Note: Only the account owner can view and access the Billing and Payment details pages.
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Change plan
To change or review your PandaDoc plan:
Go to Settings > Billing and select Manage plan
If you want to switch to a different plan, select Manage plan, review the plans, and click Select plan. Your subscription won't be updated at this point
Next, update the number of seats and payment frequency if need be.
Click Confirm changes, once you finish updating your subscription.
If you are on a monthly payment plan, you can upgrade or downgrade your subscription as needed. For example, you can upgrade to a paid plan during busy months and downgrade back to the Free eSign plan during quieter periods. These changes take effect at the end of your billing cycle and can be requested through your account settings.
Manage payment details
If you need to make a payment, you can add/update your billing details:
Select Settings > Payment details > Add payment method, then select credit card or PayPal.
When you select the credit card option, you will see a form to add your CC details. We accept Visa, MasterCard, and American Express credit cards for payments.
If you’ve already added your payment details but need to edit it select the pen icon next to your payment details and add a new card or connect your PayPal account.
To delete your card from the account, go to Payment details tab and select Clear payment method.
Select Delete to confirm your action.
New: You can now add a backup payment method to avoid payment disruptions.
To do this, go to Settings > Payment details and click Add backup method next to your default payment method.
Update company info and billing address
You can update your company name, billing address, and VAT under Your company section in the Payment details tab.
Change account owner
Note: There can only be one account owner.
The account owner can access administrative pages including Users, Roles, Billing, and Payment details. Here's how to transfer account ownership to another person.
Note: Account ownership can only be transferred to another member of your PandaDoc account.
Go to Settings > Payment details. Under Account owner, select Change account owner
Next, start typing a user's name or email address to find and select them from the dropdown. Select Transfer.
Then, an email will be sent out to the old owner, i.e. you, so you can confirm the ownership transfer.
If the account owner has left the company, reach out to us to change the ownership.
Send invoices to another recipient
The account owner has overall responsibility for the account including Billing, so they will always receive the invoices to their email address.
However, you can add an alternative email as CC to receive invoices:
Go to Settings > Payment details.
Type the email address under CC receipts to and click outside of the field to save changes.
Cancel subscription
Before you cancel, please contact us first and we'll do our best to resolve your questions or concerns. Here are the steps to cancel your account.
In your PandaDoc Account, go to Settings > Billing
In the subscription plan settings, select Cancel subscription
If you don’t see a Cancel subscription button, please follow the prompt at the top of the billing page to contact your account manager.Fill out the form and confirm the cancellation.
Note: Account cancellations must adhere to the terms and conditions agreed upon at the time of account creation.
Note: If you'd like to delete your account, please reach out to our Support team.
Reactivate subscription
If your account has expired or been canceled, you can easily restore it by following these steps:
Log in to your PandaDoc account.
Navigate to Settings > Payment details and add or update your payment method.
Go to the Billing tab and click Reactivate subscription.
Invoices history
Note: Upcoming renewal invoices are generated only on the renewal date.
To check invoice history or download your invoices, follow these steps:
In your PandaDoc Account, go to Settings > Payment details
Scroll down to Invoices history.
Usage credits
Usage Credits are an umbrella volume covering multiple features: Automations, Bulk Send, Forms, API, Zapier, and Make.
One usage credit = one document programmatically created via PandaDoc. This includes documents created through:
The PandaDoc API
Zapier, Make, Workato, and other iPaaS connectors
Bulk Send, Forms, and Automations
What doesn't count: Most programmatic actions are free and do not consume credits — connecting your account, searching and reading documents, managing recipients, checking document status and audit trails. Only creating a new document consumes one usage credit.
API Sandbox key is free and unlimited. Credits are only consumed when a document is created via a live, production integration.
The number of included credits depends on your subscription type:
Plan | Included credits |
Free | Not applicable. The Free plan doesn't use usage credits. Documents created via API are capped at 25 per month, and all sends (app, API, and MCP) count toward the monthly limit of 5 documents. See Free plan document limits. |
Starter | One-time grant of 25 credits on conversion to a paid plan, expiring after 30 days (monthly) or at the end of your annual billing cycle (annual). Recurring add-ons are available for purchase. |
Business | 10 credits included with your trial. When you convert to a paid plan, you receive 50 additional one-time credits, expiring after 30 days (monthly) or at the end of your annual billing cycle (annual). Recurring add-ons are available for purchase. |
Enterprise | 10 credits included with your trial. Your paid plan includes an annual allotment. Purchase additional usage credits via the billing page. |
Important: Usage credits are tied to your subscription renewal cycle. The one-time conversion credit grant is valid until your next renewal and does not carry over. Recurring usage credits must be purchased as add-ons and are not included free after the initial grant.
Notes:
Trial credits do not carry over when you convert to a paid plan.
Monthly credits do not roll over to the next month. Annual prepaid credit pools are valid for the full annual term.
For Starter and Business accounts, the one-time conversion credit grant is valid through your first renewal. After renewal, additional credits must be purchased as add-ons.
Your included credits and any purchased credits combine into a single balance.
Purchasing additional credits
You can buy additional usage credit packages via the billing page, Annual plan subscribers purchase credits as a prepaid annual pool rather than a monthly add-on.
If you're on an annual plan and need more credits, the billing page will show your available options.
Note: The Increase limit button is not available while your account is in a trial period. To increase your limit, you must first activate a paid subscription.
Important: Unused usage credits will not roll over to a following annual subscription term or renewal period.
Warning: If you exceed your included usage credits, the fees for such additional usage credits will be equal to the applicable per unit fee on the Customers then current Order.
Go to Settings > Billing
Scroll down to 'Usage credits' and select Increase limit:
Select the package of usage credits you need and click Pay now.
Managing User Seats
To change your subscription plan or adjust the number of user seats, follow these steps:
Only the account owner can make these changes.
Navigate to Settings > Billing in your PandaDoc account.
Click on Manage plan and select the desired plan. Confirm your selection to save the changes. These changes will take effect in the next billing cycle.
To reduce the number of users (seats):
Go to Settings > Team and seats.
Hover over the user you wish to remove, click the three vertical ellipses, and select Remove user. Choose Remove from all workspaces to delete the user across multiple workspaces.
After removing the user, go to Settings > Billing > Manage Plan > Manage Current Plan and adjust the number of seats as needed.