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
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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
Colton C.
Essential for Efficient, Distance-Free Document Handling
Reviewed on Sep 28, 2026
Review provided by G2
What do you like best about the product?
I really appreciate PandaDoc's tools and features, especially for the ease of uploading and editing files, and planting areas for signatures and initials. It's very user-friendly both for our organization and for families, allowing them to fill out forms on their own time. The setup process was also very easy. I found that PandaDoc has better features compared to DocuSign, which is why we switched. Overall, I would rate my likelihood of recommending PandaDoc a 10 out of 10.
What do you dislike about the product?
My only qualm would be the capturing on file attachments that are uploaded on requestion. I'd suggest implementing an ID image insert for secured documents. Other than that, just an easier way to populate images of ID's onto forms.
What problems is the product solving and how is that benefiting you?
I use PandaDoc to securely send and get documentation signed by families far away. It solves the issue of securing information across distances. The user-friendly features for uploading and editing files make it easy for us and the families involved.
Babke S.
Solid for document management and e-signing, but still manual without ATS/HRIS integrations
Reviewed on Sep 28, 2026
Review provided by G2
What do you like best about the product?
I like it for document management, document signing, and electronic signatures.
What do you dislike about the product?
We don't have integrations set up with our ATS or HRIS, so it still requires some manual work in between. We don't use templates/content reuse and haven't used analytics. Forms are usually signed over Adobe instead of PandaDoc.
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 in one workflow, though there is still manual work without ATS/HRIS integrations.
vivek s.
Templates and content reuse greatly reduced my proposal prep time
Reviewed on Sep 26, 2026
Review provided by G2
What do you like best about the product?
I like the templates and content reuse. They reduced preparation time greatly. I also found the AI useful for troubleshooting, like when it helped me investigate a failing Salesforce Apex test by working through my code and error messages.
What do you dislike about the product?
The AI wasn’t a one-step solution. Some suggested fixes led to additional test failures, so I still had to validate each change carefully.
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 greatly reduced my preparation time, and document analytics sometimes influenced my follow-up.
Construction
Easier, faster sales paperwork, but still some manual downloading and uploading
Reviewed on Sep 24, 2026
Review provided by G2
What do you like best about the product?
Time management and workflow efficiencies are critical to our process, and consolidating sales paperwork became easier and faster. Slow systems, poor integration, and complicated systems can sometimes make or break a deal, so I value anything that helps avoid time lost.
What do you dislike about the product?
We still have to download the signed document in separate files and attach it to an email. We also still have to upload all the documents and reports into our CRM system for it to consolidate into one document we can send to our clients.
What problems is the product solving and how is that benefiting you?
Consolidating sales paperwork became easier and faster, which helps protect our process from time lost due to slow systems, poor integration, and complicated systems that can cost us substantial money.
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.