PandaDoc Privacy Policy

Item: PandaDoc
Rating: 36
Author: Privacy.Law Editorial Team

Last updated: November 2024 | Reviewed: February 2026

Document automation platform with extensive analytics tracking and deep CRM integration data flows.

Grade D

Privacy Summary: PandaDoc's business model centers on document analytics for sales optimization. This means extensive tracking of how recipients interact with documents, with data flowing to CRM systems. Privacy-sensitive documents may not be appropriate for this platform.

Category Scores

Data Collection 28/100

Data Sharing 32/100

Data Retention 38/100

Security Measures 48/100

User Controls 35/100

Key Findings

🔎 Extensive Document Analytics

PandaDoc tracks detailed engagement metrics including time spent on each page, when documents are opened, how many times they're viewed, and forwarding behavior.

"We collect document analytics including page views, time spent reading, completion rates, and recipient engagement patterns to help you optimize your sales process."

🔎 CRM Data Flow

When connected to CRM systems (Salesforce, HubSpot, Pipedrive), document data and engagement analytics flow bidirectionally. This creates extensive data sharing across platforms.

"Integration with third-party CRM systems requires sharing document data, engagement metrics, and recipient information to enable workflow automation."

🔎 Recipient Tracking Without Consent

Document recipients are tracked even if they haven't agreed to PandaDoc's terms. Their viewing behavior becomes part of the sender's analytics data.

🔎 Template Analysis

PandaDoc may analyze templates you create to improve their template suggestions and product features, effectively learning from your document structures.

Data Collection Summary

Data Type	Collected	Purpose
Document Content	Yes	Service provision, template analysis
Page-Level Analytics	Yes	Sales insights, engagement tracking
Recipient Behavior	Yes	View tracking, forwarding detection
CRM Data Sync	Yes	Workflow automation
IP Geolocation	Yes	Location of document views

Recommendation

Best For: Sales-focused organizations where document analytics provide value and privacy of individual documents is less critical.

Not Recommended For: Confidential agreements, legal documents, or any situation where tracking recipient behavior may be inappropriate or breach confidentiality expectations.