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14-day free trial of PandaDoc's Business Monthly plan

PandaDoc gives new accounts a 14-day free trial on the Business Monthly plan, which suits teams that want to test paid features on real documents. The trial ends on day 15, and a card left on the account gets charged.
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What you get

  • A 14-day trial on the Business Monthly plan, the plan new trials start on by default.[1]
  • With a business email address, a document sent during the trial can go to up to 5 recipients.[2]
  • After the trial, Business costs $49 per user a month when billed annually, or $65 per user a month when billed monthly.[2]

Who qualifies and the limits

  • Adding payment details is what lets you change plan during the 14-day trial, and the trial itself is not charged.[1]
  • The trial ends on day 15. If payment details are still on the account, the plan you selected is charged automatically.[1]
  • PandaDoc's help pages describe the next step differently: one says the subscription expires on day 15, another says the Free plan starts then.[3]

How to claim it

  1. Create a PandaDoc account, ideally with a business email address, since personal email accounts get a smaller trial limit.
  2. The trial starts at sign-up on the Business Monthly plan.
  3. To keep a paid plan after day 14, choose one under Settings > Billing and add payment details.
  4. If you do not want to continue, remove the payment details before the trial ends so no charge is made.

Our take

The trial lets you test Business Monthly on your own documents before you pay. The cost risk comes at the end: a card left on the account is charged automatically, so decide before day 15. PandaDoc's help pages also disagree on the trial's send cap and on what follows day 15, so check both in the account.

PandaDoc deal: questions

Do I need a credit card for the PandaDoc free trial?

PandaDoc's help pages do not state whether a card is needed to start the 14-day trial. They say payment details are needed to change plan during the trial, and that you will not be charged during it.

What happens when the PandaDoc trial ends?

The trial ends on day 15. PandaDoc's help pages differ on the next step: the trial article says the subscription expires, while the free plan guide says the Free plan starts. If payment details are still on the account, PandaDoc charges the plan you selected, so remove the card before day 15 if you do not want to pay.

How many documents can I send during the trial?

PandaDoc's help pages do not agree. The free plan guide caps the trial at 5 documents. The trial article gives 5 documents with up to 3 recipients each on a personal email address, and the plan comparison gives up to 50 documents with a business email address. Check the limit in your account during the trial.

Is there a PandaDoc plan that stays free after the trial?

Yes. The Free plan allows 5 documents a month, or 60 a year on older annual accounts, with 2 recipients per document. Documents beyond that limit need a paid plan.

Sources

Each fact on this page links the vendor page it comes from and the day we read it. Offers change: the vendor's own terms are the final word.

  1. [1] support.pandadoc.com/en/articles/11379752-pandadoc-s-free-esign-plan-vs-free-14-day-trial, checked
  2. [2] support.pandadoc.com/en/articles/9715033-compare-subscription-plan-features, checked
  3. [3] support.pandadoc.com/en/articles/9715030-pandadoc-free-plan-guide, checked