PandaDoc
Document workflow platform for creating, approving, tracking, and e-signing proposals, contracts, and quotes.
| What is it | Document workflow platform for creating, approving, tracking, and e-signing proposals, contracts, and quotes. |
|---|---|
| Pricing | Freemium — from $9/mo |
| Free tier | Yes |
| Platform | Web Application |
| API | Yes |
| Works with | Claude AI, IFTTT, Integrately, Make, Workato, Zapier |
| Best for | Creating and sending sales proposals, Managing contract lifecycle from draft to signature |
| Domain registered | 2013 |
Data updated Aug. 1, 2026
What does PandaDoc do?
PandaDoc is a comprehensive document workflow platform that handles the entire lifecycle of business documents. It provides tools for creating proposals, contracts, quotes, and other important paperwork, then manages the approval, signing, and payment processes. The system replaces manual document handling with an automated workflow that saves time and reduces errors.
The platform centers around a drag-and-drop editor that makes it simple to build professional documents. Users can create templates for frequently used content, set up automated approval chains, and track when recipients open and review documents. The integrated e-signature feature ensures legal compliance, while payment gateways like Stripe and PayPal allow for collecting fees directly within the document. PandaDoc connects with popular business tools including Salesforce, HubSpot, and Slack to fit into existing workflows.
Sales teams benefit most from PandaDoc by accelerating their proposal-to-contract cycle. Small businesses use it to create professional documents without legal expertise, while legal departments appreciate the audit trails and compliance features. The platform works well for any team that regularly creates, approves, and tracks important documents with multiple stakeholders.
Key features
What makes it stand outWho is PandaDoc for?
Who benefits most from this toolPricing
Free tier available — start without a credit cardFree
- 60 documents
- Rich media drag and drop document editor
- Real-time tracking and notifications
- 24/7 email and chat support
Launch
- 60 documents
- 3 additional doc price
- Rich media drag and drop document editor
- Real-time tracking and notifications
- 24/7 email and chat support
Starter
- Unlimited document uploads and e-Signatures
- Rich media drag and drop document editor
- Real-time tracking and notifications
- 24/7 email and chat support
Business
Everything in Starter, plus:
- Custom quotes and sales agreements
- CRM integrations
- Custom branding and content library
- Deal rooms
- Approval workflows
- Web forms
- Bulk send
Enterprise
Everything in Business, plus:
- CPQ (configure, price, quote)
- Workflow automation
- Smart content
- Single sign-on (SSO)
- Team workspaces
- Notary
- API
Trust & presence
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