PandaDoc Reviews & Product Details

What I like best about PandaDoc is how easy it is to use. The interface is clean, the features are straightforward, and it makes creating and sending documents incredibly simple. It saves me a lot of time, especially with templates and tracking. I also like that I can see when someone opens a document because it helps me follow up at the right moment. Overall, it makes my workflow faster and helps me stay organized. Review collected by and hosted on G2.com.

There is not much I dislike about PandaDoc. The only thing I would mention is that a few features could be a bit easier to find like content library. Review collected by and hosted on G2.com.

I like how easy PandaDoc makes it to create, send, and track proposals. The templates save a ton of time, the drag-and-drop editor keeps everything consistent, and the real-time notifications let me know exactly when a document is viewed or signed. It brings order to the process in a way that feels clean and dependable, which makes life a whole lot easier on busy days. Review collected by and hosted on G2.com.

I do wish PandaDoc had an internal spell check feature. I also wish it were easier to rearrange the order of documents. Review collected by and hosted on G2.com.

The document tracking and analytics are incredibly valueable. We receive real-time notifications when a client opens, views, or spends time on a specific page of a proposal. This engagement data is crucial for sales coaching and follow -up prioritization, allowing reps to known exactly when to call the prospect. The inclusion of built-in payment collection at the time of signature is a huge workflow accelerator. Review collected by and hosted on G2.com.

The primary frustration pointis the editing complexity when dealing with highly specific or custom formatting. While the drag and drop builder is great for new proposals, users find ir challenging to edit or manually adjust existing documents or PDFs with limited formatting options and unpredictable text reflow. Review collected by and hosted on G2.com.

I love PandaDoc for its ease of use, which makes managing documents straightforward and convenient. The in-person signing feature is incredibly valuable as it facilitates a direct and personal way to finalize agreements. I also appreciate the comprehensive document storage offered by PandaDoc, as it keeps all my files in one place, allowing for effortless document management without needing to save them elsewhere. The search functionality further enhances this by making it easy to locate specific documents quickly. Additionally, the initial setup was super easy, accompanied by great support, which was reassuring and helpful. This combination of user-friendly features and solid support makes PandaDoc an exceptional tool for managing independent contractor drivers' forms and legally binding documents, proving to be a critical asset in my workflow. Review collected by and hosted on G2.com.

Sometimes formatting templates can be a challenge. Review collected by and hosted on G2.com.

We like how easy it is to upload and send documents to clients for signatures. The platform clearly shows document statuses such as sent, viewed, and completed, allowing us to track progress and send reminders when needed. PandaDoc also offers unlimited document sending, which is a great advantage. Additionally, the ready-to-use and editable templates save us significant time and effort by eliminating the need to create documents from scratch. Review collected by and hosted on G2.com.

We found that it would be very helpful if PandaDoc offered integration with our tax software, TaxCycle, so we could send documents for signature directly from the software without needing to download and upload files manually. Additionally, it would be great if PandaDoc allowed users to import contacts directly to save time entering client information. Although support can assist with this, reaching out each time takes extra effort — having a self-service option for importing contacts would make the process much smoother from a user’s perspective. Review collected by and hosted on G2.com.

PandaDoc is similar in many ways to other services I've used in the past but it has been more reliable. You can actually send documents for signature collection via email or you can grab a link which works great for some folks that can't ever find it in their email after you've sent it so you can just text out the link. Also you can save whatever message you want to send to signers as a template that will get added before sending it out. They’ve advanced the product to include invoicing & so much more. Awesome features that would take way to long to type it all out. Highly recommend checking them out for your e-signature needs. Review collected by and hosted on G2.com.

I haven't ran into any downsides yet at the moment and I've been using them since the end of 2019. I've sent hundreds of documents out for signatures and haven't had one issue. Review collected by and hosted on G2.com.

My clients can sign documents from anywhere in the world

The receipt of the signature certificate that can prove the authenticity of the signatures

Easy integration with different tools. (hubspot for example)

The user-friendly interface

Many options fit all kinds of documents

Saving so much paper

Saving time spent on tracking signed documents and keeping a tight archive

Might be the best tool for digital documents on the market at this present moment Review collected by and hosted on G2.com.

The option for bulk send - I wish there was a customized option to bulk send hundred of documents at the same time (for contract renewal periods)

Preview options on dash board

Even more broken-down dashboard

More time-saving reactivation feature for expired documents Review collected by and hosted on G2.com.

PandaDoc completely transformed our contract and payment workflows. We can send agreements and collect signatures and payments in a single, seamless flow; no juggling multiple tools or chasing clients for docs. The integrations with HubSpot and automation options are reliable and fast, and the templates make it easy to maintain consistency across teams. It’s helped us shorten deal cycles and reduce friction for both staff and customers. Review collected by and hosted on G2.com.

The editor can feel clunky when managing large templates or forms with complex conditional logic Review collected by and hosted on G2.com.

I am a dermatologist and certified dietitian, and I use PandaDoc regularly to create and manage treatment plans, diet charts, follow up instructions, and procedure packages for my patients. It is very easy to use and requires no complicated setup. I can select a template, add patient details, treatment steps, pricing, or consent sections, and the document is ready to share in minutes.

What I like most is that it’s not just for signatures. I can prepare complete documents including tables, instructions, clinic logo, and care guidelines in one place. Integration with Google Drive works smoothly, so all completed or signed files are automatically saved. Tracking who has opened or viewed a document is also very helpful when managing multiple patients or treatment plans.

I use it several times a week, especially for laser procedures, long-term skincare programs, and diet plans. Implementation was smooth, it fits perfectly into my workflow, and I haven’t needed customer support so far. Overall, PandaDoc helps me keep my patient documentation professional, organized, and efficient, without adding any complexity to my daily clinic work. Review collected by and hosted on G2.com.

Sometimes, when I work with large treatment plans or multi-page documents with images and tables, the editor can slow down slightly. Tracking multiple pending documents for different patients could be clearer, especially during busy clinic hours. Also, occasionally adding very specific medical instructions or custom sections in templates can be a bit limited, so I need to adjust manually. These are minor issues, but improving them would make daily documentation even smoother. Review collected by and hosted on G2.com.

I have been using PandaDoc for approximately four years for my work, primarily to send important documentation to clients and parents. I love that it provides a separate confirmation letter stating when the document was sent, reviewed, and signed. The ease of setting up PandaDoc was a pleasant surprise; it was very smooth and straightforward to get started. The software significantly helps in overcoming scheduling conflicts by allowing me to create, send, and receive e-signatures efficiently, which is extremely beneficial. I appreciate the document editing features, which include signing, dating, and entering information manually, which are crucial for my business use. It integrates well with Google Docs, which I use frequently in my work processes. Navigating the website is easy, which contributes to my productivity by allowing me to get a lot done within PandaDoc. Due to these advantages, I would definitely consider purchasing it again and recommend it to other vendors and business owners. I would rate it 10 out of 10 and highly recommend it to others. Review collected by and hosted on G2.com.

I wish that PandaDoc allowed me to edit documents after a client has returned signatures, rather than having to redo the entire document. Review collected by and hosted on G2.com.