PandaDoc Reviews & Product Details

Connecting templates to our CRM took all the headache out of building proposals. Reps can spin up an accurate quote in two minutes without copy-pasting customer details.

The interactive pricing table is definitely the killer feature-clients love being able to toggle optional add-ons or adjust quantities themselves before signing. Also, the page analytics are pure gold: you can literally see when a prospect is lingering on the pricing page, which makes follow-up calls much easier to time. Review collected by and hosted on G2.com.

If a deal requires legal negotiation, it's painful. There is no native redlining or tracked changes. You end up having to download the file to Word, mark it up, re-upload it as a static doc, and drag all the signature fields back on manually. Review collected by and hosted on G2.com.

I like that PandaDoc gives my clients greater visibility into unit pricing and the products they’re purchasing, and makes it easy for us to collaborate on scope and budget through the online portal. The catalog and templates have significantly improved the time it takes me to put together a great proposal, and clients tell us our proposals are more thorough than our competitors’. I can use PandaDoc anywhere, and all of our staff can collaborate in one place. Setup was super simple: I did a brief onboarding and then set up templates to fit our needs. We adjust them each year as our needs change. Since switching from Word, our closing rate jumped substantially. I recommend PandaDoc to clients and vendors all the time. Review collected by and hosted on G2.com.

I'd like PandaDoc to handle fixed payment schedules, though that’s more of a conversation with the technical product team. Review collected by and hosted on G2.com.

I like that I can create my own templates and easily send them out for signature without ever having to leave the platform. The interface is clean and easy to pick up, so putting together a proposal or contract doesn’t take long, even when I’m customizing pricing tables or swapping sections for different clients. The performance of the product is pretty good. Documents load quickly and I rarely run into lag when editing or sending. It also integrates well with the other tools I use, so I’m not copying client info back and forth between our CRM and PandaDoc. Onboarding was straightforward, and when I’ve had questions, support has been responsive. From an ROI standpoint, it’s cut down a lot of the back and forth involved in getting deals signed, which easily justifies the cost. The AI features are a nice bonus too, especially for drafting or tightening up content when I’m building a new document. Review collected by and hosted on G2.com.

Formatting can get finicky when you’re moving content blocks around in a template, and some of the more useful features are locked behind the higher pricing tiers. Review collected by and hosted on G2.com.

Nothing new. The product still works well for proposals and e-signing, which makes how they handled my renewal more disappointing. Review collected by and hosted on G2.com.

How they treat existing customers at renewal.

My Business Annual plan auto-renewed, and within half an hour of the charge I asked to drop down a tier to Starter. The account had been dormant for months, and I wanted to keep paying them, just less. They refused. It took two weeks, 4 support agents and 2 Billing reviews to reach that answer, and I had to chase every update. They had refunded an accidental licence charge for me a few months earlier, so they can make exceptions, they just chose not to.

I was a customer for almost 4 years but will be moving to another platform immediately. Sucks to have to eat the $360 they refused to refund me, but I guess that's what happens when SaaS companies don't care about LTV.

If you sign up, put the renewal date in your calendar and give written notice well before it, because they won’t budge afterwards. Review collected by and hosted on G2.com.

I've used PandaDoc for almost 4 years now, and I find it really easy to upload my documents. I also appreciate the ability to create templates, which makes sending out documents so much easier. The platform is really user-friendly, which is a big plus for me. I like the new feature that automatically places the signature, date, and text boxes for me, and I also enjoy that I can make my documents editable. The initial setup was incredibly easy as well. Review collected by and hosted on G2.com.

I don't like the new home layout. I much prefer the old one. I would like it to go back to the way it was. I found it easier to use. Review collected by and hosted on G2.com.

I use PandaDoc to create documents for signing, and templates are indispensable because they reduce the rework. Templates and content reuse reduced preparation time greatly. I also like having create, send, track, and e-sign in one workflow, and it mostly replaced separate tools or steps. Review collected by and hosted on G2.com.

Creating related fields on a template is frustrating because there is no in-app guidance for the tool. Support doesn’t cater to the needs thru call since they only do chat. The tool should have in-app guidance to direct how to do related fields and conditional visibility of records to be displayed. Basically it should make a normal person understand how to use the software easily. 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.