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

Product Description

From Challenge to Success

See the transformation in action

Challenge

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

Results

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

Features

Core Functions 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

Understand the Value Behind Each Capability.

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Real-World Use Cases

See how teams drive results across industries

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 entire 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.

Pricing, TCO & ROI

Request a meeting to discuss PandaDoc's pricing.

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Customer Success Stories

Real results from real customers

Nomad

"We cut creation time in half and increased close rates significantly with PandaDoc."
— Head of Sales

Autodesk

"PandaDoc unified our document workflow and improved the buyer experience."
— Operations Lead

Tata Steel

"The automation and analytics saved us countless hours and brought transparency into documents."
— Legal Director

Security, Compliance & Reliability

Enterprise-grade security you can trust

Certifications
SOC 2 Type II, ISO 27001, HIPAA & GDPR compliant
Data Residency
Multi-region hosting with options for data localization
Access Control
SSO, MFA, role-based access, audit logs
Encryption
AES-256 at rest and TLS 1.3 in transit

Implementation with AiDOOS

Outcome-based delivery with expert support

Delivery Model

Outcome-Based
Pay for results, not hours
Milestone-Driven
Clear deliverables at each phase
Expert Network
Access to certified specialists

Implementation Timeline

Discover
Requirements gathering, current state assessment, success criteria definition
1
Integrate
System connections, data migration, custom configurations
2
Validate
UAT, performance testing, security audits
3
Rollout
Phased deployment, user training, go-live support
4
Optimize
Performance tuning, adoption monitoring, continuous improvement
5

See How It Works for Your Team.

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Alternatives & Comparisons

Find the perfect fit for your needs

Capability PandaDoc Xero Trove Evisort
Customization
Ease of Use Excellent
Enterprise Features Very Good
Pricing Good
Integration Ecosystem Excellent
Mobile Experience Very Good
AI & Analytics Very Good
Quick Setup Good

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Frequently Asked Questions

Everything you need to know

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.
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