Which PandaDoc plan do you actually need?
Tick what your team needs. The picker shows the lowest PandaDoc plan that covers every requirement and which requirement set it, so you neither hit a feature wall nor pay for headroom you never use.
Your plan
Starter
eSignatures and a few templates for one or two senders.
Why
- Every plan covers this.
Free 15-minute call with a Certified PandaDoc Premier Partner. No upsell, just the right-sized plan and what it takes to set it up.
How the plan picker decides
Every requirement sets a floor. The first requirement that only Business or Enterprise covers decides your plan, however few users you have. Seat count changes the bill, not the plan: a two-person team that needs approval workflows still needs Business. Once the floor is set, optimise cost within that plan rather than buying a lower one and working around the gaps.
Starter, Business and Enterprise at a glance
| Capability | Starter | Business | Enterprise |
|---|---|---|---|
| Unlimited eSignatures and reusable templates | Yes, template cap | Yes | Yes |
| Content library | Limited | Yes | Yes |
| CPQ pricing tables and product catalog | No | Yes | Yes |
| Approval workflows | No | Yes | Yes |
| Native CRM integrations | Limited | Yes | Yes |
| Bulk send and forms | Limited | Yes | Yes |
| Salesforce custom-object mapping | No | Limited | Yes |
| SSO / SAML and SCIM | No | No | Yes |
| Workspace management | No | No | Yes |
| API rate limits | No | Standard | Elevated |
| Named customer success manager | No | No | Yes |
"Limited" means the feature exists but is not the same product as on the higher plan. For the full reasoning, upgrade triggers and the overspend audit, read PandaDoc Essentials vs Business vs Enterprise.
After you pick: making the plan pay
- Business for CRM-driven proposals. Templates that fill from the deal and push status back, as in our PandaDoc HubSpot integration and Salesforce integration work.
- Business for quoting. Catalog, pricing tables and discount rules so nobody retypes a price: PandaDoc CPQ.
- Any plan: the build. Native templates, content library, approvals and training are our PandaDoc implementation service. Budget ranges are in how much PandaDoc implementation costs.
- Check the return first. The proposal time cost calculator shows the hours a faster process gives back, and is PandaDoc worth it covers when it is not.
PandaDoc plan questions
Still have questions? Book a free call
Which PandaDoc plan do most sales teams need?
Business. It is the first plan with CPQ pricing tables, approval workflows, a full content library and the native CRM integrations a sales team uses every day. Starter suits one or two people sending simple agreements; Enterprise is a governance and scale decision driven by SSO, workspaces, API limits or procurement.
What happened to the PandaDoc Essentials plan?
PandaDoc now calls its entry paid plan Starter. Older articles, including some of ours, refer to it as Essentials. The shape is the same: eSignatures, the document editor and a capped number of templates, without CPQ, approvals or the deeper CRM integrations.
Can different teams in one company be on different PandaDoc plans?
No. A PandaDoc account sits on one plan and every user shares it. If one team needs a Business-only feature, the account needs Business, or you run separate accounts and lose the shared content library and integration setup.
Is the plan picker an official PandaDoc tool?
No. It is our directional read as a Certified PandaDoc Premier Partner, based on the feature matrix we use on pre-purchase calls. PandaDoc revises which features sit on which plan, so confirm the exact feature and current price on the PandaDoc pricing page before you buy.
Does the right plan fix a slow proposal process on its own?
Rarely. Most teams we speak to already own PandaDoc; what is missing is the build: native templates, a loaded catalog, mapped CRM fields and approvals. The plan sets what is possible, the setup decides whether reps actually get faster.
Buy the right amount of PandaDoc
Bring your picker result to a free 15-minute call. We check it against how you quote, what your CRM needs to drive and your renewal date, then send a fixed price and timeline for the setup within 24 hours.
No lock-in. No pressure. Just a clear plan.