PandaDoc

Drag-and-drop document editor

Easily generate custom agreements tailored to your audience and workflow with our drag-and-drop editor. Reuse your own documents, use templates, and create professional documents with rich media.

Create professional documents faster with customizable templates and rich media.

Real-time collaboration and approvals

With PandaDoc, everyone's eyes are on the same document for real-time redlining, comments, approvals, and more. Collaborate efficiently with inline comments, suggest edits, and approval workflows.

Keep everyone aligned with real-time redlining, comments, and approvals.

CRM integrations and automation

PandaDoc's CRM integrations, embeddable API, and automation features speed up your workflows while eliminating errors and repetitive tasks. Integrations include Salesforce, HubSpot CRM, Pipedrive, monday.com, Zapier, and more.

Eliminate repetitive tasks and errors with CRM integrations and automation.

Secure eSignatures with signing order

Not only can you capture signatures, but decide signing order, verify the identity of recipients, set signing groups, and even notarize documents. PandaDoc is E-SIGN, UETA, HIPAA compliant, and SOC 2 certified.

Capture legally binding signatures with flexible signing order and identity verification.

Document tracking and audit trail

PandaDoc records an audit trail for every document, reports user activity, and tracks document metrics. Monitor user activity, document performance, and more with tracking and analytics.

Gain visibility into document performance with audit trails and analytics.

Embedded payment gateways

Easily embed trusted payment gateways directly into bills and invoices so customers can pay with just a few clicks. Integrations include Stripe, Square, QuickBooks Online, PayPal, Zoho, Authorize.Net, and FreshBooks.

Get paid faster with embedded payment gateways for seamless transactions.

• Comprehensive Document ManagementPandaDoc is a 360-degree document management solution that covers creation, signature, payment, and beyond. It offers a drag-and-drop editor, smart content, real-time collaboration, CRM integrations, e-signatures, audit trails, and embedded payment gateways.
• Security and Compliance CertificationsPandaDoc is E-SIGN, UETA, HIPAA compliant, and SOC 2 certified. It provides SSO and a robust API for granular document and workspace permissions, ensuring secure electronic signatures.
• Flexible Pricing with Free TierPandaDoc offers a Free plan for small businesses needing professional eSign without cost, including 5 documents per month, rich media editor, real-time tracking, and 24/7 support. Paid plans start at $19 per seat per month (Starter) and $49 per seat per month (Business), with annual billing saving up to 46%.
• Extensive Integrations and APIPandaDoc integrates with Salesforce, HubSpot CRM, Pipedrive, monday.com, Zapier, Stripe, Square, QuickBooks Online, PayPal, Slack, Microsoft Teams, and many others. It also offers an embeddable API for customization and automation.

• Feature Limitations on Lower PlansSome features require usage credits or are paid add-ons, such as CRM integrations, web forms, bulk send, CPQ, workflow automation, smart content, SSO, team workspaces, and notary. The Free plan limits documents to 5 per month and templates to 5, while Starter also limits templates to 5.
• AI Assistants in BetaAI assistants via MCP (ChatGPT, Claude) are currently in beta, and beta terms apply. For a limited time, access is available in all plans at no additional cost, but PandaDoc reserves the right to introduce usage limits at any time.
• Pricing Exclusions and Add-OnsPrices exclude applicable taxes. Features marked with an asterisk (*) require usage credits or are paid add-ons. Enterprise pricing is per-seat or per-document and requires contacting sales for a quote.
• Compliance and Verification Options Vary by PlanHIPAA compliance is optional. Qualified Electronic Signature (QES) and recipient verification are available on annual plans only. Passcode Verification and SMS Verification are included, while Knowledge-Based Authentication (KBA) and ID Verification are included on higher tiers.

Proposals

Create custom proposals with a drag-and-drop editor, real-time tracking, and notifications. PandaDoc has enhanced the purchasing experience for buyers and sales teams, with one customer halving proposal creation time and 84% of proposals viewed by prospects.

eSignatures

Capture signatures with signing order, recipient identity verification, signing groups, and notarization. PandaDoc is E-SIGN, UETA, and HIPAA compliant, and SOC 2 certified, offering secure electronic signatures.

Quotes

Generate automated quotes tailored to buyers with CPQ (configure, price, quote). Pull data directly from your product catalog and implement rules-based pricing strategies to deliver an impressive buyer experience.

Contracts

Manage contracts from creation to e-sign and beyond with real-time redlining, comments, approvals, and a contract repository. PandaDoc records an audit trail for every document and tracks document metrics.

Define the exact aI Document Management Tools workflow PandaDoc should support.

Compare it with closely related AI tools in the same category before committing.

Set review rules for accuracy, privacy, brand voice, compliance, and final approval.

Connect useful outputs to the wider stack instead of leaving them inside the AI tool.

Is PandaDoc free to use?

PandaDoc may offer free, trial, open-source, or entry access depending on its current plan and product model. Check the official pricing page before rollout because AI pricing and usage limits change often.

What is PandaDoc best for?

PandaDoc is best for buyers evaluating aI Document Management Tools as a recurring workflow with clear quality expectations and human review.

How much does PandaDoc cost?

PandaDoc pricing depends on plan packaging, seats, usage limits, credits, model access, add-ons, and enterprise requirements. Always confirm current pricing directly before choosing a plan.

What are the main limitations of PandaDoc?

The main limitations usually come from output review, workflow fit, integration depth, data boundaries, and whether the team has a clear owner for quality and approval.

What are the best PandaDoc alternatives?

Relevant alternatives include Glean, Microsoft 365 Copilot, Instabase, Docugami, Paperless-ngx, Otter.ai, Dropbox Dash, Adobe Acrobat AI. The right choice depends on use case, cost, output quality, integrations, and review needs.