PandaDoc
PandaDoc is an e-signature and proposal platform that builds, sends and tracks contracts, quotes and other client documents. It is mainly used to assemble templates, collect legally binding signatures and manage the paperwork around a deal.
#21 in Document & File ToolsE-Signature SoftwareNo free plan
Who it's for
Best for
Sales teams sending multi-page proposals that pull CRM data and need signatures
Agencies sending interactive quotes, contracts, and upfront payments
Not for
Solo founders who only need two-page agreements signed and nothing more
Developers who build automated pipelines on API or Zapier access
Features
Smart content and templates
A content library and template gallery hold reusable proposal blocks and contract wording, so recurring documents are assembled from approved sections.
Signing order and eSignature
Documents are sent for legally binding electronic signature with a set signing order, and each recipient's completion is recorded.
Document tracking and audit trail
Document views and completion are tracked, and an audit trail keeps a record of the activity behind each signed agreement.
Payments and quotes
Quotes, pricing tables and payment collection sit in the same document flow, so a client can review, sign and pay in one place.
CRM integrations and API
Connects to CRM systems and exposes an API, so documents are generated and tracked from the software a company already runs.
What users say
Pros
- The document builder and content library assemble polished multi-page proposals quickly.
- Sent documents stay organized and on schedule, holding up through audit reviews.
- Cheaper than DocuSign, with EU data residency as an opt-in for GDPR work.
Cons
- There is no spell check at all, in the app or the browser, so typos go out with contracts.
- The rebuilt editor is slow and clunky, and simple formatting or adding a text box now takes extra steps.
- Automation and API access that used to be included now carry separate per-document or credit-pack charges.
- Plans carry proposal machinery that two-page agreements never touch, with most features sitting idle.
- Annual plans renew without prior notice, and same-day requests to cancel or refund are refused.
- Questions go unanswered for days or weeks, and an automated chat closes cases on its own.
A selection of the review sources we used:
Summarized from public user reviews and community discussions. View details
Global Traffic Rank
Top 500k
Alternatives
Rank#21 in category#8 in category#11 in category#12 in category
Free planNoYesYesNo
ProPolished proposals, organized signing, cheaper than DocuSignFast sends, no-account signing, low price, solid APILink sharing, multi-signer tracking, permissions, browser editingQuick sending, easy signing, audit trails, fast API setup