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Document automation

PandaDoc

Create, approve, and e-sign documents 40% faster with PandaDoc’s all-in-one automation platform.

4.6/5 Rating
SOC 2 Certified
68,000+ companies
27001
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Category
Document Automation / eSignature / CLM
Ideal For
Mid-market & Enterprise B2B
Deployment
SaaS / Cloud
Integrations
200+ Apps
Security
SOC 2, ISO 27001, GDPR, HIPAA
API Access
REST & Webhooks

About PandaDoc

Challenges It Solves

  • Manual document creation and approval slows workflows
  • Lack of visibility into document engagement and status
  • Fragmented systems for proposals, contracts, and e-signatures

Proven Results

50%
Decrease in document creation time
36%
Increase in close rates
65%
Reduction in document preparation time for some teams

Key Features

Core capabilities at a glance

Drag-and-Drop Editor

Build branded documents in minutes

Unlimited templates and uploads

Real-Time Document Analytics

Track opens, views, and signatures instantly

See exactly when recipients engage

E-Signatures & Payment Collection

Get legally binding signatures and payments in one workflow

40% faster deal closure

Automated Workflows & Approvals

Route documents through approvals automatically

Fewer bottlenecks and faster cycles

Integrations with CRM & Payments

Sync with your platform of choice

200+ integrations supported

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Real-World Use Cases

See how organizations drive results

Sales Proposals & Quotes
Create interactive proposals with pricing tables, videos and e-signatures to win more business.
-50%
Reduction in proposal creation time
Contract Lifecycle Management
Manage contracts from draft to signature and renewal in a unified workspace.
-36%
Reduction in contract cycle time
HR & Onboarding Documents
Automate offer letters, NDAs and onboarding forms with templates and e-signatures.
-20%
Faster onboarding time

Integrations

Seamlessly connect with your tech ecosystem

S

Salesforce CRM

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Native connector syncs opportunities and document status with PandaDoc.

H

HubSpot CRM

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Embed PandaDoc templates and track document engagement directly inside HubSpot.

S

Stripe

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Collect payments seamlessly within documents after recipient signs.

Z

Zapier

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Automate workflows by connecting PandaDoc with thousands of other apps.

G

Google Workspace

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Import Google Drive documents or create from templates within PandaDoc.

Implementation with AiDOOS

Outcome-based delivery with expert support

Outcome-Based

Pay for results, not hours

Milestone-Driven

Clear deliverables at each phase

Expert Network

Access to certified specialists

Implementation Timeline

1
Discover
Requirements & assessment
2
Integrate
Setup & data migration
3
Validate
Testing & security audit
4
Rollout
Deployment & training
5
Optimize
Performance tuning

See how it works for your team

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Alternatives & Comparisons

Find the right fit for your needs

Capability PandaDoc Pipedrive Xero SAP IBP
Customization Excellent Good Good Good
Ease of Use Excellent Excellent Excellent Good
Enterprise Features Good Good Good Excellent
Pricing Good Good Good Fair
Integration Ecosystem Excellent Excellent Excellent Excellent
Mobile Experience Good Good Excellent Fair
AI & Analytics Good Good Good Excellent
Quick Setup Excellent Excellent Excellent Fair

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Frequently Asked Questions

What is PandaDoc and how does it work?
PandaDoc is a document automation platform that lets you build, send, track and e-sign documents all from one place.
How much does PandaDoc cost per user?
Plans start at $19/user/month (Essentials) and go to $49/user/month for Business; Enterprise pricing is custom.
Can PandaDoc integrate with my CRM?
Yes. PandaDoc integrates with major CRMs like Salesforce, HubSpot, Microsoft Dynamics and many others.
How long does it take to implement PandaDoc?
Implementation timelines vary; many customers report results within a few weeks, depending on workflows and integrations.
Is PandaDoc suitable for small businesses?
Yes, PandaDoc offers a free plan and an Essentials plan ideal for small teams; as you grow you can scale usage.