Templates & document editor
Reusable templates, conditional content and the content library all live behind the $49/seat Business tier — Essentials customers rebuild every contract by hand.
What people actually say
✕In 2024 PandaDoc quietly capped Essentials templates at 5, removed pricing tables and stripped payment integration at the same price — existing customers lost features they were already using.
Source: Peony, PandaDoc pricing breakdown ↗✕Reviewers describe the templates feature as confusing and over-complicated, and copy-paste into the editor frequently breaks fonts and layout.
Source: Capterra, PandaDoc reviews ↗✕The content library — the reusable section system that makes proposals consistent — is restricted to Business tier and above, so Essentials users can't share approved clauses across documents.
Source: Alex Berman, PandaDoc pricing guide ↗
Templates and clauses live as MDX or JSON in your repo with field definitions in TypeScript — version-controlled, diffable, code-reviewed. The editor is a Next.js + tiptap surface backed by Postgres, with a real content library (just a clauses table) and conditional sections driven by a small DSL. No tier gates, no '5 template' cap, no 2024-style downgrade.