PandaDoc
Create, manage, and eSign documents with ease.
Customers
50,000+
G2 Leader
23-time
Integrations
Dozens of native integrations
About PandaDoc
PandaDoc provides a comprehensive platform for managing the entire lifecycle of documents. It allows users to create dynamic and professional documents using a powerful editor and a rich library of pre-built templates. The service's core features include legally binding eSignatures, document tracking which provides analytics on when a document is opened and viewed, and workflow automation to streamline approvals. PandaDoc integrates deeply with a wide array of business tools, including CRMs like Salesforce and HubSpot, payment gateways, and cloud storage, making it a central hub for sales collateral, contracts, and other critical business documents. Key use cases include sales teams accelerating deal cycles, HR departments streamlining onboarding, and marketing teams managing content.
Core Features
Esignatures
Legally binding electronic signatures compliant with ESIGN and UETA.
Templates
Create custom templates for proposals, quotes, and contracts to standardize documents.
Document Editor
Drag-and-drop editor to build documents with rich media and branding.
Analytics
Track document opens, views, and time spent on each section.
Workflows
Automate document approval processes and notifications.
Notary
Provides a remote online notarization (RON) service.
Integrations
Crm
Salesforce, HubSpot, Zoho CRM, Pipedrive, Copper, and more.
Payment Gateways
Stripe, PayPal, Square, Authorize.Net.
Cloud Storage
Google Drive, Dropbox, Box, OneDrive.
Productivity
Zapier, Slack, Trello.
API & Developer Tools
Api Access
REST API available for embedding document functionality into other applications.
Use Cases
Automate document generation, send documents for eSignature, and retrieve document statuses.
Authentication
API Key-based authentication.
Developer Portal
Comprehensive documentation, SDKs, and a developer sandbox are available.