BBAA Atlas

Is PandaDoc HIPAA compliant?

E-signature · vendor site ↗

BAA on select plansPHI with conditionsSOC 2 Type II
Will PandaDoc sign a HIPAA BAA?
Sometimes — PandaDoc signs a HIPAA BAA only on specific plans or add-ons.
PandaDoc signs a BAA so that ePHI can be transmitted with HIPAA compliance. PandaDoc's own page routes BAA requests through support; secondary reporting indicates the BAA is offered on higher tiers (Annual Business or Enterprise).
PHI eligibility
PHI/ePHI may be transmitted and stored only once a BAA is signed and the account is configured to your risk controls; without a signed BAA, do not upload, store, transmit or reference PHI in PandaDoc.
SOC 2
SOC 2 Type II
Trust center
pandadoc.com ↗
Sub-processors
—
Notes
BAA-signing is first-party confirmed; the specific plan tier (Annual Business/Enterprise) is secondary-sourced, so confirm your tier with PandaDoc.
Last verified 2026-05-31confidence: medium· Vendor terms change — confirm directly with PandaDoc before storing PHI.

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How to request and sign a BAA with PandaDoc

Sometimes — PandaDoc signs a HIPAA BAA only on specific plans or add-ons.

Request routeBy request — via trust center or support
  1. 1
    Get on a qualifying plan
    PandaDoc signs a BAA so that ePHI can be transmitted with HIPAA compliance. PandaDoc's own page routes BAA requests through support; secondary reporting indicates the BAA is offered on higher tiers (Annual Business or Enterprise).
  2. 2
    Request the Business Associate Agreement
    PandaDoc provides the BAA on request. Open a request through PandaDoc's trust center and ask for the current Business Associate Agreement covering your plan.
  3. 3
    Confirm what PHI is allowed before you store any
    PHI/ePHI may be transmitted and stored only once a BAA is signed and the account is configured to your risk controls; without a signed BAA, do not upload, store, transmit or reference PHI in PandaDoc. Match your configuration to this scope before putting protected health information into PandaDoc.
Last verified 2026-05-31 · Plan tiers and BAA terms change often — confirm the current process directly with PandaDoc before you rely on it. This is cited public information, not legal advice.

Frequently asked questions

Does PandaDoc sign a HIPAA Business Associate Agreement (BAA)?
Sometimes — PandaDoc signs a HIPAA BAA only on specific plans or add-ons. PandaDoc signs a BAA so that ePHI can be transmitted with HIPAA compliance. PandaDoc's own page routes BAA requests through support; secondary reporting indicates the BAA is offered on higher tiers (Annual Business or Enterprise).
Is PandaDoc HIPAA compliant?
PandaDoc can be HIPAA-compliant only on the specific plans or add-ons where it will sign a Business Associate Agreement (BAA). PHI/ePHI may be transmitted and stored only once a BAA is signed and the account is configured to your risk controls; without a signed BAA, do not upload, store, transmit or reference PHI in PandaDoc.
Can you store PHI (protected health information) in PandaDoc?
PHI/ePHI may be transmitted and stored only once a BAA is signed and the account is configured to your risk controls; without a signed BAA, do not upload, store, transmit or reference PHI in PandaDoc.
Is PandaDoc SOC 2 certified?
PandaDoc reports a SOC 2 Type II attestation according to its public security documentation.
How do I request a HIPAA BAA from PandaDoc?
PandaDoc provides the BAA on request. Open a request through PandaDoc's trust center and ask for the current Business Associate Agreement covering your plan. Confirm current terms directly with PandaDoc before storing PHI.
What plan do I need to sign a BAA with PandaDoc?
PandaDoc signs a BAA so that ePHI can be transmitted with HIPAA compliance. PandaDoc's own page routes BAA requests through support; secondary reporting indicates the BAA is offered on higher tiers (Annual Business or Enterprise).

Sources

PandaDoc HIPAA Compliant Software
https://www.pandadoc.com/hipaa/
Supports: Customers should sign a BAA to transmit ePHI with HIPAA compliance; SOC 2 Type IIdated: undated
Is PandaDoc HIPAA Compliant? BAA, Security and What You Need to Know
https://www.accountablehq.com/post/is-pandadoc-hipaa-compliant-baa-security-and-what-you-need-to-know
Supports: PHI only usable once a BAA is in place; plan tier detaildated: undated
This page is cited public information, not legal or compliance advice. A BAA's availability can depend on your specific plan, region, and contract. Always confirm current terms with PandaDoc before processing protected health information.

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