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PandaDoc

RANKED #1 · AI CONTRACT MANAGEMENT TOOLS THAT INTEGRATE WITH SALESFORCELISTERSCORE 96.0

An all-in-one document automation software that helps fast-growing teams build, approve, and sign quotes, proposals, and contracts.

Pricing from	USD 19 per user per month
Best for	Sales proposals and electronic signatures
Website	www.pandadoc.com

Company facts

Founded	2013
Headquarters	San Francisco, CA
Industry	Software as a service
Social profiles	LinkedIn, X, Facebook, Instagram, YouTube

Facilities and features

Published pricing
API
Integrations
Single sign-on
SOC 2
GDPR

What stands out

PandaDoc offers a drag-and-drop editor for creating custom agreements easily.

“Document generation Automate document creation with customizable templates”PandaDoc, own website

The AI tool provides secure electronic signatures with robust compliance features.

“PandaDoc is E-SIGN, UETA, HIPAA compliant, and SOC 2 certified, offering secure electronic signatures. It also provides SSO and a robust API for granular document and workspace permissions.”PandaDoc, own website

Worth knowing

Some advanced features require usage credits or are paid add-ons.

“*Requires usage credits or is a paid add-on † This functionality is currently in beta, beta te”PandaDoc, own website

Strengths and trade-offs

User-friendly document editor
Built-in legally binding e-signatures

Limited traditional document management features

Appears in

AIVERIFIED

How PandaDoc ranks

#1 in AI contract management tools that integrate with Salesforce

How the score is made up: Evidence on its own site 20; How complete its published information is 20; Fit to this ranking's criteria 40; Buying information on its own site 16.

“PandaDoc AI Contract Assistant simplifies document management and review.”PandaDoc, own website

“All customer stories Integrations Sales and CRM Hubspot Salesforce Pipedrive Monday Payment gateways Square Stripe Authorize.net PayPal QuickBooks Payments FreshBooks Collaboration and more Zapier Greenhouse QuickBooks Slack All integrations API Documentation CPQ Solutions Pipedrive CPQ Hubspot…”PandaDoc, own website

#3 in Best CPQ software

How the score is made up: Evidence on its own site 20; How complete its published information is 18; Fit to this ranking's criteria 40; Buying information on its own site 16.

“PandaDoc CPQ makes it easy to generate quotes that help close more deals. Pull data directly from your product catalog and implement rules-based pricing strategies to deliver an impressive buyer experience.”PandaDoc, own website

#4 in Best document generation software

How the score is made up: Evidence on its own site 20; How complete its published information is 18; Fit to this ranking's criteria 40; Buying information on its own site 16.

“Document generation Automate document creation with customizable templates”PandaDoc, own website

#2 in CPQ software for small businesses

How the score is made up: Evidence on its own site 20; How complete its published information is 18; Fit to this ranking's criteria 40; Buying information on its own site 16.

“PandaDoc CPQ makes it easy to generate quotes that help close more deals. Pull data directly from your product catalog and implement rules-based pricing strategies to deliver an impressive buyer experience.”PandaDoc, own website

“Free For small businesses who need professional eSign without the price tag.”PandaDoc, own website

Alternatives to PandaDoc

Juro	#2 in AI contract management tools that integrate with Salesforce	92.0
Conga CLM	#3 in AI contract management tools that integrate with Salesforce	90.0
Ironclad	#4 in AI contract management tools that integrate with Salesforce	90.0
Agiloft	#5 in AI contract management tools that integrate with Salesforce	86.0
Avokaado Contracts that think for your business	#6 in AI contract management tools that integrate with Salesforce	86.0
Concord	#7 in AI contract management tools that integrate with Salesforce	86.0

Questions about PandaDoc

How much does PandaDoc cost?

Lister lists PandaDoc's pricing as: USD 19 per user per month.

Who is PandaDoc best for?

PandaDoc is best for sales proposals and electronic signatures.

Where does PandaDoc rank?

PandaDoc is ranked #1 in AI contract management tools that integrate with Salesforce (Lister Score 96.0), #2 in Document generation software with Salesforce integration (Lister Score 96.0), #2 in CPQ software for small businesses (Lister Score 94.0), #2 in Top 10 Proposal Software for Agencies (Lister Score 93.2), #2 in Top 10 AI Proposal Generators (Lister Score 92.7), #2 in Top 10 Proposal Management Software (Lister Score 92.7), #3 in Best CPQ software (Lister Score 94.0), #3 in Top 10 E-Signature Tools (Lister Score 87.2), #3 in Top 10 Document Management Systems (Lister Score 90.3), #4 in AI document automation tools for enterprises (Lister Score 94.0), #4 in Best document generation software (Lister Score 94.0) and #4 in Top 10 Contract Management Platforms (Lister Score 88.0).

What are the best alternatives to PandaDoc?

The closest alternatives on Lister are Juro (#2 in AI contract management tools that integrate with Salesforce), Conga CLM (#3 in AI contract management tools that integrate with Salesforce) and Ironclad (#4 in AI contract management tools that integrate with Salesforce).

Where is PandaDoc based?

PandaDoc is headquartered in San Francisco, CA, and was founded in 2013.

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