Many users start with a paid PandaDoc plan or free trial and later wonder if they can continue using the platform without a subscription. If you’re asking, “Can I switch my current PandaDoc account to the free version?”, the answer is yes — but there are a few things you need to understand first.
This guide walks you through what the PandaDoc Free eSign plan includes, how to downgrade, and what changes to expect with your documents and features. Whether you’re a small business owner, freelancer, or just simplifying your tools, this article helps you make the right call.
What Is the Free Version of PandaDoc?
PandaDoc offers a Free eSign plan designed for users who need basic document signing without advanced features. This version includes unlimited legally binding eSignatures and allows uploading and sending documents for signing.
It’s ideal for individual users or small teams that only need to send a few contracts or forms occasionally. If you’re not using templates, integrations, or analytics, the free version could cover your needs.
Can You Switch from Paid to Free?
Yes, you can convert your current PandaDoc account to the Free eSign plan, but not instantly. If you’re on a paid subscription or a trial, you’ll need to wait until the current billing cycle ends or the trial expires. Only then can you downgrade to the free tier.
You won’t find a simple “switch to free” button. Instead, you cancel your current renewal or downgrade through the Billing section of your Workspace settings. Once the billing term ends, your account automatically shifts to the free version, unless you choose to delete it.
If you’re unsure about the date or need help, the PandaDoc support team can assist with downgrade timing.
What Happens to Your Docs and Features?
When you move to the free version, you still keep your existing documents—but you’ll lose access to certain premium features. Your documents won’t be deleted, but they might become view-only or restricted from editing.
Here’s what changes on the Free plan:
- No use of templates
- No access to content library
- No integrations (CRM, Zapier, etc.)
- No analytics or document tracking
- Only basic eSigning and manual uploads
If your current workflow relies on any of the above, you’ll want to plan before downgrading.
How to Downgrade the PandaDoc Account to the Free Version
Follow these steps to move your current PandaDoc account to the Free eSign plan:
- Log in to your PandaDoc account
- Go to Settings > Workspace Settings
- Click Billing
- Choose Cancel Plan or Do Not Renew
- Confirm when the system shows end-of-cycle options
Once the cycle ends, your account will automatically switch to Free eSign.
If you’re still under trial, you may need to wait until the end before changes take effect.
Final Notes: Is It the Right Move?
Switching to the free version is smart if you’re only sending simple documents and don’t need templates or automation. It helps save money without giving up basic signing power.
But if your work includes repetitive tasks, CRM syncing, or managing teams, the paid plans will serve you better. Remember, you can always upgrade again later as your needs grow.
Have questions or experience switching plans? Share your thoughts to help others make the right choice.