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
Functionality
Ease of use
Customer service
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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
Iggy G.
Easy-to-Use Signing with Strong Tracking, but Needs Better Safeguards
Reviewed on Oct 21, 2026
Review provided by G2
What do you like best about the product?
I find PandaDoc very easy to use, with intuitive features. I like that I can route documents and message clients, making it easier to follow up and get things signed off. It’s flexible, with integrations for Salesforce and HubSpot, and workflows through email or a CRM. I also like that signature and field lines are available to help coordinate internal and client signatures, even though I usually add them manually. I can see how many times a client has viewed a document and whether it has been changed or routed, which helps keep both sides accountable. Routing documents for internal sign-offs and getting finance to review and approve them is also helpful. Setup was very easy; it took me around 30 minutes to understand the routing, and PandaDoc is effective most of the time. I think it’s a really good document-signature tool for small and medium-sized businesses.
What do you dislike about the product?
I wish PandaDoc were better at understanding what a document means and where fields should go, with more sensitivity to differences across markets and cultures. The signing-order option should be more prominent, with safeguards before sending; if I don’t turn it on, the document goes to everyone in the thread. For some larger companies, the email that triggers a PandaDoc assignment can take time to arrive or land in spam or junk.
What problems is the product solving and how is that benefiting you?
I use PandaDoc for document routing and client messaging, so it’s easier for me to follow up and get things signed off. It works through email or a CRM like Salesforce or HubSpot, which makes it flexible.
Mario B.
Guided, User-Friendly Process That Makes Setup Easy
Reviewed on Oct 19, 2026
Review provided by G2
What do you like best about the product?
I like how the process has a guide to assist you making the process very user friendly
What do you dislike about the product?
Like most software platforms it has too many links which can cause confusion
What problems is the product solving and how is that benefiting you?
Its solving the need to hire an expert or use a legal advisor to review the terms and disclosures in contracts.
Ramsey H.
Fast, Clean, and ROI-Boosting E-Signatures with PandaDoc
Reviewed on Oct 19, 2026
Review provided by G2
What do you like best about the product?
I like that I can create my own templates and easily send them out for signature without ever having to leave the platform. The interface is clean and easy to pick up, so putting together a proposal or contract doesn’t take long, even when I’m customizing pricing tables or swapping sections for different clients. The performance of the product is pretty good. Documents load quickly and I rarely run into lag when editing or sending. It also integrates well with the other tools I use, so I’m not copying client info back and forth between our CRM and PandaDoc. Onboarding was straightforward, and when I’ve had questions, support has been responsive. From an ROI standpoint, it’s cut down a lot of the back and forth involved in getting deals signed, which easily justifies the cost. The AI features are a nice bonus too, especially for drafting or tightening up content when I’m building a new document.
What do you dislike about the product?
Formatting can get finicky when you’re moving content blocks around in a template, and some of the more useful features are locked behind the higher pricing tiers.
What problems is the product solving and how is that benefiting you?
PandaDoc helps me get proposals and contracts out to clients faster and keeps the whole signing process in one place. Instead of chasing signatures over email or juggling different versions of a document, I can send, track, and close deals without the usual back and forth, which shortens our sales cycle.
Amberley H.
Easy Text Signing, but Sending Lags and API Limits Automation
Reviewed on Oct 19, 2026
Review provided by G2
What do you like best about the product?
I find PandaDoc simple and easy to use, especially the send-as-text option. It has our back as a company.
What do you dislike about the product?
I notice quite a big lag when trying to get documents sent out. I also wish PandaDoc had an open API so I could automate the process with our CRM like I used to with DocuSign.
What problems is the product solving and how is that benefiting you?
I feel PandaDoc has our back as a company.
Verified User in Writing and Editing
Easy-to-use document creation and e-signing in one workflow
Reviewed on Oct 18, 2026
Review provided by G2
What do you like best about the product?
I like that PandaDoc makes it easy to create documents online, add variables and fields, and handle document signing in one workflow. Setup and overall ease of use have been solid for me.
What do you dislike about the product?
Sometimes setting up multiple signers becomes time consuming.
What problems is the product solving and how is that benefiting you?
It partially replaced separate tools or steps by letting me create, send, track, and e-sign documents in one workflow.