The PandaDoc trial gives you 14 days of full access to the Business plan features. This plan gives you a meaningful scope for evaluation.

The best part? No credit card required.

That means you can start building documents, send them for signature, and test real integrations without having to commit upfront.

If you’re still evaluating different tools, start your 14-day free trial here.

In this guide, we’ll show you exactly what you can do during those 14 days, what’s included (and what’s not), and how you can best use your time to decide whether PandaDoc is the right fit for your team.

What’s included in your 14-day trial

The PandaDoc trial includes full access to Business plan features for 14 days, without requiring you to put a credit card down.

This access gives you the ability to create, send, and track documents, college legally binding e-signatures, and connect your key tools, all within a working environment.

Here’s the full scope of what you get:

• Full document editor with drag-and-drop content blocks
• Access to the template library for proposals, contracts, quotes, NDAs, and more
• Legally binding e-signature features
• CRM integrations, including HubSpot, Pipedrive, and other supported tools (excluding Salesforce)
• Custom branding for documents and emails
• Deal rooms for sharing documents in a single, trackable space
• Approval workflows for internal sign-off before sending
• Audit trails for every document action
• Real-time tracking and notifications when recipients view or sign
• Content library to store reusable sections and assets
• Ability to send up to 50 documents total, with up to 5 recipients per document (business email required)
• Recipients can sign documents for free on any device — no PandaDoc account needed

What the trial doesn’t cover

The trial includes most of the Business plan functionality, but there are a few limitations to consider:

• Documents containing hyperlinks cannot be sent (this helps prevent spam during trial usage)
• Bulk send is not available
• Salesforce integration requires a paid add-on and is not included in the trial
• Smart content is only available on annual plans

But remember, these are trial-specific limits, not the limitations of the paid product. Take a look at the full capabilities and upgrades in the PandaDoc pricing plans.

Three things to do in your first week

The main goal of the trial isn’t to explore every single feature (although, you could do that). It’s to prove value with real documents.

The following three steps will get you started quickly:

1. Build a document from a real template

You can start by creating something you’ll actually use in your business, not just a test file.

Go to the template library and choose a document that matches your role, like a proposal, contract, quote, or NDA.

Then, you can:

• Edit text and layout using content blocks
• Add pricing tables or custom fields
• Insert branding elements like logos and colors

And if you already have documents, you can import them instead. PandaDoc supports:

• PDF, DOCX, PNG, and JPG files
• Uploads from your device or cloud storage (Google Drive, Dropbox, OneDrive, Box)

This will take you quickly from your current document system into PandaDoc.

2. Send it and collect a real e-signature

When your document is ready, you can send it to actual recipients.

You can:

• Add up to 5 recipients per document
• Assign roles (signer, viewer, approver)
• Send from your business email

Your recipients don’t need to have a PandaDoc account, and they can open and sign from any device.

This is where you’ll start to see the real value of the product, since you’re not simulating a process but actually completing one.

Once you send off your document, you can track activity in real time:

• See when the document is opened
• Get notified when it’s viewed or signed
• Access a full audit trail

3. Connect your CRM or a business tool

Next, to really make use of the trial in your actual workflow, you can connect your CRM to PandaDoc.

Here’s how:

Go to Settings → Integrations and connect:

• HubSpot
• Pipedrive
• Other supported platforms (Salesforce is not included in the trial)

This will let you:

• Sync contacts into PandaDoc
• Pull document data into your existing system

This won’t feel like a sandbox, but rather like the real work you’d do if you continued using the product.

Is there a trial for developers?

Yes, there is. PandaDoc offers a specific Sandbox API trial for developers who want to test integrations.

The PandaDoc API Sandbox trial gives you:

• 14 days of enterprise-level API access
• Continued free access after the trial, with limits (10 requests per minute and watermarked PDFs)

Keep in mind that the Sandbox is designed for building and testing integrations. It’s not intended for sending legally binding documents. Any documents created in the Sandbox cannot be used for real transactions.

But this is a good option for developers to validate use cases and build integrations before they move to a production environment.

What happens when the trial ends?

At the end of your 14-day trial, here’s what happens:

• Your account access expires
• You are not charged unless you’ve added payment details and selected a plan
• You can reactivate anytime by choosing a paid plan or switching to the free eSign plan

But if you need more time to explore the trial, you can request a trial extension by contacting the PandaDoc team.

Take a look at the available PandaDoc pricing plans.

And remember, you can start the trial without putting a credit card down, and there are no automatic charges when it ends.

Ready to start your PandaDoc trial?

You’ll get 14 days free, no credit card required, and full Business plan access. This is enough to test real documents in a real workflow to see how you like it.

Start your 14-day trial today, or talk to a team member.