PandaDoc
PandaDoc: A broad proposal workflow platform spanning documents, signatures, payments, and CRM integrations. Ranked #1 of 133 in Proposal Software by our editors (9.4/10); pricing: Free plan · 14-day trial; best for broad proposal workflows and integrations.
At a glance
- Editor score9.4 / 10
- PricingFree plan · 14-day trial
- Best forBroad proposal workflows and integrations
- Free planYes
- Paid from$19/user/mo
- Client activity trackingYes
- Founded2013 · San Francisco, California, USA
- Facts checked21 Sep 2026
Where it wins
- Combines proposals, quotes, contracts, signatures, payments, and analytics
- Supports CRM integrations, approvals, CPQ, API access, and document embedding
- Offers web, iOS, Android, and a free plan with 60 documents per year
Where it doesn't
- The Free plan is limited to 60 documents per year
- CPQ, workflow automation, SSO, workspaces, and API are Enterprise features
- Listed paid plan prices use annual billing
Our verdict on PandaDoc
PandaDoc is a document workflow automation platform for freelancers, small businesses, sales teams, and enterprises. It supports proposal, quote, contract, and agreement creation through a drag-and-drop editor, reusable templates, legally binding electronic signatures, recipient activity tracking, document analytics, and embedded payment collection. Its web, iOS, Android, and API access support teams that need business documents to move from creation through approval, signing, and payment.
Pricing is structured across four plans. Free costs $0 per month and includes 60 documents per year, the drag-and-drop editor, and real-time tracking and notifications. Starter costs $19 per user per month when billed annually and adds unlimited document uploads and e-signatures. Business costs $49 per seat per month when billed annually and adds CRM integrations, custom branding, a content library, deal rooms, and approval workflows. Enterprise adds CPQ, workflow automation, single sign-on, team workspaces, and API access. A 14-day free trial is also available.
Its ecosystem is a central strength for organizations connecting proposals to sales, payments, and accounting workflows. Integrations include Salesforce, HubSpot, Pipedrive, monday.com, Zapier, Slack, QuickBooks Online, Stripe, Square, PayPal, Authorize.Net, and FreshBooks. PandaDoc also provides CRM data synchronization, REST API capabilities, document embedding, collaboration, and analytics. Choose it when one system needs to cover a broad document lifecycle with integrations and payment collection. A simpler proposal tool may be a better fit for teams that only need basic document creation and signing without higher-tier workflow, CPQ, or API capabilities.
Your product? Our editors can test PandaDoc in depth and publish a review, labelled as paid · from $149/mo →
PandaDoc pricing
All 4 PandaDoc plans and prices →
PandaDoc fact sheet
| Free plan | Yes |
|---|---|
| Paid from | $19/user/mo |
| Built-in e-signatures | Yes |
| Client activity tracking | Yes |
| Online payment collection | Yes |
| CRM integrations | Yes |
| Custom branding | Yes |
| Included team seats | Not verified |
| Analytics and reporting | Yes |
| Free trial | 14 days · no card needed |
| Deployment | Cloud, Mobile |
| Platforms | Web |
| Compliance & security | SOC 2, GDPR, HIPAA, PCI DSS, 2FA |
| Support | Email, Live chat, Tickets, Docs · 24/7 |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 30+ integrations: Salesforce, HubSpot, Pipedrive, Microsoft Dynamics, Stripe, Square … See all → |
| Pricing | Free plan · 14-day trial (source) |
| Website | pandadoc.com |
| Facts checked | 21 Sep 2026 |
PandaDoc integrations
PandaDoc lists 30+ integrations on its own site — the 14 named here are the ones its pages call out.
- Salesforce
- HubSpot
- Pipedrive
- Microsoft Dynamics
- Stripe
- Square
- PayPal
- QuickBooks Payments
- Authorize.net
- Zapier
- Slack
- Microsoft Teams
- QuickBooks Online
- Canva
See all PandaDoc integrations →
Alternatives to PandaDoc
- ProposifyA structured proposal workspace with quoting, approvals, signatures, and analytics.9.2
- AnchorA broad proposal-to-payment platform with free access and transaction-based pricing.9.0
- Better ProposalsA budget-conscious web proposal tool with signatures, payments, tracking, and CRM connections.8.9
See all PandaDoc alternatives →
PandaDoc vs the competition
- PandaDoc vs Proposify
- PandaDoc vs Anchor
- PandaDoc vs Better Proposals
- PandaDoc vs Qwilr
- PandaDoc vs DealHub
- PandaDoc vs Proposal Expert
Compare PandaDoc with any tool side by side →
Also Ranked In
PandaDoc is ranked in 12 of our directories; the 6 strongest besides Proposal Software.
Used PandaDoc? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used PandaDoc for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
PandaDoc is listed in our Proposal Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/pandadoc/"><img src="https://www.itechguides.com/best/badge/pandadoc.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update