PandaDoc: Simplifying How the World Creates and Signs Business Documents
Published: 2026 | Author: VisionariesNetwork Team
In a business landscape increasingly defined by speed, automation, and remote collaboration, paperwork remains one of the last stubborn bottlenecks. Contracts, proposals, quotes, and agreements still slow teams down when they should be enabling momentum. PandaDoc was built to eliminate that friction. Today, it stands as one of the most widely used document workflow automation platforms, helping businesses move from creation to signature faster and smarter.
Founded in 2014, PandaDoc is headquartered in San Francisco, California, with a globally distributed workforce. The company serves tens of thousands of customers worldwide, ranging from startups and SMBs to large enterprises, all seeking a better way to manage documents in a digital-first world.
The Vision Behind PandaDoc
PandaDoc was created with a simple but powerful idea: documents shouldn’t slow business down. Co-founders Mikita Mikado and Sergey Barysiuk recognized that sales teams, legal departments, and operations professionals were wasting countless hours dealing with outdated document workflows — copying text, re-entering data, chasing signatures, and tracking approvals manually.
Rather than building a point solution focused solely on e-signatures, PandaDoc set out to design a complete document lifecycle platform. The goal was to connect document creation, collaboration, approval, signing, and tracking into a single, intuitive system that integrates seamlessly with the tools businesses already use.
What PandaDoc Does
At its core, PandaDoc is a document workflow automation platform that replaces fragmented processes with a unified digital experience. Its capabilities span every stage of a document’s lifecycle:
Document Creation and Templates
PandaDoc allows users to create professional proposals, contracts, quotes, and agreements using customizable templates and a drag-and-drop editor. Teams can standardize content, pricing tables, and branding while reducing human error and manual formatting.
Legally Binding E-Signatures
Built-in e-signature functionality enables users to sign documents securely and compliantly. PandaDoc supports major legal frameworks such as ESIGN, UETA, and eIDAS, ensuring signatures are enforceable across jurisdictions.
Workflow Automation
Approval routing, reminders, and document status tracking are automated, helping teams reduce delays and eliminate repetitive administrative work. Documents move forward based on rules, not manual follow-ups.
CRM, Payments, and Integrations
PandaDoc integrates deeply with popular platforms such as Salesforce, HubSpot, Stripe, PayPal, and Square. This allows sales and finance teams to generate documents directly from CRM data, collect payments, and keep records synchronized across systems.
Analytics and Insights
Real-time analytics show when a document is opened, viewed, or signed. These insights help teams prioritize follow-ups, understand buyer behavior, and shorten sales cycles.
Who Uses PandaDoc
While PandaDoc initially gained traction with sales teams looking to close deals faster, its use cases have expanded significantly. Today, it is used by:
This versatility has made PandaDoc popular across industries including technology, healthcare, education, professional services, and construction.
Growth, Funding, and Market Position
PandaDoc’s growth reflects a broader shift toward digital-first business operations. In 2021, the company reached unicorn status, achieving a valuation of $1 billion following a Series C funding round backed by prominent investors such as OMERS Growth Equity, G Squared, M12 (Microsoft’s venture fund), and One Peak Partners.
By 2024, PandaDoc announced it had surpassed $100 million in annual recurring revenue (ARR) — a major milestone that underscored strong adoption across both mid-market and enterprise customers.
In a competitive space dominated by names like DocuSign and Adobe Sign, PandaDoc differentiates itself by offering more than just signatures. Its end-to-end document automation approach — combining creation, collaboration, signing, payments, and analytics — positions it as a full-stack solution rather than a single-function tool.
Security, Compliance, and Trust
As document workflows often involve sensitive data, PandaDoc places heavy emphasis on security and compliance. The platform supports SOC 2 compliance, secure audit trails, role-based permissions, and data protection measures aligned with global standards. This makes PandaDoc suitable for regulated industries where trust and compliance are non-negotiable.
Looking Ahead
PandaDoc continues to invest in AI-powered document creation, deeper automation, and smarter integrations. As businesses increasingly rely on digital workflows to scale globally, PandaDoc is positioning itself as a foundational layer for modern agreement management.
The company’s roadmap reflects a broader ambition: not just to digitize documents, but to redefine how businesses collaborate, agree, and transact in a fully digital economy.
Mikita Mikado, CEO/ co-founder
“We stand out with the top‑rated solution for creating, managing, tracking, and esigning every important document you handle.”
