PandaDoc Reviews & Product Details

What I value most about PandaDoc is how it simplifies document creation and management in a professional environment. In my corporate work I often deal with proposals, agreements and approval documents and the platforms ease of use makes it very straightforward to prepare and send them. The ease of implementation is also impressive because our team was able to start using it quickly without a complicated setup. It offers a solid number of features like document templates, electronic signatures, tracking and workflow automation. My frequency of use is quite high because we regularly send proposals and contract to clients. Another advantage is the ease of integration with CRM and productivity tools which helps keep documents connected with other systems. Whenever we needed assistance the documentation and customer support were helpful and responsive. Review collected by and hosted on G2.com.

One thing that could be improved is that customising certain templates or layouts can sometimes take a bit of time especially for new users. Additionally some advanced features are only available in higher tier plans. Review collected by and hosted on G2.com.

The biggest advantage of this app is its ease of use which makes handling documents very simple even for someone new to the platform. The ease of implementation allowed our team to start using it without a long setup process. It also offers a strong number of features for document creation, tracking and approvals. Another great part is the ease of integration with other business tools we rely on. The customer support team has been reliable whenever we had question and due to its convenience my frequency of use has naturally become part of my daily worflow. Review collected by and hosted on G2.com.

One thing that could be improved is the loading speed when working with large templates. Additionally certain customisation setting take some time to understand especially for first time users exploring all the available options. Review collected by and hosted on G2.com.

I like how easy it is to create, send, or track documents with PandaDoc. The interface is good, and the templates save us time. It's easy for users from different departments to learn quickly, and templates help us standardize documents instead of creating them from scratch. I really value the e-signatures and templates in PandaDoc. The UI setup and workspace setup are easy. Review collected by and hosted on G2.com.

Overall the platform works for what we need, but there could be some improvements to the advanced formatting.

The SSO portion could have used some work as there was not a specialist in that department which left us fending for ourselves or being told 'this won't work' when in reality that wasn't true. This is no longer the case though as they now have a dedicated tech for SSO that's extremely knowledgable. Review collected by and hosted on G2.com.

What i like most about PandaDoc is its ease of use and clean interface. Even team members who are not very technical were able to get started quickly because of the ease of implementation. The platform offers a large number of features including document templates, e signatures, tracking and analytics, yet it does not feel overwhelming. I also appreciate the ease of integration with tools like CRM system and payment platforms which makes our workflow smoother. The customer support team has been responsive whenever we had questions and because of the platforms reliability our frequency of use is almost daily for proposals and agreements. Review collected by and hosted on G2.com.

One downside is that some advanced customisation options can feel slightly limited unless you are on a higher tier plan. Occasionally larger documents with many design elements can load a bit slowly. Pricing can also be a consideration for smaller teams or startups. Review collected by and hosted on G2.com.

What i like most about PandaDoc is its ease of use and clean interface. The ease of implementation is great because I was able to set it up quickly without much technical help. It has good number of features like templates, signature and tracking which i use frequently in my daily work. The ease of integration with tools like CRM and payment systems saves a lot of time. Also their customer support is responsive and helpful whenever i get stuck. Review collected by and hosted on G2.com.

Sometimes the pricing feels a bit high for small teams. A few advanced features take time to understand and loading large documents can occasioanally be slow. Review collected by and hosted on G2.com.

What i like best about Pandadoc is its ease of use and clean interface which makes creating and sending documents very simple. The ease of implementation was impressive because we were able to start using it without a long training period. I also appreciate the strong customer support which is responsive and helpful whenever we have questions. The platform offers a great number of features from templates to automated workflows and the ease of integration with CRM and payment tools make our process smooth. Because of its efficiency my frequency of use is almost daily especially for proposals and cotracts. Review collected by and hosted on G2.com.

One downside is that some advanced features can feel slightly overwhelming at first. The pricing can also be a bit high for small teams, especially if you want access to premium features. Occasionally formatting complex documents requires extra adjustments. Review collected by and hosted on G2.com.

As a small company with 21 employees, we can’t afford to waste time learning overly complex software or paying for features we’ll never use. PandaDoc’s balance of usability and functionality fits us perfectly. Anytime we’ve run into questions—whether about templates, integrations, or billing—the PandaDoc support team has been responsive, knowledgeable, and genuinely committed to helping us succeed Review collected by and hosted on G2.com.

The only downside we’ve experienced is the annual billing structure. Plans are billed for the full year upfront, and seat counts are locked in for that period. A monthly billing option or more flexible seat adjustment policy would make PandaDoc even better for small businesses. Review collected by and hosted on G2.com.

I love how PandaDoc has made our transition to annual contracts extremely seamless. It helps us generate contracts much quicker using templates and distribute them to clients easily, whether via email or links. This simplicity and speed are just what we need, especially since annual contracts are new to us, and so far, it's been great. The process is simplified, ensuring consistency across the board. I find it really makes things very fast. The contract templates are the best - they allow us to input signer information and have it mostly filled out, making it very quick and easy for someone to know exactly where they need to sign. The integration with HubSpot is also good, and setting up PandaDoc was very quick and easy. Review collected by and hosted on G2.com.

Nothing! Review collected by and hosted on G2.com.

I love PandaDoc's template feature because it allows me to create a variety of different documents specific to different types of contracts, which is perfect for our Franchise business. The ability to create, prepare, edit, and manage documents in a centralized location is incredibly helpful. I also enjoy the capability to rearrange documents before sending them for signature, so they're in the preferred order, and replacing pages or sections if needed, which prevents any confusion for recipients. Moreover, using PandaDoc with MS Word and Adobe PDF makes combining documents seamless and efficient, contributing to better time management, production, and efficiency. Review collected by and hosted on G2.com.

PandaDoc has a lot of great features, but the one feature that I feel it is missing is the ability to schedule a document to be sent out on a specific date and time. Not easy at all. We had a lot of training and there were meetings between PandaDoc and our managers to fix a few issues. Honestly, we are still learning even after almost a year. We are still finding things that work and things that need to be tweaked to make our processes flow even better. Review collected by and hosted on G2.com.

I like that with PandaDoc I don’t have to spend much time creating new documents by building off of previously accepted templates and/or previously accepted text blocks, I just combine the two and move on from there. The auto-calculation of totals and adjustments in the configurable pricing tables (once the rules are established) are also nice; I love that I don't have to spend time manually entering figures or making manual adjustments. Co-authoring with PandaDoc is fantastic as well, I love that the changes are tracked cleanly and simply and that I can easily view prior versions of the document and I never worry about losing my work. Review collected by and hosted on G2.com.

The limitations in editing images can make things difficult at times when needing more precise control over image size after inserting them into your document. This is why I generally edit my visual elements before adding content as a pdf, it works, but having more options for flexibility in this area would be great. Review collected by and hosted on G2.com.