Compare subscription plan features

Compare PandaDoc subscription plans to find the one that best fits your needs. This article outlines the features included in each plan, helping you choose the right plan to streamline your document workflows.

	Free eSign	Essentials	Business	Enterprise
Creating documents
# of documents sent/month	5 (2 recipients per document)	unlimited*	unlimited*	unlimited*
Drag-and-drop online editor		✓	✓	✓
File upload	✓	✓	✓	✓
Import to Editor for .docx files		✓	✓	✓
Design themes		✓	✓	✓
Chat	✓	✓	✓	✓
Inline comments		✓	✓	✓
Redlining			$	✓
Contract negotiations			✓	✓
Export to MS Word		✓	✓	✓
Auto-numbering (document sequence)			✓	✓
Document value		✓	✓	✓
Content locking			$	✓
Attachments			✓	✓
Version history			✓	✓
Pre-selected content			✓	✓
Conditional smart content for senders			$	✓
Conditional fields			✓	✓
Document bundling		✓	✓	✓
eSignatures
Unlimited eSignatures		✓	✓	✓
Signing on all devices	✓	✓	✓	✓
Signing order	✓	✓	✓	✓
Signature forwarding	✓	✓	✓	✓
Fields	✓***	✓	✓	✓
Recipient verification			$	$
QES			$	$
Reusable templates
Unlimited templates		✓	✓	✓
Free library of 400+ public templates		✓	✓	✓
Variables in templates		✓	✓	✓
Forms
Create and publish Forms			$	$
Real-time analytics
Document analytics with status tracking		✓	✓	✓
Audit trail		✓	✓	✓
Tamper-proof seal (Protected PDFs)	✓	✓	✓	✓
Email notifications	✓	✓	✓	✓
Transparent sales performance
Dashboard and activity timeline	✓	✓	✓	✓
Reporting			$	✓
Content usage reporting				✓
Export reporting data				✓
Dynamic quotes
CPQ (Quote builder )			$	✓
Pricing tables		✓	✓	✓
Product bundling			$	✓
Product catalog		✓	✓	✓
Multiple choice pricing options		✓	✓	✓
Import from .CSV		✓	✓	✓
Product import from CRM to a pricing table (availability depends on CRM)			✓	✓
Product import from CRM to a quote builder (availability depends on CRM)				✓
CPQ
Workflows				$
Approval rules
Adding approvers			✓	✓
Approval order			✓	✓
Approver groups			✓	✓
Conditional approvals			$	✓
Organizing documents
Unlimited storage	✓	✓	✓	✓
Custom folders	✓	✓	✓	✓
Document tagging	✓	✓	✓	✓
Content sharing			$	✓
Content library			✓	✓
Image library			✓	✓
Automate your document tasks
Saved messages		✓	✓	✓
PDF download	✓	✓	✓	✓
Custom branding			✓	✓
Manual status change		✓	✓	✓
Document forwarding	✓	✓	✓	✓
Automatic email of completed documents	✓	✓	✓	✓
Auto reminders			✓	✓
Auto expirations	✓ (not editable)	✓ (not editable)	✓	✓
Renewal notifications			$	✓
Send on behalf			✓	✓
Email whitelabeling			$	✓
Transfer data from one document to another			✓	✓
Bulk Send			$	$
Integrations
CRM
- Salesforce			$	$
- all CRMs except Salesforce			✓	✓
Payments
- Stripe	✓	✓	✓	✓
- Authorize.net	✓	✓	✓	✓
- Square	✓	✓	✓	✓
- PayPal	✓	✓	✓	✓
- QuickBooks Payments	✓	✓	✓	✓
Other
API				$
Webhooks				✓
Zapier			✓**	✓**
Canva	✓	✓	✓	✓
Team workflow
System roles (admin, manager, member)		✓	✓	✓
User Management		✓	✓	✓
Custom roles				✓
Multiple workspaces			$	✓
SSO				✓
Mobile app
View documents	✓	✓	✓	✓
Status tracking	✓	✓	✓	✓
Create a document from a template		✓	✓	✓
In-person signing			✓	✓
Upload and sign photos or files	✓	✓	✓	✓

* During the trial, you can send up to 50 documents with up to 5 recipients per document when using a business email. If using a personal email, the limit is 5 documents with up to 3 recipients each.

** Additional volume-based charges might be applied when Zapier is used to generate documents creation similarly to API.

*** Radio buttons, dropdown, and collect files fields are not available for the Free eSign plan users.

$ 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.

PandaDoc glossary

HubSpot CRM

Salesforce CPQ

PandaDoc CPQ: Workflows