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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Features and programs
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
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AI generated from product descriptions
Document Analytics and Tracking
Real-time visibility into document status and workflow progress with instant notifications for signatures and form completions
E-Signature Automation
Electronic signature capability integrated within the document workflow for streamlined signing processes
Template Library
Access to 750+ pre-built templates with customizable fields for rapid document creation
Approval Workflows
Configurable approval routing and workflow automation for document authorization and management
No-Code Configuration
Setup and customization interface that does not require coding knowledge or technical expertise
Electronic Signature Capability
Enables users to digitally sign documents online with support for multiple signer options and customizable signature requests.
Document Template Management
Allows saving and reusing documents as templates for commonly used forms such as NDAs, Offer Letters, and Sales Agreements.
Automated Completion Tracking
Includes built-in reminders and advanced signer options to monitor document completion status and improve signing rates.
Audit Trail and Compliance
Provides auditable, safe, and secure document signing with comprehensive tracking for legal compliance and risk minimization.
Integration with Dropbox
Integrates with Dropbox Business Team to enable document collaboration, sending, signing, and storage within a unified platform.
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
Zaid A.
Effortless Contracts with PandaDoc
Reviewed on Aug 25, 2026
Review provided by G2
What do you like best about the product?
I use PandaDoc for client contracts and agreements, and I just love how it makes it very easy to create professional-looking documents and get them signed online quickly, instead of asking clients to print their forms. The user interface is very easy to use, making uploading and creating templates simple too. It helps us get deals done quicker by sending agreements and having them signed promptly. I also found the initial setup to be very easy with a straightforward onboarding process. Additionally, I like how it integrates with tools like Zapier when needed.
What do you dislike about the product?
nothing
What problems is the product solving and how is that benefiting you?
I use PandaDoc to make client agreements look professional and get them signed easily online. It speeds up the process, letting us close deals quickly within the day. The easy-to-use interface and template creation save time.
Benjamin W.
Effortless Signatures, Streamlined Sales Process
Reviewed on Aug 24, 2026
Review provided by G2
What do you like best about the product?
I really appreciate PandaDoc for its ease of use, especially when it comes to getting online signatures. This tool makes it so easy to upload a PDF document, put in the necessary signatures, and then easily obtain signatures from clients. It definitely saves me from the hassle of dealing with the back and forth of PDFs and makes the whole sales process more efficient. The initial setup of PandaDoc was also very easy.
What do you dislike about the product?
I find the interface changes with the templates have really been pushing for us to collect payment, and that rollout was a little cumbersome and difficult to understand how that should be used.
What problems is the product solving and how is that benefiting you?
I use PandaDoc to easily get online signatures, which limits the back and forth with customers. It eliminates manual processes, showcases our tech-savvy approach, and makes sales more efficient.
Aneela S.
Makes proposals and contracts so EASY
Reviewed on Aug 24, 2026
Review provided by G2
What do you like best about the product?
I like how user-friendly the interface is. It makes it easy to handle signatures on the go. I can create a document, add pricing and signature fields, send it to a client, and track when they’ve viewed or signed it—all in one place. The templates and drag-and-drop editor also save me a lot of time, since I don’t have to build everything manually.
What do you dislike about the product?
what I dislike most is that some useful features are locked behind higher-priced plans, which can feel expensive for a small business. The editor can also be a little slow or clunky at times when making specific formatting changes. I’d also like to see more seamless integrations with other tools we use, and more useful AI features built into the document creation process. The onboarding was fairly straightforward, but having more accessible support and guidance when learning some of the advanced features would make the experience better.
What problems is the product solving and how is that benefiting you?
Before PandaDoc, sending proposals and contracts felt like a lot of unnecessary back and forth. Now we can put everything together, send it, see when a client has viewed it, and get signatures all in one place. It saves us time, keeps things organized, and honestly just makes the whole process feel more professional for our clients.
Jolene H.
Easy to Use with Fast Turnaround
Reviewed on Aug 24, 2026
Review provided by G2
What do you like best about the product?
Easy to use. Fast turnaround between my Regional and I.
What do you dislike about the product?
Takes a while to log into sometimes. Other than that all good.
What problems is the product solving and how is that benefiting you?
Easy to get documents signed in a timely manner.
Tyler C.
Enhances Professionalism, Easy to Use
Reviewed on Aug 24, 2026
Review provided by G2
What do you like best about the product?
I appreciate how PandaDoc enhances the professional look of our bids, making them look nice and more appealing to our clients. It's super easy to get run and rolling once everything is set up. I find it customer-friendly, keeping everything in line, and even older folks can figure it out easily. With PandaDoc, I get more bids signed because they look better.
What do you dislike about the product?
Just a little bit hard to use on my phone. That'd be it.
What problems is the product solving and how is that benefiting you?
PandaDoc organizes our bids, making them look professional and client-friendly, resulting in more signed bids. It's easy to use, even for older clients.