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 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
No
Customer reviews
Accounting
Easy to use for document creation and e-signatures, but I haven’t used many features
Reviewed on Sep 22, 2026
Review provided by G2
What do you like best about the product?
It’s been easy to use and easy to set up for document signing, signature document creation, and electronic signatures.
What do you dislike about the product?
I haven’t used a lot of the other features like AI Copilot, document review, or document automation. It also didn’t replace separate tools or steps for me.
What problems is the product solving and how is that benefiting you?
It’s worked well for creating documents and getting them signed electronically.
Marketing and Advertising
Streamlined contract and proposal workflow with helpful reminders
Reviewed on Sep 22, 2026
Review provided by G2
What do you like best about the product?
These features make the entire contract and proposal process much more seamless, which makes it easier to close deals efficiently. The automated reminders were helpful, and the signature workflow worked fairly well.
What do you dislike about the product?
The setup and mapping for bulk signatures felt a bit rigid. Getting the fields aligned correctly on different document variations took a lot of time and required careful testing.
What problems is the product solving and how is that benefiting you?
It fully replaced Docusign. It somewhat reduced preparation time, and overall made it easier to close deals efficiently.
Anonymous
Affordable and Efficient Document Management
Reviewed on Sep 22, 2026
Review provided by G2
What do you like best about the product?
I like PandaDoc for its ease of use as it replicates processes from applications like DocuSign but at a far more affordable price. It makes life easier for both students and staff, eliminating the need for physical presence to get forms signed and action a remark. The feature to send documents via email is very convenient, and I've signed forms myself, benefiting from the full audit trail. The initial setup was straightforward and quick, as I started using it within 5 minutes.
What do you dislike about the product?
There should be a more standard feature of uploading a PDF to get signed and making it easier to use templates. It would make the process even more efficient and far quicker.
What problems is the product solving and how is that benefiting you?
PandaDoc eliminates the need for physical presence, streamlining the process for students and staff to get forms signed, making tasks easier and more affordable.
Terry T.
Easy way to add client name, signature, and date to in-house contracts
Reviewed on Sep 21, 2026
Review provided by G2
What do you like best about the product?
We needed something that was and is easy to add the clients name, signature and date to the contracts that we create in house.
What do you dislike about the product?
For us, we basically only need one signature, one name tag, one initial, and one date. The new version fills out a lot of information that isn’t needed, and it’s easy to miss things sometimes. I also don’t like the new expiration section and time trail. I found the old version much easier to follow.
What problems is the product solving and how is that benefiting you?
It lets me easily add the client’s name, signature, and date to the contracts we create in house.
Marcos P.
Versatile Proposal Creation with Minor UI Hurdles
Reviewed on Sep 19, 2026
Review provided by G2
What do you like best about the product?
I love the versatility of PandaDoc because I can create new templates to match changes in my business, like bringing on new artists. I can templatize anything, which helps with the repetitive tasks I do. The ability to pop in different information for clients, deals, and artists is super important. It's simple to use, and I'm familiar with it, making it easy to set up and work with. It's fast, allowing me to handle multiple client deals quickly, which is crucial as a sole business owner. Plus, tying it into Pipedrive was hassle-free, which is something I appreciated.
What do you dislike about the product?
Sometimes it gets cumbersome because of changes in how options are available in documents. It's frustrating that I can't change the font or text size on certain items in a table, while other times I can. It depends on exactly where I click, which can be unclear and not intuitive. Menus might not be where I'd expect them to be, or all options might be lumped together when designing a page or updating a table. This can make it a bit cumbersome at times, especially depending on how flexible I want something to be.
What problems is the product solving and how is that benefiting you?
PandaDoc speeds up my proposal process with CRM integration, saves time, and allows me to create custom templates for various needs.