Documents & signing

PandaDoc

Founded · 2013–2014 (sources differ) Mikita Mikado · Sergey Barysiuk
Website

Proposals and agreements with approvals, signatures and payment collection.

Product view

The business

Electronic signaturesDocument generationElectronic signatureDocument generationSalesFreemiumSubscription

Customer

Sales teams preparing quotes, proposals and agreements using customer and deal information.

Problem

A sale involves more than writing a document: people must populate terms, approve changes, obtain signatures and follow through to payment.

Founders & origins

PandaDoc followed the founders’ proposal product, Quote Roller, which their company timeline dates to 2011. That timeline places the move to Silicon Valley and PandaDoc’s founding in 2014, while company press releases use 2013; the founding year is therefore inconsistent in the primary sources. The product expanded into document creation, approvals and signing.

PandaDoc: company historyPandaDoc: company milestones and foundersPandaDoc: document generation and workflow capabilitiesPandaDoc leadership transition, January 2026

Brand & positioning

Business document software positioned beyond e-signatures, with simpler document creation, collaboration and agreements.

Brand source

Capital & ownership

Selected company announcements document a $15 million Series B in 2017, an additional $30 million in 2020 and a Series C in 2021. The Series C announcement reports a $1 billion valuation but does not disclose the round amount. This is not a complete funding history.

PandaDoc announces $15 million Series B, 23 May 2017PandaDoc announces $30 million financing, August 2020PandaDoc announces Series C, 22 September 2021

  1. Series C

    Amount undisclosed

    OMERS Growth Equity, G Squared, Altos Ventures, Rembrandt Venture Partners, One Peak Partners, M12

    PandaDoc announces Series C, 22 September 2021

  2. Additional financing

    US$30 million

    One Peak, M12, Savano Capital Partners, Rembrandt Venture Partners, EBRD, David Sipes

    PandaDoc announces $30 million financing, August 2020

  3. Series B

    US$15 million

    Rembrandt Venture Partners, Microsoft Ventures, HubSpot, EBRD, Altos Ventures

    PandaDoc announces $15 million Series B, 23 May 2017

Announcement dates · Reported rounds in the reviewed sources; this is not a complete funding history.

Product distinctions

Sourced product choices; not a claim of uniqueness or a proven competitive moat.

Workflow

Documentation summary
  1. 01

    A template is populated with customer or CRM details.

  2. 02

    Configured approvals precede delivery to recipients.

  3. 03

    Activity tracking, signatures and payment requests complete the configured process.

Features

  • The product combines document editing, collaboration, signing, activity tracking and payment collection.

    PandaDoc product overview

  • Templates can define steps for CRM data, internal approval, reminders and payment collection.

    Save time with a reusable template

  • Business lists a content library and approval workflows; Salesforce integration is an optional feature.

    PandaDoc pricing

Product approach

Editorial analysis

The document is the shared object across a sales workflow. Templates carry approval rules and follow-up steps alongside reusable content.

Constraints

Broader workflow coverage increases setup complexity around CRM data, team permissions and approval processes.

Sources 12 references

Company, founder and investor sources. Product claims are not independent testing; funding announcements do not establish revenue or profitability.

  1. PandaDoc product overview Checked 2026-09-22
    PandaDoc records an audit trail for every document, reports user activity, and tracks document metrics, too.
  2. Save time with a reusable template Checked 2026-09-22
    Each template now includes a built-in workflow that defines the steps your team follows when creating documents from it.
  3. PandaDoc pricing Checked 2026-09-22
    $49 per seat per month, billed annually
  4. PandaDoc: company history Checked 2026-09-22
    Coding Staff verkocht, Quote Roller opgericht
  5. PandaDoc: company milestones and founders Checked 2026-09-22
    Founded in Silicon Valley by Mikita and Sergey in 2014
  6. PandaDoc leadership transition, January 2026 Checked 2026-09-22
    Co-founder and CEO Mikita Mikado has transitioned into the role of Chief Product Officer
  7. PandaDoc announces $15 million Series B, 23 May 2017 Checked 2026-09-22
    $15 million in Series B round of funding, led by Rembrandt Venture Partners
  8. PandaDoc announces $30 million financing, August 2020 Checked 2026-09-22
    has raised an additional $30 million
  9. PandaDoc announces Series C, 22 September 2021 Checked 2026-09-22
    a Series C financing round led by OMERS Growth Equity and G Squared
  10. PandaDoc: document generation and workflow capabilities Checked 2026-09-22
    The PandaDoc editor provides a live view of your document as you work.
  11. Logo Checked 2026-09-22 · Brand reference
  12. Brand & positioning Checked 2026-09-22 · Brand reference
    PandaDoc’s company timeline gives 2014, while its January 2026 leadership announcement says 2013. Quote Roller, the founders’ earlier business, dates to 2011. The reviewed sources do not resolve the founding-year discrepancy.
Maturity: Established · 6 of 6 areas documented

Editorial assessment

PandaDoc’s January 2026 announcement reports over 56,000 customers, more than 700 employees and a leadership transition following years of operations. These company-reported operating facts support this editorial assessment independently of its funding.

PandaDoc: customers, team and leadership transition Checked 2026-09-23

Maturity is an evidence-based assessment, not a success rating. It may understate the current stage where evidence is limited. Coverage records documented areas, not a complete or independently audited company history.

Stage definitions
startup.observe Directory coverage · Sources & method