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.
Legal
Vendor terms and conditions
Upon subscribing to this product, you must acknowledge and agree to the terms and conditions outlined in the vendor's End User License Agreement (EULA) .
Content disclaimer
Vendors are responsible for their product descriptions and other product content. AWS does not warrant that vendors' product descriptions or other product content are accurate, complete, reliable, current, or error-free.
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
Cost effectiveness
Positive reviews
Mixed reviews
Negative reviews
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
Dan I.
Intuitive, Easy-to-Use Interface
Reviewed on Aug 28, 2026
Review provided by G2
What do you like best about the product?
The user interface is easy to use and feels very intuitive. This service is the glue that binds the relationship between me and my clients. Thank you Panda!
What do you dislike about the product?
Last time I uploaded a .docx document, it didn’t recognize it completely.
What problems is the product solving and how is that benefiting you?
Helps me first by offering a free service. Makes my contract more reliable
Alison H.
Effortless E-Signatures and Client Communication
Reviewed on Aug 28, 2026
Review provided by G2
What do you like best about the product?
I like using PandaDoc for its E-signatures, which streamline the process of getting signatures easier. It's easy to use, facilitating smooth communication with clients. Another thing I appreciate is how it emails clients and sends reminders if needed, which keeps everything timely and efficient. The initial setup of PandaDoc was very easy, adding to its convenience.
What do you dislike about the product?
Easy to use
What problems is the product solving and how is that benefiting you?
I use PandaDoc for easy communication with clients. It's easy to use and makes getting signatures easier by emailing clients and sending reminders if needed.
Jerry S.
Professional Templates with Salesforce Integration for Better Proposal Tracking
Reviewed on Aug 28, 2026
Review provided by G2
What do you like best about the product?
Proffersional Looking Templates that connect to Salesforce for effective tracking of business opportunites and proposals. I likme te renminders feature for the clients.
What do you dislike about the product?
Soemtimes clients don't see. Proposals get picked up as spam.
What problems is the product solving and how is that benefiting you?
Previously, everything was handled by email, and a PDF was sent out to be signed, scanned, and returned. This made it challenging to manage our sales consultants’ business opportunities and to keep the pipeline organized for the team. Time has beeen saved for devlopoing the proposal via templates.
Anonymous
Effortless Contract Management for Small Businesses
Reviewed on Aug 27, 2026
Review provided by G2
What do you like best about the product?
PandaDoc makes it super simple for me to send things out to clients, and I love that I don't have to worry about anything. I like the simplicity, and the pricing is great. It's fantastic for setting up client signatures; PandaDoc verifies the time and date for me, which is incredibly helpful. The initial setup was super easy, taking less than five minutes. Being a small business, PandaDoc helps me get my daily tasks done without hassle, and it makes it really easy for my clients because they get emails right away, and it’s so simple for them to sign.
What do you dislike about the product?
I don’t have any dislikes
What problems is the product solving and how is that benefiting you?
PandaDoc makes it easy to send contracts without manual effort, saving time and ensuring clients can sign simply and quickly. It simplifies my tasks by automating the contract sending process.
Education Management
Easy Contract Process with Straightforward Variable Fields
Reviewed on Aug 26, 2026
Review provided by G2
What do you like best about the product?
The contract process is easy, and the vendor’s variable fields are straightforward to fill out. It is right on par and everything I would expect. When it comes to saving on time, getting signatures in order, and providing templates to fulfill contracts.
What do you dislike about the product?
There isn’t much I dislike about the updated PandaDoc.
What problems is the product solving and how is that benefiting you?
Entering vendor information throughout the contract eliminates a repetitive task and saves time. It makes the process smoother and reduces the need to re-enter the same details in multiple places.