Tool review

PandaDoc

Create, send and track proposals with templates, eSignatures and CRM integrations that close deals faster.

PandaDoc

Tool overview

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Affordable

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Customisable

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Limited free plan

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Pricing start at

35

Annual price

228

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This tool has a free (trial) plan.

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PandaDoc

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Consider this when you buy

PandaDoc is designed for businesses that frequently handle proposals, contracts, and sales documents, offering a streamlined process for closing deals faster.

Best for sales teams and contract-heavy businesses

PandaDoc allows sales and legal teams to automate document creation, ensuring professional, legally compliant proposals and agreements.

Seamless eSignature and approval process

The built-in electronic signature and approval workflow enables faster deal closures, reducing the time spent on manual paperwork.

Deep integration with CRMs and payment processors

PandaDoc integrates with HubSpot, Salesforce, Stripe, and QuickBooks, making it ideal for businesses looking to automate contract management and payment collection.

Higher cost for advanced features

While the basic plan offers solid document automation, businesses needing advanced analytics, content libraries, and collaboration tools will need a premium subscription.

Best for:

  • Sales and legal teams needing automated contract workflows.
  • Businesses processing high volumes of proposals and agreements.
  • Companies requiring eSignatures and payment collection within documents.

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Free resources

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Ultimate guide for

PandaDoc

Playbook

Playbook

Proposals

Structure and write B2B proposals that are fast to create, easy to approve and help you win more deals with less friction.

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Proposals

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Streamline SQL processes to increase conversion rates and close deals faster.

PandaDoc

PandaDocPandaDoc

Create, send and track proposals with templates, eSignatures and CRM integrations that close deals faster.