Pandadoc
What it is
What It Does
PandaDoc is a document automation and electronic signature platform. It covers document creation from templates, approval workflows, e-signature, payment collection, and configure-price-quote (CPQ) functionality. It is general business software widely used by sales teams, with applications in legal document workflows; it is not a legal-specific tool. It integrates natively with CRMs including HubSpot, Salesforce, Pipedrive, Zoho CRM, Microsoft Dynamics 365, Creatio, and Freshworks.
What We Found
PandaDoc was founded in 2013 (originating from Quote Roller, started in 2011 in Minsk) by Mikita Mikado and Sergey Barysiuk. It is headquartered in San Francisco, with a major office in St. Petersburg, Florida. LinkedIn lists headcount in the 501-1,000 range.
What We Haven’t Verified
- Headcount range is from LinkedIn self-reporting.
- The depth and current status of the CRM integrations listed are from the vendor’s integrations page, not hands-on testing.
- Pricing and revenue figures — not independently verified.
This page was assembled from publicly available information. Feature claims and workflow mappings are based on what the vendor and third-party listings publish — not hands-on testing or practitioner feedback.
Integrations
Platforms Pandadoc integrates with. Depth — where curated — reflects how native the connection is. Uncurated entries render without a depth dot.
- HubSpot
- Salesforce
- Pipedrive
- Zoho CRM
- Microsoft Dynamics 365
- Creatio
- Freshworks
- Zapier
Deep — bi-directional API Medium — one-way sync / webhook Shallow — middleware / Zapier-class