, workflow automation, and API access.
Screenshots & demo
Demo video from the vendor's YouTube channel. Screenshots sourced from PandaDoc Inc..
Features & capabilities
Document creation
Tools for building branded documents quickly.
- Drag-and-drop document editor
- Reusable templates and content library
- Pricing tables with line items
- Custom branding and themes
- Embedded video and rich media content blocks
eSignature
Legally binding electronic signatures.
- Unlimited legally binding eSignatures (paid plans)
- ESIGN Act and UETA compliance (US)
- eIDAS and Qualified Electronic Signature (QES) support (EU)
- Configurable signing order
- Audit trail and signing certificate
Workflow and approvals
- Approval workflows
- Conditional content and smart content (Enterprise)
- Bulk send
- Web forms
- Deal rooms
CPQ and quoting
Configure-price-quote tooling for sales teams.
- Configure-price-quote (CPQ) on Enterprise
- Custom quotes with product catalog
- Editable pricing tables and discounts
- Quote generation from CRM deal data
Tracking and analytics
- Real-time document open and view tracking
- Section-level engagement analytics
- Notifications when documents are viewed or signed
- Audit trail of document activity
Integrations and API
- Native CRM integrations (HubSpot, Salesforce, Pipedrive, Zoho, Dynamics 365)
- Payment processor integrations (Stripe, PayPal, Square, Authorize.Net)
- Accounting integrations (QuickBooks Online, FreshBooks)
- Public REST API and embedded editing
- Zapier and Make (Integromat) connectors
Common use cases
- Sales proposals and quotes
- Sales contracts and order forms
- CPQ and configurable pricing for sales teams
- Vendor and partner agreements
- HR documents and offer letters
- Collecting eSignatures on legal documents
- Generating documents pre-filled from CRM data
Strengths & considerations
Strengths
- Combines document creation, CPQ/quoting, and eSignature in one tool rather than eSignature alone
- Native, data-syncing integrations with major CRMs (HubSpot, Salesforce, Pipedrive, Dynamics 365)
- Drag-and-drop editor with reusable templates and pricing tables aimed at non-technical sales users
- Real-time, section-level document engagement tracking
- Rated #1 Proposal Software on G2 (Spring 2026) with high ease-of-use scores
Considerations
- Positioned as a proposal/quote tool, not a certified ERP connector; ERP and accounting links rely on API, Zapier, or specific app integrations rather than packaged ERP connectors
- Per-seat pricing can be costly for small teams wanting premium features
- Advanced features (CPQ, SSO, API access, workflow automation) are gated to the Enterprise tier
- Documents generally cannot be edited after sending
- Some users report deliverability issues with proposal emails landing in spam
ERP integrations
Create invoices in QuickBooks Online from signed PandaDoc documents; QuickBooks Payments also supported as a payment processor.
Document creation and eSignature within Dynamics 365; primarily a CRM-side integration, not an ERP/finance connector.
Automate invoice creation from PandaDoc documents.
No packaged native connectors for systems such as NetSuite, SAP, or Sage; integration is via PandaDoc's REST API or no-code automation platforms (Zapier, Make).
Pricing
Free plan ($0) limited to 60 docs/year. Starter $19/seat/mo, Business $49/seat/mo, Enterprise custom (per-seat or per-document). 14-day free trial on paid plans. Annual billing advertised to save up to 46% vs monthly. Pricing as listed on pandadoc.com/pricing (USD). Get an independent shortlist with pricing guidance below.
Technical & security
- Hosting
- AWS (IaaS); production data on hardened AWS infrastructure (RDS, S3)
- Data residency
- United States, European Union
- Compliance
- SOC 2 Type II, GDPR, CCPA/CPRA, HIPAA, FERPA, 21 CFR Part 11, PCI-DSS, EU-U.S. Data Privacy Framework, ESIGN Act / UETA, eIDAS
- Mobile app
- Yes
About the vendor
- Founded
- 2014
- Headquarters
- San Francisco, California, USA
- Ownership
- Private (VC-backed; reached $1B valuation in 2021)
- Notable customers
- Autodesk
Alternatives to PandaDoc in eSignature
PandaDoc — frequently asked questions
Is PandaDoc an eSignature tool or a proposal tool?
Both. PandaDoc combines a drag-and-drop document editor, templates, CPQ/quoting, and legally binding eSignatures, so it is typically adopted to prepare and close proposals, quotes, and contracts rather than to collect signatures alone.
Does PandaDoc integrate with ERP and accounting systems?
PandaDoc offers native integrations with QuickBooks Online and FreshBooks for invoicing, and connects to major CRMs like Salesforce, HubSpot, Pipedrive, and Microsoft Dynamics 365. For other ERP/finance systems it relies on its REST API or no-code platforms such as Zapier and Make rather than packaged ERP connectors.
How much does PandaDoc cost?
PandaDoc has a free plan (limited to 60 documents/year), a Starter plan at $19 per seat/month, a Business plan at $49 per seat/month, and a custom-priced Enterprise plan, with prices billed per seat (annual billing as listed on pandadoc.com).
Are PandaDoc signatures legally binding?
Yes. PandaDoc eSignatures comply with the U.S. ESIGN Act and UETA and with eIDAS in the EU, including support for Qualified Electronic Signatures (QES).
Is PandaDoc secure and compliant?
PandaDoc is SOC 2 Type II certified and supports GDPR, HIPAA, FERPA, 21 CFR Part 11, and PCI-DSS, with AES-256 encryption at rest and data residency options in the US or EU.
Evaluating eSignature?
Tell us your ERP and requirements and we'll send an independent shortlist — including PandaDoc and the best-fit alternatives — with honest pros and cons.