PandaDoc Reviews & Product Details

I like being able to create templates and edit them as we prepare contracts in PandaDoc. I also like the ability to replace a document and not have to add all of the 'signature' tabs over again; they remain in the same place as with the original document before it was replaced. I also like the option to copy the document and then rename it, which means we don't have to create another contract, especially if it is for the same Franchisee with all the critical information being identical. Using PDF and the ability to bring in images from other documents uploaded to the Image Library is a great feature. The company also found PandaDoc to be more cost-effective, and the integration of other tools is a more seamless and cleaner process. Review collected by and hosted on G2.com.

Right now a big problem we are having is that when we use the template, we aren't able to place the 'field' labels without holding the Shift key and then that is even a little shaky. One thing that would help us to get these issues resolved is a better way to contact the Help Desk and interact with a Human instead of an automated machine. Review collected by and hosted on G2.com.

I use PandaDoc for finalizing contracts and sending change orders, and it has been a game changer for our department. I love the ease of use and appreciate that it's user-friendly, making it simple for our customers to figure out with minimal assistance. The auto-fill feature and the ability to import custom documents are fantastic. I love that I can place fields as needed and easily make changes. It speeds up the entire process, allowing us to get virtual signatures on most documents and improve our ordering process. Reviewing older documents is very simple and user-friendly too. Review collected by and hosted on G2.com.

I wish there was an easier/more direct way to download the signed document to my computer. I typically have to refresh the page to get the 'download' icon to appear. This should appear after the signature is received. For me, the initial setup was a little challenging, but that’s because I wasn’t added to the correct team (user error). Review collected by and hosted on G2.com.

I really appreciate how PandaDoc makes the entire process from start to finish smooth. The templates are fantastic; they save a ton of time and keep everything consistent without the need to double-check every detail. Having a base to start from instead of constantly rebuilding documents is a huge time saver. The initial setup was super easy, especially with the onboarding, which I highly recommend. It's also great to work with HubSpot. Overall, I find PandaDoc super easy to work with! Review collected by and hosted on G2.com.

I would like to have the ability to place a PDF directly inline into an agreement. It would eliminate a step for the customer if they were able to see it visually right away. Review collected by and hosted on G2.com.

As a case manager, I use this system a lot, and it’s very easy to use. It cuts the time in half when landlords and clients need to sign and review documents, which means our clients can get their needs met faster. It also saves our documents so we can reuse them as templates instead of creating a new one each time, and it’s simple to assign fields to different individuals to complete. I really love using PandaDocs for the work I do. Review collected by and hosted on G2.com.

If I create a document and then want to add someone to the document, it is confusing and hard and so I end up creating a whole new document. Review collected by and hosted on G2.com.

I use PandaDoc to create patient consent forms and medical documents in my daily practice. It helps me prepare professional documents that can be shared digitally with patients. The e-signature feature saves time and makes documentation more organized during busy clinical work. Review collected by and hosted on G2.com.

In the beginning, it takes some time to understand all the features and settings. Also, when working with longer documents, loading may feel slightly slow. However, once familiar, it works well for regular documentation tasks. 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.

I like the idea that PandaDoc has different workspaces where we can divide up different workflows, especially since some of our work is financially sensitive and needs to stay separated for the finance team while other work is for our sales team and can be more widely viewed. I appreciate that in our current pricing package, we are not charged per user, but per document, allowing the entire company to edit and update proposals sent to our clients. Also, the initial setup was very easy. Review collected by and hosted on G2.com.

It's a little bit limiting in its integrations with other areas if we wanted to do workflows through Azure Logic Apps or things like that where we were to have fields fill out within a PandaDoc document, takes quite a bit of setup to get done. And then submitting through those automations to get files in there to be signed requires a bit of additional legwork to figure out. I'd appreciate a little bit more intuitive automation interface. Review collected by and hosted on G2.com.

I appreciate how PandaDoc handles the formatting of contract documents and keeps everything centralized. I love seeing when a client has opened or viewed a contract, instead of sending a PDF via email and hoping they received or acknowledged it. It's pretty easy to use and offers templates when needed. I also like that PandaDoc is well-known enough that my clients are comfortable signing documents through it, unlike with something more obscure. Mobile-friendly signing is a big plus for our clients, and the document tracking is the biggest asset for our company. The initial setup of PandaDoc was very easy. Review collected by and hosted on G2.com.

I think the pricing model needs some refinement. I currently use PandaDoc by myself only because the price increases too much per seat and I feel like it should have a discounted rate for additional seats, considering the fact all the documents are still centralized among the team. Review collected by and hosted on G2.com.

I primarily use PandaDoc to sign agreements with clients and NDAs with contractors, and it's pretty convenient to edit documents immediately. The ability to use templates adds to the flexibility of signing and editing documents. I find the editing features really useful, especially the auto sign-in date feature for fields like date fields. The process is manageable and clear, which is handy for typical tasks. Review collected by and hosted on G2.com.

Oh, well, yeah. There is one feature which really frustrates me when I have to prepare the document in Google Drive, I'd like to have an integration and just import the document directly in PandaDoc. Instead of downloading it, then exporting, then importing in PandaDoc. And there is such a feature, but you have to allow PandaDoc access to your entire Google Drive, which is not an option for me at all for security reasons. It could be an API where you're able to select and give access to just one document, using a service account. But there is no such feature, and the current way to solve it through entire Google Drive is no way. Not for me. 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.