User license comparison
Here’s a handy comparison chart for our three user licenses. Please note that the actions listed below may be limited by the user’s account role — eg. if a user is a Member with a Standard license, they’ll be unable to perform certain actions, such as connecting integrations or becoming an Approver. The actions can also be limited by the availability of the feature on your subscription plan.
You can review granular account role permissions here.
Note:
User licenses are not available on the Essentials plan. And here's the subscription plan comparison page.| Standard | eSignature | Read-only | |
| Creating documents | |||
| Drag-and-drop online editor | ✓ | ||
| File upload | ✓ | ✓ | |
| Import to Editor for .docx files | ✓ | ||
| Apply design themes on documents | ✓ | ||
| Chat, private and public | ✓ | ✓ | ✓ |
| Add, edit, delete inline comments | ✓ | ✓ | ✓ |
| Export to MS Word (if enabled) | ✓ | ✓ | ✓ |
| Auto-numbering, can enable on a document | ✓ | ✓ | |
| Auto-numbering, can enable in settings | ✓ | ✓ | ✓ |
| Document value | ✓ | ✓ | |
| Content locking | ✓ | ||
| Attach files and delete attachments | ✓ | ✓ | |
| Download attachments | ✓ | ✓ | ✓ |
| Sending for eSignatures | |||
| Add fields | ✓ | ✓ | |
| Send documents | ✓ | ✓ | |
| Sign documents on any devices | ✓ | ✓ | ✓ |
| Signing order | ✓ | ✓ | |
| Signature forwarding | ✓ | ✓ | |
| Download PDFs | ✓ | ✓ | ✓ |
| Reusable templates | |||
| Creating documents from templates | ✓ | ✓ | |
| Free library of 400+ templates | ✓ | ||
| Variables in templates* | ✓ | ✓ | |
| Real-time analytics | |||
| Document analytics and status tracking | ✓ | ✓ | ✓ |
| Audit trail | ✓ | ✓ | ✓ |
| Email notifications | ✓ | ✓ | ✓ |
| Transparent performance | |||
| Dashboard and activity timeline | ✓ | ✓ | ✓ |
| Activity reporting | ✓ | ✓ | ✓ |
| Content usage reporting | ✓ | ✓ | ✓ |
| Export reporting data | ✓ | ✓ | ✓ |
| Dynamic quotes | |||
| Add pricing tables | ✓ | ||
| Add items to product catalog | ✓ | ✓ | |
| Add product catalog items to documents | ✓ | ||
| Multiple choice pricing options | ✓ | ||
| Import catalog from .csv | ✓ | ✓ | |
| Product import from CRM** (availability depends on the CRM) | ✓ | ||
| Approval rules | |||
| Approve documents | ✓ | ✓ | ✓ |
| Add approvers | ✓ | ✓ | |
| Approval order | ✓ | ✓ | |
| Approver groups | ✓ | ✓ | |
| Organizing documents | |||
| Create folders | ✓ | ✓ | |
| Add tags to documents | ✓ | ✓ | |
| Delete documents | ✓ | ✓ | |
| Duplicate and rename documents | ✓ | ✓ | |
| Move documents | ✓ | ✓ | |
| Create content library items | ✓ | ✓ | |
| Create image library items | ✓ | ||
| Add content library items to documents | ✓ | ✓ (as pages) | |
| Add image library items to documents | ✓ | ||
| Automate your document tasks | |||
| Can use saved messages | ✓ | ✓ | |
| Can create and manage saved messages | ✓ | ✓ | ✓ |
| Attach PDFs to emails on documents | ✓ | ✓ | |
| Attach PDFs to emails in settings | ✓ | ✓ | ✓ |
| Custom branding | ✓ | ✓ | ✓ |
| Manual status change | ✓ | ✓ | |
| Document forwarding | ✓ | ✓ | |
| Auto reminders | ✓ | ✓ | |
| Can set auto reminders in settings | ✓ | ✓ | ✓ |
| Auto expirations | ✓ | ✓ | |
| Can set auto expirations in settings | ✓ | ✓ | ✓ |
| Send on behalf | ✓ | ✓ | |
| Transfer data from one document to another | ✓ | ||
| Bulk send | ✓ | ✓ | |
| Can set localization on documents | ✓ | ✓ | |
| Can set localization in settings | ✓ | ✓ | ✓ |
| Integrations | |||
| Can connect | ✓ | ✓ | ✓ |
| Can create documents | ✓ | ✓ | |
| Can view created documents | ✓ | ✓ | ✓ |
| Payments | |||
| Stripe | ✓ | ✓ | |
| Authorize.net | ✓ | ✓ | |
| Square | ✓ | ✓ | |
| PayPal | ✓ | ✓ | |
| QuickBooks Payments | ✓ | ✓ | |
| API | ✓ | ||
| Webhooks | ✓ | ||
| Zapier | ✓ | ✓ | ✓ |
| Team workflow | |||
| Assign account roles | ✓ | ✓ | ✓ |
| Add users | ✓ | ✓ | ✓ |
| Create custom roles | ✓ | ✓ | ✓ |
| Create workspaces | ✓ | ✓ | ✓ |
| Mobile app | |||
| View and sign documents | ✓ | ✓ | ✓ |
| Status tracking | ✓ | ✓ | ✓ |
* - if a Standard license user prepares a PandaDoc template with variables added from CRM, an eSignature user can create documents using this template. Field values from a CRM will be passed to the variables in the created document but they cannot be edited.
** - if a Standard license user prepares a PandaDoc template to accept products from a CRM, an eSignature user can create documents using this template. Product information will be passed to the created document but cannot be edited.