This table shows what you can do when creating and sending documents through the PandaDoc API. Feature availability in the PandaDoc app differs. See Compare subscription plan features.
Note: API access to a feature doesn't mean the feature is available in the app on your plan.
| Free | API Developer Plan | Starter | Business | Enterprise |
CORE DOCUMENT OPERATIONS |
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Create & send documents | ✓ | ✓ | ✓ | ✓ | ✓ |
File upload | ✓ | ✓ | ✓ | ✓ | ✓ |
Fields | ✓ | ✓ | ✓ | ✓ | ✓ |
Variables in templates | ✓ | ✓ | ✓ | ✓ | ✓ |
PDF Draft download | ✓ | ✓ | ✓ | ✓ | ✓ |
PDF Completed download | ✓ | ✓ | ✓ | ✓ | ✓ |
Attachments | ✓ | ✓ | ✓ | ✓ | ✓ |
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SIGNATURE & WORKFLOW |
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Signing order | ✓ | ✓ | ✓ | ✓ | ✓ |
Signature forwarding | ✓ | ✓ | ✓ | ✓ | ✓ |
Manual status change | ✓ | ✓ | ✓ | ✓ | ✓ |
Document forwarding | ✓ | ✓ | ✓ | ✓ | ✓ |
Send on behalf | ✓ | ✓ | ✓ | ✓ | ✓ |
Approval workflows | ✕ | ✕ | ✕ | ✓ | ✓ |
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DOCUMENT MANAGEMENT |
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Audit trail | ✕ | Limited | Limited | ✓ | ✓ |
Custom folders | ✓ | ✓ | ✓ | ✓ | ✓ |
Document tagging | ✓ | ✓ | ✓ | ✓ | ✓ |
Search and filters | ✓ | ✓ | ✓ | ✓ | ✓ |
Templates | Limited | ✓ | Limited | ✓ | ✓ |
Content library | ✕ | ✕ | ✕ | ✓ | ✓ |
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SECURITY & VERIFICATION |
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Passcode / SMS / KBA / IDV verification | ✕ | ✕ | ✕ | ✓ | ✓ |
Auto reminders | ✕ | ✕ | ✕ | ✓ | ✓ |
Auto expirations | ✕ | ✕ | ✕ | ✓ | ✓ |
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COMMERCE & PRICING |
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Pricing tables | Limited | Limited | Limited | ✓ | ✓ |
CPQ or Product catalog | ✕ | ✕ | ✕ | ✓ | ✓ |
Quote builder | Limited | Limited | Limited | ✓ | ✓ |
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INTEGRATION & ADVANCED |
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Webhooks | ✕ | ✓ | ✕ | ✓ | ✓ |
Logs | ✓ | ✓ | ✓ | ✓ | ✓ |
Applications / OAuth | ✕ | ✓ | ✕ | $ Add-on | $ Add-on |
MCP access | ✓ | ✓ | ✓ | ✓ | ✓ |
CRM integrations | ✓ | ✓ | ✓ | ✓ | ✓ |
*Usage credits will be consumed when using PandaDoc's Production API. You may run into errors when attempting to create documents once you exhausted all Usage Credits
**Limited means that the ability to use this part of PandaDoc's API is limited by your PandaDoc subscription plan.
$ Feature is available as a paid add-on, charge per volume over the free allowance, or has extra fees. Contact our sales team for details.