From $0 per month🇺🇸
US sales assistant that builds decks, deal rooms and business cases from calls, email and CRM data and automates meeting follow-ups.
PandaDoc AI features, pricing and GDPR (October 2026)
Software for proposals, quotes and contracts with e-signature that uses AI to extract contract data and make documents searchable.
Per userFree plan
from $19 per user/month
Pricing details
According to the plan comparison in the vendor's help center, Free eSign costs $0 (60 documents per year), Starter $19 per user per month billed annually ($35 monthly), Business $49 ($65 monthly), Enterprise on request. 14-day free trial. As of September 2026.
What is PandaDoc?
PandaDoc is document automation software from a San Francisco-based vendor for sales teams and other departments that create, send and sign proposals, quotes and contracts. Its AI extracts contract data, searches documents and works inside Claude and ChatGPT.
PandaDoc covers a drag-and-drop document editor, templates and a content library, e-signatures including qualified electronic signatures, a quote builder, pricing tables and product catalogs, approval rules, payments through Stripe and other providers, and CRM integrations such as Salesforce and HubSpot. Contract lifecycle features in the Business and Enterprise plans add a contract repository, renewal notifications and data reports across all documents.
Plans run from a Free eSign plan with 60 documents a year through Starter and Business to Enterprise, so a single seller can start without an operations team. An EU instance is available with fewer features. PandaDoc Inc. is based in San Francisco.
PandaDoc AI features and use cases
- Extracts contract dataAI data extraction identifies the document type of new or uploaded contracts and pulls out effective dates, contract values, counterparty names, renewal terms and governing law into a data panel. The help center says it covers 122 system fields, so sales and legal teams skip manual data entry.
- Finds documents by their contentAI Search answers natural-language queries using extracted contract data, and a preview panel shows an AI summary without opening the document. The help center lists it for Starter, Business and Enterprise with a gradual rollout. Teams find the right agreement and build reports faster.
- Works inside AI assistantsThe Claude connector and the ChatGPT app connect PandaDoc to these assistants through MCP and are included in all plans for a limited time. Users draft documents, edit content and fields, manage recipients and send for signature from a chat, which saves switching tools for routine contracts.
What sets PandaDoc apart
- A separate EU instance is available on annual contracts, but it offers no AI features and supports only Salesforce, HubSpot and Dynamics 365 as integrations.
- Admins can switch AI processing on PandaDoc's own infrastructure and through third-party cloud providers on or off and manage AI training preferences.
- A Free eSign plan allows 60 documents a year with two recipients each, next to a 14-day trial of the paid features.
Where PandaDoc is strongest
United States Available internationally
PandaDoc Inc. is headquartered in San Francisco. The service runs on US servers, and customers in Europe can use a separate EU instance with a smaller feature set.
Questions to ask before you buy PandaDoc
Choose between the US and EU instance early, because accounts cannot be moved between regions and the EU instance lacks the AI features and most integrations. Single sign-on needs Enterprise or a paid add-on on Business. Several AI features are rolling out gradually, so confirm which ones your workspace gets. Ask for current security certificates and the DPA before signing.
Using PandaDoc in the EU: GDPR and AI Act
- Data locationMultiple regions, EU region available (according to the vendor). Hosting regions: United States, EU.
- Data processing agreementNot published by the vendor: ask for one (Art. 28 GDPR).
- EU AI ActCheck whether the AI prepares decisions about people. If not, the high-risk rules usually do not apply. The high-risk obligations apply from December 2, 2027 (Digital Omnibus).
General information with sources, not legal advice.
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Questions about PandaDoc
How much does PandaDoc cost?
The plan comparison in the help center lists Starter at $19 per user per month billed annually or $35 monthly, and Business at $49 annually or $65 monthly. Enterprise is priced on request. The Free eSign plan costs nothing.
Is there a free trial?
Yes. The 14-day trial lets business email users send up to 50 documents with up to five recipients each. After that, the Free eSign plan or a paid plan applies.
Can PandaDoc host our data in the EU?
Yes. PandaDoc runs a separate EU instance, billed on annual or multi-year contracts only, with setup taking up to a week. AI chat, AI data extraction and full content search are not available there.
PandaDoc update historyno updates yet
No changes recorded for PandaDoc yet.
Changes the vendor made and confirmed user reports, each checked against the vendor's own pages. We review every tool monthly.
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