What compliance standards does PandaDoc support?

PandaDoc is marked as compliant with SOC 2 Type II, HIPAA, GDPR (compliance posture), eIDAS, CCPA.

PandaDoc

Freemium

PandaDoc is an AI-powered document automation platform for creating, sending, tracking, and e-signing sales proposals, quotes, and contracts. It features AI content generation, a rich template library, and CRM integrations to help sales teams close deals faster.

Category

Sales & CRM

Subcategory

Proposal Generation

Free Tier

Free eSign plan

Paid Plans

Essentials $19/mo, Business $49/mo, Enterprise custom

API Cost

API available on Business and Enterprise

Web AppiOS AppAndroid AppAPI

PandaDoc Trust & Security Report

Certifications, AI-training posture, and security controls, with sourced proof.

VIEW

●SOC 2 Type II●HIPAA●GDPR (compliance posture)●eIDAS●CCPA

Verified against PandaDoc's own trust and security pages. See the full report for sourced proof →

Region

Customer-selectable regional hosting: US or EU (Frankfurt, Germany), per PandaDoc's own Data Residency page: "PandaDoc offers a choice of data center locations. Our Customers may choose between regional versions of our SaaS application, within the US or within the EU." Support/customer-service interactions and some third-party integrations can still move data to the US regardless of the chosen region. Accounts cannot be migrated between the US and EU data centers after creation.

Trains on Data

Yes

Self-hostable

Creating professional sales proposals from templatesGenerating AI-written proposal contentSending contracts for e-signature with trackingBuilding interactive CPQ quotes for productsIntegrating with Salesforce for document automation