PandaDoc for Salesforce | Document Automation, CPQ & e-Signature for Salesforce
By PandaDoc
- Category rank
- #2 in Document Generation
- Price from
- $49 / user / month (USD)
- Listing audit
- 74/100
PandaDoc for Salesforce | Document Automation, CPQ & e-Signature is a Salesforce AppExchange app by PandaDoc. With a rating of 4.7★ from 175 reviews, it currently ranks #2 in the Document Generation category.
PandaDoc for Salesforce | Document Automation, CPQ & e-Signature is the #2 ranked Document Generation app on Salesforce, with a 4.7 average rating from 175 reviews, as a paid app, as of Nov 12, 2026.
AppRanks verdict
Generated from marketplace data as of Nov 12, 2026
PandaDoc for Salesforce | Document Automation, CPQ & e-Signature is a category-leading Document Generation app on Salesforce, ranked #2 of 150 in the category. It holds a 4.7★ average from 175 reviews on Salesforce. There is no free plan — compare the paid plans below before installing.
Pros
- +#2 of 150 in Document Generation
- +4.7★ average across 175 reviews
- +Listed on Salesforce since 2018
Cons
- −No free plan (paid) — evaluation needs a paid plan or a trial
About PandaDoc for Salesforce | Document Automation, CPQ & e-Signature
How PandaDoc for Salesforce | Document Automation, CPQ & e-Signature works
Join our 55,000+ customers transforming their revenue operations with the only document automation platform built specifically for Salesforce with enterprise CPQ capabilities.
Proven Results: 46% decrease in create-to-complete time, 28% increase in documents sent per month, 20% increase in closed deals per month.
Document-First CPQ: Unlike standalone CPQ tools, PandaDoc delivers quote-to-cash in beautifully branded documents that close deals faster. RevOps teams create guided selling playbooks so sales reps generate compliant, error-free quotes in minutes while maintaining your brand experience.
Salesforce Integration: Two-way data synchronization with opportunities, contacts, products, and pricing data. One-click refresh updates documents with latest Salesforce data. Native compatibility with Revenue Cloud CPQ enables enterprise workflows without integration headaches.
Templates and Security: Wide array of industry-specific templates including proposals, contracts, onboarding forms, and invoices. Built-in payment collection reduces average payment times. SOC-2 Type II certified and HIPAA compliant with document storage and audit trails.
Key features
- Generate proposals, contracts and quotes directly from Salesforce opportunities with automated 2-way data synchronization - no manual copying required.
