PandaDoc
by PandaDoc
AI-powered proposal, contract, and document automation platform for sales teams
Score
Score
Our verdict
PandaDoc automates proposals, contracts, quotes, and eSignatures with AI-powered content suggestions, CRM integration, and document analytics.
Overview
Screenshot
Score breakdown
Overall score
Scores are editorial assessments by the Compare Best AI team on a 0–10 scale.
Expert review
CBAI Editorial Team
Compare Best AI · Editorial Team
PandaDoc is the leading document automation platform for sales teams. It creates proposals, contracts, quotes, and forms with drag-and-drop editing, then handles eSignatures and payment collection.
How we tested
Days tested
21 days
Tasks evaluated
- ·Proposal creation
- ·CRM integration
- ·CPQ testing
- ·eSignature workflow
- ·Analytics
Method
Compared against DocuSign and Proposify
Reviewer
CBAI Editorial Team
Plans & pricing
Free
Small businesses who need professional eSign without the price tag
- Create 5 documents per month
- Rich media drag and drop document editor
- Real-time tracking and notifications
- 24/7 email and chat support
- Limited API access
- AI assistants via MCP (ChatGPT, Claude)† beta
- No credit card required
- $0 USD for you and your team
Starter
Quickly creating and signing forms and agreements
- Unlimited document uploads and e-Signatures
- Rich media drag and drop document editor
- Real-time tracking and notifications
- 24/7 email and chat support
- API*
- AI assistants via MCP (ChatGPT, Claude)†
- $19 USD seat cost per month (billed annually shown)
Business
Sales proposals and integrated agreement workflows
- Everything in Starter, plus
- Custom quotes and sales agreements
- CRM integrations*
- Custom branding and content library
- Deal rooms
- Approval workflows
- Web forms*
- Bulk send*
- $49 USD seat cost per month (billed annually shown)
Enterprise
End-to-end document workflows and advanced automations
- Everything in Business, plus
- Per-seat or per-document pricing
- CPQ (configure, price, quote)*
- Workflow automation*
- Smart content
- Single sign-on (SSO)
- Team workspaces
- Notary*
- Optional document-based package with unlimited seats
Pricing may vary by region. Always verify on the vendor's website.
Feature comparison
| Feature | PandaDoc | DocuSign | Proposify |
|---|---|---|---|
| Docs | |||
| Proposals + contracts + quotes + eSign | |||
| CRM | |||
| Deep CRM integration | |||
Is it right for you?
Good fit for
Sales document automation
Proposals to signatures to payments in one workflow
CRM-connected teams
Auto-fill from Salesforce/HubSpot/Pipedrive
Less suited for
Simple eSignatures only
DocuSign is better for pure eSignatures
Legal contracts
DocuSign CLM for enterprise legal workflows
User reviews
Editorial score
Distribution is estimated from our editorial score. Verified user reviews coming soon.
Use cases
Typical ways teams rely on this tool — from everyday tasks to specialized workflows.
- Proposals
- Contracts
- Quotes
- eSignatures
- Document automation
Integrations
Reported connectors
Apps and services commonly connected out of the box or via official connectors.
- Salesforce
- HubSpot
- Pipedrive
- Stripe
- PayPal
- Zapier
- Google Drive
- Dropbox
Privacy & compliance
Security & data practices
Highlights we track from the vendor's documentation. Always confirm current terms, subprocessors, and regional policies on their official site.
- SOC 2
- GDPR-ready
- SSO/SAML
Details
Category
Price
- Free $0 (5 docs/mo)
- Starter $19/mo billed annually
- Business $49/seat/mo billed annually
- Enterprise custom (per-seat or per-document). 14-day free trial.
Free version
Best for
- Proposal creation and eSign
- Sales document automation
- Quote approval workflows
Frequently asked questions
PandaDoc
Sales & CRM
Ready to get started?
Visit the PandaDoc website to explore plans and start your free trial.
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