PandaDoc

PandaDoc

Verified

Document Automation

Document automation platform for creating, managing, and e-signing business documents with workflow automation.

500-1,000 employees
San Francisco, CA
Founded 2011
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Product Overview

PandaDoc

Document automation platform specializing in creating, tracking, and e-signing sales proposals, contracts, and agreements. Designed to accelerate document workflows with templates, content libraries, and CRM integrations for sales teams.

Unique Value Proposition

Purpose-built for sales teams with deep CRM integrations, CPQ capabilities, and payment collection features. Offers 1000+ customizable templates and real-time document analytics to help sales teams close deals faster with professional, trackable proposals.

Categories

Document Management
E-Signature
Contract Management
Sales Automation
Proposal Software
CPQ

Target Market

Industries

SaaS
Professional Services
Real Estate
Construction
Healthcare
Education
Non-Profit

Company Size

10 - 500 employees

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Pricing Information

Pricing Model

per_user

Price Range

$19 - $65/user/month

Free Trial Available

14-day trial period

Typical Contract Length

12 months

Key Features

Drag-and-drop document editor
1000+ document templates
Electronic signatures
Document analytics and tracking
Content library and blocks
CPQ (Configure, Price, Quote)
Payment collection
Approval workflows
Smart content and conditional logic
Bulk sending
Custom branding
Real-time notifications
Version control
Deal rooms
Mobile apps

Integrations

Salesforce
HubSpot
Pipedrive
Microsoft Dynamics
Zoho CRM
Copper
Freshsales
Stripe
PayPal
Square
QuickBooks
Zapier
Slack
Google Workspace
Microsoft 365
API Available
View Docs

Security Features

SOC 2 Type II certified
HIPAA compliant
256-bit SSL encryption
SSO with SAML 2.0
Two-factor authentication
Audit trails
Role-based permissions
IP restrictions
GDPR compliant
Legal electronic signatures

Security & Compliance

SOC 2 Type II
HIPAA
GDPR
eIDAS
ESIGN Act
UETA

Implementation & Support

Implementation Time

2 weeks (14 days)

Deployment Options

Cloud

Support Hours

24/7

Implementation Support Included
Training Resources Available