PandaDoc Reviews & Product Details

We use PandaDoc for all our video production proposals and retainers, and it’s been a game-changer. Before, sending proposals felt like a clunky back-and-forth — now it’s polished, fast, and seamless.

The templates are way more visually appealing than my last proposal platform and make it easy to maintain consistent branding. As a video production company, ability to embed videos is a key feature and massive upgrade over sending PDFs. Clients love how professional it looks, and the e-signing process removes all friction.

We also use it for retainers and renewals, so having recurring templates and signature tracking in one place saves a ton of time. The notifications and audit trail make it easy to stay on top of who’s viewed or signed.

If you send proposals, contracts, or renewals regularly, PandaDoc is absolutely worth it. It’s one of those tools that quietly makes your whole business feel more buttoned-up and efficient. Review collected by and hosted on G2.com.

Can't figure out how to turn off expiration date. They unnecessarily gatekeep some features for Enterprise plans. Price has definitely gone up over the years. Review collected by and hosted on G2.com.

I use PandaDoc for sending out documents that need e-signatures. It is a faster way of getting signatures without having to track down employees to sign them. I like how easy it is to use and appreciate how the system has evolved, allowing it to fill in all the boxes for me. The initial setup was super easy as well, and overall, I think PandaDoc is a great platform. Review collected by and hosted on G2.com.

There is nothing that I dislike abut PandaDoc Review collected by and hosted on G2.com.

Mostly UI-wise, it’s an easy tool to use, but there isn’t much to work with. Review collected by and hosted on G2.com.

PandaDoc was quite a letdown for us. It didn't solve our problem, and honestly, it made things worse. We specifically needed it for signatures, but it left us dealing with more issues. The product isn't really packed with features, yet we were quoted an extremely high price, which we felt we were forced to pay. They somehow got us locked into a contract that we didn't want, which felt like harassment. It showed us how poor their service and approach were. There are simpler, open-source signing platforms out there that offer the same basic features without all this hassle. There's nothing I liked about using PandaDoc, to be honest. Review collected by and hosted on G2.com.

I love PandaDoc because it makes closing deals and getting contracts completed with my clients incredibly easy and professional. The website is extremely user-friendly, intuitive, and straightforward, which is a huge help when I need paperwork completed and signed quickly. I also appreciate that it keeps me updated every step of the way. I get notified each time a client opens a document and reviews it, so I can easily keep track. Plus, the setup was super easy and quick to learn. Switching to PandaDoc from DocuSign was a great decision because it offered a cheaper price for the year and gave us more features. Review collected by and hosted on G2.com.

Nothing its perfect for us and everything we need Review collected by and hosted on G2.com.

PandaDoc does an excellent job of bringing document generation, contract management, and e-signatures together in one platform. The drag-and-drop document editor offers an intuitive UI/UX, making it easy to create polished proposals and service agreements quickly. CRM integrations and pre-built templates also help simplify onboarding, while real-time document tracking and the built-in AI assistant features help reduce back-and-forth and speed up turnaround. Overall, its reliable performance and flexible pricing provide strong ROI by cutting down on manual document workflows. Review collected by and hosted on G2.com.

The main drawback of PandaDoc is its rigid pricing structure and the way key features are gated behind higher tiers. Important capabilities such as CRM integrations, custom workflow builder options, and bulk sending require upgraded subscriptions, which can drive costs up quickly for smaller teams or solo operators. On top of that, when working in the native editor, formatting converted PDF documents or more complex tables can sometimes feel tedious and may take extra layout tweaks to get everything looking right. Review collected by and hosted on G2.com.

I like that PandaDoc offers a free version, which is great for people like me who don't have a budget for these applications. It's also easy to use, which gives me peace of mind. I use the drag-and-drop feature to add required fields and send emails to the correct recipients. The initial setup was really easy, and adding contacts is straightforward too. I highly recommend it to everyone, giving it a 10 out of 10! Review collected by and hosted on G2.com.

There are higher-end (paid) fields in PandaDoc that I don't understand and could be explained better. I end up using them without knowing, and then I'm forced to remove them to get it to work. Review collected by and hosted on G2.com.

I like how user-friendly the interface is. It makes it easy to handle signatures on the go. I can create a document, add pricing and signature fields, send it to a client, and track when they’ve viewed or signed it—all in one place. The templates and drag-and-drop editor also save me a lot of time, since I don’t have to build everything manually. Review collected by and hosted on G2.com.

What I dislike most is that some useful features are locked behind higher-priced plans, which can feel expensive for a small business. The editor can also be a little slow or clunky at times when making specific formatting changes. I’d also like to see more seamless integrations with other tools we use, and more useful AI features built into the document creation process. The onboarding was fairly straightforward, but having more accessible support and guidance when learning some of the advanced features would make the experience better. Review collected by and hosted on G2.com.

I use PandaDoc for my web design agency, especially for client agreements and signing contracts with employees. I find it so much more flexible compared to DocuSign, and it's cheaper too. I appreciate that it has more features and is more accessible. One of the things I like most is the ability to change the size of the signature in my documents, allowing me to expand it horizontally or vertically without having to do both at once. This feature is really important to me because it lets the signature box fit perfectly into my documents. The initial setup was also really easy, with everything laid out for me, so I could start right away. I would 100% recommend PandaDoc to anyone, it's much more convenient and amazing. Review collected by and hosted on G2.com.

nothing yet to be honest. its satisfied all my needs Review collected by and hosted on G2.com.

We use PandaDoc to manage our catalog of technical and commercial proposal templates, and it keeps that library organized very efficiently. It’s easy to maintain a consistent look and feel, keep information up to date, and rely on the tool day to day, which makes life much easier for our Sales Engineers, Account Managers, and approving managers. Once everything is set up, generating a new proposal is fast and straightforward.

One benefit that really stood out for us is how much it simplified our review process. We used to need three people to review each new proposal, but with PandaDoc it became much simpler and faster. Now we just select the right template, edit only the relevant content, and reuse sections that have already been validated. This reduces repeated reviews while still keeping the quality of the material high.

We also really like the integration with Pipedrive, which works very well. The rollout was straightforward too: the PandaDoc team set up the cloud environment for us, we went through the training sessions, and we were up and running quickly, especially since the interface is quite intuitive. Review collected by and hosted on G2.com.

I think the recent usability changes have made navigating the menus more complicated. Sometimes you have to go back many steps or start over to reach a place that used to be quick to access. Review collected by and hosted on G2.com.

I like how easy PandaDoc is to use and how it enables us to work quicker and more efficiently. It's intuitive and helps us complete most of our work remotely by avoiding in-person signatures. My favorite feature is the ability to save templates for easy use, as I can quickly send out a template in less than a minute without having to recreate a form. I also liked having a dedicated account manager in the past who could answer any questions. Review collected by and hosted on G2.com.

I don't like that PandaDoc got rid of account managers. I wish that the way that completed documents were stored was a bit more organized. I wish that the interface for that was more user-friendly. I wish I could drag the view so that I could read the entire folder name, and I wish there was an easier way to download multiple documents. A lot of times when you go to download multiple documents, it does not work. Review collected by and hosted on G2.com.