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What is PandaDoc?
All-in-one document workflow and e-signature platform. PandaDoc centralizes document creation, approval, e-signing, and tracking in a single platform with a native drag-and-drop editor, CRM integrations, and payment collection—going beyond just a signing layer on top of PDFs.
PandaDoc news
Claude and ChatGPT integration added via MCP
PandaDoc launched AI assistants through Model Context Protocol (MCP), enabling integration with Claude and ChatGPT. Initially in beta, available at no extra cost across all plans.
Best electronic signature software recognition
PandaDoc ranked as best for document creation plus e-signing, with recognition for being the only tool with native from-scratch document editor and quote builder among e-signature competitors.
Source: PandaDoc blog ↗
Key features
Drag-and-drop document editor
Rich media editor for creating documents from scratch or uploading existing files (DOCX, PDF, Excel). Includes design themes and auto-numbering.
E-signatures
Unlimited e-signatures on paid plans. Set signing order, verify recipient identity, support multiple signers, in-person signing, and signature forwarding. Legally binding under E-SIGN and UETA.
Real-time tracking and notifications
View when documents are opened, viewed, or signed. Audit trail with timestamps for every action. Email and dashboard alerts.
Templates and content library
1000+ pre-built public templates. Create unlimited reusable templates and content snippets for consistent branding.
CRM integrations
Connect to Salesforce, HubSpot, Pipedrive, and others to auto-fill proposal data and reduce manual entry errors.
Approval workflows
Set approval order, create approver groups, and configure conditional approvals for document sign-off.
Smart content and conditional templates
Conditionally insert clauses and pricing based on recipient attributes. Conditional fields for dynamic document customization.
CPQ (Configure, Price, Quote)
Generate custom quotes with dynamic pricing tables. Pull data from product catalog and implement rules-based pricing strategies.
Deal rooms and collaboration
Shared spaces for real-time collaboration, redlining, inline comments, and document negotiation.
Payment collection
Embed payment gateways (Stripe, Authorize.net, Square, PayPal, QuickBooks Payments) into invoices and bills for immediate collection upon signing.
Forms and bulk send
Create and publish web forms, send documents in bulk with tracking.
Mobile app
Create, track, approve, negotiate, and e-sign documents on iOS and Android devices.
API and webhooks
Programmatic document creation and management. Requires usage credits on Starter/Business plans.
Qualified e-signature (QES)
EU-compliant qualified electronic signatures for eIDAS compliance and court admissibility. Costs $5 per signer on Business and Enterprise plans.
AI assistants via MCP
Beta integration with Claude and ChatGPT for automated document tasks. Available at no extra cost on all plans.
PandaDoc pricing
Free 14-day trial, no credit card required. Pricing is per-seat per month. Monthly billing available at higher rates. Annual plans offer up to 46% savings. Usage credits required for API, Zapier, Make, Forms, and bulk send features on Starter and Business plans. Unused document allocations do not roll over to the next billing period.
| Plan | Price | What's included |
|---|---|---|
| Free eSign | $0/month | 5 documents/month, unlimited recipients up to 2 per document (personal email) or 5 per document (business email), drag-and-drop editor, real-time tracking, payment integration, mobile app, limited API access, AI assistants via MCP |
| Starter | $19/user/month (annual) or $35/user/month (monthly) | Unlimited document uploads and e-signatures, drag-and-drop editor, real-time tracking and notifications, 24/7 support, API access, AI assistants via MCP, unlimited templates, mobile app access |
| Business | $49/user/month (annual) or $65/user/month (monthly) | All Starter features plus: custom branding and themes, content library, CRM integrations (Salesforce and others), deal rooms, approval workflows, web forms, bulk send, custom user roles, reporting, mobile app |
| Enterprise | Custom pricing | All Business features plus: CPQ, workflow automation, smart content, single sign-on (SSO), team workspaces, notary features, Qualified e-signature credits (1/month on monthly, 10/year on annual), custom contracts |
Pros & cons
Pros
- + All-in-one platform combining document creation, e-signing, and workflow automation—eliminating need to stitch together multiple tools
- + Native drag-and-drop editor with 1000+ templates; not just a signing layer on top of PDFs
- + Unlimited document creation and sending on all paid plans (vs. Docusign's per-envelope limits)
- + Strong CRM integrations that auto-populate proposal data directly from your CRM
- + Cost-effective compared to competitors; starting at $19/user/month or free tier available
- + 40% faster document workflows according to usage data; customers report 92% reduction in proposal creation time
- + Mobile app for signing on-the-go
- + Multiple payment gateway options for immediate payment collection
- + AI assistant integration (Claude, ChatGPT) at no extra cost
- + Enterprise-grade security and compliance (SOC 2, GDPR, HIPAA, ESIGN, UETA, eIDAS)
Cons
- − Free plan limited to 5 documents/month, which is restrictive for active users
- − API and automation features (Zapier, Make, Forms, bulk send) require purchased usage credits on Starter/Business plans
- − Usage credits expire at end of billing cycle; unused allocations don't roll over
- − Qualified e-signature (QES) feature costs $5 per signer, requiring credit purchase in 10-credit packs
- − For high-volume API users, per-document overage charges can become expensive ($5/document maximum if no per-unit price set)
- − Monthly billing significantly more expensive than annual (46% price difference)
- − No backward compatibility for historical document data on older pricing plans
Who is PandaDoc best for?
- • Sales teams that need to create, send, and sign proposals and quotes in one platform without stitching tools together
- • Growing businesses scaling document workflows and needing cost-effective e-signature solutions
- • Companies using Salesforce, HubSpot, or other CRMs that want native integrations for auto-populated proposals
- • Businesses collecting payments immediately upon signature (invoices, contracts, agreements)
- • Startups and small teams with free or low-cost tier needs
- • Operations and legal teams managing approval workflows and complex document sign-offs
- • EU-based organizations requiring eIDAS-compliant qualified electronic signatures
- • Teams that want mobile-first document management and signing
Frequently asked questions
Is there a free trial?
Yes, 14-day free trial with no credit card required. No charges until you decide to use PandaDoc after the trial ends.
Can I upgrade or downgrade my plan?
Yes, you can change plans at any time within your account. Upgrades are prorated based on the remainder of your current subscription term. You can also switch between monthly and annual billing in-app.
What are Usage Credits?
Usage Credits are required when creating documents through integrations or automations like API, Zapier, Make, Forms, or bulk send. Starter and Business plans include trial credits; after that, purchase recurring credit packs. Some integrations allow pay-per-document as you go once credits run out (except API, which requires credit packs only).
What happens when I reach my Usage Credit limit?
You'll receive notifications when approaching your limit. Once reached, API document creation pauses. For other features (automations, bulk send, forms, Zapier, Make), usage continues and overages are billed up to $5 per document if no per-unit price is set on your order form.
Do unused documents roll over to the next billing period?
No, unused document allowances expire at the end of each billing period. Each month or year starts fresh with your full allocation. Annual plans give flexibility to use your full yearly allocation anytime during the year.
Are electronic signatures secure and legally binding?
Yes, PandaDoc e-signatures are legally binding under E-SIGN, UETA, GDPR, and eIDAS regulations. Every signed document includes a digital certificate validating the signer's identity, time of signing, and tamper-proof status. Passwords protect PDFs for signature verification.
Can I use PandaDoc on mobile?
Yes, the PandaDoc mobile app allows you to create, track, approve, negotiate, and e-sign documents on iOS and iPad.
What CRM integrations are available?
Business and Enterprise plans support integrations with Salesforce, HubSpot, Pipedrive, and other CRMs to auto-fill proposal data and streamline workflows.
