PandaDoc
All-in-one document automation for proposals, contracts, and e-signatures
Founded
2013
Starting Price
$0
Category
CPQ & Proposals
Last updated February 10, 2026
About PandaDoc
PandaDoc is a document automation platform that streamlines the entire lifecycle of business documents — from proposals and quotes to contracts and e-signatures. Its drag-and-drop editor, dynamic pricing tables, and CRM integrations make it a popular choice for sales teams, consultants, and service businesses that send high volumes of proposals and need real-time analytics on client engagement.
Pros & Cons
Pros
- Intuitive drag-and-drop editor makes creating professional proposals fast and easy
- Extensive template library with 800+ options for various document types
- Strong CRM integrations (Salesforce, HubSpot, Pipedrive) auto-populate client data
- Real-time document analytics show exactly when and how clients engage
- Free eSign plan available for basic use cases
Key Features
Drag-and-Drop Document Editor
Build proposals, quotes, and contracts with a visual editor featuring content blocks, images, videos, and dynamic pricing tables
Dynamic Pricing & CPQ
Create interactive pricing tables with product catalogs, optional line items, quantity selectors, and auto-calculated totals
E-Signatures
Legally binding electronic signatures with signing order, identity verification, and audit trail compliance
Document Analytics
Real-time insights into when clients open, view, and engage with each section of your proposals
CRM Integrations
Native integrations with Salesforce, HubSpot, Pipedrive, and other CRMs to auto-populate documents from deal data
Template Library
800+ pre-built templates for proposals, quotes, contracts, and forms with customizable branding
Payment Collection
Accept payments directly within documents via Stripe, PayPal, or Square integration
Pricing
Free eSign
$0
- Unlimited e-signatures
- Document uploads
- Payment collection
- Mobile app
Essentials
$19/user/month
Best For
Consulting Proposals
Create branded proposals with scope of work, timelines, and interactive pricing that clients can customize and sign in one step
Engagement Letters for Accountants
Send standardized engagement letters with clear scope, e-signatures, and payment collection integrated into one document
Sales Quoting
Build dynamic quotes with product catalogs and optional line items that auto-calculate totals as clients make selections
Contract Management
Manage the full contract lifecycle from creation through negotiation, signing, and renewal with version tracking
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Best for consultants and advisory firms that send high-value proposals with variable pricing and need CRM integration and detailed engagement analytics.
#2
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Best for sales teams that need proposals, quotes, e-signatures, and payment collection in a single branded workflow
