PandaDoc is document software. Teams build proposals, quotes and contracts from templates, send them for e-signature and track when they’re opened and signed.
PandaDoc’s drag-and-drop editor uses reusable templates, smart content blocks, conditional content and custom variables, so a document can adapt to each recipient. Approval workflows handle internal sign-offs before a document goes out. You can embed payment options in a document so the recipient can pay an invoice or agreement right inside it. Deal rooms give you a personalized space to collaborate and close deals, and built-in AI helps you draft and refine copy without leaving the editor.
PandaDoc says it serves small and medium-sized businesses that want easy document automation, as well as enterprises that need CPQ, advanced compliance and SSO. Its CPQ tool, an optional paid add-on for Enterprise plans, lets administrators create bundles and predefined rulesets, applies discounts and custom pricing automatically, and can send pricing above a set limit through a separate approval review. The CPQ page names sales, RevOps, customer success and leadership teams as users, with reporting on what is and isn’t selling.
PandaDoc integrates with tools across CRM, payments, productivity and HR, including Salesforce, HubSpot, Pipedrive and Monday.com on the CRM side. Developers can use a REST API with auto-generated SDKs that are refreshed with each release. Support options include a Help Center, a contact page and Premium support.
Starter suits individuals, Business adds team and CRM features, and Enterprise is priced on request. Current prices are in the pricing box above.