PandaDoc is a document automation and e-signature platform built for sales teams, speeding up creation, approval, and signing of proposals and contracts.
Document automation and e-signature platform built primarily for sales teams, enabling faster creation, approval, and signing of proposals, contracts, and quotes through drag-and-drop workflows and CRM integrations.
Key Features
Drag-and-drop document editor for proposals, quotes, and contracts
Unlimited document sends and e-signatures on paid plans
CRM integrations to auto-populate document data
Document analytics showing recipient engagement
Payment collection embedded directly in documents
AI Capabilities
AI writing assistant for document drafting; AI-powered content suggestions and auto-fill; smart document analytics. AI features included in Business and Enterprise plans.
Integrations
Salesforce, HubSpot, Pipedrive, Zoho CRM, Stripe, PayPal, Google Workspace, Microsoft 365, Zapier
What sets it apart
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Embedded payment collection lets recipients pay directly within a signed document — unique among mainstream e-signature tools
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Rich document analytics provide real-time visibility into how recipients engage with proposals
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Generous free plan with unlimited e-signature capabilities
Key Facts
- Category
- Contracts
- Founded
- 2013
- Pricing
- Subscription
- Deal Stage
- Transaction
- Target Market
- Business Brokers, Boutique M&A Advisors, Corporate Development Teams, Deal-Side SMBs, Sales Teams
