PandaDoc logo

PandaDoc

Streamline your document workflow with PandaDoc.

subscription Web Mobile (iOS and Android) Legal & Compliance

PandaDoc is a legal & compliance tool built by PandaDoc. It's best for Sales teams and HR departments. Pricing is subscription. Main alternatives include Legalesign.

Pricing

subscription

Audience

Sales teams

Platforms

Community

0%

About PandaDoc

PandaDoc is a document automation software that streamlines proposals, quotes, contracts, and e-signatures. It helps businesses create, approve, track, and eSign documents faster, improving workflow efficiency.

PandaDoc is a comprehensive document management solution designed to streamline business document workflows. It enables users to create, send, track, and e-sign documents, including proposals, quotes, and contracts. PandaDoc's key features include document generation with customizable templates, CPQ (configure price quote) functionality, deal rooms for collaboration, and smart content that adapts to recipients.

The platform offers workflow automation, approval workflows, and workspaces for content distribution. Tracking and analytics provide insights into user engagement with documents. PandaDoc integrates with various CRM, payment gateway, and collaboration tools, such as HubSpot, Salesforce, Pipedrive, Square, Stripe, and Zapier.

PandaDoc is suitable for various industries, including software and technology, professional services, education, healthcare, and construction. It caters to teams across sales, HR, marketing, customer success, and legal departments. The software aims to improve document workflow efficiency, reduce manual tasks, and accelerate deal closures.

The platform emphasizes security and compliance, offering features like signature certificates, two-factor authentication, GDPR compliance, and HIPAA compliance. PandaDoc positions itself as a secure and legally binding solution for document management.

Key Features

Document generation with customizable templates
CPQ (configure price quote)
Deal Rooms for collaboration
Smart content adaptation
Workflow automation
Approval workflow
Workspaces for content distribution
Tracking & analytics
eSignatures
Payment processing
Document embedding
Role-based permissions
Audit trail
Mobile app

Pricing

subscription

Essentials

$19/per user per month
  • Document creation
  • eSignatures
  • Templates

Business

$49/per user per month
  • Essentials features
  • Integrations
  • Advanced workflows

Enterprise

Contact sales
  • Business features
  • Customization
  • Dedicated support

Who is it for?

Best for

  • Sales teams needing to create and track proposals
  • Legal departments managing contracts
  • HR departments handling onboarding documents
  • Businesses requiring secure e-signatures
  • Streamlining document workflows across departments

Not ideal for

  • Organizations needing highly specialized legal document creation
  • Individuals seeking a free, basic e-signature solution (limited features in free plan)
  • Companies requiring complex, custom integrations not supported by PandaDoc

Integrations

HubSpot Salesforce Pipedrive Monday Square Stripe Authorize.net PayPal QuickBooks Payments FreshBooks Zapier Greenhouse QuickBooks Slack

Community Discussion

Sign in to contribute

No discussions yet. Be the first to share your experience!

Frequently asked questions