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PandaDoc

US document automation platform with AI-powered proposal and contract creation

by PandaDocUSUnited States🌐US (default); EU available on Business/Enterprise
TrustKit Score60%Moderate

About PandaDoc

PandaDoc was founded in 2013 by Mikita Mikado and Serge Barysiuk (Belarusian founders) and is now headquartered in San Francisco with development centres across Europe and the Americas. The platform covers the full document workflow: AI-powered proposal and contract creation, template management, document editing, e-signatures (eIDAS and ESIGN compliant), payment collection, and analytics on document engagement. PandaDoc's AI features include AI-assisted document drafting, clause suggestions, content library recommendations, and a document summarisation capability that helps reviewers quickly parse lengthy contracts. The AI layer is powered by OpenAI, and PandaDoc has published that it uses OpenAI's enterprise API with zero-retention settings for AI-processed content. For European compliance teams, PandaDoc occupies a middle ground. The company is US-incorporated and subject to the CLOUD Act, but it has made meaningful investments in EU compliance. PandaDoc offers EU data residency (AWS eu-west-1) as a paid add-on for Business and Enterprise customers, and provides a GDPR-compliant DPA with SCCs. eIDAS-compliant electronic signatures are supported, making it suitable for EU-governed contract workflows. The company holds SOC 2 Type II certification. One historical consideration: PandaDoc has had significant development operations in Belarus, a country with complex geopolitical considerations for European businesses. The company has relocated and restructured these operations in response to the post-2020 political situation, but procurement teams with strict supply chain requirements may wish to verify the current state of development and data access from Belarusian entities. Pricing includes an Essentials plan at $19/user/month, a Business plan at $49/user/month, and Enterprise with custom pricing. The EU data residency add-on is available at Business and Enterprise tiers. For European sales, legal, and operations teams working on document automation, PandaDoc is a capable tool, but the EU data residency must be explicitly activated and contractually confirmed.

Sentiment Score?
4.6/ 5

TrustKit Score Breakdown

?60% Moderate
Data Residency
Where is your data stored and processed?
EU data residency available as add-on for Business/Enterprise; US default on lower tiers
3/5
Legal Jurisdiction
Which laws govern the company and your data?
US Delaware corporation; CLOUD Act applies; DPA with SCCs available; Belarusian dev history warrants supply chain review
2/5
Data Retention & Training
Is your data used for model training?
No training on customer documents; OpenAI zero-retention API for AI features; DPA available
4/5
Certifications
ISO 27001, SOC 2, Cyber Essentials, etc.
SOC 2 Type II certified; ISO 27001 not confirmed; eIDAS-compliant e-signatures
3/5
Regulatory Fit
Suitability for regulated industries and professional services
Adequate for EU use with activated EU residency add-on and DPA; requires explicit configuration
3/5

Pricing

Subscription14-day trial
Essentials$35/user/mo($19/user/mo annual)
Business$65/user/mo($49/user/mo annual)
EnterpriseContact Sales
Full pricing details →

Quick Facts

Starting Price$19/user/moData HostingUS (default); EU available on Business/EnterpriseTrains on Your DataNot used for trainingFounded2013Employees201-1000

Frequently Asked Questions

Is PandaDoc GDPR compliant?

PandaDoc has a TrustKit compliance score of 60% (Moderate). Data Residency: EU data residency available as add-on for Business/Enterprise; US default on lower tiers. Legal Jurisdiction: US Delaware corporation; CLOUD Act applies; DPA with SCCs available; Belarusian dev history warrants supply chain review.

Where does PandaDoc store data?

PandaDoc hosts data in: US (default); EU available on Business/Enterprise. EU data residency available as add-on for Business/Enterprise; US default on lower tiers

Does PandaDoc train on user data?

PandaDoc: Not used for training. No training on customer documents; OpenAI zero-retention API for AI features; DPA available

What certifications does PandaDoc hold?

PandaDoc holds: SOC 2 Type II, GDPR. SOC 2 Type II certified; ISO 27001 not confirmed; eIDAS-compliant e-signatures

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