PandaDoc Review 2025: Pricing, Features, Pros & Cons, Ratings & More

PandaDoc is an all-in-one agreement management platform designed to streamline the entire document lifecycle, from document creation to signature and payment. With an intuitive drag-and-drop editor, the platform allows users to easily create professional proposals, contracts, and invoices tailored to their specific workflows. It facilitates seamless collaboration by enabling real-time redlining, comments, and approvals, ensuring all stakeholders remain aligned throughout the process.

As of our PandaDoc review, the platform is trusted by more than 50,000 companies worldwide, including prominent names like U-Haul, Hewlett-Packard, Bosch, and Rakuten. PandaDoc integrates with popular CRM systems, offers embeddable APIs, and incorporates automation features to eliminate repetitive tasks and reduce errors. Additionally, its secure e-signature functionality supports advanced options such as signing order customization, recipient identity verification, and document notarization. Embedded payment gateways further enhance efficiency, allowing businesses to collect payments directly through their documents.

PandaDoc’s versatility makes it valuable for teams across various industries. It is widely used by sales, marketing, legal, and HR teams to improve workflows, close deals faster, and streamline processes such as proposal tracking, lead management, compliance, and onboarding. Backed by certifications such as E-SIGN, UETA, and SOC 2, PandaDoc ensures data security and compliance while enhancing productivity and collaboration for businesses of all sizes.

You can also access PandaDoc on the go, thanks to its mobile apps for both iOS and Android devices. 

What’s new in PandaDoc?

As of our PandaDoc review, we have found that the company continuously introduces significant updates aimed at improving the product and user experience. In 2024, the most impactful rollouts include:

• PandaDoc CPQ for HubSpot. CPQ, or Configure, Price, Quote, is a powerful tool designed to help sales and RevOps teams generate fast and accurate quotes for complex products and services. PandaDoc is proud to introduce the first and only native CPQ solution for HubSpot. This integration ensures that your quotes are perfectly aligned with your CRM data, providing a seamless and efficient quoting experience. With two-way sync, your quotes and HubSpot deal data remain automatically updated, eliminating manual work and reducing the risk of errors. Additionally, the guided selling feature streamlines the quoting process by automating quote creation based on pre-set terms and pricing, empowering sales teams to close deals more quickly and accurately.
• Identity Verification Suite. PandaDoc’s Identity Verification Suite enhances document security with Knowledge-Based Authentication (KBA) and ID Check features. KBA offers an extra layer of security by verifying U.S. signers with personalized questions, while the ID Check matches selfies with government-issued IDs to ensure authenticity. These features are crucial for businesses needing secure document signings and compliance.
• Embedded Template and Document Editing. The embedded editing feature allows admins to edit PandaDoc templates and documents directly within their platforms, eliminating the need to switch between applications. This simplifies the process and saves time, making document management more efficient and accessible for teams.
• PandaDoc Payments. The Payments Dashboard offers a consolidated view of all payment requests tied to documents, enabling businesses to track pending, overdue, and completed payments in one place. Additionally, the ability to manage installments provides flexibility for customers to pay in installments, with automatic reminders and clear payment tracking for teams.
• Contract Repository. PandaDoc's Contract Repository lets businesses organize all their contracts in one place. With customizable data fields, companies can track contract details such as terms, obligations, and dates. The repository allows for easy search and reporting, helping teams manage and analyze their agreements more effectively.

We, in our PandaDoc review, found that the company’s is committed to improving the product. We expect more innovations will be rolled out to meet the growing needs of businesses and their document management processes.

What sets PandaDoc apart?

In our PandaDoc review, we found that the product stands out in the crowded document automation space with its robust set of features that cater to businesses of all sizes. Unlike many document management tools, PandaDoc combines document creation, e-signatures, contract management, and workflow automation into one seamless platform. It’s designed to simplify the process of generating, sending, and managing documents, all while enhancing team collaboration. Its extensive integrations with CRMs like HubSpot and Salesforce, along with its native CPQ (Configure, Price, Quote) solution for HubSpot, make it especially attractive for sales teams looking to streamline their workflows.

Additionally, PandaDoc offers advanced features such as customizable templates, deal rooms, and document analytics. Its ability to handle complex pricing configurations and its user-friendly interface make it particularly appealing to teams looking to save time and reduce manual work.

The platform’s flexibility is further enhanced by a variety of plan options and its capacity to scale, ensuring that businesses can grow with the product. Whether you're a small business or a large enterprise, PandaDoc has a plan that can meet your needs, and its API allows for deeper customization.

How to Enhance PandaDoc with Complementary Tools

To maximize the effectiveness of PandaDoc, integrating it with complementary software solutions can significantly enhance business workflows. While PandaDoc excels in document automation and e-signatures, pairing it with advanced tools like CRM systems or help desk software can streamline communication and customer support processes even further.

For example, using robust help desk software can improve how your team handles client inquiries and issues, ensuring that all customer interactions surrounding documents, contracts, and proposals are managed seamlessly. This integration enables better ticket tracking, faster resolution times, and stronger alignment between sales teams and customer support departments.

By leveraging a combination of PandaDoc’s document features with these tools, businesses can create a more cohesive operational system that drives efficiency and guarantees customer satisfaction. 

What challenges might arise during PandaDoc implementation?

While PandaDoc offers a robust solution for streamlining document workflows, certain challenges may occur during implementation. Organizations may need to invest in employee training and workflow restructuring to fully leverage the platform’s features. Integration with existing enterprise systems, such as appointment scheduling software, legacy CRMs, or other specialized tools, might require additional technical resources and planning. Furthermore, adapting internal processes to align with PandaDoc’s automated workflows can be demanding, particularly for teams transitioning from manual systems. Addressing these potential hurdles with a clear implementation strategy and dedicated support can help ensure a smooth transition and maximize the tool’s benefits.

In our PandaDoc review, we find that the company offers three pricing plans tailored to meet the needs of businesses of all sizes: Starter, Business, and Enterprise. These plans are available in both monthly and annual billing options, allowing you to select the most convenient structure based on your business needs and growth trajectory. PandaDoc pricing scales based on features, the number of users, and additional functionalities required, ensuring flexibility as your team expands.

Starter - $19 /user/month (billed annually) or $35/user/month (billed monthly)

• Unlimited document uploads
• Unlimited legally-binding eSignatures
• Unlimited seat limit
• Rich media drag-and-drop document editor
• Reuse own documents
• Bulk import
• Templates (up to 5)
• Embedded videos
• Chat
• Inline comments
• Signing order
• Audit trail
• Real-time tracking and notifications
• Productivity integrations
• Security and compliance protocols
• User management
• 24/7 email and chat support

Business - $49/user/month (billed annually) or $65/user/month (billed monthly)

• Everything in Starter
• Custom quotes and sales agreements
• CRM integrations
• Custom branding and content library
• Deal rooms (up to 3)
• Suggest edits
• In-person signing
• Approval workflows
• Web forms
• Bulk send
• Interactive pricing table
• Collect payments
• Product catalog
• Auto expirations
• Auto reminders
• Passcode verification

Enterprise - by quote (based on per-seat or per-document structure)

• Everything in Business
• CPQ (Configure, Price, Quote)
• Workflow automation
• Smart content
• Team workspaces (unlimited Rooms)
• Reports
• Renewal notifications
• Email whitelabeling
• Notary
• API
• Custom user roles
• Data residency in US or EU

To get yourself better acquainted with these PandaDoc pricing plans, the company offers a free trial for users to explore features and see whether they fit their business needs. You can start a trial and do a PandaDoc review on your own. You will have 14 days to test key functionalities such as document management, e-signing, and templates, helping you evaluate the tool before committing to a subscription. For customized demonstrations or if you're considering a higher-tier plan, PandaDoc also offers demos to showcase how its features can be leveraged in your specific business context.

• Ease of Use: PandaDoc's user-friendly interface and drag-and-drop document editor make it easy to create and customize documents, even for non-technical users.
• Robust Integrations: PandaDoc integrations include those for popular CRMs like HubSpot and Salesforce, and other business software help businesses synchronize their workflows and eliminate manual data entry.
• Advanced Features: The native CPQ solution and workflow automation tools make PandaDoc an ideal choice for businesses with complex pricing models and approval processes.
• Customizability: PandaDoc’s ability to customize templates, branding, and workflows gives businesses the flexibility to tailor the platform to their needs.
• Scalability: PandaDoc’s flexible pricing plans and scalability ensure that businesses of any size can find a plan that fits their needs.

• Learning Curve for Advanced Features: While the basic features are easy to use, some of the more advanced tools, such as workflow automation and CPQ, may require additional time to learn and configure.
• Enterprise Pricing: For large businesses, the pricing for the Enterprise plan can be somewhat opaque, as it depends on custom quotes, which can be a barrier for companies that prefer clear pricing upfront.
• Limited Offline Capabilities: PandaDoc’s features rely heavily on internet access, and some users may find the lack of offline capabilities limiting in certain situations.
• Complexity for Small Businesses: While the platform offers a wide range of features, smaller businesses may find some of the more advanced capabilities unnecessary or overwhelming for their needs.

PandaDoc offers a wide range of powerful features designed to simplify document creation, e-signatures, contract management, and workflow automation. These PandaDoc features cater to various industries and teams, providing tools that improve efficiency, collaboration, and overall document management processes. Below are some of the key features that make PandaDoc stand out in the document automation space.

• Document Creation and Customization. PandaDoc’s drag-and-drop document editor allows users to create fully customizable documents with ease. Users can add text, images, videos, tables, and custom fields to create professional and interactive documents. The platform also offers a wide range of pre-built templates to help get documents started quickly.
• eSignatures. PandaDoc enables businesses to send documents for e-signatures securely and legally. Its electronic signature functionality ensures documents are signed promptly, saving time and reducing the need for paper-based signatures.
• Workflow Automation. Automate repetitive tasks like approvals, reminders, and follow-ups with PandaDoc’s workflow automation tools. This feature streamlines document processes, improves efficiency, and reduces manual errors, allowing teams to focus on more valuable tasks.
• CRM Integrations. PandaDoc seamlessly integrates with popular CRMs, such as Salesforce, HubSpot, and Zoho, making it easy for businesses to sync data and automate document workflows directly from their CRM systems.
• CPQ (Configure, Price, Quote). With PandaDoc’s native CPQ integration, businesses can easily generate accurate quotes, customize pricing, and align quotes with CRM data. This feature is particularly useful for sales teams that need to create complex quotes quickly and without errors.
• Document Analytics and Tracking. Track who views your documents, when they are viewed, and for how long. PandaDoc’s analytics provide valuable insights into customer engagement, helping businesses follow up at the right time and optimize their sales strategies.
• Collaboration Tools. PandaDoc allows teams to collaborate in real time, with features like comment sections, task assignments, and approvals. This makes it easier for teams to review and finalize documents together, reducing bottlenecks and speeding up the workflow.
• Document Storage and Management. PandaDoc provides a centralized location for storing all your documents. With unlimited document uploads in certain plans, businesses can easily organize, access, and manage their document library, ensuring easy retrieval and reducing clutter.
• Payment and eCommerce Integration. For businesses looking to collect payments through documents, PandaDoc supports payment integrations, including Stripe. This allows users to invoice and collect payments directly within the document workflow, making transactions smoother and faster.

In our PandaDoc review, we found that these core features can be really helpful to businesses of all sizes. They allow them to streamline their document processes, enhance collaboration, and drive greater efficiency in their workflows.

Whether you're a small business owner, a sales professional, or part of a large enterprise, PandaDoc offers a wide array of benefits that can transform how your team handles documents and workflows. Below are some of the key advantages of using the platform in our PandaDoc review testing phase.

Streamlined Document Workflow

PandaDoc’s intuitive document creation and management tools help eliminate time-consuming manual processes. Users can create, send, and track documents all in one place, reducing the need for multiple tools or systems. This streamlined workflow allows teams to work faster and more efficiently, whether it's creating a sales proposal, contract, or any other document that needs to be shared and signed.

Enhanced Collaboration

PandaDoc facilitates real-time collaboration between team members, clients, and stakeholders. With features like comment sections, task assignments, and approval workflows, teams can work together on documents from anywhere, reducing back-and-forth emails and speeding up the review process. This collaborative approach is especially useful for teams working remotely or across different time zones.

Faster Sales Cycles

By integrating with CRM systems like Salesforce and HubSpot, PandaDoc enables sales teams to generate quotes and proposals directly from their CRM, ensuring that all data is up-to-date and aligned. This makes the quoting process quicker and more accurate, which in turn shortens sales cycles. The addition of automated workflows further speeds up the process by handling approvals, signatures, and other steps in the sales process.

Legal Compliance and Security

PandaDoc ensures that all documents are legally compliant and secure. The e-signatures offered by PandaDoc meet the requirements of major regulations, such as the ESIGN Act and UETA, ensuring that your business operates within the legal framework. Additionally, PandaDoc provides robust security features like document encryption, ensuring that sensitive information remains protected throughout the document lifecycle.

Better Document Insights

With PandaDoc’s analytics and tracking features, businesses can gain valuable insights into how recipients interact with documents. Knowing when a document was opened, how long it was viewed, and whether it was signed helps businesses follow up at the right time and make data-driven decisions. Sales teams, in particular, can use this data to gauge client interest and optimize their outreach. 

Increased Efficiency Through Automation

Automation tools in PandaDoc help businesses save time and reduce the potential for errors. From automating document creation using templates to setting up approval workflows, PandaDoc takes care of repetitive tasks, allowing users to focus on higher-value activities. Additionally, in our PandaDoc review, we found that features like automatic reminders ensure that nothing falls through the cracks, further improving operational efficiency.

Cost-Effective Solution

Compared to traditional document management systems or contracting tools, PandaDoc offers a cost-effective solution with its competitive pricing plans. Businesses can access a range of features without the need for expensive third-party software. For teams looking to optimize their document workflows, PandaDoc provides excellent value at a variety of price points, from small businesses to large enterprises.

PandaDoc benefits can extend across various functions and industries. From HR to sales and beyond, its features help streamline workflows, enhance collaboration, and improve efficiency, making it an essential tool for businesses of all sizes.

In our PandaDoc review, we find that the platform is a versatile document management solution that can serve a wide range of businesses across different industries. Do not, however, that while it is an ideal fit for many companies, it may not be the best choice for every business type. Understanding its target users can help you determine if it's the right fit for your needs. 

• Small to Medium-Sized Businesses (SMBs). PandaDoc is particularly beneficial for SMBs that need an affordable, easy-to-use solution for creating, managing, and signing documents. It simplifies processes for teams with fewer resources but high document volume.
• Sales and Marketing Teams. Businesses in sales, particularly those involved in creating proposals, quotes, and contracts, will benefit from PandaDoc’s CPQ (Configure, Price, Quote) tools. Its integration with CRMs like HubSpot and Salesforce allows sales teams to streamline quoting and automate sales workflows.
• Human Resources Departments. HR teams use PandaDoc to handle employment contracts, non-disclosure agreements, and onboarding documents. The platform’s ability to create templates and track documents in real-time can save time and reduce errors.
• Legal Teams and Professionals. PandaDoc is a good fit for small legal teams who need document automation without the complexity of more expensive legal-specific solutions. It allows legal teams to manage contracts, NDAs, and other legal documents efficiently.
• Enterprises with Complex Document Needs. Larger organizations that require robust integrations, workflow automation, and enterprise-grade security can benefit from PandaDoc’s Enterprise plan, which offers customizable solutions, advanced analytics, and team workspaces.

While PandaDoc offers secure signing and compliance features, businesses in highly regulated industries like healthcare or finance may require more specialized compliance tools or certifications that PandaDoc does not offer. Moreover, businesses that require deep customization in their document workflows or specific industry-related features may find that PandaDoc’s offerings are somewhat limited compared to more niche solutions. Nevertheless, according to many PandaDoc reviews online, the platform is more than enough for the complex document management needs of many.