Sold by: PandaDoc for AWS Marketplace
Deployed on AWS
Take the work out of document workflow with PandaDoc for Salesforce. PandaDoc provides an all-in-one document generation and e-signature automation solution that helps fast scaling teams to create, manage, analyze, and sign digital documents.
4.7
Overview
What if you never had to send another contract or proposal out as an email attachment? And you could create it, track it, and get it signed in half the time it usually takes. And close more deals? And be less stressed out?
Doing things the way they've always been done can cost you time, money, and even your happiness. That's why there's PandaDoc. It makes small and medium-sized businesses run more smoothly by putting document creation, management, tracking, and e-signing all in one place. It's 2024. Shouldn't your business documents act like that?
On average, our customers achieve a:
- 28% increase in close rate
- 18% increase in average sales price
- 65% decrease in document creation time
Highlights
- Real-time document analytics: Instantly know the status of important documents so you can stay on top of workflows and get signatures and forms filled out fast.
- Workflow made easy: With e-signature, 750+ templates, custom fields, approval workflows, and more, PandaDoc gives you the confidence to create impressive documents in minutes and get them signed in a snap.
- Setting up and configuring PandaDoc is quick, easy, and doesn't require any coding. Built for easy use and customization by just about anyone.
Details
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Buyer guide
Gain valuable insights from real users who purchased this product, powered by PeerSpot.
Financing for AWS Marketplace purchases
AWS Marketplace now accepts line of credit payments through the PNC Vendor Finance program. This program is available to select AWS customers in the US, excluding NV, NC, ND, TN, & VT.
Pricing
Pricing is based on the duration and terms of your contract with the vendor, and additional usage. You pay upfront or in installments according to your contract terms with the vendor. This entitles you to a specified quantity of use for the contract duration. Usage-based pricing is in effect for overages or additional usage not covered in the contract. These charges are applied on top of the contract price. If you choose not to renew or replace your contract before the contract end date, access to your entitlements will expire.
Additional AWS infrastructure costs may apply. Use the AWS Pricing Calculator to estimate your infrastructure costs.
Dimension | Description | Cost/12 months |
|---|---|---|
Essentials | For creating and signing impressive documents. Includes 2 units. | $456.00 |
Business | For seamless integrations and sending documents in bulk. | $588.00 |
Enterprise | For large companies with complex document workflows. | $1,068.00 |
Salesforce Integration | Integrate all your document workflows with Salesforce CRM. | $240.00 |
Dimension | Description | Cost/unit |
|---|---|---|
Additionalusage | Additional usage | $1.00 |
Dimensions summary
This contract offers three plan tiers: Essentials, Business, and Enterprise. Each tier is billed by units and steps up in document workflow capability. Essentials includes 2 units and covers document creation and signing. Business supports integrations and sending documents in bulk. Enterprise fits large companies with complex workflows. You can add the Salesforce Integration option to connect document workflows with a CRM. Additional usage lets you pay for units beyond what your plan includes. You pick a tier, then layer on the integration or extra usage as your needs grow.
Top-of-mind questions for buyers
A document counts when you deliver it to recipients for signature, approval, or review. This includes contracts, proposals, and forms. Drafts, templates, and documents shared only internally do not count. Each plan tier includes a set number of units, and usage is tracked in your dashboard.
When you reach your included units, you can keep sending documents through the Additional usage dimension. Extra usage is billed per document on your next cycle. Your account stays active and you retain access to existing documents. Unused units do not roll over between billing periods.
The Salesforce Integration is a separate add-on, not a plan tier. You pick a tier such as Essentials, Business, or Enterprise, then layer the integration on top to connect document workflows with your CRM. Both charges appear together on your invoice.
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Vendor refund policy
All fees are non-refundable and non-cancellable except as required by law.
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Delivery details
Software as a Service (SaaS)
SaaS delivers cloud-based software applications directly to customers over the internet. You can access these applications through a subscription model. You will pay recurring monthly usage fees through your AWS bill, while AWS handles deployment and infrastructure management, ensuring scalability, reliability, and seamless integration with other AWS services.
Resources
Vendor resources
Support
Vendor support
Email support services are available 24x7x365.
support@pandadoc.com
AWS infrastructure support
AWS Support is a one-on-one, fast-response support channel that is staffed 24x7x365 with experienced and technical support engineers. The service helps customers of all sizes and technical abilities to successfully utilize the products and features provided by Amazon Web Services.
Updated weekly
Sentiment is AI generated from actual customer reviews on AWS and G2
Functionality
Ease of use
Customer service
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AI generated from product descriptions
Document Generation and Templates
Access to 750+ pre-built templates with custom fields capability for creating documents without requiring coding knowledge.
Real-time Document Analytics
Instant visibility into document status and workflow progress with tracking capabilities for signatures and form completion.
E-signature Automation
Electronic signature functionality integrated within the platform for document signing workflows.
Approval Workflows
Configurable approval processes for document management and authorization within the workflow.
No-code Configuration
Setup and customization of document workflows without requiring programming or coding expertise.
Electronic Signature Capability
Enables users to digitally sign documents online with support for multiple signer options and customizable signature requests.
Document Workflow Automation
Provides built-in reminders and advanced signer options to streamline document completion and signing processes.
Template Management System
Allows users to save and reuse documents as templates for commonly used forms such as NDAs, Offer Letters, and Sales Agreements.
Audit Trail and Compliance
Maintains an auditable record of document signing activities with secure and safe transaction logging for legal compliance.
Brand Customization
Supports addition of company logo, tagline, and custom messaging to personalize signature requests and maintain brand consistency.
Document Field Configuration
Support for adding fillable fields to documents with ability to assign roles to recipients and establish signing order
API Integration and Developer Tools
Complete SDKs available in five languages (PHP, .Net, Java, Python, Node.js) with detailed API documentation and video guides
Security and Compliance Certifications
Compliance with SOC 2 Type II, 21 CFR Part 11, PCI DSS, CCPA, and GDPR standards with password protection options
Audit Trail and Document Tracking
Court-admissible Audit Trail for all documents with real-time status tracking capabilities
Service Reliability
99.9% uptime guarantee with 24/7 API monitoring
Standard contract
No
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Customer reviews
Micah L.
Solid for signing and creating signature documents
Reviewed on Sep 11, 2026
Review provided by G2
What do you like best about the product?
I use PandaDoc mostly to create, send, track, and e-sign documents in one workflow. Mobile access, document signing, and signature document creation meet my requirements and are fairly easy to use.
What do you dislike about the product?
Some features sometimes don't work the way I would like them to.
What problems is the product solving and how is that benefiting you?
It mostly replaced separate tools or steps for creating, sending, tracking, and e-signing documents. Templates and content reuse somewhat reduced preparation time, though document analytics rarely influenced my follow-up.
Bhavana P.
Templates and analytics made proposals faster, with AI help that can be too general
Reviewed on Sep 10, 2026
Review provided by G2
What do you like best about the product?
Templates and content reuse reduced my preparation time greatly. I also like the document analytics, since the recipient engagement insights frequently influence my follow-up. The AI was helpful when I was trying to understand how PandaDoc works with Salesforce and Zapier, especially around recipients, signer roles, and document automation, because it helped me quickly understand limitations and possible options instead of spending a lot of time searching through documentation.
What do you dislike about the product?
User/role/access management, email management, and the sign-in process have been weak for me. On the AI side, the suggestions can be too general, and it could improve by giving more specific answers based on the exact PandaDoc setup. It’s also not very clear when I’m interacting with AI vs. rules-based logic or a human.
What problems is the product solving and how is that benefiting you?
I greatly reduced proposal prep time using templates and content reuse. The analytics frequently help me decide how to follow up based on recipient engagement. The AI saved me time by helping me understand integration limitations and options with Salesforce and Zapier without digging through documentation.
Katie S.
One workflow to create, send, track, and e-sign documents
Reviewed on Sep 10, 2026
Review provided by G2
What do you like best about the product?
I like that PandaDoc lets me create, send, track, and e-sign documents in one workflow, and it fully replaced separate tools or steps for me. Templates and content reuse reduced preparation time greatly. I also use the document analytics frequently to understand recipient engagement and influence my follow-up.
What do you dislike about the product?
Multi-party signing, notifications and reminders, and offline access have been a limitation for me.
What problems is the product solving and how is that benefiting you?
It fully replaced separate tools or steps, reduced my preparation time greatly through templates and content reuse, and the document analytics frequently help me decide how to follow up based on recipient engagement.
Srinivasa Ashok A.
Solid document creation, but AI outputs are only ~70% accurate
Reviewed on Sep 10, 2026
Review provided by G2
What do you like best about the product?
I like the online document creation and PDF creation. I also used the AI to craft a document by integrating AI integrations, and it went fine and did what I needed for extracting data from a document, even though it was only ~70% accurate.
What do you dislike about the product?
The AI is only ~70% accurate when documenting with the prompt, so I still have to check it. I also haven’t used templates, and the document analytics insights only rarely influence follow-up.
What problems is the product solving and how is that benefiting you?
It partially replaced my tasks in Microsoft Word docs.
Computer Software
Easy to use and saves us time
Reviewed on Sep 10, 2026
Review provided by G2
What do you like best about the product?
We use PandaDoc in different teams in the organization, and it is very easy to use for us and our customers. We work in a very regulated field, so it is critical that signatures is handles correctly, which PandaDoc allows for. The document signing, signature workflow, and electronic signature portion is very important. We also use templates for everything we do, and it has reduced preparation time greatly. It would not be possible to do the work we do if we could not utilize this.
What do you dislike about the product?
Sometimes, I've had a hard time editing fields in documents, but I have always found workarounds.
What problems is the product solving and how is that benefiting you?
It fully replaced how we used to handle this via email and paper. Templates reduce preparation time greatly and are a very important time saver for us.