PandaDoc

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Score9.4

Rank#1 of 134

From$19/mo

Free planYes

Free trialYes

Runs onAndroid, API, iOS, Web

Summary

PandaDoc automates proposals, quotes, and contracts, bringing document creation, sending, signing, and tracking into a single workflow. Templates, rich media, and a drag-and-drop editor support agreement creation, while real-time editing, comments, and approval steps let teams review documents before sending. Recipients can sign electronically, and notifications, reminders, and reporting show when a document is opened, viewed, or completed. Workflows can also include product catalogs, Configure-Price-Quote tools, and payment collection. Integrations include CRM platforms such as Salesforce, HubSpot CRM, and Pipedrive, as well as Stripe, Slack, Canva, and Dropbox; an API and document embedding options are available too. The free plan includes 60 documents per year, up to two recipients per document, unlimited storage, and unlimited users, but downloads are PDF only. Paid plans start at $19/user/mo (annual). PandaDoc offers web, iOS, and Android access, though accounts with the pandadoc.eu domain cannot use its mobile app.

Who it is for

PandaDoc suits teams preparing and routing proposals, quotes, or contracts that need signatures, review steps, tracking, or payments. Its free tier may fit users with modest document volumes and no need for DOCX downloads.

What is good

Templates and drag-and-drop document editing
Real-time document status notifications and reminders
Collect payments within document workflows
Free plan includes unlimited storage and users
Integrations include Salesforce, HubSpot CRM, and Stripe

What to know first

Free accounts are limited to 60 documents yearly
Free plan allows only two recipients per document
Free downloads are PDF only
pandadoc.eu accounts cannot use the mobile app

Verdict

PandaDoc combines document authoring, e-signatures, tracking, collaboration, and payment collection in one workflow. Check the free plan’s document and recipient limits, and note its PDF-only downloads.

PandaDoc plans and pricing

All plans

Free Free Free plan; page also describes a yearly 60-document allowance 60 documents per year · 2 recipients per document · 5 templates · Unlimited storage · Unlimited users pandadoc.com · 21 Sept 2026

Free Free Free plan structured as a yearly plan 60 documents per year · 2 recipients per document · 5 templates · Unlimited storage · Unlimited users support.pandadoc.com · 21 Sept 2026

Starter $19/mo Billed annually Unlimited documents sent · Unlimited e-signatures · Up to 5 templates pandadoc.com · 21 Sept 2026

Starter $35/mo billed monthly unlimited documents support.pandadoc.com · 28 Sept 2026

Business $49/mo Billed annually Unlimited documents sent · Unlimited e-signatures · Up to 5 templates · Up to 3 rooms pandadoc.com · 21 Sept 2026

Business $65/mo billed monthly unlimited documents support.pandadoc.com · 28 Sept 2026

Compared on proposal software

Free plan: Yespandadoc.com

Facts

Free plan: Yespandadoc.com · 21 Sept 2026
Paid from: 19pandadoc.com · 21 Sept 2026
Built-in e-signatures: Yespandadoc.com · 21 Sept 2026
Client activity tracking: Yespandadoc.com · 21 Sept 2026
Online payment collection: Yespandadoc.com · 21 Sept 2026
CRM integrations: Yespandadoc.com · 21 Sept 2026
Custom branding: Yespandadoc.com · 21 Sept 2026
Analytics and reporting: Yespandadoc.com · 21 Sept 2026
Free document limit: Free accounts can send 60 documents per year.support.pandadoc.com · 27 Sept 2026
Free recipient limit: Free accounts allow up to 2 recipients per document.support.pandadoc.com · 27 Sept 2026
Free document storage: Free accounts include unlimited document storage.support.pandadoc.com · 27 Sept 2026
Free account users: Free accounts allow unlimited users or seats.support.pandadoc.com · 27 Sept 2026
Trial duration: The Free plan guide describes a 14-day trial period.support.pandadoc.com · 27 Sept 2026
Trial document limit: Trial users can send up to 50 documents during the trial.support.pandadoc.com · 27 Sept 2026
Trial recipient limit: Business-email trial users can send up to 5 recipients per document.support.pandadoc.com · 27 Sept 2026
Mobile app: PandaDoc provides a mobile app for viewing, tracking, creating, signing, and uploading.support.pandadoc.com · 27 Sept 2026
Security certifications: PandaDoc states that it is E-SIGN, UETA, HIPAA compliant and SOC 2 certified.pandadoc.com · 27 Sept 2026
Security features: Security features include two-factor authentication, SSO, signature certificates, and GDPR compliance.pandadoc.com · 27 Sept 2026
Team administration: Paid plans include system roles and user management; custom roles are also available.support.pandadoc.com · 27 Sept 2026
Available integrations: Integrations include Salesforce, HubSpot CRM, Pipedrive, Stripe, Slack, Canva, and Dropbox.pandadoc.com · 27 Sept 2026
Support channels: PandaDoc offers a Help Center, contact support, onboarding services, and premium support.pandadoc.com · 27 Sept 2026
Document workflow: PandaDoc supports document creation, signature, payment, collaboration, automation, and analytics.pandadoc.com · 27 Sept 2026
Company name: The site identifies the company as PandaDoc Inc.pandadoc.com · 27 Sept 2026
Free download format: The Free eSign plan allows document downloads as PDF only, not DOCX.support.pandadoc.com · 27 Sept 2026
What it does: PandaDoc automates proposals, quotes and contracts through document creation, sending, signing and tracking workflows.pandadoc.com · 28 Sept 2026
Document creation: The platform provides templates, rich media and a drag-and-drop editor for creating agreements.pandadoc.com · 28 Sept 2026
eSignatures: PandaDoc provides legally binding eSignatures and states that it is ESIGN, UETA, HIPAA and SOC 2 Type II compliant.pandadoc.com · 28 Sept 2026
Tracking: Real-time notifications, reporting and reminders show when documents are opened, viewed or completed.pandadoc.com · 28 Sept 2026
Collaboration: Real-time editing, comments and approval workflows support internal collaboration before delivery.pandadoc.com · 28 Sept 2026
Payments and CPQ: PandaDoc supports product catalogs, Configure-Price-Quote and payments inside document workflows.pandadoc.com · 28 Sept 2026
Integrations: Featured integrations include HubSpot, Salesforce, Pipedrive, monday.com, Stripe, Square, Zapier, Slack and Greenhouse.pandadoc.com · 28 Sept 2026
Developer access: PandaDoc provides an API, document embedding and developer documentation for integrations.pandadoc.com · 28 Sept 2026
Security: PandaDoc is SOC 2 Type 2 certified and hosts services on Amazon AWS.pandadoc.com · 28 Sept 2026
Data protection: PandaDoc says its data is encrypted in transit and stored in a SOC, FISMA and PCI DSS Level 1 compliant cloud.pandadoc.com · 28 Sept 2026
Mobile app: The mobile app can create, view, send, track and sign documents and is available through Google Play and the App Store.support.pandadoc.com · 28 Sept 2026
Mobile limitation: Users with pandadoc.eu accounts cannot use the mobile app at this time.support.pandadoc.com · 28 Sept 2026
Browser support: Supported desktop browsers include current Safari on Mac, Chrome on Windows and Mac, Firefox on Windows and Mac, and Edge on Windows 10.support.pandadoc.com · 28 Sept 2026
Support: The pricing page lists 24/7 email and chat support for the Free and Starter plans.pandadoc.com · 28 Sept 2026