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GTM AI Index
Index › Products › PandaDoc · October 2026 Edition
7 categories · Ranked

PandaDoc

559Judge labels
179First choices
88Negative labels
14 / 14Models named it
7Categories
October 2026 Edition. Every number here is derived from the raw labels under vendor table v2026-10-05.2, every buyer segment counted.
Best standing
67% in Proposals for small business buyers
Rank 1 of 56 in the mid-market standingendorsed leader
14 of 14 models made it the first choice on the direct prompt; 11% of its 72 labels there were negative.
What the models named instead of PandaDoc →
By buyer segmentStrongest at small business.
In proposals · each standing computed within its segment · bars are 0 to 100 · the accent bar is the product's own best reading

Standing by category

Every category where a model named PandaDoc for a mid-market B2B company. Share is first choices across the direct, paraphrase, budget and scale prompts; rank is within every product named in that category.
CategoryFunctionShareRankNegative rateLabelsQuadrantSince September 2026
Proposal softwareRevenue operations65%1 of 5611%72endorsed leader▲+18Since September 2026: 49% → 67%, +18 points. Past the 11-point floor: movement. Read over the models both editions asked.
Contract lifecycle management and e-signatureRevenue operations23%1 of 636%35accepted challenger=heldSince September 2026: 25% → 25%, ±0 points. Inside the 11-point floor: within noise. Read over the models both editions asked.
RFP response softwareSales16%2 of 8231%35criticized challenger
CPQRevenue operations15%2 of 667%41accepted challenger▲+2Since September 2026: 13% → 16%, +2 points. Inside the 11-point floor: within noise. Read over the models both editions asked.
Value selling toolsSales2%16 of 11640%5under 10 labels · led by Minoa at 21%
Digital sales roomsSales0%16 of 7311%9under 10 labels · led by Dock at 29%=heldSince September 2026: 0% → 0%, ±0 points. Inside the 11-point floor: within noise. Read over the models both editions asked.
Client onboarding platformsCustomer0%34 of 1040%2under 10 labels · led by Rocketlane at 47%

Movement

Since September 2026, PandaDoc moved past the floor in one of seven categories: Proposals, +18 points to 67%. It held within the floor in the other six.

Best category · Proposals · by segment

Small business▲+16Since September 2026: 49% → 65%, +16 points. Past the 11-point floor: movement. Read over the models both editions asked.
65%from 49% in September 2026
Cleared the floor by 5 pointsRank 1 of 52, unchanged
Mid-market▲+18Since September 2026: 49% → 67%, +18 points. Past the 11-point floor: movement. Read over the models both editions asked.
67%from 49% in September 2026
Cleared the floor by 7 pointsRank 1 of 55, unchanged
Enterprise▼−5Since September 2026: 22% → 17%, −5 points. Inside the 11-point floor: within noise. Read over the models both editions asked.
17%from 22% in September 2026
Inside the floor by 6 pointsRank 1 of 62, unchanged

All categories · Mid-market

CategorySeptember 2026NowChangeReadingRank
Proposals49%67%▲+18Since September 2026: 49% → 67%, +18 points. Past the 11-point floor: movement. Read over the models both editions asked.Moved past the floorRank 1 of 56, unchanged
RFP response0%17%newNew since September 2026: not ranked then, 17% now.New this editionRank 2 of 82, unchanged
CPQ13%16%▲+2Since September 2026: 13% → 16%, +2 points. Inside the 11-point floor: within noise. Read over the models both editions asked.Within noiseRank 2 of 66, unchanged
Value selling0%2%newNew since September 2026: not ranked then, 2% now.New this editionRank 16 of 116, unchanged
CLM25%25%=heldSince September 2026: 25% → 25%, ±0 points. Inside the 11-point floor: within noise. Read over the models both editions asked.Within noiseRank 1 of 63, unchanged
Sales rooms0%0%=heldSince September 2026: 0% → 0%, ±0 points. Inside the 11-point floor: within noise. Read over the models both editions asked.Within noiseRank 48 → 16 of 73
Client onboarding0%0%newNew since September 2026: not ranked then, 0% now.New this editionRank 34 of 104, unchanged

Shares here are read over the models both editions asked, so they can differ by a point or two from the standing above, which counts every model in this edition.

The floor is 11 points of share, measured: how far the models move a leader on their own when the same questions are asked twice with nothing changed. A larger change is movement; a smaller one is noise, and both are shown. Movement is read over the twelve models both editions asked; GPT-6 Luna, Muse Glimmer 30B joined this edition and are in the standing but not yet in the comparison. How the floor is measured · The editions

By model

How each model treated PandaDoc across every prompt where it was named for a mid-market B2B company. Fourteen models, six prompts per category.
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ModelFirst choiceAlternativeMentionNegativeLabels
Claude Haiku 4.5354012
GPT-5.4 mini53019
Gemini 3.5 Flash393217
Perplexity Sonar632112
Grok 4.20933318
Mistral Small701412
DeepSeek V4 Flash862319
Llama 4 Maverick413210
Qwen 3.7 Flash774321
Kimi K25112422
GLM 4.7 FlashX632112
MiniMax M2.5464216
GPT-6 Luna34007
Muse Glimmer 30B641112

By framing

Which of the six questions produced the naming. By model says how often; this says asked what. The first-choice count on the right carries the marks of the models that produced it.
FramingLabels by classFirst choices
Direct93 labels53
Paraphrase127 labels79
Comparative96 labels37not counted in share
Budget-constrained99 labels40
Scale-constrained52 labels7
Negative92 labels10not counted in share
First choiceAlternativeMentionNegative559 labels in all, every segment counted; 179 of the 226 first choices count toward share, since the comparative and negative framings do not. The bar is one segment per label class, to scale within the framing.

What the models said for it

Verbatim evidence the judge attached to positive labels.

“All-round revenue/enterprise teams | All-in-one: templates, content library, analytics, payments, CPQ... Choose ... PandaDoc if Salesforce-heavy” Grok 4.20 · Proposals · comparative prompt · first choice
“For a mid-sized B2B with a sales-driven motion and wants proposals + signatures in one place with CRM integration: PandaDoc or Oneflow.” Muse Glimmer 30B · CLM · paraphrase prompt · first choice
“PandaDoc is the best default choice because it is repeatedly positioned as an all-in-one proposal platform for small-to-mid-market teams” Perplexity Sonar · Proposals · direct prompt · first choice
“1. PandaDoc 🏆 ... Differentiator: The broadest platform—if you need one tool for proposals, contracts, and payments, this is it.” Kimi K2 · Proposals · comparative prompt · first choice

And against it

Verbatim evidence attached to negative labels. A warning on a product with few labels is a warning; on a product with many, it is one voice among them.

“General proposal tools like Proposify and PandaDoc: These excel at sales proposals but fall short for true RFPs.” Grok 4.20 · RFP response · negative prompt · hard negative
“Proposify and PandaDoc are frequently cited as problematic choices for RFP response work” Kimi K2 · RFP response · negative prompt · hard negative
“These are *proposal/presentation* tools, not true RFP management platforms.” Qwen 3.7 Flash · RFP response · negative prompt · hard negative
“Avoid PandaDoc if mobile experience or complex editing is critical” Kimi K2 · Proposals · negative prompt · hard negative

Named alongside

The products named in the same answers as PandaDoc, over the 559 answers that named it. Took the first choice instead counts the answers where the other product was the first choice and PandaDoc was named but was not.
ShowHide
ProductSame answerTook the first choice insteadHead to head
Qwilr169 of 5594Compare →
Loopio120 of 55926Compare →
DealHub111 of 55926Compare →
GetAccept65 of 5593Not among the top eight
A head-to-head page exists where both products are among a category's top eight. The other rows are the same fact without a page behind them, so they link to the product instead.

What carried it into the answer

The sites and pages cited by the answers that named PandaDoc. A fact about retrieval, not a lever on the model.

Citations exist only for the models that return a source list, five of the fourteen in this edition, so these counts come from 527 of the 559 answers that named PandaDoc and are not a share of its labels.

Domains cited

pandadoc.comYour site268
g2.com205
guideflow.com200
getaccept.com148
monday.com143
qwilr.com140
responsive.io130
albato.com128
proposify.com114
sifthub.io93

1,301 of the 1,569 domain citations in answers naming PandaDoc came from somebody else's page.

Pages cited

Pages are listed as the models cited them.

Search and answers

Where PandaDoc stands in Google search beside where it stands in the models' answers.
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In search

Google, US estimates
Position for “proposal software”
1
Position for “best proposal software”
–
not in the top ten
Searches for its name, Google
60,500 a month (“pandadoc”)
AI search demand for its name, est.
510 a month
Organic visits to its site
about 425,196 a month
Searches its site ranks for
60,477 · 4,823 in the top three
Sites linking to it
17,457
Paid Google search
23 searches its ads show for, about 907 clicks and $42,516 a month (estimate)
Ads on GoogleDetailLess
119+ ads · 73 image, 44 text, 2 video · 119 shown in the last 30 days

First shown March 2023, as PandaDoc, Inc., verified. Ads started 2025-10 to 2026-09: 85 in the year, 34 before. 1 more by other advertisers linking to it.

On Google's pages: 1 2 3 4

In answers

This edition
Share of first choices
65%
rank 1 of 56 in proposals
First choices
179
across its categories
Named in
559 answers
Its own site cited
in 527 of the answers that named it

Search figures are US estimates from DataForSEO, read September 28, 2026; AI search demand is its modeled, directional estimate, not a count of queries to any assistant. The answers are this edition's. Two measurements side by side: neither is read as the cause of the other.

What it publishes

ShowHide
Addresses on pandadoc.com
1,389
subdomains included
Content
110
counted in the table below
Documentation
406
Product · Integration
0 · 0
KindPagesLast 90 days2025-10 to 2026-09LatestCategories named
Blog58undated
Comparison2312026-07-29
Glossary or explainer2212026-08-06
Conference or event412026-08-18
Webinar or virtual event302026-01-22

Most recent

How it is countedHide how it is counted

Every page pandadoc.com exposes, subdomains included. Kind is read from the address and title. The last 90 days, the latest date and the twelve months count pages by when they were published, from the site's feeds, a date in the address, or the page's own publication date, read from up to a hundred of its most recently changed pages; a page that says only when it last changed is counted in its kind but not in when, so the recent counts are a floor, and a kind none of whose pages gives a publication date reads undated. An event counts as online when its address or title says so (webinar, on demand, virtual or online summit); a conference, summit, trade show, expo or roadshow that does not say so is counted as a conference or event, which on a vendor's site is mostly in person. Read September 29, 2026.

Names read as PandaDoc

What the judge wrote, as written, with how often. The vendor table decides that these count as PandaDoc; a claim can dispute any of them.
PandaDoc CPQ 12PandaDoc Business 2PandaDoc (Free Plan) 1PandaDoc Free 1

Follow PandaDoc

An email the morning each edition publishes: where this product moved, where it held, and by how much against the noise floor. One address, confirmed by a click; a stop link in every email.

Already following? Everything you follow, with a stop for each.

The company

PandaDoc.
ShowHide

On record

Wikidata
Headquarters
South San Francisco, United States
Founded
2013

Fetched September 14, 2026. These describe the company, not the product's standing, and a claimed page can dispute any of them. · Wikidata · Crunchbase

In its own words

Stated by the vendor, not checked
Positioning
PandaDoc streamlines proposals, quotes & other business document workflows - Trusted by 50K+ Clients - SOC 2, HIPAA & GDPR Compliant!
For
growing businesses
Free plan or trial
Start a trial pandadoc.com
Certifications
SOC 2HIPAAGDPRE-SIGNUETA
Customers named
AutodeskNomadTheKeyWizehireGoConsensusChili Piper
Not stated on the pages read
Price, starting price, integrations, hosting

What PandaDoc's own pages state, read September 28, 2026: pandadoc.com. A claimed page can correct any of them.

Is this your product?

Claim this page

Claiming is free and changes nothing in the data. A claimed page shows a verified contact who is told when each edition publishes and when PandaDoc's standing changes by more than the noise floor; the right to propose corrections to the vendor table, meaning names the judge wrote that should or should not read as PandaDoc, applied by version and listed in the change log; and a one-line description supplied by the vendor and marked as such.

What a new claim receivesHide what a new claim receives

A new claim receives the current edition's vendor brief for PandaDoc by email, built from the raw record of the edition. It shows:

  • where PandaDoc is named, by buyer and by framing, and which cells hold its first choices;
  • the claims the models make when they name it, ranked, with the strongest and the weakest quoted;
  • its vocabulary against the segment leader's, and the pages the models cited;
  • who was chosen in the answers that did not name PandaDoc, and every reason the record gives;
  • a battlecard for each top rival: the head-to-head split, why they win, and the reservation quoted against them;
  • one page of published figures cleared to show a buyer.
The subscriber app

A verification link goes to your work email; an address at pandadoc.com is approved on the spot, any other is reviewed by hand. Your email is never published. Claiming gives no say over labels, shares, verdicts or which quotes appear.

Badges

Wins only: a badge exists where PandaDoc is ranked in a category's top three this edition. Three sizes, one file each, light and dark; the code is under each.
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Proposal software

Every AI model in the set recommends PandaDoc first in Proposal software this edition. Each badge says so in the buyer's words, names the edition, and links to the standing. The next edition issues a new badge; this one stays true as a record of October 2026.

Wide · 320 × 104 Website, beside other badges
Every AI model's first choice in Proposal software, October 2026 Edition, GTM AI Recommendation Index
Show the code
<a href="https://gtm-ai-index.com/revops/proposal-software/"><img src="https://gtm-ai-index.com/badges/2026-10/pandadoc--proposal-software-wide.svg" alt="Every AI model's first choice in Proposal software, October 2026 Edition, GTM AI Recommendation Index" width="320" height="104"></a>

Copy the code as it is. The link is part of the badge: it points at the Proposal software standing, where the claim can be checked.

Square · 240 × 240 LinkedIn, slides
Every AI model's first choice in Proposal software, October 2026 Edition, GTM AI Recommendation Index
Show the code
<a href="https://gtm-ai-index.com/revops/proposal-software/"><img src="https://gtm-ai-index.com/badges/2026-10/pandadoc--proposal-software-square.svg" alt="Every AI model's first choice in Proposal software, October 2026 Edition, GTM AI Recommendation Index" width="240" height="240"></a>

Copy the code as it is. The link is part of the badge: it points at the Proposal software standing, where the claim can be checked.

Compact · 200 × 56 Email signature, footer
Every AI model's first choice in Proposal software, October 2026 Edition, GTM AI Recommendation Index
Show the code
<a href="https://gtm-ai-index.com/revops/proposal-software/"><img src="https://gtm-ai-index.com/badges/2026-10/pandadoc--proposal-software-compact.svg" alt="Every AI model's first choice in Proposal software, October 2026 Edition, GTM AI Recommendation Index" width="200" height="56"></a>

Copy the code as it is. The link is part of the badge: it points at the Proposal software standing, where the claim can be checked.

Contract lifecycle management and e-signature

AI models recommend PandaDoc first in Contract lifecycle management and e-signature this edition. Each badge says so in the buyer's words, names the edition, and links to the standing. The next edition issues a new badge; this one stays true as a record of October 2026.

Wide · 320 × 104 Website, beside other badges
AI models' first choice in Contract lifecycle management and e-signature, October 2026 Edition, GTM AI Recommendation Index
Show the code
<a href="https://gtm-ai-index.com/revops/contract-lifecycle-management-and-e-signature/"><img src="https://gtm-ai-index.com/badges/2026-10/pandadoc--contract-lifecycle-management-and-e-signature-wide.svg" alt="AI models' first choice in Contract lifecycle management and e-signature, October 2026 Edition, GTM AI Recommendation Index" width="320" height="104"></a>

Copy the code as it is. The link is part of the badge: it points at the Contract lifecycle management and e-signature standing, where the claim can be checked.

Square · 240 × 240 LinkedIn, slides
AI models' first choice in Contract lifecycle management and e-signature, October 2026 Edition, GTM AI Recommendation Index
Show the code
<a href="https://gtm-ai-index.com/revops/contract-lifecycle-management-and-e-signature/"><img src="https://gtm-ai-index.com/badges/2026-10/pandadoc--contract-lifecycle-management-and-e-signature-square.svg" alt="AI models' first choice in Contract lifecycle management and e-signature, October 2026 Edition, GTM AI Recommendation Index" width="240" height="240"></a>

Copy the code as it is. The link is part of the badge: it points at the Contract lifecycle management and e-signature standing, where the claim can be checked.

Compact · 200 × 56 Email signature, footer
AI models' first choice in Contract lifecycle management and e-signature, October 2026 Edition, GTM AI Recommendation Index
Show the code
<a href="https://gtm-ai-index.com/revops/contract-lifecycle-management-and-e-signature/"><img src="https://gtm-ai-index.com/badges/2026-10/pandadoc--contract-lifecycle-management-and-e-signature-compact.svg" alt="AI models' first choice in Contract lifecycle management and e-signature, October 2026 Edition, GTM AI Recommendation Index" width="200" height="56"></a>

Copy the code as it is. The link is part of the badge: it points at the Contract lifecycle management and e-signature standing, where the claim can be checked.

RFP response software

PandaDoc is among the products AI models recommend first in RFP response software this edition. Each badge says so in the buyer's words, names the edition, and links to the standing. The next edition issues a new badge; this one stays true as a record of October 2026.

Wide · 320 × 104 Website, beside other badges
Among AI models' top three in RFP response software, October 2026 Edition, GTM AI Recommendation Index
Show the code
<a href="https://gtm-ai-index.com/sales/rfp-response-software/"><img src="https://gtm-ai-index.com/badges/2026-10/pandadoc--rfp-response-software-wide.svg" alt="Among AI models' top three in RFP response software, October 2026 Edition, GTM AI Recommendation Index" width="320" height="104"></a>

Copy the code as it is. The link is part of the badge: it points at the RFP response software standing, where the claim can be checked.

Square · 240 × 240 LinkedIn, slides
Among AI models' top three in RFP response software, October 2026 Edition, GTM AI Recommendation Index
Show the code
<a href="https://gtm-ai-index.com/sales/rfp-response-software/"><img src="https://gtm-ai-index.com/badges/2026-10/pandadoc--rfp-response-software-square.svg" alt="Among AI models' top three in RFP response software, October 2026 Edition, GTM AI Recommendation Index" width="240" height="240"></a>

Copy the code as it is. The link is part of the badge: it points at the RFP response software standing, where the claim can be checked.

Compact · 200 × 56 Email signature, footer
Among AI models' top three in RFP response software, October 2026 Edition, GTM AI Recommendation Index
Show the code
<a href="https://gtm-ai-index.com/sales/rfp-response-software/"><img src="https://gtm-ai-index.com/badges/2026-10/pandadoc--rfp-response-software-compact.svg" alt="Among AI models' top three in RFP response software, October 2026 Edition, GTM AI Recommendation Index" width="200" height="56"></a>

Copy the code as it is. The link is part of the badge: it points at the RFP response software standing, where the claim can be checked.

CPQ

PandaDoc is among the products AI models recommend first in CPQ this edition. Each badge says so in the buyer's words, names the edition, and links to the standing. The next edition issues a new badge; this one stays true as a record of October 2026.

Wide · 320 × 104 Website, beside other badges
Among AI models' top three in CPQ, October 2026 Edition, GTM AI Recommendation Index
Show the code
<a href="https://gtm-ai-index.com/revops/cpq/"><img src="https://gtm-ai-index.com/badges/2026-10/pandadoc--cpq-wide.svg" alt="Among AI models' top three in CPQ, October 2026 Edition, GTM AI Recommendation Index" width="320" height="104"></a>

Copy the code as it is. The link is part of the badge: it points at the CPQ standing, where the claim can be checked.

Square · 240 × 240 LinkedIn, slides
Among AI models' top three in CPQ, October 2026 Edition, GTM AI Recommendation Index
Show the code
<a href="https://gtm-ai-index.com/revops/cpq/"><img src="https://gtm-ai-index.com/badges/2026-10/pandadoc--cpq-square.svg" alt="Among AI models' top three in CPQ, October 2026 Edition, GTM AI Recommendation Index" width="240" height="240"></a>

Copy the code as it is. The link is part of the badge: it points at the CPQ standing, where the claim can be checked.

Compact · 200 × 56 Email signature, footer
Among AI models' top three in CPQ, October 2026 Edition, GTM AI Recommendation Index
Show the code
<a href="https://gtm-ai-index.com/revops/cpq/"><img src="https://gtm-ai-index.com/badges/2026-10/pandadoc--cpq-compact.svg" alt="Among AI models' top three in CPQ, October 2026 Edition, GTM AI Recommendation Index" width="200" height="56"></a>

Copy the code as it is. The link is part of the badge: it points at the CPQ standing, where the claim can be checked.

Badges read on light and dark pages. Alt text carries the claim, the category, the edition and the index, so it stays a citation where the image does not load.