PandaDoc is an all-in-one document automation platform for sales teams. It covers proposals, quotes, contracts, and e-signatures in a single tool, allowing reps to create beautiful, trackable documents and close deals faster.
Product Overview
PandaDoc's document editor produces professional proposals and contracts from templates, with dynamic pricing tables that function as a lightweight CPQ. Recipient tracking shows exactly who opened the document, which sections they spent time on, and when they signed — giving sales reps insight to prioritise follow-up.
Key Features
- Document Builder: Drag-and-drop editor for proposals, contracts, and quotes with a rich template library.
- E-signatures: Legally binding e-signatures with audit trail and signer notifications.
- CPQ (Pricing Tables): Dynamic, configurable pricing tables with optional add-ons and quantity selectors.
- Document Tracking: Real-time notifications when a document is opened, with time-on-page analytics.
- Template Library: 750+ pre-built templates for every industry and document type.
Best For
SMB and mid-market sales teams that want professional proposals, contracts, and e-signatures without the complexity of enterprise CPQ systems.
Pricing
Free plan (e-sign only). Starter at $19/user/month; Business at $49/user/month; Enterprise custom.
Key Integrations
Salesforce, HubSpot, Pipedrive, Stripe, Zapier, Slack, Google Workspace
Pros
- Easy to use
- Great document tracking
- Strong template library
- Affordable for SMBs
Cons
- CPQ functionality is basic vs dedicated tools
- Offline signing is limited
- Some formatting quirks
