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PandaDoc

PandaDoc

The essential solution for creating, managing, and closing every agreement.

#2 dans eSignature
2 min read · Updated 11/17/2025
PandaDoc homepage screenshot

At a glance

Quick overview for PandaDoc: rating, pricing summary, key features, and highlights.

Ciroapp review

4.2
Fast document creation meets essential e-signature.

We find PandaDoc excels at creating professional, high-impact sales proposals and contracts that speed up the entire signature process. Users report unmatched ease of use and significant time savings through powerful template automation. Overall, it is a highly efficient document tool, though teams should meticulously track subscription details and potential support delays.

Pros

  • Pro:Extremely user-friendly and highly intuitive interface.
  • Pro:Fast, reliable e-signing process and real-time document tracking.
  • Pro:Powerful templates and editing save significant time (up to 92% reduction).
  • Pro:Strong integration capabilities, especially with major CRM systems.

Cons

  • Con:Inconsistent customer support responsiveness for urgent issues.
  • Con:Reports of confusing billing and unexpected large usage charges.
  • Con:Minor technical stability issues (e.g., elements shifting position in documents).
Free trial
Yes — 14 days
Range: $0–$49/monthFree plan, Free trial, Monthly subscription, Yearly subscription, Per seat pricing, Usage-based pricing
This section is a summary. Detailed sections about features, use cases, pricing, and reviews follow below.
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PandaDoc review, pricing, features, pros & cons

Are you tired of slow paper trails and frustrating agreement processes? ✨ PandaDoc is designed to transform the way you handle important documents. It helps you manage everything from swift creation to final payment, allowing teams to get more done, faster.

What is PandaDoc?

PandaDoc is a top-rated, comprehensive agreement management solution. Think of it as a 360-degree tool designed to handle every step of the document lifecycle. It's built for teams who need to create, manage, track, and ultimately eSign agreements seamlessly. 💡

This solution is trusted to be safe, secure, and legally binding. It is E-SIGN, UETA, and HIPAA compliant, and it boasts SOC 2 certification. The platform provides robust security using SSO and a powerful API for granular control over permissions and workspaces, so your sensitive data stays protected.

PandaDoc Key Features

✍️ Document Creation and Custom Content

PandaDoc makes creating custom agreements fast and easy using a rich media drag-and-drop editor. You can quickly tailor documents specifically for your audience or unique workflow. This power helps teams skip static templates and generate truly professional materials.

For sales teams, the CPQ (Configure, Price, Quote) feature helps generate automated quotes that are tailored for specific buyers. It uses rules-based pricing strategies and pulls up-to-date information directly from your product catalog. This level of detail guarantees your proposals are accurate and professional while speeding up the sales cycle.

✨ Secure and Flexible eSigning Mechanics

Getting a signature is incredibly fast and secure with PandaDoc, offering a process 46x faster than alternative solutions. You don’t just capture a signature; you maintain full control over the legal aspects and signing flow.

The platform lets you easily manage the logistics of required signatures. You can define a specific signing order and verify the identity of recipients before they sign. For specialized documents, you can organize signers into signing groups and even notarize documents using advanced features. This ensures the eSignature captured is secure, legally verifiable, and compliant with E-SIGN and UETA standards.

🤝 Collaboration and Shared Digital Workspaces

Collaboration on agreements happens quickly and efficiently inside PandaDoc's dedicated Workspaces and Rooms. This feature ensures that everyone involved is working on the same version of the document in real time.

Teams can engage in necessary discussions using commenting and real-time redlining features during the review period. You can also deploy streamlined approval workflows built into the system. This centralized approach guarantees a smooth process, preventing common errors that occur when different team members manage separate document versions.

✨ Automation and Deep Integration Power

PandaDoc significantly speeds up your workflows by using powerful automation to eliminate common errors and repetitive tasks. Comprehensive integration capabilities ensure that your agreement process connects seamlessly with major tools you already use, especially your CRM system.

For advanced use, the platform offers an embeddable API. This allows developers to gain robust, granular control over permissions and customize their workflows further. These features work together to automate the heavy lifting, saving your team massive amounts of time on administrative burdens.

✨ Tracking, Analytics, and Audit Trails

PandaDoc offers total control by managing the agreement full circle, including detailed tracking and analysis. The system records an audit trail for every single document created within the platform.

Users can monitor activity, check document performance, and track specific document metrics in real time via notifications. This level of insight ensures transparency and clarity into whether prospects have viewed, ignored, or progressed through the signing process. The comprehensive tracking helps you forecast and respond quickly during negotiations.

✨ Integrated Payments for Fast Closure

Managing the full agreement lifecycle includes integrating the final step: getting paid. PandaDoc lets you easily embed trusted payment gateways directly into the documents you send, like invoices and bills.

Customers can then complete the entire transaction with just a few clicks right inside the accepted agreement. This seamless functionality provides a better customer experience and ensures you close the deal and collect funds immediately after the document is accepted.

Use Cases

🚀 Accelerating the Sales Cycle with Automated Quoting 🚀

Your sales team needs customized proposals that close deals faster. Manually calculating quotes and handling product data slows down your pipeline. PandaDoc solves this using Configure, Price, Quote (CPQ) functionality. It pulls data directly from your product catalog.

This lets us implement rules-based pricing strategies automatically. You eliminate errors and deliver impressive results to the buyer. This approach has led to a significant 92% reduction in proposal creation time for many users.

✅ Getting Contracts Signed—Fast and Securely ✅

Capturing legally binding signatures doesn’t have to be a slow process. PandaDoc is built to speed up this final, critical step. Our eSignature functionalities are 46x faster than alternative solutions, ensuring documents don't stall.

We provide critical control over the entire process. You can decide the precise signing order and group signers together. For high-assurance agreements, you can verify recipient identity or even notarize documents fully within the platform.

Expected outcome: Documents are executed significantly faster, directly boosting your close rates.

🤝 Effortless Internal Document Review 🤝

Before a document goes external, it often requires feedback and multiple internal approvals. PandaDoc ensures collaboration is clear and efficient. Your team works within shared Workspaces and Deal Rooms built for digital collaboration.

Teammates can perform real-time redlining and add comments directly on the document. Custom approval workflows make sure all necessary signoffs happen in order. This keeps everyone focused on the same version and guarantees a streamlined review process.

💵 Closing the Loop: Document Acceptance and Payment 💵

Many agreements, like invoices or custom orders, require immediate payment upon acceptance. PandaDoc turns an agreement into a complete transaction tool. You can easily embed trusted payment gateways directly into your documents.

This simple integration means your customers pay bills or invoices with just a few clicks right after signing. This functionality removes friction and cuts the time between contract signing and receiving funds.

⚙️ Automating Workflow with Seamless CRM Integration ⚙️

Manual data entry between your Customer Relationship Management (CRM) tools and documents creates repetitive work and introduces errors. PandaDoc offers powerful CRM integrations, allowing data to flow automatically into your documents. For example, the HubSpot integration is highly effective, pulling key information directly from the CRM.

This automation speeds up workflows and guarantees better accuracy in every document. Using the embeddable API also grants deeper customization and granular control over permissions and document flows for a tailored experience.

📊 Monitoring Performance via Document Tracking 📊

Once a document is sent, knowing its status is crucial for follow-up and forecasting. PandaDoc provides real-time tracking and notifications about your documents. The platform records every interaction and activity.

We provide a full audit trail for compliance and robust document metrics. Sales managers can monitor user activity and document performance. This analysis helps you understand buyer behavior—one customer reported 84% of their proposals being viewed by prospects.

Pricing Overview for PandaDoc

Pricing range
$0–$49/month
Pricing types
Free plan, Free trial, Monthly subscription, Yearly subscription, Per seat pricing, Usage-based pricing

PandaDoc offers simple, scalable pricing across four main tiers, ranging from a usage-limited Free plan at $0 to the feature-rich Business plan at $49 per seat per month. While prices are shown monthly, electing annual billing can result in savings of up to 46% on subscription costs.

Plans & Pricing

Free

Monthly0
Yearly0
60 documents per year
  • Includes 60 docs per year
  • Rich media document editor
  • Real-time tracking and notifications
  • 24/7 email and chat support
Sign up for Free

Launch

Monthly9
Includes 60 docs per year, then $3 per additional doc
  • Unlimited seats
  • Pay-as-you-go pricing
  • Real-time tracking and notifications
  • 24/7 email and chat support
Start a free trial

Starter

Yearly19
Per seat cost
  • Unlimited document uploads and e-Signatures
  • Rich media drag and drop document editor
  • Real-time tracking and notifications
  • 24/7 email and chat support
Start a free trial

Business

Yearly49
Per seat cost
  • Custom quotes and sales agreements
  • CRM integrations
  • Custom branding and content library
  • Deal rooms, Approval workflows, Web forms, Bulk send
Request a demo

Enterprise

Contact for pricing
Custom pricing per-seat or per-document
  • CPQ (configure, price, quote)
  • Workflow automation and Smart content
  • Single sign-on (SSO)
  • Team workspaces, Notary, API access
Contact sales

PandaDoc costs between $0 and $49 per month with five plans: Free at $0/month, Launch at $9/month, Starter at $19/seat/month, Business at $49/seat/month, and Enterprise (Custom Pricing).

PandaDoc offers simple, scalable pricing with no extra charges or hidden fees. Prices shown reflect the rate when billed annually, which offers significant savings. Let's look closer at the options available.

Free

Price: $0 USD Per month, unlimited seats Websites Supported: Not explicitly stated Best For: Small businesses who need professional e-signatures without the price tag Refund Policy: Not explicitly stated Other Features:

  • Includes 60 documents for free per year
  • Rich media drag and drop document editor
  • Real-time tracking and notifications
  • 24/7 email and chat support

If you're just starting out or only need basic e-signature capabilities occasionally, the Free plan is a great fit. It gives you the core tools and support you need for light document volume.

Launch

Price: $9 USD Per month, unlimited seats Websites Supported: Not explicitly stated Best For: Flexibility with pay-as-you-go pricing Refund Policy: Not explicitly stated Other Features:

  • Includes 60 documents per year
  • $3 per additional document after the limit
  • Rich media drag and drop document editor
  • 24/7 email and chat support

Choose the Launch plan if you anticipate needing slightly more than 60 documents per year but want to maintain maximum flexibility. This pay-as-you-go structure lets you scale document creation on demand.

Starter

Price: $19 USD Seat cost per month (when billed annually) Websites Supported: Not explicitly stated Best For: Quickly creating and signing forms and agreements Refund Policy: Not explicitly stated Other Features:

  • Unlimited document uploads and e-Signatures
  • Rich media drag and drop document editor
  • Real-time tracking and notifications
  • 24/7 email and chat support

The Starter plan is perfect for teams focused on basic agreement workflows and unlimited e-signing. It removes the annual document limit found in the Free and Launch plans, giving you more freedom.

Business

Price: $49 USD Seat cost per month (when billed annually) Websites Supported: Not explicitly stated Best For: Sales proposals and integrated agreement workflows. (Most Popular Option) Refund Policy: Not explicitly stated Other Features: (Everything in Starter, plus)

  • Custom quotes and sales agreements
  • CRM integrations and Web forms
  • Custom branding and content library
  • Deal rooms and Approval workflows

If your business relies heavily on effective sales proposals and needs deep integration with your CRM, the Business plan is ideal. You get crucial features like custom quotes and workflow approvals.

Enterprise

Price: Let's talk (Per-seat or per-document pricing) Websites Supported: Not explicitly stated Best For: End-to-end document workflows and advanced automations Refund Policy: Not explicitly stated Other Features: (Everything in Business, plus)

  • CPQ (configure, price, quote)
  • Workflow automation and Smart content
  • Single sign-on (SSO)
  • Team workspaces, Notary (advanced features)

This tier is designed for large organizations that require sophisticated automation, enterprise-grade compliance, and detailed management controls. Contact sales to discuss your specific needs and receive custom pricing.

Great news! PandaDoc offers a Free plan forever for basic use. Additionally, you can start a free trial for 14 days on selected plans with no credit card required, letting you test out the features risk-free. You can also upgrade your subscription plan easily from within your account at any time.

User Reviews

PandaDoc users largely praise the platform for its exceptional ease of use and intuitive interface. Many reviewers highlight how simple it is to create custom designs, templates, and send documents for signatures quickly, making it a reliable tool that saves significant time daily.

The platform is often called faster and better than competitors like DocuSign and Zoho. It also integrates smoothly with other applications, streamlining workflows across multiple departments.

However, sentiment is not universally positive. A significant pain point revolves around support responsiveness; users report lengthy delays in issue resolution, sometimes involving slow chat or email exchanges.

Furthermore, there are specific, concerning reports of unexpected or aggressive charges and subscription problems, such as losing valuable features after upgrading or receiving large, unexplained usage bills. While the core document creation and signature product is fast and reliable, potential users should proceed cautiously regarding their billing structure.

👍

What users say elsewhere

J. K.
· Trustpilot
5.0 / 5

I’ve used DocuSign and Zoho in the past, but PandaDoc is frankly the best among them. The platform is incredibly easy to use, highly customizable, and gives you many options to create clean, professional documents. I’m genuinely impressed.

R. A.
· Trustpilot
5.0 / 5

They are the best. It makes closing deals so easy for us. I prepare a contract in minutes and its signed without hassle, saving us invaluable time in the sales cycle.

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Why use PandaDoc?

If traditional document management is slowing down your sales cycle, PandaDoc offers significant speed and efficiency upgrades. Why should you choose this platform for your vital agreements?

  • Experience Massive Time Savings: Users achieve incredible efficiency results. Companies have reported a huge 92% reduction in proposal creation time, allowing sales teams to stay focused on closing deals.
  • Boost Revenue and Lower Costs: PandaDoc directly improves your close rates and cuts expenses. One customer saw their close rate jump by 28%, and others reported a 20% reduction in overall customer acquisition costs.
  • Achieve Rapid Signatures: Getting agreements signed is dramatically faster. The platform is 46x faster to get a signature compared to alternative solutions, ensuring documents do not stall in the pipeline. ✅
  • Total Document Control: PandaDoc manages the agreement full circle. Beyond creation using the simple drag-and-drop editor, it embeds trusted payment gateways, letting customers pay invoices and bills with just a few clicks.
  • Automation for Accuracy: Automation eliminates common errors and repetitive tasks. Features like strong CRM integrations and preset document creation rules significantly speed up workflows while guaranteeing better accuracy.

Ready to transform your workflow with PandaDoc?

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Frequently Asked Questions

How does the 14-day free trial work, and what plans are eligible?

The free trial lasts 14 days and requires no credit card to start. This risk-free trial is currently available for the Launch and Starter plans, allowing you to easily test key features.

Which plans are billed per user seat and which are not?

The Starter ($19/month) and Business ($49/month) plans charge per active user seat. The Free and Launch ($9/month) tiers charge a flat rate but impose annual limits on document usage.

What happens if my business sends more than 60 documents per year?

The Free and Launch plans include 60 documents annually. On the Launch plan, documents over the limit are billed at $3 per additional document. The Starter and Business plans include unlimited documents.

Does PandaDoc offer a money-back guarantee or refund policy?

Not explicitly stated on the official site. Users should check the detailed Terms of Service or contact the sales team directly for clarification on any refund or guarantee policies.

Are there savings available if I choose annual billing instead of monthly subscription?

Yes, choosing to be billed annually can provide significant savings. Customers selecting the yearly option can save up to 46% on the total subscription cost.

Which security standards and compliance certifications does PandaDoc hold?

PandaDoc is trusted for security and is E-SIGN, UETA, and HIPAA compliant. The platform is also SOC 2 certified, ensuring strong controls over sensitive data.

Which advanced integrations are supported by the platform?

The platform supports strong CRM integrations, including an excellent HubSpot integration. API access is specifically available at the Enterprise level for maximum customization and connectivity.

What are 'Usage Credits' and how do they apply to my plan?

Usage Credits track advanced automation features like API document creation, Web Forms, or Bulk Send. Business Annual plans receive 250 credits per year, and Enterprise Annual plans get 350 credits.

Do recipients need a PandaDoc account to sign documents I send them?

No, recipients do not need a PandaDoc account to sign. They can easily sign documents for free on any device immediately after receiving the document.

What kind of customer support is included with the subscription?

All plans, even the Free tier, include 24/7 access to support through email and chat. Dedicated Customer Success Managers are available for higher-tier plans under specific conditions.

Which features enhance identity verification for sensitive contracts?

High-security verification features include Two-Factor Authentication and Passcode Verification. Knowledge-Based Authentication (KBA) and ID Check are also included with the annual plans.

Can I easily upgrade my subscription plan as my documentation needs increase?

Yes, you can upgrade your subscription plan at any time through your account interface. This ease of upgrading supports scaling as your team grows.

Who is the Enterprise tier intended for?

The Enterprise tier is tailored for large organizations needing advanced automation and end-to-end document workflows. It includes features like SSO, CPQ, and custom team workspaces.

Can I specify data residency for my documents within the US or EU?

PandaDoc offers data residency options in either the US or the EU. This feature ensures your data is stored in the location that meets your specific compliance needs.

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