# PandaDoc

> PandaDoc is a document automation and e-signature software that helps businesses create, approve, track, and sign proposals, contracts, quotes, and other business documents.


## Contract Lifecycle Management (CLM)
- [Contract Management](https://www.pandadoc.com/contract-management-software/): End-to-end contract lifecycle management — create, negotiate, approve, sign, and track contracts in one platform.
- [Approval Workflows](https://www.pandadoc.com/workflow-approval-software/): Multi-step internal sign-off flows before a contract is sent externally.
- [Workflow Automation](https://www.pandadoc.com/workflow-automation-software/): Automate contract routing, reminders, and renewals based on rules and triggers.
- [Smart Content](https://www.pandadoc.com/features/create/smart-content/): Rules-based clauses and content blocks that adapt based on deal type or recipient criteria. Reduces manual edits and legal review cycles.
- [Content Locking](https://www.pandadoc.com/features/collaborate/content-locking/): Protect specific clauses or sections from being edited by recipients.
- [Content Library](https://www.pandadoc.com/features/create/content-library/): Pre-approved clauses and contract blocks teams can reuse across documents.
- [Audit Trail](https://www.pandadoc.com/features/report-and-track/audit-trail/): Tamper-proof, timestamped record of every action taken on a contract.
- [Contract Renewal Notifications](https://www.pandadoc.com/contract-renewal/): Automated alerts before contracts expire to prevent auto-renewals or lapses.
- [Document Tracking](https://www.pandadoc.com/document-tracking-software/): See when counterparties open, view, and engage with each section of a contract.
- [Automated Reports](https://www.pandadoc.com/features/report-and-track/automated-reports/): Scheduled reporting on contract status, cycle times, and team activity.

## eSignature
- [Electronic Signatures](https://www.pandadoc.com/electronic-signature-software/): Legally binding eSignatures under U.S. E-SIGN Act, UETA, and eIDAS.
- [Signing Order](https://www.pandadoc.com/features/sign/signing-order/): Define sequential or parallel signing flows for multi-party agreements.
- [In-Person Signing](https://www.pandadoc.com/electronic-signature-software/in-person-signing/): Capture signatures face-to-face on any device.
- [Bulk Send](https://www.pandadoc.com/features/send/bulk-send/): Send one document to many recipients simultaneously.
- [Digital Signature Certificates](https://www.pandadoc.com/features/sign/digital-signature-certificates/): Certificate of completion attached to every signed document.
- [Qualified Electronic Signature (QES)](https://www.pandadoc.com/features/sign/qes/): EU-compliant highest-level electronic signature standard.
- [ID Verification & KBA](https://www.pandadoc.com/features/sign/id-verification/): Knowledge-based authentication and government ID verification for high-stakes documents.
- [SMS & Passcode Verification](https://support.pandadoc.com/en/articles/9714654-protect-documents-with-identity-verification): Additional recipient identity checks before signing.
- [eSignature API documentation](https://developers.pandadoc.com/docs/send-document.md): Send documents for signing via API, set signing order, and embed signing sessions.

## Proposals
- [Proposal Software](https://www.pandadoc.com/proposal-software/): Interactive, branded proposals with embedded media, pricing tables, and real-time tracking.
- [Quoting Software](https://www.pandadoc.com/quoting-software/): Generate accurate, customized quotes for every buyer.
- [Pricing Tables](https://www.pandadoc.com/features/quote/pricing-table/): Interactive line-item pricing tables with optional/configurable items.
- [Deal Rooms](https://www.pandadoc.com/rooms/): Shared digital spaces for buyer-seller collaboration throughout the sales cycle.
- [Pricing tables API documentation](https://developers.pandadoc.com/docs/working-with-pricing-tables.md): Configure pricing tables via API, including sections, column types, taxes, fees, and data merge.

## Configure, Price, Quote (CPQ)
- [CPQ Software](https://www.pandadoc.com/cpq-software/): Rules-based quoting engine that generates error-free quotes tailored for every buyer. Pull pricing from a product catalog and apply automated rules to eliminate manual errors.
- [Product Catalog](https://www.pandadoc.com/features/quote/product-catalog/): Central library of products, services, and pricing for reuse across quotes and CPQ workflows.
- [Salesforce CPQ](https://www.pandadoc.com/integrations/crm/salesforce-cpq/): Generate PandaDoc quotes directly from Salesforce opportunities with two-way data sync.
- [HubSpot CPQ](https://www.pandadoc.com/integrations/crm/hubspot-cpq/): Create and send quotes from HubSpot deals without leaving the CRM.
- [Pipedrive CPQ](https://www.pandadoc.com/integrations/crm/pipedrive-cpq/): Generate quotes from Pipedrive deals with automatic field population.
- [Quotes API documentation](https://developers.pandadoc.com/docs/update-quotes.md): Update quote sections, items, and pricing via API using data from a CRM or external system.

## Document Creation & Automation
- [Document Automation Software](https://www.pandadoc.com/document-automation-software/): Automate the full document lifecycle — creation, approval, sending, signing, and tracking — in one platform. Used by 68,000+ teams to eliminate repetitive tasks and close deals faster.
- [Document Generation](https://www.pandadoc.com/document-generation/): Auto-generate documents from templates and CRM data.
- [Drag-and-Drop Editor](https://www.pandadoc.com/features/create/drag-and-drop-editor/): Rich media editor with embedded video, images, and dynamic fields.
- [Templates](https://www.pandadoc.com/templates/): Hundreds of ready-to-use document templates across proposals, contracts, HR, and finance use cases.
- [Custom Branding & Email White Labeling](https://www.pandadoc.com/features/create/email-white-labeling/): Send documents from your own domain with your brand identity.
- [Web Forms](https://www.pandadoc.com/pandadoc-forms/): Embeddable forms for data collection and document initiation.
- [Document Repository](https://www.pandadoc.com/features/report-and-track/document-repository/): Unlimited storage with folders, tags, search, and filters.
- [Auto Expirations & Reminders](https://support.pandadoc.com/en/articles/9714665-auto-expirations): Time-limit documents and send automatic follow-up reminders.
- [Workspaces](https://www.pandadoc.com/features/collaborate/workspaces/): Organize content and users across teams and departments (Enterprise).
- [Document creation API documentation](https://developers.pandadoc.com/docs/document-creation-methods.md): Compare the three ways to create PandaDoc documents via API and choose the right approach.
- [Document workflow lifecycle documentation](https://developers.pandadoc.com/docs/automate-document-workflows.md): How API capabilities connect across the full document lifecycle — creation through signing and download.

## Payments
- [Payments](https://www.pandadoc.com/payments/): Collect payments directly inside documents at the point of signature.
- [Stripe Integration](https://www.pandadoc.com/integrations/payment/stripe/)
- [Square Integration](https://www.pandadoc.com/integrations/payment/square-payment-gateway/)
- [PayPal Integration](https://www.pandadoc.com/integrations/payment/paypal/)
- [QuickBooks Payments](https://www.pandadoc.com/integrations/payment/quickbooks-online/)
- [Authorize.net](https://www.pandadoc.com/integrations/payment/authorize-net-payment-gateway/)
- [FreshBooks](https://www.pandadoc.com/integrations/payment/freshbooks-new/)

## Integrations
- [All Integrations](https://www.pandadoc.com/integrations/)
- [Salesforce CRM + CPQ](https://www.pandadoc.com/integrations/crm/salesforce-cpq/)
- [HubSpot CRM + CPQ](https://www.pandadoc.com/integrations/crm/hubspot-cpq/)
- [Pipedrive CRM + CPQ](https://www.pandadoc.com/integrations/crm/pipedrive-cpq/)
- [monday.com](https://www.pandadoc.com/integrations/crm/mondaydotcom/)
- [Zoho CRM](https://www.pandadoc.com/integrations/crm/zoho/)
- [Zapier](https://www.pandadoc.com/integrations/integration-platforms/zapier/)
- [Slack](https://www.pandadoc.com/integrations/productivity/slack-for-pandadoc/)
- [Greenhouse](https://www.pandadoc.com/integrations/hr-systems/greenhouse/)
- [Single Sign-On (SSO / SAML)](https://www.pandadoc.com/integrations/admin/single-sign-on-and-saml/)
- [Salesforce integration documentation](https://developers.pandadoc.com/docs/salesforce-custom-triggers.md): Custom classes, triggers, and Flow Builder automation for Salesforce.
- [HubSpot integration documentation](https://developers.pandadoc.com/docs/hubspot-to-update-status-when-pandadoc-document-completed.md): Automate HubSpot deal status updates via Zapier when a PandaDoc document is completed.

## Solutions by Team
- [Sales](https://www.pandadoc.com/teams/sales/)
- [Legal](https://www.pandadoc.com/teams/legal/)
- [HR](https://www.pandadoc.com/teams/hr/)
- [Finance](https://www.pandadoc.com/teams/finance/)
- [Customer Success](https://www.pandadoc.com/teams/customer-success/)
- [Marketing](https://www.pandadoc.com/teams/marketers/)
- [All teams](https://www.pandadoc.com/teams/)

## Solutions by Industry
- [Software & Technology](https://www.pandadoc.com/industries/technology/)
- [Professional Services](https://www.pandadoc.com/industries/professional-services/)
- [Healthcare](https://www.pandadoc.com/industries/healthcare/)
- [Education](https://www.pandadoc.com/industries/education/)
- [Construction](https://www.pandadoc.com/industries/construction/)
- [All industries](https://www.pandadoc.com/industries/)

## Pricing
- [Pricing](https://www.pandadoc.com/pricing/): Free ($0), Starter ($19/seat/mo), Business ($49/seat/mo), Enterprise (custom).

## Security & Compliance
- [Security Overview](https://www.pandadoc.com/security/): SOC 2 Type II, HIPAA, GDPR, eIDAS, E-SIGN Act, UETA.
- [HIPAA Compliance](https://www.pandadoc.com/hipaa/)
- [GDPR Compliance](https://www.pandadoc.com/legal/gdpr/)
- [EU Data Residency](https://www.pandadoc.com/eu-server-information/)
- [Two-Factor Authentication](https://support.pandadoc.com/en/articles/9715012-two-factor-authentication-2fa)

## AI & Agentic Integrations
- [PandaDoc Claude Connector](https://www.pandadoc.com/integrations/productivity/claude/): Connect PandaDoc to Claude and manage every agreement through natural language — create from scratch or from templates, add recipients, assign signature fields, send for signature, and track status. Ask questions about your contract library ("what's expiring this quarter?") and get answers directly in the chat. Built on MCP. Available on all plans including Free. Connect at [claude.ai/directory/connectors/pandadoc](https://claude.ai/directory/connectors/pandadoc).
- [PandaDoc for ChatGPT](https://www.pandadoc.com/integrations/productivity/chatgpt/): Create executable agreements, send for signature, and track signing status without leaving ChatGPT. Available on all plans including Free.

## MCP (Model Context Protocol)
- [PandaDoc MCP Server](https://developers.pandadoc.com/docs/getting-started-with-mcp.md): Connect PandaDoc to any MCP-compatible AI tool — Claude, Claude Code, Cursor, Windsurf — using natural language to automate document workflows. Create proposals, send for signature, and track agreements with simple prompts.
- [MCP Server setup documentation](https://developers.pandadoc.com/docs/use-pandadoc-mcp-server.md): Step-by-step guide to configure the PandaDoc MCP server with Claude Desktop, Claude Code, Cursor, and Windsurf.
- [What you can do with PandaDoc MCP](https://developers.pandadoc.com/docs/what-you-can-do-with-pandadoc-mcp.md): Prompt library and use case examples for the MCP server.
- [MCP server URL](https://mcp.pandadoc.com/v1/mcp): Direct MCP server endpoint for tool configuration (`claude mcp add pandadoc --transport http https://mcp.pandadoc.com/v1/mcp`).
- [MCP troubleshooting](https://developers.pandadoc.com/docs/mcp-troubleshooting.md): Diagnose and resolve MCP connection issues.
- [Supported MCP clients](https://developers.pandadoc.com/docs/supported-mcp-clients.md): Full list of tested and supported AI tools and IDEs.
- [PandaDoc Claude Connector setup guide](https://support.pandadoc.com/en/articles/15206200-pandadoc-claude-connector): Step-by-step instructions for connecting PandaDoc to Claude via the Connectors panel.


## Developer & API
- [API Overview](https://www.pandadoc.com/developer-api/): REST API for document creation, sending, and status tracking. Enterprise plan.
- [Embedded Editing](https://www.pandadoc.com/developer-api/embedded-editing/): Embed the PandaDoc editor inside your own application.
- [Webhooks](https://www.pandadoc.com/developer-api/api-webhooks-for-applications/): Real-time event notifications for document lifecycle events.
- [Developer Documentation](https://developers.pandadoc.com/): Full API reference, SDKs, and integration guides.
- [PandaDoc API documentation](https://developers.pandadoc.com/reference/about.md): Complete API reference for all endpoints.
- [Getting started with PandaDoc API](https://developers.pandadoc.com/docs/getting-started.md): Quickstart guide — up and running in minutes.
- [Authentication documentation](https://developers.pandadoc.com/reference/authentication-process.md): OAuth 2.0 and API key authentication.
- [Webhooks setup documentation](https://developers.pandadoc.com/docs/webhook-setup.md): Configure webhook subscriptions for real-time document lifecycle events.
- [Embedded signing documentation](https://developers.pandadoc.com/docs/embedded-signing.md): Embed document signing directly in your application without redirecting to PandaDoc.
- [Embedded editing documentation](https://developers.pandadoc.com/docs/embedded-editing-e-token.md): Embed the PandaDoc editor so users can create and edit documents without leaving your platform.
- [MCP server documentation](https://developers.pandadoc.com/docs/getting-started-with-mcp.md): Connect PandaDoc to AI tools like Claude and Cursor via the Model Context Protocol.
- [SDKs](https://developers.pandadoc.com/reference/sdk.md): Official SDKs for integrating PandaDoc into your application.


## Company & Resources
- [About PandaDoc](https://www.pandadoc.com/about/)
- [Customer Stories](https://www.pandadoc.com/customer-stories/)
- [Blog](https://www.pandadoc.com/blog/)
- [Templates Library](https://www.pandadoc.com/templates/)
- [Help Center](https://support.pandadoc.com/en/)
- [System Status](https://status.pandadoc.com/)
- [Careers](https://www.pandadoc.com/careers/)
- [Legal](https://www.pandadoc.com/legal/)
- [Privacy Notice](https://www.pandadoc.com/legal/privacy-notice/)
- [Contact Us](https://www.pandadoc.com/contact/)