PandaDoc is an all-in-one document automation platform that helps sales, HR, and legal teams create professional documents, collect electronic signatures, and track engagement. With a drag-and-drop editor, 1000+ templates, and real-time notifications, you can create proposals and contracts in under 10 minutes. The platform integrates with your CRM and is ESIGN, UETA, and HIPAA compliant.
PandaDoc is a document automation platform designed for sales, HR, legal, and customer success teams who need to create, send, and track business documents. It's particularly useful for sales teams creating proposals and quotes, HR departments handling onboarding paperwork, and any business that needs electronic signatures.
PandaDoc offers a free plan with unlimited eSignatures. Paid plans start at $19 per user per month (billed annually) for the Essentials plan, $49 per user per month for the Business plan with automation and CRM integrations, and custom Enterprise pricing for advanced features like API access and SSO. Annual billing saves up to 46% compared to monthly payments.
Yes, all signatures created on PandaDoc are legally binding. The platform complies with ESIGN Act, UETA, and offers qualified electronic signatures (QES) that integrate with trusted identity providers across the EU. PandaDoc is also HIPAA compliant and SOC 2 certified for secure document handling.
Yes, PandaDoc integrates with major CRMs including HubSpot, Salesforce, Pipedrive, and others. These integrations automatically pull contact and deal data into documents, eliminating manual data entry and keeping your sales workflow in one place.
You can create proposals, quotes, contracts, invoices, NDAs, partnership agreements, HR documents, onboarding materials, and more. PandaDoc provides 1000+ templates to get started quickly, and you can create custom templates with your branding.
Yes, PandaDoc offers a 14-day free trial of paid plans. There's also a permanently free plan that includes unlimited documents and eSignatures, making it easy to test the platform before committing.
PandaDoc sends real-time notifications when recipients open your document, view specific pages, or spend time on certain sections. This tracking data helps you understand client interest and time your follow-ups effectively, with analytics available in your dashboard.
Yes, PandaDoc integrates with payment processors allowing you to accept payments directly within documents. Clients can review your proposal or invoice and pay without leaving the document, reducing friction and speeding up the payment cycle.
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