PandaDoc

The company operates a horizontal enterprise SaaS model focused on document workflows for business transactions. Its core platform packages document creation, template libraries, e‑signatures, tracking, and CRM integrations into subscription plans that address sales, legal, and operations use cases. Value is created by reducing manual work in proposal and contract preparation, improving visibility over deal stages, and enabling compliant electronic execution and notarisation.

Additional value is created through a public API that allows engineering teams and software vendors to embed document creation, sending, signing, and notarisation capabilities in their own products or internal systems. Remote online notarisation is offered as an integrated extension of standard e‑signature workflows, bundling state‑approved notaries, audit trails, and tamper‑evident sealing. Revenue is diversified across subscription fees, enterprise contracts, and transactional packages for high‑volume usage and notarisation events.

PandaDoc, Inc. is a United States–based software company providing cloud document automation, e‑signature, and remote online notarisation tools used primarily for sales proposals, quotes, contracts, and related workflows. Its platform includes a document editor, templates, legally binding e‑signatures, tracking, and integrations with customer relationship management and sales systems, alongside an API for embedding these capabilities into other applications.

The company generates revenue mainly from paid software subscriptions to its multi‑tier SaaS platform, enterprise API and transaction‑volume licensing, and paid add‑on services such as remote notarisation and on‑demand notaries. Customers are predominantly small and mid‑market businesses, sales and revenue teams, legal and operations departments, and other organisations that need to create, send, sign, and notarise business documents at scale.