PandaDoc is an all-in-one document management platform that helps you streamline your workflow and improve efficiency and productivity.

Create, track, and send documents anywhere, anytime. It offers robust features for a wide range of use cases, including eSignatures, proposals, contracts, quotes, and payments.

It is ideal for small to mid-sized businesses and cross-functional teams.

We understand when you’re shopping for the right platform for your business, especially with many alternatives, you want the option to test out the software before you commit to buying.

That’s why PandaDoc offers a free 14-day trial and a Sandbox API trial specifically for developers.

If you’re interested in giving PandaDoc a try, read on to discover all of the features and exactly what you can do during your trial.

PandaDoc free trial

There are two different ways to see how PandaDoc can benefit your business, schedule a personalized demo with a member of our team or start a 14-day trial to test the platform yourself.

What features are included in the PandaDoc free trial?

Your PandaDoc trial includes everything from the PandaDoc Starter option, plus the features in our most popular Business plan.

Key features include:

• Unlimited document uploads and eSignatures
• Rich media drag-and-drop document editor
• Real-time tracking and notifications
• 24/7 email and chat support
• Customer quotes and sales agreements
• Template library with sample documents to customize, plus upload and use your own documents
• CRM integrations*
• Custom branding and content library
• Deal rooms
• Audit trails
• Approval workflows

While the free trial lets you test out PandaDoc features and functionality, it does come with some limitations.

It’s important to understand what you can’t do during your trial to avoid any confusion or issues.

The free trial does not support the following functions:

• Sending documents with hyperlinks. This capability is blocked on free trials to prevent malicious spam users. You can add the link to a template, but you won’t be able to send your document unless the link is removed.
• Bulk send. This feature isn’t available during a trial.
• Salesforce integration. The trial version offers CRM integrations with 10 top CRMs, including HubSpot and Pipedrive, but Salesforce integration is available as a paid add-on.

Here’s a quick overview of the document management and creation features that are or aren’t available in the trial.

14-day trial	Paid plans
Create and send documents	Add links to documents
Sign documents and collect legally-binding eSignatures	Bulk send
Access the mobile app	Salesforce integration
Reuse your own documents	Smart content (annual plan only)
Bulk import	Content locking (additional add-on)
Document editor	Web forms (additional add-on)
Premade templates
Embedded videos
Custom branding and themes

Learn more about PandaDoc pricing plans or a full list of features and options.

Don’t have access to a specific feature you want to see? Contact our sales team to set up a personalized 1:1 demo.

Sandbox API trial

PandaDoc offers a developer-friendly API to help you build a customized solution for your business needs.

Using the API, you can integrate PandaDoc into your existing tool stack to create, manage, and eSign documents directly in your platform.

We offer a free Sandbox trial so you can see how PandaDoc can be embedded into your internal workflow.

Consider a Sandbox if any of the following apply:

• You need to create a custom build via API
• You want to use an iPaaS tool like Zapier or Workato
• You want to test custom embedding PandaDoc into an internal system, we don’t offer an out-of-the-box integration for

The Sandbox API trial lets you build custom solutions with PandaDoc API before making a purchase decision.

What’s the difference between the basic PandaDoc trial and the Sandbox API?

The basic PandaDoc trial offers Business-level functionality to test out building templates and sending documents using PandaDoc.

With this option, you do not have access to the API but can use built-in integrations with platforms other than Salesforce.

The Sandbox API is for developers or professionals with developer-level knowledge who want to build and test out custom integrations.

Think of the Sandbox as the backend view of PandaDoc. You won’t see the same user interface as the basic trial, and you can’t send out legally binding documents in a Sandbox.

Essentially, use the basic trial to test features like creating and sending documents. Use the Sandbox to test how to embed PandaDoc into your workflow.

What can you do with a PandaDoc trial?

So now that you know the difference between the two trial options, let’s look at the features you can test out in a basic trial.

Create a document

You can choose to create a document from scratch or upload or import a file.

You can import a file from your device by selecting it or drag and drop it directly into PandaDoc.

You can also import files from cloud storage, including Google Drive, Dropbox, OneDrive, or Box, or drag and drop files directly.

PandaDoc supports these file types:

• .pdf
• .png
• .jpg
• Jpeg
• .docx

Select Blank document to create a new doc from scratch.

You can also create a document from a pre-made template.

Once you start or select your document or template, you can customize it using content blocks and fields.

For sales documents, you can add a price table or quote builder.

To learn more about how you can customize documents in PandaDoc, visit our Help Center.

​​Try PandaDoc free: Start your trial today

PandaDoc is an easy-to-use all-in-one document management platform that can boost your team’s productivity and efficiency.

But you won’t know what PandaDoc can really do until you give it a try. A free trial is a fantastic no-commitment way to test out PandaDoc and compare it to any alternatives you may be considering.

If you have additional questions about what you can do in a basic or Sandbox trial, contact our sales team.

Frequently asked questions

• Is there a free version of PandaDoc?

  In addition to the Sandbox and basic trial options, we offer a free eSign plan. 

  The free electronic signature plan lets you upload, send, and eSign up to five documents per month. In addition to collecting eSignatures, you can also accept payments via credit card, PayPal, or ACH.  

• How long does the PandaDoc free trial last?

  You will have access to your PandaDoc trial for 14 days after you sign up.

• How do I cancel my PandaDoc trial before it ends?

  You can access your billing options from your user profile. Click on Cancel subscription to end your trial.

  

• Does PandaDoc offer API integration capabilities during the free trial period?

  The basic PandaDoc trial offers access to out-of-the-box CRM integrations except for Salesforce, which is available as a paid add-on.

  The Sandbox offers developers access to the API to test the integration of PandaDoc into existing workflows.

How is PandaDoc different from eSignature software like DocuSign?

PandaDoc and Docusign are both secure eSignature platforms, but there are some key differences between the platforms.

PandaDoc also offers robust document creation features and collaboration and automation capabilities to help your teams work better together.

Instead of creating documents in other systems like Word, Google Docs, or Acrobat and uploading them for eSign, you can create and send documents natively within PandaDoc.

There are certain features that distinguish PandaDoc from eSignature alternatives, including the drag-and-drop editor, user-friendly interface, template library, and more.

For more information and a side-by-side breakdown, check out this comparison of PandaDoc vs. DocuSign.