PandaDoc

A web platform for creating, approving, tracking and e-signing proposals, quotes and other business documents.

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About PandaDoc

PandaDoc covers the whole life of a business document. You build agreements in a drag-and-drop editor. Colleagues then redline and comment on them together, and recipients sign them in a set signing order. It can verify signer identity and notarize documents.

Every document gets an audit trail, and PandaDoc reports on user activity and document metrics. CRM integrations and an embeddable API connect it to sales workflows. Mobile apps are available for Android and iOS. It suits sales and operations teams that send many contracts and proposals.

Strengths

  • Handles creation, approval, signing and payment in one place
  • Signing order, signer identity checks and notarization
  • Audit trail and document tracking
  • CRM integrations and an API

Limitations

  • Aimed at business teams rather than occasional personal use
  • Homepage pushes demos and trials over a clear free tier

Details

Pricing
FreemiumA free trial is offered, and the fuller business features need a paid plan.
License
Proprietary
Developer
PandaDoc
Platforms
Android, iOS, Web
How it runs
Downloadable app, Web application
Account
Required
Best suited for
Sales teams sending proposals, quotes and contracts for signature
Last verified
Added
Provenance
Selected from the TechWalrus Resource Hub (PDF & Documents); facts checked against the developer's own pages, 2 sources on file.

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