PandaDoc

What is PandaDoc?

PandaDoc is a document and proposal platform with built in e-signature, letting teams create, send, track and sign proposals, quotes and contracts. Founded in 2011, it goes beyond signing to document creation, with templates, a content library, a drag and drop editor, CRM integration, document tracking and analytics, payments, and legally valid e-signatures, so teams produce and close documents in one tool. Especially popular with sales teams for proposals and quotes, and the most reviewed e-signature product on G2, PandaDoc combines document creation and signing with strong tracking. For documents and proposals with signing, PandaDoc is a leading choice.

PandaDoc's distinction is combining document and proposal creation with e-signature and tracking, not just signing. Teams build professional proposals, quotes and contracts from templates and a content library, send them, see when they are opened and viewed, collect payments, and get them signed, all in one platform tied to the CRM, which is powerful for sales. That create, track and sign combination, with its huge review base, sets it apart from signing only tools.

Who PandaDoc is best for

PandaDoc is best for sales and business teams that want to create, send, track and sign proposals, quotes and contracts in one tool, with CRM integration and tracking. It suits teams where document creation and closing matter, not just signing. It is a weaker fit for organisations wanting the broadest enterprise signing ecosystem, where DocuSign fits, the simplest cheap signing, where Dropbox Sign or Xodo Sign fit, or signing only without document features.

Key features

The core strengths are document and proposal creation with templates and a content library, a drag and drop editor, CRM integration, document tracking and analytics, and built in e-signature, plus payments. PandaDoc offers workflows, approvals, and a free e-sign plan. Its combination of document creation, tracking, payments and signing, tied to the CRM, is its defining advantage for sales and business teams.

PandaDoc pricing

PandaDoc is priced per seat per month, with Essentials from around 19 US dollars, Business around 49 adding CRM integration and content library, and Enterprise quoted, plus a free e-sign plan for basic signing. Higher tiers add integrations, approvals and advanced features. Pricing scales with seats and tier. Decide whether you need document creation or just signing. Confirm current figures on the PandaDoc pricing page.

Integrations and ecosystem

PandaDoc integrates with CRMs like HubSpot, Salesforce and Pipedrive, payment processors like Stripe, and business tools, so proposals and documents tie to the sales pipeline and payments. Its CRM and payment integrations, which let teams create, send and close documents within their sales workflow, are central to its value for revenue teams.

PandaDoc and sales documents

Sales documents are PandaDoc's signature: teams build professional proposals and quotes from templates, track when buyers open and view them, collect payment, and get them signed, all tied to the CRM, which helps close deals faster and with insight. For sales teams that want to create and close documents, not just collect signatures, this create, track and sign workflow is the main reason to choose PandaDoc.

Ease of use and support

PandaDoc is praised for ease of use, templates and tracking, with its huge, highly rated review base reflecting strong satisfaction among sales and business users. Its G2 reviews highlight document creation, tracking and signing, with cost at higher tiers and being more than a simple signing tool the main considerations.

Is PandaDoc worth it?

For sales and business teams that want to create, send, track and sign proposals, quotes and contracts in one tool with CRM integration, PandaDoc is an excellent, highly rated choice. The main caution is that teams wanting the broadest enterprise signing ecosystem may prefer DocuSign, and those needing only simple cheap signing Dropbox Sign or Xodo Sign, but for documents and proposals with signing PandaDoc leads.