Feeling like contracts and proposals are more “ugh” than “ahh”? Whether you need five signed docs a month or a fully integrated, automated workflow for thousands of deals, PandaDoc’s got your back—with every plan wrapped in bullet-proof security and compliance.
A Quick Peek at PandaDoc’s Party-Starters
PandaDoc’s tiered lineup lets you choose the perfect fit:
- Personal Plan – $10/user/month grants 5 eSignatures & docs per month, ideal for occasional users
- Starter Plan – $19/user/month opens unlimited uploads, signatures, real-time tracking, and 24/7 support for growing squads
- Business Plan – $49/user/month adds custom branding, CRM integrations (Salesforce, HubSpot), approval workflows, and bulk sends
- Enterprise Tier – Custom per-seat or per-document pricing, advanced automations, single-sign-on (SSO), and dedicated customer success
- API Access – Full REST API and webhooks let dev teams build bespoke integrations and embed PandaDoc’s editor anywhere
- Automations Feature – Pre-built triggers (e.g., reminders, CRM updates) that shave hours off manual follow-ups
Pro Tips for Choosing Your PandaDoc Plan
- Compliance & Security: Verify ESIGN, UETA, GDPR, HIPAA, and SOC 2 compliance to protect your data
- Integration Ecosystem: Look for native connectors (Salesforce, HubSpot, Stripe) and an open API for seamless data flow
- Scalability: Pick a plan that grows with you—add seats or switch to per-document billing in Enterprise
- Ease of Use: Ensure the drag-and-drop editor, mobile app, and template library are intuitive for all team members
- Automation & Analytics: Automate reminders and approvals, then track viewer engagement to sharpen follow-ups and close faster
Deep Dive: Party-Ready PandaDoc Plans
Personal Plan (aka “Freelancer’s Five”)
Just need a handful of signed docs? The Personal Plan gives you up to 5 eSignatures & docs per month at $10/user/month (billed annually). Perfect for freelancers and side-hustlers who don’t drown in paperwork.
Pros:
- Ultra-affordable entry point
- Legally binding eSignatures
- Mobile app access
Cons:
- Limited to 5 docs/month
- No custom branding
Bottom Line:
A light-use, budget-friendly plan for occasional signers.
Starter Plan (aka “Team Turbo”)
At $19/user/month (billed annually), the Starter Plan unleashes unlimited uploads, eSignatures, real-time notifications, and 24/7 support—ideal for small teams ready to level up.
Pros:
- Unlimited everything
- Real-time document analytics
- Core CRM & payment integrations
Cons:
- Lacks advanced automations
- No CPQ or smart content
Bottom Line:
The sweet spot for startups and scrappy crews.
Business Plan (aka “Growth Guru”)
For $49/user/month, the Business Plan delivers custom branding, multi-step approval workflows, bulk sending, and full CRM integrations—perfect for midsize sales and operations teams.
Pros:
- Branded templates & themes
- Unlimited approval workflows
- Bulk distribution tools
Cons:
- Higher per-seat cost
- Advanced API requires Enterprise
Bottom Line:
Balancing power and price for growing companies.
Enterprise Tier (aka “Big League”)
Go all-in with custom per-seat or per-doc pricing, SSO, CPQ, Smart Content, advanced automations, and a Dedicated Customer Success Manager—tailored for enterprises with complex needs.
Pros:
- Full CPQ & dynamic content
- Enterprise-grade security & compliance
- Premium, white-glove support
Cons:
- Requires sales consultation
- Higher overall investment
Bottom Line:
The no-compromise plan for mega-scale operations.
API Access (aka “Developer’s Dream”)
PandaDoc’s REST API and webhooks let your dev team automate document workflows, embed the editor in your app, or build custom integrations—complete with SDKs and clear documentation.
Pros:
- Deep customization & embed options
- Automate every step: create, send, track, sign
Cons:
-
Requires programming resources
Bottom Line:
Empower tech teams to weave PandaDoc into any stack.
Automations Feature (aka “Set-and-Forget”)
Let pre-built Automation Cards handle reminders, CRM updates, and follow-ups—so you free up hours every week and never miss a deadline.
Pros:
-
Automate reminders & status changes
-
Integrates with CRMs and email
Cons:
-
Complex workflows require Enterprise tier
Bottom Line:
Say goodbye to manual nudges and hello to productivity.
How to Kick Off Your PandaDoc Party
- Sign Up & Pick a Plan: Head to PandaDoc’s pricing page and choose your ticket
- Confirm Your Email: Click the link from your inbox.
- Import or Select a Template: Browse 1,000+ prebuilt options or upload your own
- Customize with Drag-and-Drop: Add text fields, signature tags, videos, and pricing tables.
- Connect Your Apps: Link Salesforce, HubSpot, Stripe, and more under Integrations
- Enable Automations: Activate prebuilt triggers in the Automations hub
- Invite Your Crew: Add teammates in Team Settings.
- Send Your First Doc: Fill in recipient details and hit “Send.”
- Track & Tweak: Monitor opens, time-in-doc, and signature status from your Dashboard.
FAQ’s
What’s the best plan for lone wolves?
The Personal Plan gives 5 free eSignatures and docs monthly at $10/user/month—perfect for freelancers and side-hustlers who sign only occasionally.
Can I use the API without coding skills?
API access requires developer resources. Non-techies can use Zapier or native connectors for simple integrations.
Is plan switching a pain?
Nope—upgrade or downgrade anytime via Billing settings. Annual billing saves up to 46%, while month-to-month keeps you flexible.
How airtight is PandaDoc’s security?
PandaDoc is SOC 2 Type II, HIPAA, ESIGN, UETA, and GDPR compliant, with SSL encryption and permission-based access controls.
Our Final Mic-Drop on PandaDoc
PandaDoc transforms paperwork from drag into dazzle—serving solo pros, scaling startups, and global giants alike with the right blend of simplicity, power, and pizzazz. Ready to upgrade your document game? Start your free trial and join 56,000+ teams who’ve swapped chaos for clarity.
