PandaDoc is a great fit for small businesses that send proposals, contracts, or quotes on a regular basis.
Create proposals, contracts, and quotes using a drag-and-drop document editor
Send documents for legally binding e-signatures with signing order and identity verification
Track when recipients open, view, or sign your documents in real time
Connect with CRMs like HubSpot, Salesforce, and Pipedrive to pull in contact and deal data automatically
Collect payments via Stripe, Square, PayPal, or QuickBooks directly inside a document
Use approval workflows and a content library to keep your team consistent and on-brand
Sources:
Sources: www.pandadoc.com·www.pandadoc.com·Verified April 2026
No integrations listed yet for PandaDoc.
PandaDoc includes Smart Content, which uses rules-based logic to auto-populate and lock document sections based on deal data. AI-assisted writing and content suggestions help you draft and refine proposal language faster.
PandaDoc is a strong pick for service businesses and sales teams that send proposals or contracts regularly and want everything — creation, signing, and payment — in one place. Its biggest strength is the deep CRM integration, especially with HubSpot, which can cut proposal creation time dramatically. The main downside is that CRM integrations and custom branding are locked behind the $49/seat Business plan, so the real value kicks in at a higher price point.
AI-generated training guides tailored to your team's size, skill level, and focus areas for PandaDoc — coming in v0.3.2.
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Last researched: April 2026
