# PandaDoc Reviews **Vendor:** PandaDoc **Category:** [Proposal Software](https://www.g2.com/categories/proposal) **Average Rating:** 4.7/5.0 **Total Reviews:** 3,471 ## About PandaDoc PandaDoc is a comprehensive document management solution designed to assist users in creating, managing, e-signing, and notarizing documents efficiently. This platform serves as a centralized workflow tool, streamlining the document lifecycle from inception to final approval. By digitizing traditional document processes, PandaDoc aims to reduce inefficiencies and enhance productivity for businesses of all sizes. Targeted primarily at professionals and organizations that rely heavily on documentation, PandaDoc is particularly beneficial for sales teams, legal departments, and project managers. These users often face the challenge of managing numerous documents, contracts, and agreements, which can be time-consuming and prone to errors when handled manually. With PandaDoc, users can automate repetitive tasks, ensuring that they can allocate more time to strategic activities that drive business growth. Key features of PandaDoc include customizable templates, an intuitive drag-and-drop editor, and robust e-signature capabilities. Users can create visually appealing documents quickly, using pre-built templates tailored for various industries. The platform also supports real-time collaboration, allowing multiple stakeholders to review and edit documents simultaneously. This feature is particularly valuable in fast-paced environments where timely feedback is crucial. Additionally, PandaDoc's e-signature functionality ensures that documents can be signed securely and legally, eliminating the need for physical signatures and expediting the approval process. Another significant advantage of PandaDoc is its integration capabilities. The platform seamlessly connects with popular CRM systems, payment processors, and other business tools, enabling users to manage their documents within their existing workflows. This integration reduces the friction often associated with switching between different applications, allowing for a more cohesive user experience. Furthermore, PandaDoc provides analytics and reporting features that help users track document performance, offering insights into how recipients interact with their documents, which can inform future strategies. Overall, PandaDoc stands out in the document management category by providing a user-friendly interface, powerful automation features, and extensive integration options. By addressing common pain points associated with document handling, PandaDoc empowers organizations to enhance their operational efficiency, reduce turnaround times, and ultimately focus on what matters most: achieving their business objectives. ## PandaDoc Pros & Cons **What users like:** - Users appreciate the **ease of use** in PandaDoc, highlighting its user-friendly features and time-saving templates. (665 reviews) - Users value the **email delivery and easy document access** of PandaDoc, enhancing their workflow and proposal efficiency. (333 reviews) - Users love the **user-friendly platform** of PandaDoc, appreciating its ease of navigation and time-saving templates. (329 reviews) - Users value the **real-time tracking** of document progress and signatures with PandaDoc, enhancing communication and efficiency. (299 reviews) - Users appreciate the **intuitive interface** of PandaDoc, enabling quick document preparation and effortless client interaction. (294 reviews) - Time-saving (281 reviews) - Efficiency (260 reviews) - Features (251 reviews) - Easy Setup (248 reviews) - Templates (238 reviews) **What users dislike:** - Users find the **signature issue** in PandaDoc to be unclear and complicating their document signing experience. (107 reviews) - Users find the **missing features** of PandaDoc limiting, as essential functions like merging cells and dynamic dates are absent. (105 reviews) - Users find PandaDoc **expensive** , especially for small teams needing affordable solutions for customer-facing tasks. (99 reviews) - Users often face **difficult editing** issues, such as skipped sections and limited document modification capabilities during live reviews. (91 reviews) - Users face challenges with **invoicing and formatting issues** in PandaDoc, complicating document management and workflows. (81 reviews) - Users struggle with **editing complexity** , finding it difficult to adjust existing documents or custom formats effectively. (78 reviews) - Users find **limited customization** options for templates in PandaDoc, making it difficult to tailor documents effectively. (77 reviews) - Users find PandaDoc's **limited features** challenging, especially with complex layouts and missing live support options. (76 reviews) - Learning Curve (71 reviews) - Slow Performance (71 reviews) ## PandaDoc Reviews ### 1. Time-Saving Templates with Few Limitations **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consumer Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 21, 2026 **What do you like best about PandaDoc?** 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. **What do you dislike about PandaDoc?** 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. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc solves repetitive work by allowing us to create document templates, saving time in contract preparation. I like the ability to replace documents without losing signature tabs, and to copy and rename documents, avoiding the constant recreation of contracts, especially for the same Franchisee. ### 2. Effortlessly Streamlines Contract Management **Rating:** 5.0/5.0 stars **Reviewed by:** Edward K. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 07, 2026 **What do you like best about PandaDoc?** 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. **What do you dislike about PandaDoc?** 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). **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc eliminates the need for in-person visits for contract finalization, making it easy for customers to use with minimal assistance, and it speeds up the workflow with features like auto-fill and virtual signatures. ### 3. Effortless Document Management, Instant Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Chloe M. | Salesperson, Mid-Market (51-1000 emp.) **Reviewed Date:** April 30, 2026 **What do you like best about PandaDoc?** I really like using PandaDoc for getting agreements out to clients quickly and efficiently. The ease of use is fantastic, allowing me to draft and send agreements without hassle. I can send agreements to prospective clients within minutes after speaking with them, which is great for keeping the conversation fresh. The initial setup was a breeze, taking just minutes, and I've encountered no issues at all. I also appreciate being able to keep a database of agreements, which is very helpful. Overall, because of these features, I would highly recommend PandaDoc. **What do you dislike about PandaDoc?** There is nothing that I dislike, as it has never fallen short for me. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc lets me quickly send agreements to clients and keeps a database of them. It’s easy to use, allowing me to draft and send agreements fast, often within minutes of a conversation. ### 4. Streamlined Document Management with Excellent Templates **Rating:** 5.0/5.0 stars **Reviewed by:** Allen H. | Creative Director, Small-Business (50 or fewer emp.) **Reviewed Date:** April 06, 2026 **What do you like best about PandaDoc?** 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! **What do you dislike about PandaDoc?** 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. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc solved our scattered agreement management, cutting down manual edits and back-and-forth. Templates save us tons of time, keeping documents consistent without double-checking every detail. ### 5. Easy-to-Use PandaDocs That Speeds Up Document Signing and Templates **Rating:** 5.0/5.0 stars **Reviewed by:** Savannah K. | Housing Case Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 19, 2026 **What do you like best about PandaDoc?** 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. **What do you dislike about PandaDoc?** 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. **What problems is PandaDoc solving and how is that benefiting you?** The wait time of having clients/landlords come in or mail in documents is eliminated. It allows us to complete funding faster for our clients and also helps the landlords and clients by making all of processes easier. ### 6. Efficient Tool for Managing Patient Consent Forms and Medical Documents **Rating:** 5.0/5.0 stars **Reviewed by:** Rakesh J. | Consultant Gynecologist and Medical Educator, Hospital & Health Care, Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2026 **What do you like best about PandaDoc?** 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. **What do you dislike about PandaDoc?** 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. **What problems is PandaDoc solving and how is that benefiting you?** Preparing patient consent forms and medical documents manually required repeated typing and formatting, which took extra time during busy clinic hours. With PandaDoc, I can create standard consent templates and reuse them whenever needed. This helps reduce paperwork, keeps records more organized, and saves time while managing patient documentation. ### 7. Streamlined Document Management, Minor Formatting Issues **Rating:** 4.5/5.0 stars **Reviewed by:** Kyle B. | Network Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** March 05, 2026 **What do you like best about PandaDoc?** 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. **What do you dislike about PandaDoc?** 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. **What problems is PandaDoc solving and how is that benefiting you?** I find PandaDoc streamlines document creation, approvals, and e-signatures, reducing manual paperwork. Its user-friendly interface and templates save us time by standardizing documents easily. ### 8. Simplifies Signing, But Needs PDF Improvement **Rating:** 2.5/5.0 stars **Reviewed by:** Nick S. | Marketing Consultant, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about PandaDoc?** I find PandaDoc's user-friendly interface really easy to navigate. The referral program is a great addition because it lets me earn money by referring the product. I also like how when you send a document to be signed, the person on the receiving end gets an email notice that doesn't end up in the spam folder. Additionally, I can easily share a document to sign via a link. The initial setup was very easy as well. **What do you dislike about PandaDoc?** PandaDoc sometimes cannot read some PDF files with signatures from other services. There is a bug. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc helps avoid paperwork and meeting with a boss personally to sign a paper. It also hosts all agreements in one place. ### 9. Flexible Document Management with Room for Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** February 12, 2025 **What do you like best about PandaDoc?** I find PandaDoc really easy for creating and sending contracts, and I love being able to see the status of who's viewed and signed them. I appreciate that it provides a lot of different options, allowing me to send contracts through PandaDoc directly if someone doesn't want to use an email hyperlink. The flexibility with variables is fantastic, helping me make contracts exactly how I want them. Integrating PandaDoc with HubSpot is great as it links contracts to deal records seamlessly. Getting started with PandaDoc was pretty straightforward, and after one training session, I was able to use it without any problems. Overall, these features have been really valuable for structuring our contracts flexibly, which helps drive strong business outcomes. **What do you dislike about PandaDoc?** We do experience a bit of lag here and there where sometimes when I'm trying to bang a contract out, there seems to be a little bit of downtime or buffering. It usually comes back online. It's just in the moment when I'm trying to run through my day sometimes it can be a bit challenging. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc makes creating and sending contracts really easy and lets me track status and signatures. It offers flexible options for customizing contracts, which helps reach more potential clients and drive strong business outcomes. ### 10. Effortless Contracts, Needs Improved Template Management **Rating:** 4.0/5.0 stars **Reviewed by:** Mark G. | Chief Executive Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2026 **What do you like best about PandaDoc?** I highly recommend the platform because it's great for creating quick contracts on the fly and proposals right in front of my customers, so they can immediately say, "wow", I'll sign it today.' It's a great tool to keep a record of all signed contracts in one simple place. I like the fact that I can create new templates quickly and roll forward existing contracts from other clients for new clients. It's really easy for me to quickly open PandaDoc, duplicate an existing contract, and customize it right in front of their eyes. **What do you dislike about PandaDoc?** It would be nice if there were a way to have a core template document that's easy to use moving forward, like a master template. It would be helpful to manage master templates for various core packages as a quick pick list. The initial setup took more time than expected. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for creating quick contracts and proposals in front of customers, making it easy for them to sign immediately. It's great for keeping signed contracts organized. The quick creation of new templates and the ability to duplicate and customize existing contracts save me time. ## PandaDoc Discussions - [Is PandaDoc safe?](https://www.g2.com/discussions/is-pandadoc-safe) - 9 comments, 2 upvotes - [I have uploaded a document. How I can edit within the app?](https://www.g2.com/discussions/i-have-uploaded-a-document-how-i-can-edit-within-the-app) - 2 comments, 1 upvote - [What is the best way to send multiple documents in one pandadoc request having multiple signatures and answer forms?](https://www.g2.com/discussions/what-is-the-best-way-to-send-multiple-documents-in-one-pandadoc-request-having-multiple-signatures-and-answer-forms) - 1 comment, 1 upvote - [¿Se puede utilizar la plataforma para la firma digital de recibos?](https://www.g2.com/discussions/can-the-platform-be-used-for-the-digital-signature-of-receipts) - 1 comment, 1 upvote - [How do i create one document for multiple signatories or do i just have to create a different document for every individual?](https://www.g2.com/discussions/52245-how-do-i-create-one-document-for-multiple-signatories-or-do-i-just-have-to-create-a-different-document-for-every-individual) - 1 comment, 1 upvote - [View PandaDoc pricing details and edition comparison](https://www.g2.com/products/pandadoc/reviews/pandadoc-review-4926098?gclid=Cj0KCQjw9MCnBhCYARIsAB1WQVU2pIzzAf_TuVQnhf8Ar3hPsxBu3fnlWePg7X7Am0JUO4eeUkQ7oiUaAgzjEALw_wcB§ion=pricing&secure%5Bexpires_at%5D=2026-05-13+12%3A07%3A10+-0500&secure%5Bsession_id%5D=b6e060ac-e038-4ba0-aefd-a0fbd8b65e53&secure%5Btoken%5D=520686a01d44f3a0ddb9627ae29fe9ae9083db6435af00fd166698a6b0fe7fa9&format=llm_user) ## PandaDoc Integrations - 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[Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## PandaDoc Features **Signature Process** - Document Signing - Reminders and Expirations - Sign-In Process - Mobile Signatures - Signature Workflow - Bulk Digital Signatures - Reporting - Signature Document Creation **Configuration - cpq** - Product Catalog - Guided Selling - Configuration Rules - Price Configuration - Visual Configuration **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Rich Media - Online Document Creation - PDF Creation - Custom Branding **Contract Management Platform Features** - Contract Creation - Contract Templates - Contract Editing - Contract Attachments - Contract Collaboration - Approval Process - Notifications & Reminders - Contract Database - Integrations / APIs - Reporting & Dashboards **Functionality** - Remote Notarization - Journal Entries - Integration **Data Sources** - Software - Spreadsheets - Documents **Generation** - Templates - Branding **Platform Basics ** - Data Extraction - Contract Comparisons **Customization** - Custom Fields - Conditional Logic - Multi-page Forms - Design **Agentic AI - Salesforce AppExchange Apps** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Pricing** - Pricing Flexibility - Discounting - Commerical Rules - Terms and Conditions - Approval Workflow - Renewals **Workflow** - Document Builder Interface - Collaborative Creation - Assembly and Approval Workflows **Artificial Intelligence Capabilities** - Text Analytics - NLP - OCR **Additional Functionality** - Embedded Forms - Offline Capability - Notifications - Payments - Mobile Forms **Generative AI** - AI Text Generation - AI Text Summarization **Quoting** - Grouping - Version Control - Quote Document Generation - Ordering - Contracts **Analytics** - Engagement Tracking - Proposal Effectiveness Reporting - Reporting and Dashboards **Delivery** - Workflow - Batch **Contract Data** - Data Import - Data Export - Custom Reporting - Clause Identification and Mapping **Agentic AI - Contract Management** - Autonomous Task Execution **Agentic AI - E-Signature** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Admin** - Configuration Ease of Admin - Pricing Administration - Workflow Management - Document Management **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - E-Signature Integration - CPQ Integration - API / Integrations **Generative AI** - AI Text Summarization **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Image - AI Image-to-Text **Security and Scalability** - Regulatory Compliance - Signature History and Audit - Enterprise Scalability **Channels** - Mobile User Support - Channel Partner Support - eCommerce **Generative AI** - AI Text Generation **Agentic AI - Document Generation** - Autonomous Task Execution **Platform** - Custom Branding - User, Role, and Access Management - Internationalization - Performance and Reliability - Integration APIs **Platform** - CRM Integration - Integration API - Internationalization - Scalability - Reporting and Dashboards - ERP Integration **Generative AI - cpq** - Dynamic Quoting - Dynamic Pricing - Personalized Sale Recommendations ## Top PandaDoc Alternatives - [Proposify](https://www.g2.com/products/proposify/reviews) - 4.6/5.0 (1,107 reviews) - [Qwilr](https://www.g2.com/products/qwilr/reviews) - 4.6/5.0 (880 reviews) - [GetAccept](https://www.g2.com/products/getaccept/reviews) - 4.6/5.0 (1,223 reviews)