PandaDoc

by PandaDoc
Not rated
Eliminate errors that stall deals. Pull Creatio data into templates, create proposals/contracts in minutes, send for eSign, and close faster - trusted by hundreds of thousands of users worldwide achieving 46% faster document creation.
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Overview

Product overview

Product description

PandaDoc eliminates the hours your team wastes copying customer data into Word docs and chasing signatures over email.
Access your Creatio data from multiple objects to create professional proposals, contracts, and documents in minutes instead of hours. Pull accurate CRM information directly into document templates, send for eSignature, and close deals faster.


Join 55,000+ customers who've achieved:

  • 46% faster document creation
  • 28% more documents sent monthly
  • 20% more deals closed monthly

Your team spends less time on paperwork and more time closing deals. Your prospects get professional document experiences that help deals move faster. No coding required - connect and start creating documents the same day (SOC-2 Type II, HIPAA compliant).

Key Features

Access Your CRM Data Instantly

Access contact details, opportunity information, and deal data directly from Creatio to stop losing deals to embarrassing typos and data entry errors to populate impressive documents in minutes instead of hours. Pull CRM data (Accounts / Leads / Contacts / Opportunities data) into document templates.

Professional Templates That Impress

Give every rep access to professional templates that auto-populate with Creatio data, so reps create documents as polished as your top performers in minutes.

Accelerate Deal Velocity and Reduce Sales Friction

Remove signature bottlenecks that stall deals with real-time document tracking that helps your team follow up at the perfect moment.

Categories

Category
e-Signature
Quote-to-Cash
Contracts

UI Framework

UI Framework
Freedom UI

Type

Type
Application

Price

Price
Paid
Trial

Compatible with Creatio

Version
8.2.3 and up

Release information

Launched:
Updated:

Pricing

Monthly
Annual
Business
$ 49.00 user / month
billed annually
Description (Formatted)
- Unlimited document uploads and e‑Signatures
- Rich media drag and drop document editor
- Real‑time tracking and notifications
- Custom quotes and sales agreements
- Custom branding and content library
Enterprise
On demand
Description (Formatted)
Everything in Business, plus:
- CPQ (configure, price, quote)
- Single sign‑on (SSO)
- Team workspaces
- API

Terms and Conditions

By installing this product you agree to terms and conditions outlined in the license agreement.

Pricing FAQ

How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?

Support

Support is available for this application

PandaDoc Support is comprised of an international team that is able to assist customers through email and/or chat*. Our Support Specialists are based all around the world so that you can reach us no matter what time or day it is 24/7/365. You can find more details in the article How to Contact PandaDoc Support.
PandaDoc Support strives to respond to all inbound requests within 24 hours of the creation of a new support request. However, response times will vary depending on availability and time of day. 


*Access to chat Support may vary depending on your subscription plan.

Contacts

Installation

Compatibility notes

Compatibility notes

Installation of Customer 360 app is required

Resources

Creatio Integration with PandaDoc User Guide

Product compatibility

UI Framework

Freedom UI

Deployment Options

Cloud

DBMS

Any supported DBMS

Platform

.NET Core (deprecated from 8.0.9)
.NET Framework
.Net 8 (supported from 8.2.1)
.NET 6 (started from 8.0.9)

Compatible with Creatio

8.2.3 and up

Versions

Versions history

Version
Compatibility
Release date
1.0.0
8.2.3 and up
February 10, 2026
Release summary
Initial version
Download

Manual app installation

  1. Open the needed app → the Packages tab - download the Markeplace app files.
  2. Click in the top right → Application Hub
  3. Click New application. This opens a window.
  4. Select Install from file and click Select in the window that opens.
  5. Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.

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