7 Best CRMs for Pandadoc Users (2026)

Quotes get approved. Proposals get signed. Then revenue stalls because deal data lives in too many places. PandaDoc keeps documents moving fast, but teams still need a CRM to keep every contact, deal stage, task, and follow-up consistent across sales, partnerships, and account management.

In 2026, the best setup pairs PandaDoc’s document workflow with a CRM that captures the right context, syncs key fields, and turns “signed” into the next action—without messy exports, duplicated contacts, or broken handoffs.

What is PandaDoc?

PandaDoc is document automation software that helps teams create, send, track, and eSign revenue documents like proposals, quotes, and contracts, so approvals and signatures happen faster with less manual work.

• Drag-and-drop editor + templates: Builds proposals, quotes, and agreements from reusable templates instead of recreating documents every time.
• Content library + brand control: Stores approved blocks (legal clauses, pricing sections, case studies, brand elements) to keep every doc consistent and compliant.
• Quote and pricing workflows: Creates structured quotes inside documents, with fields that stay consistent across versions and recipients.
• eSignature + permissions: Supports secure sending and signing with role-based controls, approvals, and governance options for larger teams.
• Payments in-document: Collects payment at the moment of signature to reduce the gap between “signed” and “paid.”
• Tracking + real-time alerts: Shows opens, views, and recipient activity, so follow-up happens at the right moment instead of guessing.

PandaDoc fits teams that sell through proposals and contracts: sales orgs that quote frequently, agencies and service businesses sending SOWs, and revenue teams that need branded documents at scale. It also works well for fast-moving SMBs that want fewer manual steps between “proposal sent” and “deal closed.”

Does PandaDoc Have a CRM?

❌ PandaDoc is not a CRM. It does not replace a system built to manage pipelines, account ownership, lead stages, follow-ups, reporting, and lifecycle history across every channel.

PandaDoc focuses on the document layer: proposals, quotes, contracts, approvals, eSignatures, payments, and recipient tracking. It connects to CRMs so deal data can flow into documents and document activity can flow back into the CRM, but the CRM remains the source of truth for contacts, companies, and pipeline execution.

Why PandaDoc Users Need a CRM?

PandaDoc speeds up documents. A CRM controls everything around the document: who owns the deal, what happens next, and how the team stays consistent from first touch to renewal.

Without a CRM, PandaDoc activity stays isolated. Contacts get duplicated, stages drift, follow-ups rely on memory, and reporting becomes guesswork. With a CRM, PandaDoc becomes a conversion layer inside a repeatable revenue system.

✔️ Keep one source of truth for contacts and companies: Prevent duplicate records, messy ownership, and broken history when multiple reps touch the same account.

✔️ Turn document signals into pipeline movement: Convert “opened,” “commented,” and “signed” into next steps, tasks, and stage updates instead of manual chasing.

✔️ Standardize deal stages and handoffs: Make approval, signature, onboarding, and billing steps predictable across sales and ops.

✔️ Improve forecasting and reporting: Track conversion rates, cycle length, win-loss reasons, and pipeline health beyond document status.

✔️ Centralize context across channels: Attach emails, meetings, calls, notes, and WhatsApp/LinkedIn context to the same timeline so follow-up stays accurate.

✔️ Automate workflows around signing: Trigger onboarding, invoicing, customer success tasks, and renewal reminders the moment a contract closes.

7 Best CRMs for PandaDoc in 2026

1. folk CRM

Rating

⭐⭐⭐⭐⭐(G2)

Overview

folk CRM is a strong fit for PandaDoc-heavy teams that sell through relationships and need fast, clean execution after a document is sent. Contacts stay organized with enrichment and deduplication, pipelines keep deals moving, and multi-channel context (email, calendar, WhatsApp, LinkedIn) reduces follow-up mistakes. PandaDoc workflows work best when CRM data is structured and clean, and folk keeps that data usable without heavy admin overhead.

Pros

• Keeps contact + company data clean at scale with enrichment and deduplication.
• Fits relationship-driven sales where follow-up speed matters more than complex enterprise process.
• Strong pipeline and task execution layer to push deals forward after document activity spikes.
• Multi-channel context reduces “missing history” when several people touch the same account.

Cons

• Advanced governance and deeper admin controls sit on higher tiers.
• Higher-tier pricing can climb for larger teams with custom needs.

Pricing

• Standard: $20/member/month
• Premium: $40/member/month
• Custom: $80/member/month

👉 Try folk CRM for free

2. HubSpot Sales Hub

Rating

⭐⭐⭐⭐(G2)

Overview

HubSpot Sales Hub fits PandaDoc users who want a CRM that also covers the wider revenue engine: pipeline, tasks, sequences, reporting, and tight alignment with marketing and service. It works well when PandaDoc is used for proposals and contracts, while HubSpot stays the system of record for contacts, companies, and deal stages across the full lifecycle.

Pros

• Strong end-to-end sales workflow (pipeline, tasks, sequences, reporting) around document-driven selling.
• Good fit for teams that want sales + marketing + service in one ecosystem.
• Scales from SMB to enterprise with deeper automation and governance on higher tiers.
• Large integration marketplace when PandaDoc is one piece of a bigger stack.

Cons

• Costs can climb fast as seats and hubs are added.
• Some advanced automation and admin capabilities are gated behind higher tiers.

Pricing

3. Pipedrive

Rating

⭐⭐⭐⭐(G2)

Overview

Pipedrive is a strong match for PandaDoc users who want a lightweight, sales-first CRM focused on pipeline velocity. It keeps deal stages simple, makes activity tracking easy, and works well when PandaDoc handles the document workflow while Pipedrive drives next steps, follow-ups, and forecasting with minimal admin.

Pros

• Very fast pipeline management and day-to-day sales execution.
• Easy adoption for SMB teams that need structure without complexity.
• Clear plan tiers with predictable per-seat pricing on annual billing.
• Good fit for teams where PandaDoc is the “proposal and signature” layer.

Cons

• Less native depth for advanced marketing automation compared to all-in-one platforms.
• Some capabilities require add-ons depending on the workflow.

Pricing

• Lite: $14/seat/month
• Growth: $39/seat/month
• Premium: $59/seat/month
• Ultimate: $79/seat/month

4. Salesforce Sales Cloud

Rating

⭐⭐⭐⭐(G2)

Overview

Salesforce fits PandaDoc users who need enterprise-grade pipeline governance, forecasting, and complex approval workflows across multiple teams. It becomes the core revenue system of record, while PandaDoc stays the document execution layer for proposals, contracts, and signing.

Pros

• Deep customization for complex sales processes, approvals, and multi-entity reporting.
• Strong forecasting, permissions, and governance for larger orgs.
• Scales well for multi-team revenue ops and sophisticated CRM architectures.
• Large ecosystem for integrations and extensions around document workflows.

Cons

• Higher implementation effort and admin overhead compared to lighter CRMs.
• Total cost increases quickly once add-ons, automation, and advanced features are needed.

Pricing

5. Zoho CRM

Rating

⭐⭐⭐(G2)

Overview

Zoho CRM fits PandaDoc users who want a feature-rich CRM at a lower cost than enterprise suites, while still covering pipelines, automation, and reporting. It works well for SMB and mid-market teams that need more structure than a lightweight CRM, but do not want enterprise-level complexity.

Pros

• Strong feature set for the price, including automation and reporting.
• Good fit for teams already using Zoho apps across sales and ops.
• Flexible customization for different pipelines and sales motions.
• Solid option for scaling teams that need more than basic deal tracking.

Cons

• UX can feel heavier than simpler pipeline-first CRMs.
• Some advanced functionality is gated behind higher plans.

Pricing

• Standard: $14/user/month
• Professional: $23/user/month
• Enterprise: $40/user/month
• Ultimate: $52/user/month

6. Freshsales (Freshworks)

Rating

⭐⭐⭐⭐(G2)

Overview

Freshsales is a strong fit for PandaDoc users who want a modern sales CRM that stays lightweight while still covering pipeline, automation, calling/email, and reporting. It works well when PandaDoc is the document layer and the CRM is responsible for deal ownership, next steps, and clean data that can be reused across proposals and renewals.

Pros

• Sales-first CRM with solid pipeline execution, activity tracking, and automation.
• Good fit for SMB and mid-market teams that want structure without enterprise complexity.
• Helpful AI features on higher tiers for scoring, insights, and productivity.
• Works well in stacks where PandaDoc is the quoting/contracting layer.

Cons

• Some advanced capabilities are tier-gated.
• Add-ons and higher plans can increase total cost as the team scales.

Pricing

• Growth: $9/user/month
• Pro: $39/user/month
• Enterprise: $59/user/month

7. Copper

Rating

⭐⭐⭐⭐(G2)

Overview

Copper fits PandaDoc users who live in Google Workspace and want a CRM that keeps relationship data close to Gmail and Calendar. It is a practical choice for teams that need clean contacts, simple pipelines, and low admin overhead, while PandaDoc remains the proposal and eSignature layer.

Pros

• Strong Google Workspace alignment for teams operating out of Gmail and Calendar.
• Simple pipelines and relationship management without heavy setup.
• Good fit for agencies and services that run SOWs and contracts through PandaDoc.
• Scales into workflow automation and reporting on higher tiers.

Cons

• Contact limits exist on lower tiers.
• Advanced sales features and scale capabilities typically require higher plans.

Pricing

• Starter: $12/seat/month
• Basic: $29/seat/month
• Professional: $69/seat/month
• Business: $134/seat/month

7 Best CRMs for PandaDoc: Recap Table