PandaDoc

Software95% confidence

PandaDoc is a software company that provides cloud-based document automation, e-signature, and contract management solutions for businesses.

San Francisco, CA
pandadoc.com

About PandaDoc

PandaDoc is a San Francisco–based software company that offers cloud-based document automation, e-signature, and contract management tools for businesses of all sizes. Its platform lets users create, send, track, and securely sign proposals, quotes, contracts, and other business documents in one place. PandaDoc integrates with popular CRMs and payment platforms (such as Salesforce, HubSpot, Pipedrive, Stripe, and others), and is used widely by sales, legal, HR, and operations teams to speed up approval cycles and standardize documents.

A PandaDoc charge may appear on your bank or card statement if you or your company signed up for a paid PandaDoc subscription, upgraded from a free plan, purchased additional user seats, or paid for an add-on (such as advanced integrations or content library features). Common transactions include monthly or annual subscription renewals, after a free trial ends (PandaDoc typically offers a 14-day trial for paid plans), or when the billing owner adds more users mid-cycle and an immediate prorated charge is issued. You may also see separate PandaDoc charges if your organization uses PandaDoc’s payment collection features and the billing is passed through under their name in some regions.

To verify or resolve questions about a PandaDoc charge, first log into your PandaDoc account (if you have one) at pandadoc.com and check the Billing or Subscription section for recent invoices and payment history. Compare the date and amount of the charge on your statement with recent plan changes, user additions, or trial-to-paid conversions. If you still don’t recognize the charge, contact PandaDoc support through their Help Center at support.pandadoc.com or by emailing support@pandadoc.com, and include the last 4 digits of the card, the exact amount, date, and billing descriptor from your statement. For company accounts, your internal admin or finance team may be the billing owner—check with them, as many PandaDoc subscriptions are managed centrally and billed annually.

Bank Statement Variations

2 known variations

These are the raw merchant codes that appear on bank and credit card statements that we've identified as belonging to PandaDoc.

  1. PANDADOC, INC. SAN FRANCISC US
  2. PandaDoc\153 Kearny Street 5th\415800453

Frequently Asked Questions

What are the typical PandaDoc subscription prices that might appear on my statement?

PandaDoc commonly bills in USD for tiered subscriptions such as Essentials (around $35/user/month billed monthly, or about $19–$25/user/month billed annually), Business (around $65/user/month billed monthly, or about $45–$55/user/month billed annually), and custom-priced Enterprise plans. You may also see charges for additional user seats or add-ons, which are usually billed at a per-seat rate and prorated if added mid-cycle. Exact pricing can vary by region, currency, and current promotions—your precise rate is listed in your PandaDoc billing portal and invoices.

Why did I get a PandaDoc charge after a free trial?

When you start a PandaDoc free trial, you’re often required to add a payment method so your account can transition seamlessly to a paid plan. If you don’t cancel before the trial ends, PandaDoc will automatically convert your trial to a paid subscription and charge the plan you selected (monthly or annually). You can see your trial start and end dates, plus your plan type, in your account’s Billing section, and you can turn off auto-renewal there to avoid future charges.

Why do I see multiple PandaDoc charges or a prorated amount on my statement?

Multiple PandaDoc charges in a short period usually occur when your account owner changes plans, switches from monthly to annual billing, or adds/removes user seats during a billing cycle. In those cases, PandaDoc may issue prorated charges or credits, leading to smaller or irregular amounts (for example, a partial-month fee for a new user). Check your PandaDoc invoice history to see a line-by-line breakdown of seat changes, plan upgrades, or credits that match the extra charge.

How do I cancel or pause my PandaDoc subscription to stop future charges?

To cancel, the account owner or billing admin should log in to PandaDoc, go to Settings or Billing/Subscription, and follow the prompts to downgrade or cancel the subscription before the next renewal date. Most PandaDoc plans continue to provide access until the end of the current billing period; early cancellation typically does not generate a partial refund for unused time on monthly or annual terms. If you’re on an Enterprise or contract-based plan, you may need to contact your PandaDoc account manager or support@pandadoc.com to review contract end dates and cancellation terms.

How can I request a refund for a PandaDoc charge I don’t recognize or no longer want?

PandaDoc generally does not offer automatic refunds for unused time after a renewal, especially for annual plans, but they may review refund requests case by case. If you believe a charge is mistaken or unauthorized, contact PandaDoc support via support.pandadoc.com or email support@pandadoc.com with your account email, invoice number (if available), charge date and amount, and a brief explanation. They can confirm whether the charge is tied to your account and advise on eligibility for a refund or credit. If you can’t locate the account, provide a screenshot of the statement line so they can trace the payment.

What does a PandaDoc charge look like on my bank or card statement?

PandaDoc transactions typically show up with descriptors such as “PANDADOC,” “PANDADOC.COM,” or similar variations, sometimes accompanied by their San Francisco, CA location or a payment processor reference. The amount will usually correspond to your plan total for the billing period (for example, number of users multiplied by the per-user price, plus taxes where applicable). If the descriptor looks similar but not identical, check your email for PandaDoc invoices or receipts sent around the same date to confirm it’s the same merchant.

Why do I see a small or pending PandaDoc charge on my card?

When you add or update a payment method in PandaDoc, their payment processor may place a small temporary authorization (often $0–$1 or a very small amount) to verify your card. This is not an actual charge and should disappear or drop off within a few business days, depending on your bank. If a small amount moves from “pending” to “posted,” review your PandaDoc billing page for any recent plan change or trial activation; otherwise, contact both your bank and PandaDoc support to investigate.

How can I confirm which PandaDoc account or team is linked to this charge?

PandaDoc charges are associated with the billing owner’s email and workspace, which may differ from your personal login if your company manages subscriptions centrally. To identify the account, search your email (including work email) for PandaDoc invoices or receipts, which list the workspace name and billing contact. If you still can’t match the charge, contact PandaDoc support with the transaction details; they can usually locate the subscription using the card fingerprint and confirm the organization or email address that owns the account, subject to privacy rules.

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