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PandaDoc
The all-in-one document automation platform to create, approve, sign, and track sales documents.
What it does
Automates the creation of professional proposals and contracts with a drag-and-drop editor. Provides legally-binding e-signatures and unlimited document storage. Includes a CPQ (Configure, Price, Quote) module for accurate pricing and line items. Features real-time document analytics to see exactly how recipients engage with files. Integrates with major CRMs to pull customer data directly into document templates.
Why it works
Frictionless: Replaces messy attachments and PDFs with a single, clickable web link. Speed: Pre-built templates and CRM data sync reduce document prep time by 65%. Insights: Detailed engagement data allows sales reps to follow up exactly when intent is highest. Professionalism: Consistent branding and high-end design elevate the buyer's experience.
Category: Marketing & Growth
Team Size: 500-1000
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As of 2026
Marketing & Growth
Revenue: +$100M ARR
The all-in-one document automation platform to create, approve, sign, and track sales documents.
Overview
PandaDoc is a comprehensive document workflow platform that unifies the creation of proposals, quotes, and contracts with legally-binding e-signatures. Designed for sales and marketing teams, it features a robust content library, automated workflows, and real-time tracking that notifies users when a prospect opens or interacts with a document. It focuses on reducing document friction and speeding up the 'Close' stage of the sales cycle.
Funding status: Funded
Revenue source: Subscriptions
Customer type: B2B
Pricing: Freemium
Tech stack: React, Python, AWS
Platform: Web • iOS • Android
Integrations: HubSpot, Salesforce, Pipedrive, Zoho, Slack, Stripe
Founder story
Founded in 2011 by Mikita Mikado and Sergey Barysiuk in San Francisco (with roots in Belarus). The founders, who previously ran a web design agency, were frustrated by the inefficient manual process of sending and signing quotes. They built PandaDoc to turn the 'Proposal-to-Cash' journey into a modern, automated workflow.
What it does
- Automates the creation of professional proposals and contracts with a drag-and-drop editor
- Provides legally-binding e-signatures and unlimited document storage
- Includes a CPQ (Configure, Price, Quote) module for accurate pricing and line items
- Features real-time document analytics to see exactly how recipients engage with files
- Integrates with major CRMs to pull customer data directly into document templates.
Who it's for
- Sales Development Reps (SDRs)
- Marketing Managers
- Customer Success Teams
- HR & Operations Departments
Why it works
- Frictionless: Replaces messy attachments and PDFs with a single, clickable web link
- Speed: Pre-built templates and CRM data sync reduce document prep time by 65%
- Insights: Detailed engagement data allows sales reps to follow up exactly when intent is highest
- Professionalism: Consistent branding and high-end design elevate the buyer's experience.
Growth strategies
- Targeted the 'SME Sales' niche by positioning as the easier and more sales- focused alternative to DocuSign.
- Used a viral 'Free Forever' e- signature plan to drive mass top-of-funnel acquisition.
- Raised a $30M+ Series B extension in 2020 followed by Series C to achieve unicorn status ($1B valuation).
- Aggressively expanded into the European market with a dedicated hub in Lisbon, Portugal.
Alternatives
Comparison overview
- DocuSign: More established for legal; PandaDoc is superior for sales teams needing active proposal generation.
- Proposify: Stronger on creative design; PandaDoc offers better CRM automation and higher reliability.
- PandaDoc is the gold standard for businesses that want to automate their entire document lifecycle.