PandaDoc

by PandaDoc Inc. · eSignature

Document automation and eSignature platform for creating, sending, and signing proposals, quotes, and contracts.

Updated August 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral.

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Works with: QuickBooks OnlineMicrosoft Dynamics 365FreshBooksOther ERP/accounting systems
Deployment: Cloud (SaaS)
Pricing: Per-seat subscription, billed monthly or annually; free plan available
Founded: 2014
Headquarters: San Francisco, California, USA

Overview

PandaDoc is a document-automation and electronic-signature platform built primarily for sales, revenue, and operations teams that produce a high volume of proposals, quotes, contracts, and forms. Rather than positioning itself as a pure eSignature tool, PandaDoc combines a drag-and-drop document editor, reusable templates, a content and pricing-table library, approval workflows, configure-price-quote (CPQ) tooling, and legally binding eSignatures into a single workflow for preparing and closing deals.

The platform is delivered as a cloud-based SaaS application and is most commonly adopted alongside a CRM. PandaDoc maintains native integrations with CRMs such as HubSpot, Salesforce, Pipedrive, Zoho, and Microsoft Dynamics 365, letting reps generate documents pre-populated with deal and contact data and push status back to the CRM. It also integrates with payment processors (Stripe, PayPal, Square, Authorize.Net, QuickBooks Payments) and offers a public API plus Zapier/Make connectors for custom automation.

PandaDoc is widely rated for ease of use and is positioned at the proposal/quote-automation end of the eSignature market rather than as a deep, certified ERP connector. Its eSignatures comply with the U.S. ESIGN Act and UETA and with eIDAS in the EU, and the platform carries SOC 2 Type II, GDPR, HIPAA, and related attestations. It is generally a fit for SMB and mid-market revenue teams, with an Enterprise tier adding CPQ, SSO, workflow automation, and API access.

Screenshots & demo

Demo video from the vendor's YouTube channel. Screenshots sourced from PandaDoc Inc..

Modules & capabilities

PandaDoc covers 17 of 54 capabilities we track in this category (+3 partial)

31%

Multi-format file support
Not evidenced
Reusable document templatesReusable templates and content library
Core strength
Rich field library
Not evidenced
Conditional / dynamic fieldsConditional and smart content — Enterprise plan only
Partial
Field data validation
Not evidenced
Automatic field/form detection
Not evidenced
Data merge / pre-fillQuote generation from CRM deal data
Supported
Self-service web forms
Supported

“Not evidenced” means our research found no public documentation of this capability — the vendor may still offer it. Confirm on a demo.

Common use cases

Sales proposals and quotes
Sales contracts and order forms
CPQ and configurable pricing for sales teams
Vendor and partner agreements
HR documents and offer letters
Collecting eSignatures on legal documents
Generating documents pre-filled from CRM data

Strengths & considerations

Strengths

Combines document creation, CPQ/quoting, and eSignature in one tool rather than eSignature alone
Native, data-syncing integrations with major CRMs (HubSpot, Salesforce, Pipedrive, Dynamics 365)
Drag-and-drop editor with reusable templates and pricing tables aimed at non-technical sales users
Real-time, section-level document engagement tracking
Rated #1 Proposal Software on G2 (Spring 2026) with high ease-of-use scores

Considerations

Positioned as a proposal/quote tool, not a certified ERP connector; ERP and accounting links rely on API, Zapier, or specific app integrations rather than packaged ERP connectors
Per-seat pricing can be costly for small teams wanting premium features
Advanced features (CPQ, SSO, API access, workflow automation) are gated to the Enterprise tier
Documents generally cannot be edited after sending
Some users report deliverability issues with proposal emails landing in spam

ERP integrations

QuickBooksPandaDoc for QuickBooks

Certified marketplace app

Pushes to ERPInvoices

Create invoices in QuickBooks Online from signed PandaDoc documents; QuickBooks Payments also supported as a payment processor.

Marketplace listing →

Microsoft Dynamics 365PandaDoc for Dynamics 365

Prebuilt connector

Varies by connectorQuotesContracts

Document creation and eSignature within Dynamics 365 records; primarily a CRM-side integration rather than an ERP/finance connector.

Integration docs →

Connector details independently verified against vendor marketplaces and documentation; last checked 2026-08-11.

Pricing

Model

Per-seat subscription, billed monthly or annually; free plan available

Starting price

$19 per seat/month (Starter, billed annually)

Free trial

Yes

Free plan ($0) limited to 60 docs/year. Starter $19/seat/mo, Business $49/seat/mo, Enterprise custom (per-seat or per-document). 14-day free trial on paid plans. Annual billing advertised to save up to 46% vs monthly. Pricing as listed on pandadoc.com/pricing (USD). Get an independent shortlist with pricing guidance below.

Technical & security

Hosting: AWS (IaaS); production data on hardened AWS infrastructure (RDS, S3)
Data residency: United States, European Union
Compliance: SOC 2 Type II, GDPR, CCPA/CPRA, HIPAA, FERPA, 21 CFR Part 11, PCI-DSS, EU-U.S. Data Privacy Framework, ESIGN Act / UETA, eIDAS
Mobile app: Yes

About the vendor

Founded: 2014
Headquarters: San Francisco, California, USA
Ownership: Private (VC-backed; reached $1B valuation in 2021)
Notable customers: Autodesk

Alternatives to PandaDoc in eSignature

Adobe Acrobat SignCloud e-signature service for sending, signing, and tracking agreements.Box SignNative e-signature built into the Box content management platform.DocuSignElectronic signature and agreement management platform for sending, signing, and tracking documents.Dropbox SignLegally binding eSignature platform with an API-first developer toolkit, formerly HelloSign.Foxit eSignLegally binding electronic signature and agreement workflow platform with open API.GetAcceptDigital sales room with eSignature, proposals, and CRM-native deal tracking for sales teams.

PandaDoc — frequently asked questions

Is PandaDoc an eSignature tool or a proposal tool?

Both. PandaDoc combines a drag-and-drop document editor, templates, CPQ/quoting, and legally binding eSignatures, so it is typically adopted to prepare and close proposals, quotes, and contracts rather than to collect signatures alone.

Does PandaDoc integrate with ERP and accounting systems?

PandaDoc offers native integrations with QuickBooks Online and FreshBooks for invoicing, and connects to major CRMs like Salesforce, HubSpot, Pipedrive, and Microsoft Dynamics 365. For other ERP/finance systems it relies on its REST API or no-code platforms such as Zapier and Make rather than packaged ERP connectors.

How much does PandaDoc cost?

PandaDoc has a free plan (limited to 60 documents/year), a Starter plan at $19 per seat/month, a Business plan at $49 per seat/month, and a custom-priced Enterprise plan, with prices billed per seat (annual billing as listed on pandadoc.com).

Are PandaDoc signatures legally binding?

Yes. PandaDoc eSignatures comply with the U.S. ESIGN Act and UETA and with eIDAS in the EU, including support for Qualified Electronic Signatures (QES).

Is PandaDoc secure and compliant?

PandaDoc is SOC 2 Type II certified and supports GDPR, HIPAA, FERPA, 21 CFR Part 11, and PCI-DSS, with AES-256 encryption at rest and data residency options in the US or EU.

Evaluating eSignature?

Tell us your ERP and requirements and we'll send an independent shortlist — including PandaDoc and the best-fit alternatives — with honest pros and cons.