PandaDoc Review
Reviewed by Carlos Gil · Founder & Editor, The Best Network
Updated 10 min readEditorially reviewed
Quick facts
- Starting price
- $0 / $19 per seat per month (Starter, annual)
- Free plan
- Yes
- Best for
- B2B sales teams, agencies, professional services firms, and SMB-to-mid-market companies sending proposals, contracts, and quotes
- Platforms
- Web app, iOS and Android apps, REST API, HubSpot and Salesforce integrations
BestStacked Score
Weighted average of 5 categories. Methodology below.
The Verdict
PandaDoc is a document workflow platform for sales-driven businesses. DocuSign is the familiar name for pure e-signature, but if you send proposals, quotes or contracts where the document itself does selling work (pricing tables, embedded video, payment collection at signature), PandaDoc covers more of that workflow. The drag-and-drop editor, real-time tracking and recipient analytics, and CRM integrations with HubSpot, Salesforce and Pipedrive are the main reasons to pay for it. The catches: pricing is per seat, and CRM integrations, pricing tables, payment collection and approval workflows start on Business ($49 per seat a month billed annually, $65 monthly). The Salesforce integration, API, bulk send and web forms on paid plans need Usage Credits. The Free plan is limited to 5 documents a month.
Best for
B2B sales teams, agencies sending client proposals, professional services firms, SaaS companies sending order forms and contracts, and any business where document velocity drives revenue.
Skip if
You only need basic e-signature for HR docs or one-off contracts (a simpler e-signature tool, or PandaDoc's own Free plan, may be enough), you send very few documents a month (per-seat pricing is hard to justify), or Google Docs plus a manual e-sign workflow already works for you.
The Background
What Is PandaDoc?
PandaDoc is a document automation and e-signature platform built for sales-led businesses. PandaDoc says it was founded in 2014 and reached $100M in annual recurring revenue in 2024. Where DocuSign focuses on e-signature, PandaDoc covers more of the document lifecycle: build sales documents (proposals, quotes, contracts, statements of work, order forms) in a drag-and-drop editor; add pricing tables backed by a product catalog; embed video and brand assets; route documents for internal approval before sending; get real-time notifications as recipients open and complete them; collect e-signatures; collect payment at signature through Stripe, PayPal, Square, QuickBooks Payments or Authorize.Net; and connect to CRMs such as HubSpot, Salesforce, Pipedrive and Zoho. Business and Enterprise add a content library of reusable blocks, custom branding and approval workflows. Enterprise adds smart content, team workspaces and SSO, with CPQ, workflow automation and notary as add-ons.
The Product
PandaDoc Features: What You Actually Get
Drag-and-drop document builder with rich media support
PandaDoc's editor is a drag-and-drop canvas where you add text blocks, images, embedded video, pricing tables, signature fields and other elements. Themes are available on every plan; custom branding and a content library start on Business. Recipients open the document in a browser rather than as a static PDF attachment. Free and Starter allow up to 5 templates; Business and Enterprise allow unlimited templates.
An agency builds a proposal template with its branding, an intro video, a pricing table and a signature block, then creates each new proposal from that template instead of starting from a blank Google Doc.
Pricing tables and product catalog (Business and up)
Pricing tables let you list products, quantities, optional items, discounts and taxes inside a document, pulling items from a product catalog. Pricing tables and the product catalog start on the Business plan. PandaDoc's dedicated CPQ (configure, price, quote) product is a separate Enterprise add-on, with native CPQ apps for Salesforce, HubSpot and Pipedrive.
A SaaS sales team sends an order form with the base subscription and optional add-on modules listed in a pricing table, so the buyer sees the options and the final price in the same document they sign.
Real-time tracking and recipient analytics
Every plan includes real-time tracking and notifications, an audit trail, and auto reminders, so you know when a recipient opens, views and completes a document. Recipient analytics, document data reports and expiration alerts start on Business. The Slack integration can post document activity to your team.
A sales rep gets a Slack notification when a prospect opens a proposal and follows up while the deal is fresh.
E-signature with compliance options
E-signature is included on every plan, with signing order and in-person signing. PandaDoc's plan comparison lists compliance with the U.S. ESIGN Act and eIDAS, SOC 2 Type II and GDPR, with US or EU data residency. Qualified Electronic Signatures and recipient verification are available on annual paid plans, SMS verification and knowledge-based ID verification are included on some plans, and HIPAA compliance is available as an option.
A SaaS company sends a master subscription agreement that needs signatures from the buyer's procurement lead, legal counsel and CFO in a set order, with an audit trail for the buyer's compliance team.
Payment collection at signature (Business and up)
On Business and Enterprise, you can add a payment request to a document so the recipient signs and pays in the same flow. PandaDoc's integrations directory lists Stripe (credit card and ACH), PayPal, Square, QuickBooks Payments and Authorize.Net. This replaces the separate step of sending an invoice after the contract is signed.
A web design agency sends client proposals with a deposit collected at signature, so the project can start as soon as the client signs and pays.
Approval workflows for internal legal/finance review
Approval workflows (Business and up) route documents through internal review before they go to recipients. You set who has to approve a document, approvers review it in PandaDoc, and the audit trail records who approved what. For sales teams with a deal desk, this replaces approval chains run over email.
A SaaS sales team requires VP Sales approval before discounted contracts go out. Reps send those documents to the approver in PandaDoc instead of asking over email.
Content library and template management
The content library (Business and up) stores reusable blocks such as pricing tables, intros, case studies and terms, so reps stop copying from old documents. Custom branding also starts on Business. Variables such as recipient name, company and deal value can be filled from CRM data when a document is created from a connected CRM.
An agency keeps one template per service type (web design, SEO, paid ads, retainer) and adds the relevant case studies from the content library to each proposal.
CRM integrations (HubSpot, Salesforce, Pipedrive)
CRM integrations start on the Business plan. PandaDoc lists integrations with HubSpot, Salesforce, Pipedrive, Zoho, Microsoft Dynamics, monday.com, Insightly, Copper, Freshsales and other CRMs. They let you create documents from CRM records with contact and deal data filled in; the Salesforce integration can also update opportunity status. Salesforce is marked as a premium integration and needs Usage Credits on Business and Enterprise.
A B2B SaaS team creates a proposal from a HubSpot deal so the contact, company and deal data are filled in automatically, then sends it for signature without retyping anything.
Feature recap
- Drag-and-drop document builder with rich media
- Pricing tables and product catalog (Business+)
- Real-time tracking; recipient analytics on Business+
- E-signature on every plan (ESIGN, eIDAS, SOC 2 Type II)
- Payment collection at signature (Business+)
- Approval workflows for internal review (Business+)
- Content library + custom branding (Business+)
- CRM integrations: HubSpot, Salesforce, Pipedrive (Business+)
The Numbers
PandaDoc Pricing: Every Plan Explained
PandaDoc has a Free plan and three paid plans priced per seat: Starter, Business and Enterprise. Annual billing saves up to 46%. Free is limited to 5 documents a month (60 a year on older annual Free accounts), 2 recipients per document and 5 templates. Starter adds unlimited documents and e-signatures; Business adds CRM integrations, pricing tables, payments, content library and approval workflows; Enterprise is quoted per seat or per document. Paid plans start with a 14-day free trial, and API, bulk send, web forms and some integrations use Usage Credits.
| Plan | Monthly | Annual | Included Features | Best For |
|---|---|---|---|---|
| Free | $0 | $0 | 5 documents a month (60 a year on older annual Free accounts), 2 recipients per document, 5 templates, document editor, real-time tracking | Occasional senders who need a few signed documents a month |
| Starter | $35 per seat | $19 per seat | Unlimited documents and e-signatures, drag-and-drop editor, up to 5 templates, real-time tracking, 24/7 email and chat support; API with Usage Credits | Solo sales reps and small teams |
| BusinessBest value | $65 per seat | $49 per seat | Everything in Starter + CRM integrations (Salesforce needs Usage Credits), pricing tables, product catalog, payments, content library, custom branding, approval workflows, up to 3 deal rooms, unlimited templates; bulk send and web forms with Usage Credits | Sales teams with serious document volume |
| Enterprise | Custom (per seat or per document) | Custom (per seat or per document) | Everything in Business + smart content, SSO, team workspaces, custom user roles, unlimited rooms; CPQ, workflow automation and notary as add-ons | Large sales orgs and regulated industries |
Business at $49 per seat a month billed annually ($65 monthly) is the plan most sales teams will need, because CRM integrations, pricing tables, payment collection, the content library and approval workflows all start there. Starter at $19 per seat (annual) or $35 monthly covers unlimited documents and e-signatures but none of those sales features. Per-seat pricing adds up: 10 reps on Business is $490 a month billed annually. Budget for Usage Credits too if you plan to use the Salesforce integration, the API, bulk send or web forms, since those draw on credits rather than being unlimited. The Free plan works for occasional signing (5 documents a month) but caps recipients at 2 per document and templates at 5.
The Tradeoffs
PandaDoc Pros and Cons
What we love
- Drag-and-drop editor with pricing tables, video and signature fields in one document
- Free plan plus a Starter tier with unlimited documents and e-signatures
- Real-time tracking on every plan; recipient analytics on Business
- CRM integrations with HubSpot, Salesforce, Pipedrive, Zoho and more
- Payment collection at signature via Stripe, PayPal, Square and others
What could be better
- Per-seat pricing adds up for large sales teams
- CRM integrations, pricing tables and payments require Business ($49/seat annual)
- Salesforce, API, bulk send and web forms use paid Usage Credits
- CPQ, workflow automation and notary are Enterprise add-ons
- Free and Starter cap templates at 5
The Audience
Who Should Use PandaDoc?
B2B sales teams sending proposals and contracts
If your sales process involves regularly sending proposals, quotes or contracts, PandaDoc Business is the plan to evaluate. It combines the document editor, pricing tables, recipient analytics, payment collection and CRM integration in one tool. B2B SaaS, agency and services firms are the typical fit.
Agencies sending client proposals
Agencies (web, SEO, ads, consulting) send a steady flow of proposals. Templates and the content library speed up each one, payment collection at signature handles deposits, and custom branding keeps client-facing documents on-brand. Business is the plan that includes all three.
Teams with low document volume
If you send only a handful of documents a month, the $49 per seat Business price is hard to justify. PandaDoc's Free plan (5 documents a month) or a basic e-signature tool covers occasional signing. PandaDoc's value is in the editor, analytics and CRM workflow, which pay off with volume.
The Methodology
How We Reviewed PandaDoc
Our editorial evaluation considers product information, official documentation, pricing, features and professional experience. It is not a claim of documented hands-on testing.
Our review methodology →What changed
- : Substantive update. Renamed Essentials to Starter and Free eSign to Free, and added monthly prices from PandaDoc's pricing page: Starter $19 per seat billed annually ($35 monthly), Business $49 ($65 monthly), Enterprise quoted per seat or per document. Replaced the claim of unlimited e-signatures on the free plan with its current limits: 5 documents a month (60 a year on older annual Free accounts), 2 recipients and 5 templates. Corrected plan placement: CRM integrations, pricing tables, payments, content library and approval workflows start on Business; Salesforce, API, bulk send and web forms need Usage Credits; CPQ, workflow automation and notary are Enterprise add-ons. Corrected founding year to 2014 per PandaDoc. Trimmed the integration list to integrations PandaDoc lists (removed Xero, Google Drive, Box and Workato). Removed unverifiable customer and document counts, the 90+ countries claim, invented outcome figures, a first-person client-use claim, superlatives and unchecked competitor prices.
The Field
PandaDoc vs The Competition
PandaDoc competes with e-signature platforms (DocuSign, Dropbox Sign, Adobe Acrobat Sign), proposal-specific tools (Proposify, Better Proposals, Qwilr), and CRM-native quoting (HubSpot Quotes, Salesforce CPQ). Here's how to think about the trade-offs.
| Tool | Starting Price | Free plan | Best Feature | BS Score |
|---|---|---|---|---|
| PandaDoc | $0 / $19 per seat per month (Starter, annual) | Yes | Drag-and-drop document builder with rich media support | 8.8/10 |
| Docusign | Personal $11/mo billed annually ($15 monthly); Standard $30/user/mo | No | Widely used e-signature platform with enterprise compliance options | 8.5/10 |
| Proposify | Build $35/user/mo billed annually ($49 monthly) | No | Proposal-specific templates and design library | 8.1/10 |
| Qwilr | Starter $35/user/mo billed annually ($49 monthly) | No | Proposals built as interactive web pages | 8.3/10 |
Docusign: Docusign suits pure e-signature workflows and large enterprises with established Docusign processes, but every eSignature plan has an envelope allowance (5 a month on Personal, 100 per user a year on annual Standard). PandaDoc covers more of the document creation side: an editor, pricing tables and proposal-specific features.Read our Docusign review →
Proposify: Proposify is built specifically for proposals, with a 14-day trial and no free plan; approvals need its $325-a-month Grow bundle, and its help center lists payments and forms as still coming to the rebuilt New Proposify. Pick Proposify if proposals are your only document type; pick PandaDoc if you also need contracts, payment collection and approval workflows in the same tool.Read our Proposify review →
Qwilr: Qwilr builds proposals as web pages rather than documents, with e-sign and QwilrPay payments on Starter; Growth ($55 per user, five-user minimum) and Scale ($75, ten-user minimum) are billed annually only. It suits design-led agencies and creative services where the proposal is part of the brand experience; compare its CRM and quoting features with PandaDoc's before choosing.Read our Qwilr review →
Use cases
Example setups by buyer type
B2B SaaS order forms with CPQ
A SaaS company sends order forms with the base subscription and optional add-on modules in a pricing table (Business plan). The buyer reviews the options and signs the final configuration in the same document, which cuts down on emailed quote revisions.
Agency proposal velocity
A digital agency uses PandaDoc Business for client proposals. Templates for each service type hold the standard content, the HubSpot integration fills in client and deal data, and Stripe collects a deposit at signature.
Professional services SOW workflow
A consulting firm sends a statement of work for every engagement. Templates hold standard SOW language and payment terms, the content library adds relevant case studies, an approval workflow routes large engagements through legal, and e-signature plus first-payment collection start the engagement.
The Ecosystem
PandaDoc Integrations
PandaDoc's integrations directory covers CRMs (HubSpot, Salesforce, Pipedrive, Zoho, Microsoft Dynamics, monday.com, Insightly, Copper, Freshsales), payments (Stripe, PayPal, Square, QuickBooks Payments, Authorize.Net), accounting (QuickBooks Online, FreshBooks), storage (Dropbox, OneDrive), productivity (Slack, Microsoft Teams, Google Docs, Google Sheets, Canva), automation (Zapier, Make) and AI assistants (ChatGPT, Claude). CRM integrations start on Business; Salesforce, QuickBooks Online, FreshBooks, OneDrive and Google Sheets are marked premium.
- →HubSpot, Salesforce, Pipedrive (CRM, Business+; Salesforce needs Usage Credits)
- →Zoho, Microsoft Dynamics, monday.com, Insightly, Copper, Freshsales (CRM)
- →Stripe, PayPal, Square, QuickBooks Payments, Authorize.Net (payments)
- →QuickBooks Online, FreshBooks (invoicing)
- →Dropbox, OneDrive (file storage)
- →Slack, Microsoft Teams (notifications)
- →Zapier, Make (workflow automation; Usage Credits on paid plans)
- →REST API (Usage Credits) + webhooks
CRM integrations are the main reason most sales teams choose Business over Starter. HubSpot and Pipedrive also have native PandaDoc CPQ apps, and the Salesforce integration can update opportunity status. Payment integrations let recipients pay at signature on Business and Enterprise.
Common Questions
PandaDoc FAQ
The Final Word
Should You Use PandaDoc?
PandaDoc in 2026 is a strong document workflow platform for sales-driven businesses. The drag-and-drop editor, pricing tables, real-time tracking, and CRM and payment integrations cover the path from proposal to signed, paid contract. The trade-offs: per-seat pricing grows with team size, the sales features start on Business ($49 per seat a month billed annually, $65 monthly), and Salesforce, API and bulk-send use draw on paid Usage Credits. For B2B sales teams, agencies and professional services firms sending documents every week, it is worth a trial. For pure e-signature needs, a dedicated e-signature tool is simpler.
Yes, if
You run a sales-driven business sending proposals, quotes, contracts or order forms every week, and want documents that do selling work rather than just collect signatures.
No, if
You only need e-signature on existing PDFs (a dedicated e-signature tool is simpler), you send very few documents a month (the Free plan may be enough), or you're an enterprise standardized on Salesforce CPQ + DocuSign.
About the reviewer
Carlos Gil
Founder & Editor, The Best Network
Carlos Gil is the Founder & Editor of The Best Network, bestselling author of The End of Marketing, and a LinkedIn Top Voice. His digital marketing career began in 2008 and spans corporate roles at LinkedIn and BMC Software, consulting for global brands, creator partnerships, and building his own businesses.
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