About PandaDoc
PandaDoc is a document platform for proposals, quotes, contracts and e-signatures. Teams build documents, collaborate on them and track how recipients respond.
What it does
You create documents from templates or a drag-and-drop editor, then share them for review. Teammates can comment and redline together in real time, and approvals can be added to the process. Recipients can sign electronically, and you can set the signing order and signing groups. PandaDoc records an audit trail and tracks document activity. It can also collect payments on invoices and connect with CRM tools.
Key features
- Drag-and-drop document editor
- Real-time comments and redlining
- E-signatures with signing order
- Audit trail and document tracking
- Payments and CRM integrations
Who it's for
Sales teams, agencies and small businesses that send proposals and contracts often. Larger companies use the platform for quotes, approvals and renewals.
Pricing and good to know
PandaDoc offers a trial, and larger plans are arranged through a demo request. The company says the platform is E-SIGN, UETA and HIPAA compliant, and SOC 2 certified, with single sign-on and an API for permissions. Check the current plan limits and features before you commit to a contract.
Highlights
- Drag-and-drop document editor
- Real-time comments and redlining
- E-signatures with signing order
- Audit trail and document tracking
- Payments and CRM integrations
