Business Plan Templates: 26 FREE Samples - 2024 Updated
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PandaDoc
You don’t need software to write a professional business plan, but a solid template can help you get started. Download a free template from <anchor>PandaDoc</anchor> today and take your business to the next level.
PandaDoc Helps Growing Businesses Win [78%] More Deals – Take A Tour
PandaDoc Helps Growing Businesses Win \[78%\] More Deals – Take A Tour

[Log in](https://app.pandadoc.com/login/?lng=en-US) [Help center](https://support.pandadoc.com/hc/en-us) English (United States)  Nederlands (Nederland)  Français (France)  Polski (Polska)  Español (España)  Svenska (Sverige)  Deutsch (Deutschland)  Português (Portugal)  English (United States)

English (United States)  Nederlands (Nederland)  Français (France)  Polski (Polska)  Español (España)  Svenska (Sverige)  Deutsch (Deutschland)  Português (Portugal)  English (United States)

[PandaDocPandaDoc](https://www.pandadoc.com)

- Product








- Platform





- [Product overview](https://www.pandadoc.com/product-overview/)
- [Security & compliance](https://www.pandadoc.com/security/)
- [Enterprise](https://www.pandadoc.com/pandadoc-for-enterprise/)
- [Notary](https://notary.pandadoc.com/)
- [API](https://www.pandadoc.com/api/)

- Features





- [Document generation \
\
Automate document creation with customizable templates](https://www.pandadoc.com/document-generation/)
- [CPQ configure price quote \
\
Generate error-free quotes tailored for every buyer](https://www.pandadoc.com/cpq-software/)
- [Rooms \
\
Collaborate and close deals in one personalized deal room](https://www.pandadoc.com/rooms/)
- [Smart content \
\
Adapt documents to the recipient's requirements](https://www.pandadoc.com/features/create/smart-content/)
- [All features](https://www.pandadoc.com/features/)

- - [Automations \
    \
    Streamline your workflow \
    \
    and reduce manual tasks](https://www.pandadoc.com/workflow-automation-software/)
- [Approval workflow \
\
Simplify internal sign-offs before document delivery](https://www.pandadoc.com/workflow-approval-software/)
- [Workspaces \
\
Distribute content across teams and departments](https://www.pandadoc.com/features/collaborate/workspaces/)
- [Tracking & analytics \
\
Get insights into how users interact with your document](https://www.pandadoc.com/document-tracking-software/)

- [Request a demo](https://www.pandadoc.com/getdemo/?ss=tour_tour_top-menu)
- [Contact sales](https://www.pandadoc.com/contact-sales/?ss=tour_tour_top-menu)

![Product](https://public-site.marketing.pandadoc-static.com/app/uploads/advanced-quotes-copy-2.png)

Compare

- [vs DocuSign](https://www.pandadoc.com/alternatives/docusign/)
- [vs Dropbox Sign](https://www.pandadoc.com/alternatives/hellosign/)
- [vs Adobe Sign](https://www.pandadoc.com/alternatives/adobe-sign/)
- [vs Proposify](https://www.pandadoc.com/alternatives/proposify/)
- [View more](https://www.pandadoc.com/alternatives/)

- Solutions








- Use case





- [eSignatures](https://www.pandadoc.com/electronic-signature-software/)
- [Proposals](https://www.pandadoc.com/proposal-software/)
- [Contracts](https://www.pandadoc.com/contract-management-software/)
- [Quotes](https://www.pandadoc.com/quoting-software/)
- [Payments](https://www.pandadoc.com/payments/)
- [All use cases](https://www.pandadoc.com/use-cases/)

- Industry





- [Software & technology](https://www.pandadoc.com/industries/technology/)
- [Professional services](https://www.pandadoc.com/industries/professional-services/)
- [Education](https://www.pandadoc.com/industries/education/)
- [Healthcare](https://www.pandadoc.com/industries/healthcare/)
- [Construction](https://www.pandadoc.com/industries/construction/)
- [All industries](https://www.pandadoc.com/industries/)

- Team





- [Sales](https://www.pandadoc.com/pandadoc-for-sales/)
- [HR](https://www.pandadoc.com/pandadoc-for-hr/)
- [Marketing](https://www.pandadoc.com/pandadoc-for-marketers/)
- [Customer success](https://www.pandadoc.com/pandadoc-for-customer-success/)
- [Legal](https://www.pandadoc.com/pandadoc-for-legal/)
- [All teams](https://www.pandadoc.com/teams/)

- [Request a demo](https://www.pandadoc.com/getdemo/?ss=tour_tour_top-menu)
- [Contact sales](https://www.pandadoc.com/contact-sales/?ss=tour_tour_top-menu)

![Solutions](https://public-site.marketing.pandadoc-static.com/app/uploads/security-copy.png)

Security & Сompliance

- [Signature certificate](https://support.pandadoc.com/hc/en-us/articles/360007915133--Signature-certificate-of-completed-documents)
- [Two-factor authentication](https://support.pandadoc.com/hc/en-us/articles/16804817099927-Two-factor-authentication-2FA-)
- [GDPR compliance](https://www.pandadoc.com/gdpr/)
- [HIPAA compliance](https://www.pandadoc.com/hipaa/)
- [View more](https://www.pandadoc.com/security/)

- Integrations








- Sales and CRM





- [Hubspot](https://www.pandadoc.com/integrations/crm/hubspot/)
- [Salesforce](https://www.pandadoc.com/integrations/crm/salesforce/)
- [Pipedrive](https://www.pandadoc.com/integrations/crm/pipedrive/)
- [Salesforce CPQ](https://www.pandadoc.com/integrations/crm/salesforce-cpq/)
- [Zoho](https://www.pandadoc.com/integrations/crm/zoho/)
- [Monday](https://www.pandadoc.com/integrations/crm/mondaydotcom/)

- Payment gateways





- [Square](https://www.pandadoc.com/integrations/payment/square-payment-gateway/)
- [Stripe](https://www.pandadoc.com/integrations/payment/stripe/)
- [Authorize.net](https://www.pandadoc.com/integrations/payment/authorize-net-payment-gateway/)
- [PayPal](https://www.pandadoc.com/integrations/payment/paypal/)
- [QuickBooks Payments](https://www.pandadoc.com/integrations/payment/quickbooks-payment-gateway/)
- [FreshBooks](https://www.pandadoc.com/integrations/payment/freshbooks-new/)

- Collaboration and more





- [Zapier](https://www.pandadoc.com/integrations/integration-platforms/zapier/)
- [Greenhouse](https://www.pandadoc.com/integrations/hr-systems/greenhouse/)
- [Google Workspace](https://www.pandadoc.com/integrations/productivity/google-workspace/)
- [QuickBooks](https://www.pandadoc.com/integrations/payment/quickbooks-online/)
- [Microsoft Word](https://www.pandadoc.com/integrations/productivity/microsoft-word-online/)
- [Slack](https://www.pandadoc.com/integrations/productivity/slack-for-pandadoc/)
- [All integrations](https://www.pandadoc.com/integrations/)

- [API](https://www.pandadoc.com/api/?ss=tour_tour_top-menu)
- [Documentation](https://developers.pandadoc.com/docs/getting-started/?ss=tour_tour_top-menu)

- Resources








- Learn





- [Customer stories](https://www.pandadoc.com/customer-stories/ )
- [Blog](https://www.pandadoc.com/blog/)
- [Templates](https://www.pandadoc.com/templates/)
- [Webinars](https://www.pandadoc.com/library/webinars/)
- [Learning academy](https://learn.pandadoc.com/)
- [Security](https://www.pandadoc.com/security/)

- Support





- [Help center](https://support.pandadoc.com/hc/en-us/)
- [Contact us](https://www.pandadoc.com/contact/)
- [Onboarding services](https://www.pandadoc.com/customer-experience/onboarding/)
- [Professional services](https://www.pandadoc.com/customer-experience/services/)
- [Premium support](https://www.pandadoc.com/customer-experience/premium-support/)

- Developers





- [API](https://www.pandadoc.com/api/)
- [Document embedding](https://www.pandadoc.com/api/embedded-editing/)
- [Documentation](https://developers.pandadoc.com/docs/getting-started/)

- [Request a demo](https://www.pandadoc.com/getdemo/?ss=tour_tour_top-menu)
- [Contact sales](https://www.pandadoc.com/contact-sales/?ss=tour_tour_top-menu)

Customer stories

[![Autodesk now tracks sales metrics across its entire org](https://public-site.marketing.pandadoc-static.com/app/uploads/autodesk-copy-1.png)\
\
Autodesk now tracks sales metrics across its entire org](https://www.pandadoc.com/customers-case-study/autodesk/)[![Nomad cut customer acquisition costs by 20%](https://public-site.marketing.pandadoc-static.com/app/uploads/nomad-copy-3.png)\
\
Nomad cut customer acquisition costs by 20%](https://www.pandadoc.com/customers-case-study/nomad/)[![TheKey saves 3,000 hours per year using PandaDoc](https://public-site.marketing.pandadoc-static.com/app/uploads/the-key-copy-1.png)\
\
TheKey saves 3,000 hours per year using PandaDoc](https://www.pandadoc.com/customers-case-study/thekey/)

- [All customer stories](https://www.pandadoc.com/customer-stories/)

- [Pricing](https://www.pandadoc.com/pricing/)

[Contact sales](https://www.pandadoc.com/contact-sales/?ss=tour_tour_header-nav) [Request a demo](https://www.pandadoc.com/getdemo/?ss=tour_tour_header-nav) [Request a demo](https://www.pandadoc.com/getdemo/?ss=tour_tour_header-nav)

Finish your demo booking

Looks like you haven't picked a time for your personalized demo. Pick a time now.

[Select date and time](/getdemo/)

![Calendar](https://public-site.marketing.pandadoc-static.com/assets/assets/demo/calendar-49307821d2.png)

- Product



- Platform
  - [Product overview](https://www.pandadoc.com/product-overview/)
  - [Security & compliance](https://www.pandadoc.com/security/)
  - [Enterprise](https://www.pandadoc.com/pandadoc-for-enterprise/)
  - [Notary](https://notary.pandadoc.com/)
  - [API](https://www.pandadoc.com/api/)
- Features
  - [Document generation](https://www.pandadoc.com/document-generation/)
  - [CPQ configure price quote](https://www.pandadoc.com/cpq-software/)
  - [Rooms](https://www.pandadoc.com/rooms/)
  - [Smart content](https://www.pandadoc.com/features/create/smart-content/)
  - [Automations](https://www.pandadoc.com/workflow-automation-software/)
  - [Approval workflow](https://www.pandadoc.com/workflow-approval-software/)
  - [Workspaces](https://www.pandadoc.com/features/collaborate/workspaces/)
  - [Tracking & analytics](https://www.pandadoc.com/document-tracking-software/)
  - [All features](https://www.pandadoc.com/features/)
- Compare
  - [vs DocuSign](https://www.pandadoc.com/alternatives/docusign/)
  - [vs Dropbox Sign](https://www.pandadoc.com/alternatives/hellosign/)
  - [vs Adobe Sign](https://www.pandadoc.com/alternatives/adobe-sign/)
  - [vs Proposify](https://www.pandadoc.com/alternatives/proposify/)
  - [View more](https://www.pandadoc.com/alternatives/)

- Solutions



- Use case
  - [eSignatures](https://www.pandadoc.com/electronic-signature-software/)
  - [Proposals](https://www.pandadoc.com/proposal-software/)
  - [Contracts](https://www.pandadoc.com/contract-management-software/)
  - [Quotes](https://www.pandadoc.com/quoting-software/)
  - [Payments](https://www.pandadoc.com/payments/)
  - [All use cases](https://www.pandadoc.com/use-cases/)
- Industry
  - [Software & technology](https://www.pandadoc.com/industries/technology/)
  - [Professional services](https://www.pandadoc.com/industries/professional-services/)
  - [Education](https://www.pandadoc.com/industries/education/)
  - [Healthcare](https://www.pandadoc.com/industries/healthcare/)
  - [Construction](https://www.pandadoc.com/industries/construction/)
  - [All industries](https://www.pandadoc.com/industries/)
- Team
  - [Sales](https://www.pandadoc.com/pandadoc-for-sales/)
  - [HR](https://www.pandadoc.com/pandadoc-for-hr/)
  - [Marketing](https://www.pandadoc.com/pandadoc-for-marketers/)
  - [Customer success](https://www.pandadoc.com/pandadoc-for-customer-success/)
  - [Legal](https://www.pandadoc.com/pandadoc-for-legal/)
  - [All teams](https://www.pandadoc.com/teams/)
- Security & Сompliance
  - [Signature certificate](https://support.pandadoc.com/hc/en-us/articles/360007915133--Signature-certificate-of-completed-documents)
  - [Two-factor authentication](https://support.pandadoc.com/hc/en-us/articles/16804817099927-Two-factor-authentication-2FA-)
  - [GDPR compliance](https://www.pandadoc.com/gdpr/)
  - [HIPAA compliance](https://www.pandadoc.com/hipaa/)
  - [View more](https://www.pandadoc.com/security/ )

- Integrations



- Sales and CRM
  - [Hubspot](https://www.pandadoc.com/integrations/crm/hubspot/)
  - [Salesforce](https://www.pandadoc.com/integrations/crm/salesforce/)
  - [Pipedrive](https://www.pandadoc.com/integrations/crm/pipedrive/)
  - [Salesforce CPQ](https://www.pandadoc.com/integrations/crm/salesforce-cpq/)
  - [Zoho](https://www.pandadoc.com/integrations/crm/zoho/)
  - [Monday](https://www.pandadoc.com/integrations/crm/mondaydotcom/)
- Payment gateways
  - [Square](https://www.pandadoc.com/integrations/payment/square-payment-gateway/)
  - [Stripe](https://www.pandadoc.com/integrations/payment/stripe/)
  - [Authorize.net](https://www.pandadoc.com/integrations/payment/authorize-net-payment-gateway/)
  - [PayPal](https://www.pandadoc.com/integrations/payment/paypal/)
  - [QuickBooks Payments](https://www.pandadoc.com/integrations/payment/quickbooks-payment-gateway/)
  - [FreshBooks](https://www.pandadoc.com/integrations/payment/freshbooks-new/)
- Collaboration and more
  - [Zapier](https://www.pandadoc.com/integrations/integration-platforms/zapier/)
  - [Greenhouse](https://www.pandadoc.com/integrations/hr-systems/greenhouse/)
  - [Google Workspace](https://www.pandadoc.com/integrations/productivity/google-workspace/)
  - [QuickBooks](https://www.pandadoc.com/integrations/payment/quickbooks-online/)
  - [Microsoft Word](https://www.pandadoc.com/integrations/productivity/microsoft-word-online/)
  - [Slack](https://www.pandadoc.com/integrations/productivity/slack-for-pandadoc/)
  - [All integrations](https://www.pandadoc.com/integrations/)

- Resources



- Learn
  - [Customer stories](https://www.pandadoc.com/customer-stories/)
  - [Blog](https://www.pandadoc.com/blog/)
  - [Templates](https://www.pandadoc.com/templates/)
  - [Webinars](https://www.pandadoc.com/library/webinars/)
  - [Learning academy](https://learn.pandadoc.com/)
  - [Security](https://www.pandadoc.com/security/)
- Support
  - [Help center](https://support.pandadoc.com/hc/en-us?__hstc=149726313.c068d78ce51fd3577889c56e5ceb8409.1659002682403.1704881971903.1704887309662.101&__hssc=149726313.1.1704887309662&__hsfp=2851389664)
  - [Contact us](https://www.pandadoc.com/contact/)
  - [Onboarding services](https://www.pandadoc.com/customer-experience/onboarding/)
  - [Professional services](https://www.pandadoc.com/customer-experience/services/)
  - [Premium support](https://www.pandadoc.com/customer-experience/premium-support/)
- Developers
  - [API](https://www.pandadoc.com/api/)
  - [Document embedding](https://www.pandadoc.com/api/embedded-editing/)
  - [Documentation](https://developers.pandadoc.com/docs/create-send-document)

- [Pricing](https://www.pandadoc.com/pricing/)

- [Log in](https://app.pandadoc.com/login/?ss=tour_tour_header-nav&lng=en-US)


[Request a demo](https://www.pandadoc.com/getdemo/?ss=tour_tour_header-nav)

[Contact sales](https://www.pandadoc.com/contact-sales/?ss=tour_tour_header-nav)

# PandaDoc product tour

The all-in-one tool to create, collaborate, and eSign documents

4 stars out of 51 star

4.7 [2,477 Total Reviews](https://www.g2.com/products/pandadoc/reviews)

[Request a demo](https://www.pandadoc.com/getdemo/?ss=tour_tour_hero)

[Start free 14-day trial](https://signup.pandadoc.com/?ss=tour_tour_hero&lng=en-US)

No credit card required

### Join 50,000+ companies in document workflow nirvana

- Autodesc
- SGS
- Konica Minolta
- Tata Steel
- Bonusly
- TomTom
- Rakuten

### Automate document creation

- **Templates** — create proposals, quotes, forms, contracts, and more. Customize with the built-in editor or create your own.
- **Integrations** — works with your tools, including major CRM and productivity suites, plus an open API.
- **Compliant** — lock legal content to prevent errors. Add a library of pre-approved contracts and clauses.

![Automate document creation](https://public-site.marketing.pandadoc-static.com/assets/assets/features-large/tour/templates-e657a34600.png)

### Collaborate with powerful workflows

- **Roles**— collaborate with anyone from in and outside your team or company with flexible roles and permissions.
- **Comments**— comment and respond right in the document to resolve issues faster.
- **Approvals and Negotiations**— enable painless collaboration with internal and external reviewers with approval workflows, and version tracking.

![Collaborate with powerful workflows](https://public-site.marketing.pandadoc-static.com/assets/assets/features-large/tour/collaboration-27ef02da28.png)

## Get started with PandaDoc today

[Request a demo](https://www.pandadoc.com/getdemo/?ss=tour_tour_cta)

[Start free 14-day trial](https://signup.pandadoc.com/?ss=tour_tour_cta&lng=en-US)

No credit card required

### Sign documents electronically

- **Mobile**— make it easy for clients to sign docs whether they’re on their desktop or smartphone.
- **Security**— keep documents secure with 256-bit encryption. HIPAA compliant. SOC 2 Type II certified.
- **Audit trail**— get proof of who opened, viewed, and signed a document and when.

![Sign documents electronically](https://public-site.marketing.pandadoc-static.com/assets/assets/features-large/tour/signature-75b878c6f4.png)

### Track and analyze engagement

- **Track engagement** — see who has opened, viewed, and signed. Learn who hasn’t engaged yet.
- **Real-time alerts** — instant email and mobile app notifications tell you when someone is engaging.
- **Optimize** — use the insights from analytics to learn what’s working, and improve your workflows.

![Track and analyze engagement](https://public-site.marketing.pandadoc-static.com/assets/assets/features-large/audit-trial-a07605ba09.png)

### Store and manage all your documents in one place

- **[Document repository](https://www.pandadoc.com/features/report-and-track/document-repository/)**– experience powerful search and filter capabilities.
- **Workflow** – seamlessly incorporate legacy documents for efficient management.
- **Audit trail** – explore recipient analytics, audit trails, and other document details effortlessly.

![Store and manage all your documents in one place](https://public-site.marketing.pandadoc-static.com/assets/assets/features-large/tour/enhanced-repository-04aebb2ff2.png)

### Increase your closed deals by 87% per month

See how in-app contract negotiations, workflow approvals and CRM integrations can give your business a competitive edge.

[Request a demo](https://www.pandadoc.com/getdemo/?ss=tour_tour_banner-rich)

![Documents Human](https://public-site.marketing.pandadoc-static.com/assets/assets/banner-rich/documents-human-442a01d2c2.png)

> ![Andy McNeill](https://public-site.marketing.pandadoc-static.com/app/uploads/andy-McNeill-2-530x530.png)
>
> PandaDoc will allow us to work quickly through our high volume of incoming leads. And, with a 100% remote workforce, the ability to create, edit, and manage documents virtually will allow us to maintain business continuity throughout our operations.
>
> Andy McNeill  Founder & CEO

> ![Aaron Boatin](https://public-site.marketing.pandadoc-static.com/app/uploads/aaron-boatin-2-530x530.png)
>
> PandaDoc has been an integral part in our growth. Transactions that took days, now take minutes. We’ve fully integrated PandaDoc into our sales and marketing workflows and our team finds ways to leverage new features almost daily. We can’t imagine life without PandaDoc.
>
> Aaron Boatin  President

## Get started with PandaDoc today

[Request a demo](https://www.pandadoc.com/getdemo/?ss=tour_tour_cta)

[Start free 14-day trial](https://signup.pandadoc.com/?ss=tour_tour_cta&lng=en-US)

No credit card required

Product

- [Pricing](https://www.pandadoc.com/pricing/)
- [Integrations](https://www.pandadoc.com/integrations/)
- [Features](https://www.pandadoc.com/features/)
- [Updates](https://www.pandadoc.com/blog/product-updates/)
- [Security](https://www.pandadoc.com/security/)
- [HIPAA](https://www.pandadoc.com/hipaa/)

Use cases

- [Proposals](https://www.pandadoc.com/proposal-software/)
- [eSignatures](https://www.pandadoc.com/electronic-signature-software/)
- [Quotes](https://www.pandadoc.com/quoting-software/)
- [Contracts](https://www.pandadoc.com/contract-management-software/)
- [Payments](https://www.pandadoc.com/payments/)
- [Forms](https://www.pandadoc.com/pandadoc-forms/)
- [Notary](https://notary.pandadoc.com/)
- [API](https://www.pandadoc.com/api/)
- [CPQ](https://www.pandadoc.com/cpq-software/)
- [Deal Rooms](https://www.pandadoc.com/rooms/)
- [All use cases](https://www.pandadoc.com/use-cases/)

Resources

- [Help center](https://support.pandadoc.com/hc/en-us?__hstc=149726313.c068d78ce51fd3577889c56e5ceb8409.1659002682403.1704887309662.1704891792097.102&__hssc=149726313.1.1704891792097&__hsfp=2851389664)
- [Templates](https://www.pandadoc.com/templates/)
- [Blog](https://www.pandadoc.com/blog/)
- [Electronic signature law](https://www.pandadoc.com/electronic-signature-law/)
- [PandaDoc Q&A](https://www.pandadoc.com/ask/)
- [Developer center](https://developers.pandadoc.com/)
- [System status](https://status.pandadoc.com/?__hstc=149726313.c068d78ce51fd3577889c56e5ceb8409.1659002682403.1704887309662.1704891792097.102&__hssc=149726313.1.1704891792097&__hsfp=2851389664)
- [Onboarding services](https://www.pandadoc.com/onboarding-services/)

Compare

- [vs DocuSign](https://www.pandadoc.com/alternatives/docusign/)
- [vs Dropbox Sign](https://www.pandadoc.com/alternatives/hellosign/)
- [vs Adobe Sign](https://www.pandadoc.com/alternatives/adobe-sign/)
- [vs Proposify](https://www.pandadoc.com/alternatives/proposify/)
- [vs Docsend](https://www.pandadoc.com/alternatives/docsend-alternative/)
- [All alternatives](https://www.pandadoc.com/alternatives/)

Company

- [About us](https://www.pandadoc.com/about/)
- [Culture](https://www.pandadoc.com/culture/)
- [Careers](https://www.pandadoc.com/careers/)
- [Become a partner](https://www.pandadoc.com/partners/)
- [Press](https://www.pandadoc.com/press/)
- [Contact us](https://www.pandadoc.com/contact/)

- [Google Play](https://play.google.com/store/apps/details?id=com.pandadoc.mobile&hl=en)
- [App Store](https://apps.apple.com/us/app/pandadoc-track-esign-docs/id1210645479)

- ![Security - HIPAA](//public-site.marketing.pandadoc-static.com/app/packages/www-next/img/hipaa-DvAND3qo.svg)
- ![Security - AICPA SOC](//public-site.marketing.pandadoc-static.com/app/packages/www-next/img/aicpa-soc-DCXQMu5Q.svg)
- ![Security - GDPR](//public-site.marketing.pandadoc-static.com/app/packages/www-next/img/gdpr-BnLiNYoR.svg)
- ![Security - EIDAS](//public-site.marketing.pandadoc-static.com/app/packages/www-next/img/eidas-DFGmfEBW.svg)

© 2024 PandaDoc Inc. All rights reserved.

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- [Legal](https://www.pandadoc.com/legal/)
- [Cookie settings](#cookie-settings)

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