--- title: PandaDoc Reviews meta_title: 'PandaDoc Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 3693 reviews by the users' company size, role or industry to find out how PandaDoc works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 3693 scale: '5' date_modified: '2026-08-13' parent_category: name: Quote Management url: https://www.g2.com/categories/quote-management --- # PandaDoc Reviews **Vendor:** PandaDoc **Category:** [Proposal Software](https://www.g2.com/categories/proposal) **Average Rating:** 4.7/5.0 **Total Reviews:** 3,693 ## About PandaDoc PandaDoc is an all-in-one document management platform trusted by 68,000+ sales, legal, and operations teams to create, send, e-sign, and manage documents faster and with less manual work. Teams using PandaDoc close deals 30% faster and cut document turnaround time by up to 50%. Customers like Autodesk, Rakuten, and Sysco use PandaDoc to streamline their entire document process, from proposal to signed contract, and everything in between. PandaDoc helps your team: - Build and send professional proposals, contracts, and agreements using customizable templates and a drag-and-drop editor - Collect legally binding e-signatures from any device, anywhere, with no printing, scanning, or delays - Collaborate in real time with internal stakeholders and external signers simultaneously - Automate repetitive document tasks so reps and ops teams spend less time on admin and more time closing - Track document performance with analytics that show how recipients engage with every page PandaDoc integrates natively with the tools your team already uses, including Salesforce, HubSpot, Pipedrive, Stripe, and 30+ other CRM and payment platforms — keeping document processes inside your existing stack without adding friction or extra logins. Whether you're in sales, legal, HR, or finance, PandaDoc is especially popular with growing businesses that need enterprise-grade document processes without the added complexity or price tag. From first draft to final approval, PandaDoc centralizes the full document lifecycle with the compliance, security, and audit trail your team needs to operate with confidence. PandaDoc also supports notarization, payment collection, and document analytics in a single platform, reducing the need to manage multiple tools across your document process. ## PandaDoc Pros & Cons **What users like:** - Users love the **ease of use** of PandaDoc, finding it simple to navigate and set up for online signing. (718 reviews) - Users value PandaDoc's **intuitive document management** tools, enhancing workflow efficiency and streamlining approvals seamlessly. (353 reviews) - Users love the **intuitive editing tools** of PandaDoc, enhancing their workflow and document customization. (337 reviews) - Users find PandaDoc to be **highly intuitive** , making document management and e-signatures easy and efficient. (307 reviews) - Users appreciate the **simplicity and efficiency** of PandaDoc for obtaining e-signatures, enhancing their workflow significantly. (304 reviews) - Time-saving (300 reviews) - Templates (284 reviews) - Efficiency (280 reviews) - Features (273 reviews) - Easy Setup (256 reviews) **What users dislike:** - Users are frustrated by the **missing features** in PandaDoc, such as document expiration controls and dynamic dates. (120 reviews) - Users find PandaDoc **expensive** , especially for small teams needing affordable solutions for online form submissions. (109 reviews) - Users find **signature issues** in PandaDoc, struggling with personal signature use and other document formatting challenges. (106 reviews) - Users find **difficult editing** frustrating due to issues with document navigation and limited edit capabilities during collaboration. (98 reviews) - Users find the **editing difficulty** in PandaDoc frustrating, especially with table formatting and live document changes. (87 reviews) - Users find PandaDoc's **limited features** challenging, especially with complex layouts and missing live support options. (86 reviews) - Users find **limited customization** options for templates in PandaDoc, making it difficult to tailor documents effectively. (85 reviews) - Users face challenges with **insufficient document management** in PandaDoc, requiring manual invoicing and lacking key formatting features. (83 reviews) - Learning Curve (79 reviews) - Editing Difficulties (78 reviews) ## PandaDoc Reviews ### 1. Capable Platform, Disappointing Support and Renewal Experience **Rating:** 0.5/5.0 stars **Reviewed by:** Michael L. | Sales Director, Mid-Market (51-1000 emp.) **Reviewed Date:** June 05, 2026 **What do you like best about PandaDoc?** PandaDoc provides a straightforward document generation and e-signature experience and integrates well with HubSpot. The platform is easy for end users to adopt, templates are simple to manage, and the document workflow is generally intuitive. For organizations with standardized agreement processes, PandaDoc helps streamline document creation, signature collection, and client onboarding while providing good visibility into document status and activity. **What do you dislike about PandaDoc?** The product itself generally performs well, but the customer experience after purchase can be challenging. Support responsiveness and escalation paths are not always clear when business-critical issues arise, and obtaining ownership of complex issues can be difficult. We also found the renewal process to be unnecessarily adversarial and overly focused on preserving contract value rather than aligning pricing and packaging with actual customer usage and operational requirements. Multiple contract revisions, inconsistent communication, and significant effort were required to document agreed-upon commercial terms. Organizations that depend heavily on PandaDoc for revenue operations should carefully evaluate support expectations, escalation procedures, account management practices, and renewal mechanics in addition to the platform's functionality. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc helps us streamline agreement execution and client onboarding. By integrating with HubSpot, we can generate and send engagement agreements electronically, track document activity, and collect signatures without relying on manual PDF workflows. This improves operational efficiency, reduces administrative effort, and helps move prospective clients from consultation to signed engagement more quickly. **Official Response from Karah Blandford:** > Hey Michael, thank you for taking the time to leave such a detailed and honest review, we genuinely appreciate it, and we're glad PandaDoc has helped simplify your agreement process. That said, what you've described around support responsiveness and the renewal experience is not the standard we hold ourselves to, and we're sorry you had to navigate that. The friction you experienced should never be part of how we work with customers who rely on us for something as important as proposals and contracts. If you're open to it, we want to make this right. Please reach out directly so we can understand exactly what happened and take steps to fix it. Feel free to email me at karah.blandford@pandadoc.com and I'll work with the team to figure out what went wrong here so we can improve for the future. ### 2. TERRIBLE customer service that locks you in and won't let you out of a contract. **Rating:** 0.0/5.0 stars **Reviewed by:** Jamie W. | Business Development Manager, Hospital & Health Care, Mid-Market (51-1000 emp.) **Reviewed Date:** August 04, 2026 **What do you like best about PandaDoc?** It was great when we first started as a founding customer in 2011. The contract view analytics were what attracted us. **What do you dislike about PandaDoc?** The customer service is TERRIBLE. Beware, don't sign up for annual because they WILL NOT LET YOU out. The kind of things companies do when their business is failing. **What problems is PandaDoc solving and how is that benefiting you?** e-signature problems (but that's become commoditized) **Official Response from Karah Blandford:** > Hi Jamie, Thanks for being a PandaDoc customer since the early days - that genuinely means a lot even if you're running into issues now. We're sorry your experience with our team didn't reflect the level of support you deserved. That's not the experience we want anyone to have, and we'd love the chance to make this right. If you're open to it, please reach out to me directly at karah.blandford@pandadoc.com. I want to understand what happened and find a path forward so we can continue to work together. Thank you for the honest feedback, and I hope to hear from you. - Karah ### 3. Decent Tool, But Price and Learning Curve Are Drawbacks **Rating:** 1.0/5.0 stars **Reviewed by:** Ralph C. **Reviewed Date:** December 19, 2025 **What do you like best about PandaDoc?** I liked the design options and the ability to create something that was trackable. I also appreciated the tracking and online nature of PandaDoc. Unfortunately their massive price increases, done by the back door by removing features from the professional subscription, meant that we couldn't justify 3x the cost and moved to Canva and Google Drive. **What do you dislike about PandaDoc?** Many options that I used have been moved to more expensive tiers, making the costs 3x what they were. They don't offer a refund, just move the features so I'm stuck with software I don't use and have paid for a year. It wasn't straightforward, there's a bit of a learning curve to learn initially. I'm now using canva + google drive for digital signatures which is much easier. **What problems is PandaDoc solving and how is that benefiting you?** I used PandaDoc to create trackable sales proposals that let clients select optional services, with prices updating automatically. **Official Response from Karah Blandford:** > Hi Ralph, thanks for taking the time to share your feedback with us, and I'm sad to hear about your experience with pricing and unused features. If you're up for it, we'd love the opportunity to connect with you personally to hear a bit more about which features and pricing tier were a challenge for you so we can take this feedback to the broader team. Please shoot me an email at karah.blandford@pandadoc.com and I'm happy to work with you on this. ### 4. Pandadoc's customer service is extremely poor **Rating:** 0.0/5.0 stars **Reviewed by:** Marco S. | IT-Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2025 **What do you like best about PandaDoc?** The system is quite good, but the people behind it have messed it up in the meantime **What do you dislike about PandaDoc?** Pandadoc's customer service is extremely poor, you constantly experience incompetent ticket ping pong - now, unfortunately, after a few years we also have to part with PandaDoc. We are now being forced to switch from the Business tariff to the extremely expensive Enterprise tariff for a small add-on that was previously chargeable (Advanced Quotes), as the great experts have decided that they no longer want to offer this small add-on for individual bookings. We are EXTREMELY DISAPPOINTED, unfortunately the service has deteriorated but as always the price has almost doubled. Sad. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc has helped streamline our document workflows, especially when it comes to creating, sending, and tracking proposals and contracts. **Official Response from Karah Blandford:** > Hi Marco, I'm so sorry to hear this has been your experience with PandaDoc! I completely understand how frustrating it would be to experience a price increase for our Advanced Quoting feature. Is there anything we can do to make this right and keep working with you? If you are open to it, I'll do what I can to get the right people involved to see how we can make this right. Feel free to email me at karah.blandford@pandadoc.com and we can go from there. ### 5. Maybe the worst customer experience for startups/scaleups, despite a decent UI/UX. **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.) **Reviewed Date:** August 21, 2025 **What do you like best about PandaDoc?** The UX is good, and to be frank nothing to write home about. They made proposal feel like normal document creation, added variables and e-sign functionality and set off. Aka. it works like it should. **What do you dislike about PandaDoc?** I've been trying to get a reasonable document creation and signature software for 5 months. Pandadoc has a good UI, but is probably the worst company to deal with. Both the customer service, and their attitude towards customers is absolutely terrible. Using automations like Zapier is capped at 20 per month (unless you get an annual plan, where you get 250 at once). If you test to set up your integration properly, out goes your credits. Need more? $100 dollar minimum purchase of more credits, and they expire in a little while, for no real reason. I've been talking to customer service about this for weeks and weeks, and they blatantly refuse to give any leeway on this. This is just one example. Every single interaction I've had with them has been the same. Incredibly customer hostile. Try Qwilr (proposals) or Signwell/Documenso (e-signatures) and see if you can get by with those instead. I can't believe how poor this experience has been. **What problems is PandaDoc solving and how is that benefiting you?** Proposal, e-signatures ### 6. Unethical marketing and false promises **Rating:** 0.5/5.0 stars **Reviewed by:** Hubert J. | Compliance Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2024 **What do you like best about PandaDoc?** - keep product ok, not farm review based on false promises **What do you dislike about PandaDoc?** - not farm review based on false promises - AI customer support that is way worse than it used to be **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for reliable document delivery at scale, a common repository for stakeholders, and template creation for multiple departments. It's reliable, easy to use, and integrates well with our tech stack. **Official Response from Karah Blandford:** > Hi Hubert, I'm sorry to hear you've had this experience with PandaDoc. We'd like the opportunity to speak with you about this so we can figure out what went wrong here regarding the issues you've experienced. Please reach out to karah.blandford@pandadoc.com and we'll get you in touch with the right folks on our team! ### 7. Careful, plans features change without warning **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Computer Games | Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2025 **What do you like best about PandaDoc?** The interface is good and has signatures features included **What do you dislike about PandaDoc?** I used Pandadoc for more than 3 years using their montlhy essentials plan. This month I decided i would use the offer to upgrade to the annual plan, after doing it I lose access to many features including one to download documents that have tables on it. And I`ve being using tables on my documents on hundreds of documents. And I can no longer roolback to the previous plan as it not offered anymore. At no time I was given a notification that changing my plan to annual I was going to lose some essential features, I feel like i felt into a trap after being a loyal custumer for years. I feel I can`t trust their app anymore, who knows if they will change their subscriptions plans again in the future and make me lose more others features. **What problems is PandaDoc solving and how is that benefiting you?** Having a app to easily edit documents and send them for signature **Official Response from Karah Blandford:** > I'm so sorry to hear that you had this experience! That's super frustrating. I'd love the opportunity to chat with you about this further so we can investigate the issue and hopefully get you back to a good position with your plan and features. Please reach out to me at karah.blandford@pandadoc.com and I'll loop in the correct people on my end to find a solution and make things right. I hope to hear from you, Karah ### 8. Too expensive if you need a single signature **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Utilities | Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2025 **What do you like best about PandaDoc?** Document organisation is nice and intuitive **What do you dislike about PandaDoc?** Pricing is punitive for the occasional users like me who require it to sign a single document. I had to pay $65+ another $50 for QeS for just a single signature. I explained my case to their support team and they could have helped me finding a better solution for my needs like one of the signature partners Evrosign that offers packages at a much lower price for the EU. They might be a good solution for enterprise and businesses but they are simply too expensive for casual users. **What problems is PandaDoc solving and how is that benefiting you?** No business problem, I needed to sign a contract with a bank ### 9. Worst E Signature Solution Ever **Rating:** 0.0/5.0 stars **Reviewed by:** Ghosia I. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 17, 2025 **What do you like best about PandaDoc?** Nothing. The worst software ever. Too slow. Defeats the purpose of automating signatures. **What do you dislike about PandaDoc?** I have been using Pandadoc for about 8 months and decided no to renew the subscription. This is extremely slow that it takes hours to do 1 document. It help is not avaialbel and they just open tickets and no one follows up. not easy to use. **What problems is PandaDoc solving and how is that benefiting you?** It is NOt solving any problem and IS a problem **Official Response from Karah Blandford:** > Hi Ghosia, I'm so sorry to hear this has been your experience! We'd love the opportunity to dig deeper into the slowness you mentioned, as this typically isn't the case with most customers. If you are open to it, we'd be happy to discuss this with you further and investigate what may have caused these problems for you. Feel free to reach out to karah.blandford@pandadoc.com and we'll take it from there. Hope to hear from you soon. ### 10. ........................ **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2025 **What do you like best about PandaDoc?** ................................................................ **What do you dislike about PandaDoc?** .................................................... **What problems is PandaDoc solving and how is that benefiting you?** .......................................... ### 11. Great until you attempt to cancel **Rating:** 0.0/5.0 stars **Reviewed by:** Jed B. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2024 **What do you like best about PandaDoc?** Functions and features. Easy to operate and use. **What do you dislike about PandaDoc?** We had no more need for the service and cancelled. After we cancelled, they billed our credit card anyway. When you try and question them. You get an automated response bot that creates a case that will get back with you in three (3) days. That is where I am at now **What problems is PandaDoc solving and how is that benefiting you?** Client signatures remotely **Official Response from Karah Blandford:** > Hi Jed, thanks for taking the time to share your feedback, I can imagine how frustrating it would be to be billed even after cancelling your subscription. If you are open to it, we'd love the chance to work with you and figure out what went wrong here so we can fix this. If you are interested in discussing further, please email me at karah.blandford@pandadoc.com and we'll get to the bottom of this. ### 12. Pandadoc is making me lose $20,000 every day. **Rating:** 0.0/5.0 stars **Reviewed by:** Rafael T. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2024 **What do you like best about PandaDoc?** I used to like that it was an easy to use platform to prepare quotes and nivoices. **What do you dislike about PandaDoc?** It's a very unstable platform. They are making updates and have bugs and errors everyday. Buyer be aware and don't pay the yearly license. I did after a few years of working with them and suddenly my entire sales team lost access to the platform. They claim we downgraded our license and they refund us but its a bug on their side, we didn't downgrade and we haven't received any refunds either. My entire sales team was stopped until we were able to fin an alternative. Dont trust this company. **What problems is PandaDoc solving and how is that benefiting you?** Its not solving anything **Official Response from Karah Blandford:** > Hi Rafael, we're disappointed to hear you had this experience with PandaDoc. I have tried to dig into your account but I can't seem to find it, but we'd love the opportunity to work with you and try and make this right. Please reach out to me at karah.blandford@pandadoc.com and I'm happy to get to the bottom of this. ### 13. Criminals **Rating:** 0.0/5.0 stars **Reviewed by:** Jeffrey L. | Marketing Content Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** September 13, 2024 **What do you like best about PandaDoc?** I don't have anythign good to say about these people. **What do you dislike about PandaDoc?** I found their service basically useful until they started stealing from me and avoiding communication. **What problems is PandaDoc solving and how is that benefiting you?** I used them for basic documentation signing and then they started making a bunch of unathorized payments and actively avoided communicating with me about it. They're just another bunch of sleezy SaaS criminals on the internet. **Official Response from Karah Blandford:** > Hi Jeffrey, thank you for flagging these issues with us and sharing your feedback. It's really disappointing to hear you've had this experience, and we'd like the opportunity to work closely with you to figure out what happened here. I've connected with our accounts team to dive deeper into the situation, but in the meantime, please get in touch with me at karah.blandford@pandadoc.com, as I'd love to get more information and try and fix this. Thank you and I hope to hear from you soon. ### 14. Laggy software, poor support, unclear downgrade procedures **Rating:** 0.5/5.0 stars **Reviewed by:** Vladimir C. | Chief Executive Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** August 21, 2023 **What do you like best about PandaDoc?** Software itsleft is wine untill you want something else not straigth forward **What do you dislike about PandaDoc?** Unexpected Reorganization: On following the guidance, I was taken aback to find my 209 documents shuffled into a single folder. This completely disrupted my original organization, leading to a lot of inconvenience. Insufficient Forewarning: The guidance lacked any warning about the potential upheaval of my document structure. A preemptive alert would've allowed me to brace for the change or reconsider my actions. Workarounds Over Solutions: In the aftermath of the document disarray, the solution offered necessitated additional manual labor on my end. A direct fix or a way to revert the changes would have been a better approach. Conclusion: While the intent to assist from PandaDoc's support is clear, the ramifications of their guidance were unforeseen and quite disruptive. I'd urge potential users to be cautious and seek clarity on outcomes when receiving assistance. **What problems is PandaDoc solving and how is that benefiting you?** it's trying to replace google docs with benefits, but even with it's pricing they can't succeed it well ### 15. The most convoluted pricing model and restrictive product **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2023 **What do you like best about PandaDoc?** Not a log, its own UX within its own app is good, however, if you want to do anything within your own platform then the options become expensive and limited. **What do you dislike about PandaDoc?** The sales call was so confusing that I walked away confused and angry. The pricing model is the worst that I have seen from any eSignature provider - $1068 per year just to use the API. The embedded document creation process is an SDK with zero control over the user experience. Their internal terminology doesn't appear to match the rest of the industry, well at least the salesperson was telling me a signature is not called an envelope, rather it's an API call. Envelopes are well-priced, however, they do expire which causes undue stress for consumers. Of all the eSign providers that I've gone through to find the right solution, PandaDoc stands out as the worst. **What problems is PandaDoc solving and how is that benefiting you?** It's not solving any problem as we won't be going forward with it. ### 16. Not Playing By Their Own Rules **Rating:** 0.0/5.0 stars **Reviewed by:** Jody J. | Brand Ambassador, Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2022 **What do you like best about PandaDoc?** My Old Account Manager was great. Since he left things have gone downhill. He knew they system was subpar so he made up for it with great service. He helped get our proposals the way they needed to look. **What do you dislike about PandaDoc?** They don't play by their own rules. I sent an email to my new AM to reduce the license and he waited so I wouldn't be able to. I sent them a notification and they are ignoring it. It took a long time to get the proposal the way I wanted them to look so I would think about canceling I just wanted to reduce it because I lost some people. They waited for the evergreen clause to lapse. I sent cancellation last year to bypass their evergreen clause bc I knew they might try something like this and they are fighting me on it. Furthermore, most people don't get the emails you sent through PandaDoc they go to spam. This can hurt time sensitive sign-offs. **What problems is PandaDoc solving and how is that benefiting you?** None of they are creating problems. It is supposed to track views and give you visibility into the activity people are having with your proposals, but it is very simple and not very intelligent. Ive kept it because we use hubspot, but I will be letting hubspot know about the poor service. ### 17. Avoid Pandadoc **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Architecture & Planning | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2023 **What do you like best about PandaDoc?** There are other programs that work just as well **What do you dislike about PandaDoc?** Once they get you on to their program they add extra charges for things that they don't speak about in the high pressure sales process. We been using for sometime and out of the blue we get an big invoice for our Saleforce connection. **What problems is PandaDoc solving and how is that benefiting you?** Quoting **Official Response from Nick Szenberg:** > Thank you for your feedback. We take it seriously and understand your concerns. Please reach out to your dedicated customer success representative so that we can work together to find a plan that eases the transition and meets your needs. We value your business and want to ensure your satisfaction. ### 18. TERRIBLE SERVICE THAT HAD SO MUCH POTENTIAL **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2022 **What do you like best about PandaDoc?** There's not much to like anymore. they've gone downhill. SO MANY BUGS! such terrible support. they blackmail/force you into new features that should be included. **What do you dislike about PandaDoc?** *UPDATE* - this is how bad their coding is: After leaving them such a terrible review on their internal system, it was curious to me why it sent mea link to leave a public review, given I would obviously let the world know about the horrible experience. I reread the email they sent me and it says "Thank you again for leaving us a 10/10 rating inside Pandadoc! ". I CLEARLY left them a terrible review LOL omg.. they are awful! EVERYTHING! SO BUGGY! and every time. they"fix" one bug they create another. even worse: bugs they "fix" come back! and usually with. a vengeance. There's no customer service phone number. and their online support is TERRIBLE. recently their ENTIRE service went down right. in the middle of the work day! this is not the type of service that should EVER go down. they should have triple and quadruple failover. and it seems like. they don't even have single failover! we had an ABSOLUTELY CRITICAL contract that needed to go out immediately. when I got into chat to ask what was going on they copied and pasted a canned response and ended the chat!! (I verified it was a live person, so this wasn't just a bot that did this). THEY ARE AWFUL! The system for creating, maintaining and finding your documents is a MESS. the user interface is confusing and buggy. **What problems is PandaDoc solving and how is that benefiting you?** they're not solving problems anymore. They are creating more problems than there used to be and with the terrible/non responsive/awful "customer service" you're left feeling like yo don't matter. ### 19. Terrible Service! Unreliable software. **Rating:** 0.0/5.0 stars **Reviewed by:** Luke H. | Chief Technical Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2022 **What do you like best about PandaDoc?** When it works it works well and is less expensive than docusign. **What do you dislike about PandaDoc?** The API hasn't worked for a week and they have been very lax about fixing it. We are losing a lot of money because Pandadocs has been down. The biggest red flag: there is no one you can call for support. The only phone # you will find is for sales and even that goes straight to VM. This is obviously a cheap software tool with poor customer support. I do NOT recommend! **What problems is PandaDoc solving and how is that benefiting you?** streamlining signing of lease contracts. ### 20. PandaDoc- Worked great until their newest version :( **Rating:** 0.0/5.0 stars **Reviewed by:** Ekta Agarwal, G. | Promotional Products & Branded Merchandise, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2021 **What do you like best about PandaDoc?** I have been using PandaDoc with minor issues Since Sept 2020. I have received prompt help with my queries through their Live Customer Support. **What do you dislike about PandaDoc?** The newest version has taken off the ability to "Duplicate" documents. A feature that I rely on heavily. When I tried to use their tutorials for support, the tutorials have not been updated and continue to guide me per the previous version. I found the customer support team to be too technical and almost 4 hours later were unable to assist me. The only way that they could help was if I gave them a URL link to a document which then they would turn into a workable document for me. Absolute nonsense. I dont really want 3rd parties handling my confidential documents and I see no reason to ask them to duplicate a document for me when not too long ago I could do it myself. And should I really be waiting 4 hours each time I need to create a new quote? The latest version is very clunky, slow and freezes more frequently than the original version that I signed up to. The TAB key is understood as an indent function by the software. So you physically have to use the mouse to move between sections. Images cannot be cropped within the document. Unfortunately I will not be renewing my account with them, which is a shame. Their V1 worked beautifully well for my business. **What problems is PandaDoc solving and how is that benefiting you?** In its current version PandaDoc is a problem and has fractured my business flow. I am struggling to find any benefits. I was extremely happy with v1 and my previous review highlights all the benefits I experienced as a user. ### 21. Great features but super slow, specifically on mobile **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 19, 2022 **What do you like best about PandaDoc?** Basic features you can expect in a SAAS for contract management **What do you dislike about PandaDoc?** - Speed is an issue, specifically on the mobile app. Opening a contract can take more than 1 minute to load. I contacted support several times since we started in 2019, but they couldn't fix it, so I guess it comes from Pandadoc. We have up to 20 docs to manage daily, and this issue is making us consider alternative solutions. - In the expensive 59$ /month/user plan, there is no/shitty reporting tool, only one workspace. - Poor signature management. Can't save or retrieve my signature, initials or company seal easily. - Poor redlining/negotiation tool. You'll never convince a lawyer to move away from the word redlining tool. **What problems is PandaDoc solving and how is that benefiting you?** Managing daily sales contracts in a well-established process ### 22. A Good Option. Easy to Use. Ability to Brand. **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Graphic Design | Small-Business (50 or fewer emp.) **Reviewed Date:** November 13, 2020 **What do you like best about PandaDoc?** We have been using PandDoc for over a year now primarily to send proposals and contracts. The platform is straightforward, very easy to use and the document building area is similar to using Microsoft Word. It offers everything that our business need with many extras. The ability to Edit CSS and really customize your documents are a valuable asset for branding. Pricing tables are important in our business, along with accepting payments and electronic signatures and it is very easy to add these important factors into the documents. We are able to receive deposits through Square which is our primary business payment system. **What do you dislike about PandaDoc?** We are a small business and the monthly subscription we have offers the basics. If you want to use some of their add on features like the Content Library then you have to upgrade your subscription. Unfortunately having all these monthly subscriptions adds up and starts to eat into your profit margins and when this happens the ease of using this platform doesn't matter because you can find alternatives that may be included with another subscription service you already have. PandaDoc is great for beginners but may not be worth the cost in the long run. **Recommendations to others considering PandaDoc:** They offer a 14 day trial and I would suggest you take advantage of it and use it to its full potential. You will absolutely know by the end of the trial period if it is for you. **What problems is PandaDoc solving and how is that benefiting you?** It is fulfilling the need to send proposals. One of our favorite features is the Analytics section. It takes the guesswork out of knowing if our potential client(s) have viewed the document and notifies us when they do. The extra perk is you are able to see how long they spend on each page. This can prompt you to send them an email asking them if they have any questions. ### 23. Product great, until you are a client-then forget service, & expect ongoing marketing blasts **Rating:** 0.0/5.0 stars **Reviewed by:** Kimberly N. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2022 **What do you like best about PandaDoc?** Was a great platform for us to build our proposals, marketing collateral, catalogue of professional services, board manuals, and contracts. The ability to track what is sent out is great. Ability to track where the recipient spends time reviewing is great. **What do you dislike about PandaDoc?** Their customer service is abysmal. Once you are a customer, forget customer support responses to anything. 1. We needed help setting up some things, so we signed up at a greater price point so we could get hands on customer support via telephone with staff. This was spotty at best 18 months ago. 2. What we signed up for was billed quarterly for 3 seats. We only used 2 of the 3 seats, and now we only need one. 3. We began reaching out in Dec. of 2020 to see about reducing the number of seats, before the next billing cycle (which would have been a year in mid-January. Apparently, our contract was special, and didn't fit into the special price point on the site. 4. After not getting any responses, we continued to reach out. Via the website schedule an appointment button. Appt scheduled so we could speak with someone. I showed up to the call, that was scheduled through their link, and no one showed. I sent an email to the person whose calendar was scheduled. She responded back that she had filled all necessary responses she needed for her study (no idea what study it was, but apparently, the calendar schedule link embedded on their site was used for something else. 5. When I replied that that was not the purpose of the meeting, she looped in a client success person. 6. This person replied back and said that they don't allow cancellations so close to the cancellation date. After explaining that I had been trying for several months, I received a very curt message back stating they would alk to their executive team and get back to me. That was about a month ago, and I still haven't heard back. In the meantime, I keep getting messages about scheduling an appointment to learn how to optimize the system. Pointless. Also, forget the payment feature at the end of contracts that you create. We have the payment gateway plugged in. Once the client signs, they never get additional notices to pay the setup fees. There are other options that we will use that have better customer ratings. It seems that they are marketing focused on driving sales, but once you become a customer, forget it. **Recommendations to others considering PandaDoc:** Buyer beware. Poor CX, flows aren't quite as easy as they proclaim, and forget support to get it where you need it-but expect a ton of marketing offers and information to provide support. No one shows up, and marketing doesn't seem tied to the CRM to know when customers have issues. **What problems is PandaDoc solving and how is that benefiting you?** tracking marketing and collateral sent out. building a consistent product catalog. makes proposals easy to send out. ### 24. Poor quality SAAS. Errors after 3rd invoice and service outage. **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2022 **What do you like best about PandaDoc?** The app worked and provided all the features I needed. After the 3rd invoice there was an outage with the service. I can't say anything better so I'm sorry if this isn't enough for G2 and their scam reviews. **What do you dislike about PandaDoc?** The app worked and provided all the features I needed. After the 3rd invoice there was an outage with the service. The support team told me sorry and that they were working on it. For any SAAS company this is unacceptable, and especially for something so simple as a document filling app. This app is a clown show and I urge anyone to find a real company with a real team behind it. **What problems is PandaDoc solving and how is that benefiting you?** Everything, the app doesnt work, costs me time and money. No app should ever have issues that is a simple document filling app. This is a joke. Never ever use this junk. ### 25. Aggressive billing difficult to cancel **Rating:** 0.0/5.0 stars **Reviewed by:** Matt K. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2022 **What do you like best about PandaDoc?** Not much really. The design editor like most proposal software is not very usable for creating beautiful designs. **What do you dislike about PandaDoc?** PandaDoc has very aggressive billing practices. Even after requesting to cancel, they don't cancel the subscription. Their support recommends removing all payment information as the only to ensure they don't try to bill you. **Recommendations to others considering PandaDoc:** I don't recommend it. **What problems is PandaDoc solving and how is that benefiting you?** I tried various proposal software including Pandadoc but they all had a pretty hideous editor, and I ended up reverting to DocuSign because these more well-designed proposal software presentations didn't improve my close rate. ### 26. They refuse to refund citing their "refund policy" **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2022 **What do you like best about PandaDoc?** nice customer service. However, they are more interested in saving some money than assisting customers. Not thrilled. **What do you dislike about PandaDoc?** That we signed up for 1 day, found out that the insurance company we contract with refuses to use them. They refused to refund the subscription after less than 24 hours of use and 1 document. **What problems is PandaDoc solving and how is that benefiting you?** It didn't. We would have been happy to use it, but our company doesn't believe that it is sufficient enough and therefore we could not use it. ### 27. Terrible Experience **Rating:** 0.5/5.0 stars **Reviewed by:** Jonathan W. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 08, 2022 **What do you like best about PandaDoc?** Nothing. The only thing they were good at is taking my money. **What do you dislike about PandaDoc?** Their software couldn't recognize my IDs after five attempts even though the pictures were clear. Awful customer service. No one even called to help. **What problems is PandaDoc solving and how is that benefiting you?** None. ### 28. Greedy company: Too expensive and won't provide same-day refund **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** December 02, 2021 **What do you like best about PandaDoc?** Relatively easy to use. It is useful if you have the need to have clients sign contracts or any other electronic signature needs. I've used it for over 5 years now. **What do you dislike about PandaDoc?** Price and billing. It is too expensive for what it is. There are too many free versions to justify their paid prices, including their own. The only advantage I see to the paid version is saving a template, which is not necessary given the opportunity for workarounds. (I wouldn't mind paying if it were more reasonable for what it delivers). My big beef of the moment is that I didn't get a renewal notice within 30 days of the annual renewal date (there was just one email about 45 days before that I overlooked because it didn't yet seem timely), and then I got $180 dinged on my credit card. I asked support, within an hour, to credit it back and cancel my account and they refused. It only confirms the greedy vibes I've always gotten from this company. **Recommendations to others considering PandaDoc:** Try to see if you can make the free version start from the beginning. **What problems is PandaDoc solving and how is that benefiting you?** Digital signatures. **Official Response from Clarke Conlon:** > Hi there. We're sorry to hear you had a negative experience with PandaDoc and would appreciate the opportunity to make it right. Please contact successteam@pandadoc.com, and we will have a manager get in touch. ### 29. Predatory cancellation policy **Rating:** 0.0/5.0 stars **Reviewed by:** Justin T. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2022 **What do you like best about PandaDoc?** It's easy to edit and send documents for signature **What do you dislike about PandaDoc?** We were sent a 45 day contract renewal notice. When we decided to cancel they said they have a 90 day cancelation policy. **What problems is PandaDoc solving and how is that benefiting you?** None ### 30. Very Poor Interface and Customer Service **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 22, 2021 **What do you like best about PandaDoc?** The software does an ok job of presenting a dashboard **What do you dislike about PandaDoc?** The software is very difficult to use and work with to manage contracts or quotes. The table creation and editing functions for very basic features are frustrating on any browser. Trying to save and recreate documents or templates also does not work well. The customer service does not help with any questions or provide any support. **Recommendations to others considering PandaDoc:** Find another software, more frustrating than good **What problems is PandaDoc solving and how is that benefiting you?** None **Official Response from Clarke Conlon:** > Hi there. We're very sorry to hear that PandaDoc has not lived up to your expectations and for the frustrations you've been having. We want to make it right - please email successteam@pandadoc.com and we'll be happy to work with you towards a resolution. ### 31. Product time consuming to use. Company charges for product that doesn't work. **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2021 **What do you like best about PandaDoc?** The product has integrations will billing tools and competes with Docusign and other esign products. **What do you dislike about PandaDoc?** Setting up an electronic signature requires reformatting your Word Document/Contract. It took too much time to use. Contacting product support confirmed the issue and workaround. Docusign is more expensive but it is less time consuming to use. **What problems is PandaDoc solving and how is that benefiting you?** Electronic signing of documents. No benefits so far since I haven't been able to use it. Worse, they will not refund you your payment even though the product doesn't work when you first try to use the product. **Official Response from Clarke Conlon:** > Hi there. We're very sorry to hear that PandaDoc has not lived up to your expectations and for the frustrations you've been having. We want to make it right - please email successteam@pandadoc.com and we'll be happy to work with you towards a resolution. ### 32. Excessive price increases year over year **Rating:** 0.0/5.0 stars **Reviewed by:** Ryan J. C. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2020 **What do you like best about PandaDoc?** The platform is really nice. It makes creating quotes very easy. The template editor provides a lot of flexibility and the embedded calculator works very well. **What do you dislike about PandaDoc?** They were fantastic in early years. We have been a clients since near the beginning and lived through the early growing stages. Last year was a pretty extensive price increase, but I was understanding given the advancements in the platform. This year was another big shock as they are taking away functionality we have used for years and charging more fees. Back to back 20%+ increases has me now looking for new options. Great product - just can't trust the excessive prices increases year after year. **What problems is PandaDoc solving and how is that benefiting you?** Our objective was to make it easy for sales to quickly put a professional quote in customers hands. Pandadoc checks all the boxes - it has worked reliably for years. ### 33. This product has a very, very long way to go. **Rating:** 0.0/5.0 stars **Reviewed by:** Michael C. | Director of Global Revenue Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** September 25, 2020 **What do you like best about PandaDoc?** Nothing, I will be removing it internally from our system at our earliest possible convenience. **What do you dislike about PandaDoc?** Generally, the whole product. To highlight a few things that are of major concern and that we were over sold on: 1. Connectivity with Salesforce. There is no real sync happening between Salesforce and PandaDoc of anything meaningful. They are only able to sync over Product Line Items, fairly standard, on document creation. Which means if you edit your products for the opportunity in SFDC you either, a. have to manually edit you proposals, which is not user friendly, or b. you have to create an entirely new PD proposal, which is also time consuming. When questioned about the commitment to improving this from the product team, they did not inspire confidence that it is a priority. 2. Approval Workflows. We were sold very heavily on PD's approval workflows, which were rudimentary at best. The basic if logic, can only handle the simplest of needs and it has really no flexibility. It was so poorly built that they scrapped approval workflows entirely when they released their "Editor 2.0" which was meant to address the poor interface and usability of "Editor 1.O". Forget trying to do any basic thing like override an approval for a party that may be unexpectedly out of the office, they provide no means to do this simply. 3. Usability. As mentioned, they released a "Editor 2.0" to address the abysmal experience in the original editor. They first issue was, that it's essentially an entirely new product and requires either their or your effort to move over any existing templates you have. The second was, there is not feature parity around approvals or SFDC with the new editor, making it difficult to choose what to sacrifice. A horrible user experience on Editor 1.0 for a marginally better one in Editor 2.0 and completely re-engineer our approval process inside of Salesforce or to stay on the original editor and deal with the constant barrage of headaches from individual contributors all the way to our CEO. 4. Export Ability. God forbid you ever need to export one of these to a PDF. There was no thought put into the exporting features and the conversion process leaves any stylized document nearly unrecognizable. 5 Admin Capabilities. There is next to nothing in the way of true admin capabilities here. There are three roles available, but no ability to edit what permissions those roles have. For example, I have "Managers" as a role assigned to the people in our org that need to be able to look at team wide documents. As a part of that role they can add whoever they would like as a user, which has created a nightmare for international teams who from time to time, because they can, just go in and add new users, despite our best efforts to communicate not too. There is little in the way of supporting a need for control over users and their abilities. **Recommendations to others considering PandaDoc:** It would be easier for you to just create some nice looking proposals in G-Slides, Powerpoint, Canva, etc. and take the time to create approval workflows in SFDC, if that is your CRM of choice. It will save you time, headaches, and above all $10K+ depending on your license needs. **What problems is PandaDoc solving and how is that benefiting you?** We have created more issues, than we solved. ### 34. After one year, I'm moving on. **Rating:** 0.0/5.0 stars **Reviewed by:** Douglas S. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2020 **What do you like best about PandaDoc?** I like the concept of what PandaDoc does. Just wish it did it better. **What do you dislike about PandaDoc?** Everything about it seems clunky. It's hard to align elements. Backgrounds shift inexplicably. You cannot reorder pages; you have to save them to the library, delete them, and reinsert them where you want. Guidance is minimal. For example, specifications for images would be nice so that they render and size correctly. Also, it's not clear to prospects that they can make comments to the proposals sent. Overall, it's just an awkward approach to tackling an important challenge. **What problems is PandaDoc solving and how is that benefiting you?** It is nice not to have to reproof content that you proofed once and know has not changed. Assembly repetitive documentation is a big time saver. ### 35. Panda Doc **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** September 05, 2019 **What do you like best about PandaDoc?** Standardization of proposals for clients. Print off easy. **What do you dislike about PandaDoc?** Customer service is awful, you are roped into a year contract and then they abandon you and when you try and get your money back for the awful experience they keep you locked in for the year. **What problems is PandaDoc solving and how is that benefiting you?** None it's just a little faster than our previous software ### 36. OK, but not great **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Government Administration | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2019 **What do you like best about PandaDoc?** Results look nice, but it takes a while to get there. **What do you dislike about PandaDoc?** Too slow, working over the web with a great connection and I still feel like I'm working over a 56K modem **What problems is PandaDoc solving and how is that benefiting you?** Getting good looking contracts out quickly **Official Response from Alexey Zhezherov:** > Hey there, Thanks for your review and raising the topic of slowness issues, we're aware of them and are working hard on improving the speed of the product currently. My email is alexey.zhezherov@pandadoc.com, if you could drop me some more info about your case of slowness, that would help us better understand the issue. Thanks for being a PandaDoc customer! Best, Alex ### 37. Worst Formatting Experience Ever **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** April 18, 2018 **What do you like best about PandaDoc?** I am convinced that formatting in PandaDocs is one of the punishments in one of the lower circles of Hell. It makes no sense, sometimes everything will shift, it is inconsistent and frustrating. **What do you dislike about PandaDoc?** FIX YOUR FORMATTING. If you Underling and Bold something and then bold something else, it will undo all of the previous underlines and you have to do them all over. These are basic issues that have occurred for way too long. Good luck formatting any sort of list using Panda Docs. It will drive you violent. **Recommendations to others considering PandaDoc:** Dont use it unless you love wasting time **What problems is PandaDoc solving and how is that benefiting you?** Looks nice after formatting is done, but it can take so long to do that ### 38. Buggy Software **Rating:** 0.0/5.0 stars **Reviewed by:** Jeremy H. | Co-Founder, Internet, Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2017 **What do you like best about PandaDoc?** The best part of PandaDoc was the content library that lets you easily bring in existing content. **What do you dislike about PandaDoc?** The software is very buggy. Proposals failed to send without any notice of them being undelivered. When I followed up with clients they would constantly tell me they never received the proposal — I wonder how much money I lost due to this? The software does not support any spell checkers. As a result, proposals would be sent out with spelling errors. There is no way to easily export the proposal to Word for spell checking. Though I did request this, they never responded. There are instances where my data was lost and unretrievable. PandaDoc does not offer any data protection so they left me in the dark about this. Documents exported to PDF were consistently formatted strangely and not professionally looking. If you ever needed to present a proposal in person you can definitely understand how important this is. Support no longer responds to me after I requested a refund for the remaining months of my term. I have not heard back from anyone in the last 45 days.... they won't even give me an answer in regards to this... **Recommendations to others considering PandaDoc:** There are better alternatives out there. **What problems is PandaDoc solving and how is that benefiting you?** I was trying to make it easier to create proposals and not have to worry about mistakes that can occur due to data input. ### 39. Shitty basic app **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** February 19, 2017 **What do you like best about PandaDoc?** It's automated. It's pretty much all I like. **What do you dislike about PandaDoc?** Can't decide the spacing between the text. Cost hundreds of dollars to implement to salesforce and can't work well. Some parts don't appear when we transform them into a pdf. Some changes in the templates don't save. So you think everything is alright but when you create a document they change it back to the previous version. No control whatsoever on the page/text format. Can't believe I pay for that. **Recommendations to others considering PandaDoc:** Find something else. **What problems is PandaDoc solving and how is that benefiting you?** None yet. **Official Response from Margie Burton:** > Thanks for your honest review. Over the past several years, we have seriously invested in the functionality of our Editor and doubled down on integrations. For example, we now support 2-way syncing with Salesforce and much more. For an overview of the updated integration, check out this page: https://www.pandadoc.com/integrations/crm/salesforce/. Again, we appreciate you taking the time to leave us a review. Feedback like yours has helped us to continually improve both the functionality of the platform and the customer experience. We hope that if you're in the market for a proposal/eSignature software in the future, you'll consider checking out the new & improved PandaDoc. ### 40. Good software for freelancers... And that's about it - stay away **Rating:** 0.5/5.0 stars **Reviewed by:** Ralf K. | Executive Team Leader and owner, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2015 **What do you like best about PandaDoc?** Pandadoc has a big potential in terms of proposal software. We were happily using it for a while. It provided us with basic functionality on trial period and it seemed to be working well. Unfortunately that was the end of the good story **What do you dislike about PandaDoc?** After signing up on paid subscription things started to go wrong. We added our credit card number to "payment method" and without a notice we've been charged 4 times within 15 seconds. Support doesn't exist - their phone number hits answering machine every time. Their email support is never being answered. I ended up lodging a fraud transactions with bank adding a lot of work. Their PipeDrive integration from their list of features doesn't work and back to square one - the support is... well there isn't one. **Recommendations to others considering PandaDoc:** It's good for you if all you really do is write a proposal and keep it online. Currently it struggles with functionality and there seems to be no will to have any improvements. The worst of it is that I can see more reviews like that and seems like it's a common practice from PandaDoc team. **What problems is PandaDoc solving and how is that benefiting you?** We're a digital agency providing online solutions for small to medium businesses. The app meant to help us with managing our proposal. We met with sales rep from Pandadoc once who gave us trial and that's the only time we were able to reach them. He doesn't pick up his phone, he doesn't respond to emails. We genuinely tried to use it and help them by paying evolving and solving issues. Unfortunately without communication all we have left is issues. **Official Response from Margarette Jung:** > Hi, Ralf We sincerely apologize for the trouble! The multiple charge glitch that occurred when you switched subscriptions was a temporary issue, and I'm sorry that we created extra work with your bank. The refund should have gone through quite quickly -- if there are any lingering issues here, please let us know. As for the Pipedrive integration, we have many clients who are using it on a daily basis. We can definitely help you get it up and running. Our Customer Success team just followed up on the in-app message we sent a few days ago to provide additional support with this. Generally, our support team is available 8AM-5PM (Pacific time) if you need to contact us at all. Again, our apologies for the communication issues -- if there's anything else we can do to make it right, please let us know! Best, Margarette ### 41. Absolutely No Sale Today! **Rating:** 0.0/5.0 stars **Reviewed by:** Charles M. | Chief Nursing Officer, Hospital & Health Care, Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2015 **What do you like best about PandaDoc?** PandaDoc has a multi company platform that appears to be able to create a decent platform for proposals and bids. This is unique from the software that I have been reviewing. The interface seems easy to use; although, I agree with prior reviews that their may be some glitches from their workflow. **What do you dislike about PandaDoc?** I submitted a question online chat and never got a response after initial contact was made. Further, the sales rep, Pavel, did answer the question several days later and provided an excuse that the chat was auto answered. He proceeded to tell me that he would discuss my question with me or that I could take my business elsewhere. I am choosing the latter! With that type of initial response and follow up, I can only imagine what the "real" customer service is like. Overall, this is a prime example of how NOT to treat your potential customers!!!! Additionally, Practice Ignition offers an integrated payment gateway without the hassles of a merchant account to handle and automated journal entries for invoicing. So far, their product is more robust and their customer service has been extremely responsive. Take one guess who is leading on my short list...:) **Recommendations to others considering PandaDoc:** Make sure that you evaluate the workflow for your business. My review is that it will have some glitches related to multi company globalization of the flow. Second, I highly recommend that you evaluate if the customer service and sales meets your expectation. This was their down fall with my evaluation. Highly rude, unresponsive, unconcerned, sales and absolutely no customer service. All the best in your selection process! **What problems is PandaDoc solving and how is that benefiting you?** I am launching a niche tax and accounting firm to go with my real estate brokerage. The company is a subsidiary of the brokerage and will handle specialized accounting services as a primary target and routine accounting services as a secondary target. The multi-company workflow is unique and would have been a good fit for my company; however, in today's competitive market, responsive and helpful customer service is the most unique niche of them all! ## 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?filters%5Bnps_score%5D=1§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+16%3A32%3A19+-0500&secure%5Bsession_id%5D=f12940a3-8fae-4362-add6-878ce9c81dba&secure%5Btoken%5D=c9233e36d70a73a4955db03f18426803e7c182e9bf7518f0367fbc0e59e70e99&format=llm_user) ## PandaDoc Integrations - 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[Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Microsoft Word](https://www.g2.com/products/microsoft-word/reviews) - [monday AI Work Platform](https://www.g2.com/products/monday-com/reviews) - [monday CRM](https://www.g2.com/products/monday-crm/reviews) - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - [Odoo ERP](https://www.g2.com/products/odoo-odoo-erp/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - [Pipedrive CRM for Sales for G Suite](https://www.g2.com/products/pipedrive-crm-for-sales-for-g-suite/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Sage CRM](https://www.g2.com/products/sage-crm/reviews) - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews) - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Square Point of Sale](https://www.g2.com/products/square-point-of-sale/reviews) - [Stripe Connect](https://www.g2.com/products/stripe-connect/reviews) - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [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 - Multi-Party Signing - Electronic Signature **Additional Functionality** - Tagging - Natural Language Processing - Data Extraction - Multi-Language - Predictive Analytics - Drag & Drop - Speech Recognition - Reporting/Analytics - Data Storage Management - Virtual Personal Assistant (VPA) - AI Copilot - Customer Segmentation - Collaboration Tools - Data Import/Export - Generative AI - For eCommerce - Role-Based Permissions - Customizable Branding - Search/Filter - Monitoring - Document Management - API - Data Visualization - Trend Analysis - Machine Learning - Access Controls/Permissions - Alerts/Escalation - Performance Metrics - Real-Time Data - Third-Party Integrations - Mobile App - Multiple Data Sources - For Sales Teams/Organizations - Sentiment Analysis - Activity Dashboard - Chatbot - Workflow Automation **Additional Functionality** - Third-Party Integrations - To-Do List - @mentions - Single Sign On - File Management - Activity Dashboard - Drag & Drop - Alerts/Notifications - Prioritization - Access Controls/Permissions - Screen Sharing - Content Management - Brainstorming - AI Copilot - File Transfer - Calendar Management - Status Tracking - Real-Time Notifications - Version Control - Task Management - Activity Tracking - Real Time Editing - Communication Management - Chat/Messaging - Tagging - Generative AI - Assignment Management - Task Scheduling - Project Management - Collaboration Tools - Workflow Management - Secure Data Storage - File Sharing - Document Storage - Task Progress Tracking - Discussions/Forums - Commenting/Notes - Reporting & Statistics - Contact Management - Video Conferencing - Progress Tracking - Mobile Access - API - Document Management - Customizable Branding **Additional Functionality** - AI Copilot - Generative AI - Search/Filter - Corrective and Preventive Actions (CAPA) - Document Lifecycle Management - Reminders - Reporting & Statistics - Customizable Templates - Compliance Management - For Medical Purposes - For Legal Professionals - Real-Time Notifications - Risk Assessment - Drag & Drop - Collaboration Tools - Workflow Management - Activity Dashboard - Quality Control - Archiving & Retention - Approval Process Control - Secure Data Storage - Mobile Access - Version Control - Task Management - Indexing - Alerts/Notifications - Activity Tracking - Disaster Recovery - Multiple Format Support - Change Management - File Management - File Sharing - Document Management - Document Automation - Third-Party Integrations - Access Controls/Permissions - Data Import/Export - Audit Trail - Role-Based Permissions - Audit Management - API - Rules-Based Workflow - Electronic Signature - Document Review - Full Text Search - Revision History - Real-Time Reporting - Forms Management - Document Generation - SSL Security - Content Management - Access Expiration Management - Optical Character Recognition - Document Classification - Metadata Extraction - Commenting/Notes - Document Editing - File Recovery - Offline Access - Annotations - Compliance Tracking - Email Management - Customizable Branding - Document Capture - File Conversion - Document Storage - Tagging - Automated Scheduling - Metadata Management - Document Templates - Autosave - For Engineering Documents - Training Management - Version Rollback - Digital Signature - Status Tracking - Version Comparison - Document Check-in/Check-out **Additional Functionality** - AI Copilot - Electronic Signature - Approval Process Control - Customer History - Workflow Management - Reminders - Automated Quoting - Price/Margin Management - Contact Management - Drag & Drop - Pricing and Cost Calculations - Calendar Management - Catalog Management - Client Portal - Discount Management - Real-Time Data - Proposal Generation - Billing & Invoicing - Generative AI - Customizable Branding - Template Management - Document Management - Estimating - Email Management - Third-Party Integrations - Reporting & Statistics - Access Controls/Permissions - Customizable Fields - CRM - Pricing Management - API - Accounting Integration - Activity Dashboard - Contract/License Management - Electronic Payments - Audit Trail - Quotes/Estimates **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 - Customizable Templates - Contract Editing - Contract Attachments - Contract Collaboration - Approval Process - Notifications & Reminders - Contract Database - Integrations / APIs - Reporting & Dashboards - Government Contracts - Specialty Contracts - Alerts/Notifications - Third-Party Integrations **Functionality** - Remote Notarization - Journal Entries - Integration **Data Sources** - Software - Spreadsheets - Documents **Generation** - Templates - Branding - Email Templates - Alerts/Notifications - Document Templates - Customizable Templates **Platform Basics ** - Data Extraction - Contract Comparisons **Customization** - Custom Fields - Conditional Logic - Multi-page Forms - Design - Forms Creation & Design **Agentic AI - Salesforce AppExchange Apps** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Document Processing & Extraction - AI Proposal Generator Tools** - Requirement Identification & Tagging - Multi-Format Document Ingestion - RFP & Questionnaire Parsing **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 - Customizable Forms - Real-Time Notifications - Alerts/Notifications **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **AI Response Generation - AI Proposal Generator Tools** - Continuous Learning from Edits - Response Personalization & Tone Control - Contextual Answer Recommendations - AI Draft Response Generation **Additional Functionality** - Search/Filter - AI Copilot - Commenting/Notes - Content Publishing Options - Reporting & Statistics - Content Library - Document Classification - Drag & Drop - Customizable Branding - SSL Security - API - Document Management - Document Storage - Collaboration Tools - Data Capture and Transfer - Autofill - Multi-Channel Distribution - Convert to PDF - Customizable Templates - Media Library - Generative AI - Full Text Search - Surveys & Feedback - Data Import/Export - Forms Management - Electronic Signature - Third-Party Integrations - Reporting/Analytics - Workflow Management - Template Management - Mobile Access **Quoting** - Grouping - Version Control - Quote Document Generation - Ordering - Contracts - Approval Process Control **Analytics** - Engagement Tracking - Proposal Effectiveness Reporting - Reporting and Dashboards **Delivery** - Workflow - Batch - Compliance Management - Workflow Management **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 - Third-Party Integrations - Multi-Language **Content Management - AI Proposal Generator Tools** - Governed Content Library - Content Versioning & Approval Controls - Duplicate Detection & Content Optimization **Additional Functionality** - Reporting/Analytics - Electronic Signature - Full Text Search - Data Import/Export - CRM - Audit Management - Digital Signature - Contract Drafting - Activity Tracking - Customizable Reports - Sell Side (Customers) - Task Management - Renewal Management - Annotations - Workflow Management - Data Extraction - Audit Trail - Contract Negotiation - Drag & Drop - Document Storage - Customizable Fields - AI Redlining - Version Control - Completion Tracking - Contact Management - Access Controls/Permissions - AI Copilot - Document Review - Customizable Branding - Configurable Workflow - Document Management - Compliance Tracking - Buy Side (Suppliers) - Payment Processing **Admin** - Configuration Ease of Admin - Pricing Administration - Workflow Management - Document Management - Contact Management - Discount Management - Catalog Management - Contract/License Management - Renewal Management - Price/Margin Management - Order Management **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - Electronic Signature - CPQ Integration - API / Integrations - Contract/License Management - Knowledge Base Management - Contact Management - RFP Management - Workflow Management - Document Management - Task Management - API **Generative AI** - AI Text Summarization **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Image - AI Image-to-Text - Generative AI - Document Generation **Collaboration & Workflow - AI Proposal Generator Tools** - SME Assignment & Task Routing - Review & Approval Workflows **Security and Scalability** - Regulatory Compliance - Signature History and Audit - Enterprise Scalability **Channels** - Mobile User Support - Channel Partner Support - eCommerce **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - Document Generation** - Autonomous Task Execution **Analytics & Performance - AI Proposal Generator Tools** - Proposal Performance Analytics **Additional Functionality** - Templates - Collaboration Tools - AI Copilot - CRM - Automatic Formatting - Client Portal - Access Controls/Permissions - Quotes/Estimates - Customizable Reports - Content Library - Data Import/Export - Document Review - Document Automation - Reminders - Audit Trail - Reporting & Statistics - Approval Process Control - Version Control **Additional Functionality** - Customizable Forms - Multiple Format Support - Activity Dashboard - Activity Tracking - Drag & Drop - Digital Signature - Collaboration Tools - API - Search/Filter - Third-Party Integrations - Text Editing - Audit Trail - Approval Process Control - Content Management - Multiple Output Formats - Offline Access - Data Import/Export - Access Controls/Permissions - Forms Management - Data Synchronization - Content Library - Customizable Fields - Multi-Language - Data Storage Management - Contract Drafting - Archiving & Retention - Full Text Search - Interaction Tracking - Contract/License Management - Document Review - Batch Processing - Conditional Logic - Document Management - Document Storage - Template Management - Electronic Signature - Reporting & Statistics - Version Control - AI Copilot - Workflow Automation **Platform** - Custom Branding - User, Role, and Access Management - Internationalization - Performance and Reliability - Integration APIs - Email Management - Template Management - Mobile Access - Forms Management - Contact Management - Compliance Management - Workflow Management - Document Management - Contract/License Management - Renewal Management - Registration Management - Event Management - Marketing Management - Expiration Management - Offline Access - Video Management **Platform** - CRM Integration - Integration API - Internationalization - Scalability - Reporting and Dashboards - ERP Integration - Activity Dashboard - Third-Party Integrations **Additional Functionality** - File Sharing - Approval Process Control - Alerts/Notifications - Authentication - Data Security - Reminders - Reporting & Statistics - Access Controls/Permissions - Version Control - Single Sign On - Audit Trail - AI Copilot - Activity Dashboard - Encryption - Signature Capture - Document Conversion - Drag & Drop - Archiving & Retention - Team Collaboration - Generative AI - Status Tracking - Customizable Fields - Searchable Database - QR Codes - Two-Factor Authentication - Search/Filter - Multi-Location - Real-Time Data - Data Synchronization - Age Verification - Customer Database - Secure Data Storage - Waiver Kiosk - Data Import/Export - Photo Capture - Conditional Logic - Customizable Templates **Generative AI - cpq** - Dynamic Quoting - Dynamic Pricing - Personalized Sale Recommendations **Additional Functionality** - Price and Cost Calculations - Data Visualization - Rules Engine - Real-Time Data - Quotes/Estimates - Audit Trail - Drag & Drop - Access Controls/Permissions - Sales Automation - Document Storage - AI Copilot - CRM - Customizable Templates - Product Configurator - Self Service Portal - Forecasting - Bills of Material - Multi-Currency - Generative AI - Customizable Branding - Electronic Signature - Document Templates - Reporting & Statistics ## Top PandaDoc Alternatives - [Proposify](https://www.g2.com/products/proposify/reviews) - 4.6/5.0 (1,116 reviews) - [Qwilr](https://www.g2.com/products/qwilr/reviews) - 4.6/5.0 (901 reviews) - [GetAccept](https://www.g2.com/products/getaccept/reviews) - 4.6/5.0 (1,252 reviews)