eSignature

PandaDoc Vendor Risk Profile

PandaDoc — document and eSignature platform. BAA for healthcare requires verification.

Last verified: September 16, 2026Review RequiredElevated RiskReview RequiredHIPAA: Review Required

Risk Score

56

/100

AI Trust

68

/100

Compliance Overview

HIPAA Compatible

Review Required

BAA Available

Review Required

BAA Notes

BAA is available for Business or Enterprise plan customers

Hosting Model

—

Healthcare Focused

No

Approval Status

Review Required

Risk Level

Elevated Risk

Last Reviewed

2026-06-16

Last Verified

September 16, 2026

Review Frequency

Annual

Verification reflects VNDRIQ's latest automated source check. Editorial review is a separate human assessment.

AI & Data Policies

AI Training Policy

Not explicitly disclosed; refer to AI Addendum

Data Retention Policy

Refer to Data Processing Agreement

Support Access Risk

—

Approved Use Cases

Non-PHI document workflows until BAA and HIPAA posture are verified.

Restricted Use Cases

PHI documents without confirmed BAA.

Implementation Notes

Verify BAA availability. Review document storage and retention before PHI use.

Executive Summary

Primary Use Cases

Non-PHI document workflows until BAA and HIPAA posture are verified.

Major Strengths

HIPAA Readiness

Key Procurement Considerations

TransparencyProduct MaturityCustomer Support Information

Security Highlights

Encryption at rest

Compliance Highlights

HIPAA claimed

Vendor Trust Score

Limited Trust Data

19

/100

HIPAA Readiness50
BAA Availability17
Security Controls33
Governance Documentation0*
Transparency0*
Product Maturity0*
Healthcare Focus33
Integration Readiness25
Customer Support Information0*
Compliance Documentation25

Informational framework based on publicly available and registry data. Not a certification or guarantee. Asterisks indicate categories with limited registry data.

Security & Compliance Dashboard

Standardized view of available registry security information. Not Verified indicates the registry has no documented data.

HIPAA StatusClaimed
BAA AvailabilityNot Verified
SOC 2SOC 2 Type 2 certified
ISO 27001Yes (via AWS infrastructure)
HITRUSTNot Verified
Encryption at RestYes
Encryption in TransitYes
Single Sign-On (SSO)Not Verified
Multi-Factor AuthNot Verified
Audit LoggingNot Verified
Role-Based AccessNot Verified
Data ResidencyNot Verified
Public Security DocsNot Verified
Incident ResponseNot Verified

AI Governance Maturity

Foundational13/100

Minimal governance documentation; early-stage controls.

Foundational
Developing
Established
Advanced
Leading

Assessed Indicators

Governance Documentation
Human Oversight
AI Policies
Compliance Transparency
Risk Management
Security Controls
Operational Governance

Procurement Risk Considerations

Informational considerations for procurement evaluation, not definitive ratings.

Governance Maturity

Foundational

Elevated Consideration

Security Readiness

33/100 security controls

Elevated Consideration

Compliance Readiness

25/100 compliance documentation

Elevated Consideration

Integration Complexity

API available — lower complexity

Low Consideration

Operational Complexity

Not Verified

Vendor Transparency

0/100 transparency

Elevated Consideration

Healthcare Experience

Healthcare focus not verified

Moderate Consideration

Documentation Completeness

0/100 governance docs

Elevated Consideration

Vendor Lifecycle & Change History

Available registry milestones. Detailed change tracking expands as the registry matures.

Profile Updated

2026-09-16

Last Website Review

2026-09-16

Last Verification

2026-09-16

Last Registry Review

2026-06-16

Registry Added

2026-06-16

Regulated Use Assessment

Healthcare

Healthcare Focused

No

HIPAA Compatibility

Review Required

BAA Availability

Review Required

Implementation Notes

Verify BAA availability. Review document storage and retention before PHI use.

Financial Services

Implementation Notes

Verify BAA availability. Review document storage and retention before PHI use.

VNDRIQ does not classify vendors as HIPAA Compliant, SEC Compliant, or FINRA Approved unless official evidence exists. Vendor suitability depends on each organization's governance requirements, contractual obligations, deployment model, risk tolerance, and applicable regulations.

Quick Facts

Category

eSignature

Website

pandadoc.com
Verified

Risk Score

56/100

AI Trust Score

68/100

Last Reviewed

2026-06-16

Last Verified

September 16, 2026

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Vendor Governance

Approval Tier

Conditional / Verify BAA

BAA Verification

Not Started

PHI Exposure

High

AI Risk Level

Low

Last Review

2026-09-16

Verification Status

Verified

Last Verified

2026-09-16

Review Frequency

Annual

Vendor Completeness Score

100/100

Complete

Website Present

+20

Category Assigned

+15

Approval Status Present

+15

BAA Status Present

+15

PHI Exposure Classified

+10

Risk Level Present

+10

Review Date Present

+10

Verification Notes Present

+5

Trust & Transparency

Last Reviewed Date

2026-06-16

Review Frequency

Annual

Vendor Verification Process

Every vendor is reviewed against public documentation, trust centers, and contract evidence before classification.

Editorial Independence Statement

VNDRIQ classifications are independent of vendor relationships. Ratings reflect available evidence and governance risk only.

Registry Update Policy

The registry is reviewed on a monthly cycle. All updates are editor-reviewed before publication; no automated public data changes.

Editorial Methodology

Vendors are evaluated across compliance, security, AI governance, and enterprise readiness. Each review follows a standardized 12-point checklist covering website, HIPAA, BAA, security, compliance, AI capabilities, deployment, pricing, product changes, ownership, integrations, and documentation.

Trust Signals

Editorial Review StatusPending Review
Last Reviewed2026-06-16
Last Updated2026-09-16
Verification Date2026-09-16
Registry ConfidenceNot Verified
Governance MaturityFoundational
Trust Score19/100
Compliance SnapshotSOC2, HIPAA
Security SnapshotEncryption

Vendor Benchmarking

Comparison against registry averages where supported. Benchmarks are informational and based on registry data.

Governance Maturity13 ↑ 8 vs avg 5
Security Readiness33 ↑ 21 vs avg 12
Documentation Completeness0 ↑ 0 vs avg 0
Integration Readiness25 ↑ 14 vs avg 11
Healthcare Specialization33 ↑ 18 vs avg 15
Compliance Transparency25 ↑ 17 vs avg 8
Overall Trust Score19 ↑ 10 vs avg 9
This vendorRegistry average

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Ask questions about PandaDoc using registry data.

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Explore healthcare AI vendors, compare capabilities, identify documentation gaps, and understand procurement and governance considerations using information from the VNDRIQ registry.

Suggested prompts

VNDRIQ provides vendor intelligence and educational procurement support. Responses do not constitute legal, medical, cybersecurity, compliance, or procurement advice. Vendor information may be incomplete, vendor-reported, under review, or subject to change.

Do not enter patient information, PHI, passwords, or sensitive data.

VNDRIQ vendor ratings are for operational risk screening and governance support. Final approval should include legal, compliance, security, and contract review before any PHI or regulated data is shared. Risk classifications are based on available public information and internal review at time of last verification.