--- title: PandaDoc Reviews meta_title: 'PandaDoc Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 3689 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: 3689 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:** 3,689 ## 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. 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. ### 2. Efficient Document Management, But Costly Extras.. **Rating:** 3.0/5.0 stars **Reviewed by:** Jason D. | MD, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** October 09, 2024 **What do you like best about PandaDoc?** I use PandaDoc for contracts, broker agreements, and invoices. I appreciate how easy it is to upload documents, which makes creating customer documents to be signed a breeze. The tracking system is a great feature, allowing me to see when customers open documents. Sending important documents safely and protecting customer data is really reassuring for me. **What do you dislike about PandaDoc?** Some features you'd expect in the monthly package are costly, like putting expiry dates on documents. The mobile version is not great; I'd give it a 3 out of 10. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for contracts and invoices, ensuring safe document sending and data protection. It's easy to upload documents for signing and track when customers open them. ### 3. Great Visibility, But Drag-and-Drop Signature Blocks Feel Clunky **Rating:** 3.0/5.0 stars **Reviewed by:** Hunter K. | VP, Business Development, Mid-Market (51-1000 emp.) **Reviewed Date:** August 10, 2026 **What do you like best about PandaDoc?** I like that I can viability over everything **What do you dislike about PandaDoc?** Sometimes PandaDoc can be a little clunky when dragging blocks for signatures **What problems is PandaDoc solving and how is that benefiting you?** Contract mitigation and tracking. It’s great to see when a customer views and signs ### 4. It is a little clunky but you can make really nice proposals **Rating:** 3.0/5.0 stars **Reviewed by:** Garry C. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2023 **What do you like best about PandaDoc?** The same as previous. making professional looking documents **What do you dislike about PandaDoc?** Much the same as the previous response. It's a lot of work to copy things over to a new document **What problems is PandaDoc solving and how is that benefiting you?** Enabling us to design professionla looking proposals ### 5. Fast and Easy to Manage, but Occasional Access Issues Leave Incomplete Docs **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2026 **What do you like best about PandaDoc?** It normally works ... and works quickly. Cusomers seem to find it simple to use and I also find it easy to manage **What do you dislike about PandaDoc?** Some customers cant open it so I need to send a PDF version, which they then sign - and I have an incomplete document sitting there. Management see that (Im not allowed to delete it) and come at me for not managig my Panda work **What problems is PandaDoc solving and how is that benefiting you?** We need an order form that is easy to use and fast. Whatever works for the customer ### 6. Flexible Document Creation, Limited Reporting Features **Rating:** 3.0/5.0 stars **Reviewed by:** David M. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 01, 2026 **What do you like best about PandaDoc?** I like PandaDoc for its ease of creating document templates, which are easy to format and update with lots of flexibility and optionality. I also value the saved blocks of content feature that makes updating multiple templates at once easy and reduces human error. Additionally, PandaDoc helps with sending documents in bulk and capturing or validating signatures. **What do you dislike about PandaDoc?** The reporting features are very minimal and inflexible. We're unable to gather data from custom fields which is invaluable to us. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for sending documents in bulk and capturing signatures. I like the flexible document templates, which are easy to format and update. Saved content blocks are great for updating multiple templates quickly and reducing errors. ### 7. Easy Contract Creation before, but the Latest Update Buggy with payments and Less User-Friendly **Rating:** 2.5/5.0 stars **Reviewed by:** Kateryna K. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 20, 2026 **What do you like best about PandaDoc?** Pleviously it was easy to create contracts in it and attach payment. **What do you dislike about PandaDoc?** The person who designed last update is definetrly not the User friendly type. It's buggy and it cost us contract signatures and payments with Canadian clients. Slow response for a fix, especially when it is money related. **What problems is PandaDoc solving and how is that benefiting you?** Sending proposal and signing agreements wth new clients ### 8. Streamlined Signing Process with Responsive Support, but Pricing Issues **Rating:** 3.0/5.0 stars **Reviewed by:** Stephen B. | Attorney / Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2025 **What do you like best about PandaDoc?** I like that PandaDoc provides a functional solution to issues we had before with electronic signing, allowing us to sign clients more quickly without needing them to visit a physical location. This makes the whole process much more efficient and client-friendly. Additionally, the integration with payment providers is seamless, enabling clients to make their payments while signing the contracts, which boosts the convenience for both parties. The customer service offered by PandaDoc is impressively responsive, standing out when compared to other options available. **What do you dislike about PandaDoc?** I believe PandaDoc is heading in a downward trajectory by focusing on increasing profits, which seems to be resulting in reduced offerings. They are changing their pricing model and downgrading users into lower categories with fewer features. This means I signed up for one thing, but now I am receiving less than what I originally had agreed to. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to sign clients remotely, speeding up the process and eliminating the need for physical meetings. It integrates with payment providers, allowing clients to pay when signing contracts. ### 9. Neat Templates, Clunky Formatting **Rating:** 2.5/5.0 stars **Reviewed by:** Jack B. | Solutions Director, Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2026 **What do you like best about PandaDoc?** I like the neat templating feature of PandaDoc and find the timeline showing when customers have viewed documents to be really helpful. These features save me time and improve visibility, making the process more efficient. The initial setup was also pretty straightforward, which I appreciated. **What do you dislike about PandaDoc?** The formatting and use as a word processor is often clunky and buggy. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc houses our contract templates and provides a platform for digital signatures, saving time and aiding visibility with a neat templating feature and a nice timeline of customer interactions. ### 10. Drag-and-Drop Ease, but Formatting and Word Conversion Need Improvement **Rating:** 2.5/5.0 stars **Reviewed by:** Jonathan M. | WareHouse, Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2026 **What do you like best about PandaDoc?** The drag-and-drop functionality makes it easy to create, edit, and customize documents. It also speeds up repetitive tasks and supports automated workflows, saving a significant amount of time. **What do you dislike about PandaDoc?** There are some formatting limitations in the editor, and I’ve also run into issues when converting documents from Word. Once a document is sent, editing options are limited, and I often end up having to redo it. **What problems is PandaDoc solving and how is that benefiting you?** I switched programs, so I really can’t say much overall, but at the time it was nice to use. ### 11. Robust Tracking and Integrations, But Pricing Feels Excessive **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Packaging and Containers | Small-Business (50 or fewer emp.) **Reviewed Date:** March 17, 2026 **What do you like best about PandaDoc?** Robust e-signature software that has detailed tracking and integration with other applications. **What do you dislike about PandaDoc?** The cost is absured. The formatting on elements is a bit clunky. **What problems is PandaDoc solving and how is that benefiting you?** We've used PandaDoc for 5 years for quotes, contracts, and e-signtures. ### 12. User-Friendly but HubSpot Integration Is Too Limited **Rating:** 2.5/5.0 stars **Reviewed by:** Andres M. | Supervisor, Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2025 **What do you like best about PandaDoc?** The platform is user-friendly and offers easy navigation, making it simple to use. **What do you dislike about PandaDoc?** The integration with HubSpot is quite limited, especially when a client only has one email address or phone number. In these cases, it becomes very restrictive, and I often have to find workarounds just to send them the link to sign. **What problems is PandaDoc solving and how is that benefiting you?** The platform allows for quick sending of contracts to clients, offering several options to send, receive, and access signed agreements. Additionally, it provides ample storage space for saving templates. ### 13. Happy Customer **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2025 **What do you like best about PandaDoc?** PandaDoc is extremely user-friendly software for document signature. It does 95% of the work for me and in most situations I only have to send the doc for signature (no admin). **What do you dislike about PandaDoc?** I would be a promoter if it wasn't so expensive. We don't really send enough documents that it justifies the cost but we renewed last year for 12 months. **What problems is PandaDoc solving and how is that benefiting you?** The onerous task of populating signatures on a document. It isn't a massive burden but it saves me time on every contract I send. ### 14. Easy to Use, But Time-Consuming **Rating:** 2.5/5.0 stars **Reviewed by:** Z . **Reviewed Date:** October 27, 2025 **What do you like best about PandaDoc?** It is a good system, it needs improvement........ **What do you dislike about PandaDoc?** The initial setup process can be a bit tedious, especially when dealing with formats with variable changes. Although the system is quite user-friendly, it takes time to set everything up. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to manage quotes easily, allowing for simple organizational access. Its templates and document sequence improve our efficiency. ### 15. PANDA DOC IS BETTER THAN SIGN NOW **Rating:** 2.5/5.0 stars **Reviewed by:** Karim R. | director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 01, 2025 **What do you like best about PandaDoc?** It s easy to use without having to choose from multiple sub plans **What do you dislike about PandaDoc?** Moved from a signing platform that was free and open source to paid **What problems is PandaDoc solving and how is that benefiting you?** Signing docs faster and easyier ### 16. so far no problems and the ease of use is great **Rating:** 2.5/5.0 stars **Reviewed by:** Shannon S. | Sales Director, Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2025 **What do you like best about PandaDoc?** like how easy it is to use and share docs with colleagues **What do you dislike about PandaDoc?** nothing to report that i disklike about pandadoc **What problems is PandaDoc solving and how is that benefiting you?** its very easy to send over documents and collect signatures ### 17. its vey easy to use but no free plan **Rating:** 2.5/5.0 stars **Reviewed by:** Ittiwat P. | Senior Legal Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** May 13, 2025 **What do you like best about PandaDoc?** its so user friendly interface for the easy to use **What do you dislike about PandaDoc?** at first they roll-out unlimited documents free plan for all user then they suddenly changed and forces to paid, which kinda betrayal. **What problems is PandaDoc solving and how is that benefiting you?** they make my es-sign process so easy just generating link and send. ### 18. Gets the job done **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2025 **What do you like best about PandaDoc?** Simplicity Availability of workgroups Customizable permissions **What do you dislike about PandaDoc?** Inconsistent Lacks functions compared to Docusign Support is only available after business hours Template migration was lacking attention to detail/missing templates **What problems is PandaDoc solving and how is that benefiting you?** Giving us the ability to esign docs ### 19. One stop shop **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2025 **What do you like best about PandaDoc?** I cant say much as I'm still in testing period but you can build, approve , collaborate, and forward for esignature using the same software. It's looks like time saver. **What do you dislike about PandaDoc?** Nothing much. Still in the testing situation **What problems is PandaDoc solving and how is that benefiting you?** One software from start to finish. Convenient and saves time ### 20. PandaDoc **Rating:** 3.0/5.0 stars **Reviewed by:** Noah G. | Sales Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2025 **What do you like best about PandaDoc?** Makes it easy to handle contract documents and requirements at my company **What do you dislike about PandaDoc?** Not much comes to mind, pretty easy to use and affordable **What problems is PandaDoc solving and how is that benefiting you?** The need to get important contract documents sent out for review and signature and store systematically ### 21. Equipment/MRO Reseller Review of PandaDoc API **Rating:** 2.5/5.0 stars **Reviewed by:** Jordan F. | Business Systems Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** September 05, 2024 **What do you like best about PandaDoc?** The smart content is super useful for trimming down how many templates we need at any given time. **What do you dislike about PandaDoc?** Some UI functions are not available in the API which can be very frustrating when trying to streamline your operations via automation. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc provides us with a solution to having binding agreements signed electronically as well as documenting internal communication between teams such as process handoffs and project scoping documentation. ### 22. A good collaborative tool **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2025 **What do you like best about PandaDoc?** Collaborative tool for our internal users and clients **What do you dislike about PandaDoc?** As such no issues with current workflows **What problems is PandaDoc solving and how is that benefiting you?** Creating sales proposals ### 23. Run my business with PandaDoc! **Rating:** 2.5/5.0 stars **Reviewed by:** Ashley R. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 17, 2023 **What do you like best about PandaDoc?** I depend heavily on the use and operation of the PandaDoc e-notary platform. I love the cost, the ease of the platform and the flexibility within the platform to design it to fit my needs as a notary. **What do you dislike about PandaDoc?** No proper tech support, no email updates when there's an outage or technical issue, no automatic response when there's a glitch with a customer's ID verification that can be answered on the spot during a session. No editing feature once completed if a signature or stamp was missed. No ability to edit tags without clearing out all progress and signatures. **What problems is PandaDoc solving and how is that benefiting you?** My need for a remote online notary platform. ### 24. Pretty good platform, however has some minor flaws... **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2023 **What do you like best about PandaDoc?** The templates are very easy to use, and reformatting documents during creation is a breeze. Also, the documents send immediately after you press the button (no delays) **What do you dislike about PandaDoc?** Sometimes there is difficulty when trying to do complex templates integrated with Salesforce. Additionally, the platform lacks a few key formatting options, especially for pricing tables. **What problems is PandaDoc solving and how is that benefiting you?** We need to obtain signatures on the investment proposal documents we send out. Pandadoc has made sending out these proposals from Salesforce a breeze, and with the help of our developer, automatically converts an Opportunity to a different stage when a signed document is returned. ### 25. Sufficient but limited **Rating:** 2.5/5.0 stars **Reviewed by:** Julianna O. | Creative Director, Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2023 **What do you like best about PandaDoc?** We used PandaDocs for about 6 months to help share day-of project information with our clients and external team members. It was customizable in that we could choose the look, the colors, and set specific triggers for information to show up wherever you wanted. **What do you dislike about PandaDoc?** For our use, we used PandaDocs in combination with Zapier and that connection was great, but also left it open to issues as Zapier is known to break. The custom set up was a bit intensive too. **What problems is PandaDoc solving and how is that benefiting you?** We needed a way to take pertinent project information and relay that in a visually pleasing way that was clear for all parties viewing the sheet including clients, internal team members, and external team members. ### 26. The product is pretty good. But the support is terrible. **Rating:** 2.5/5.0 stars **Reviewed by:** Glenn C. | Member, Mid-Market (51-1000 emp.) **Reviewed Date:** February 17, 2023 **What do you like best about PandaDoc?** Salesforce sync ties to the opportunity record, fairly easy to figure out things yourself. **What do you dislike about PandaDoc?** I don't think they provide adequate support to their smaller customers. I had a laundry list of problems after paying for Professional Services and don't even know who my account manager is anymore. **What problems is PandaDoc solving and how is that benefiting you?** An easier solution to Salesforce CPQ out of the box, saving me money from having to hire an expensive CPQ Salesforce consultant. ### 27. Improvements happening, but not fast enough **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2023 **What do you like best about PandaDoc?** Tracking docs in route for signature. Ability to brand **What do you dislike about PandaDoc?** Not intuitive. Hard to format documents. **What problems is PandaDoc solving and how is that benefiting you?** Digital sigantures are faster. Easy tracking of progression in approval process. ### 28. Helpful, but a bit slow. **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2023 **What do you like best about PandaDoc?** I like that it stores documents without using paper. **What do you dislike about PandaDoc?** I runs really show and won't print directly instead of using Adobe PDF. **What problems is PandaDoc solving and how is that benefiting you?** none ### 29. Nice tool for small organizations with undefined processes **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 09, 2023 **What do you like best about PandaDoc?** Flexible document management at the agent level **What do you dislike about PandaDoc?** Not scalable, missing features, administration is horrible. **What problems is PandaDoc solving and how is that benefiting you?** sigining documents with customers and partners ### 30. free version got worse **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Enterprise (> 1000 emp.) **Reviewed Date:** November 21, 2022 **What do you like best about PandaDoc?** Pandadoc is a top-notch platform for electronic signatures. Due to its accessibility, it is convenient for the signer and is generally user-friendly. It is also free. **What do you dislike about PandaDoc?** I can no longer send an email from within the platform that contains a link, **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc is the best option if you require client signatures but do not want to pay every document. ### 31. It does what we need it to **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** December 15, 2021 **What do you like best about PandaDoc?** I like how easy it is to find what you're looking for and to make use of templates. I also like that it shows how many times the receiver has viewed the document. **What do you dislike about PandaDoc?** I dislike that you can't use the tab key to move from one field to the next. This makes building the form take a lot longer because there are so many mouse clicks. I also dislike that when you have two input fields next to each other, they end up looking like one word instead of two. **What problems is PandaDoc solving and how is that benefiting you?** We use PandaDoc to have a central system for managing all outbound contracts. Anyone internally who has a PandaDoc account can check on the status of a contract and see how many times people are viewing it. ### 32. Great for proposals, terrible if you need anything beyond very simple invoicing **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Building Materials | Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2021 **What do you like best about PandaDoc?** Obvious upside of Pandadoc are the ease with which you can put together great looking proposals. The designer is intuitive and you can connect up your Canva account. It's all very polished. **What do you dislike about PandaDoc?** We were hoping we could use Pandadocs as a complete proposal/quote and invoicing system, but it is definitely not versatile enough for the invoicing part. Examples being - an awful pop-up that prompts clients to pay by credit card before they have even opened an invoice - documents that disappear completely when the due date is reached, which means a late paying client won't be able to access their invoice - no way to organise the dashboard to separate invoice documents from proposals and then by sent, payment pending, partially paid and overdue. - no good way to invoice for deposit without using the built-in credit card feature, but see point one above. In short you can't really use this for invoicing unless you have a very basic invoicing setup. To make things worse they removed the deep Xero integration, so you'll need to cobble this together with Zapier. **What problems is PandaDoc solving and how is that benefiting you?** Where it comes into its own is the professionalism of the proposals you can send. **Official Response from Clarke Conlon:** > Hi there. We're very sorry to hear that PandaDoc has not lived up to your expectations. Please email successteam@pandadoc.com and we'll be happy to work with you regarding your invoicing concerns. ### 33. Challenging UI **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** December 16, 2021 **What do you like best about PandaDoc?** I like the Salesforce integration from a workflow perspective **What do you dislike about PandaDoc?** Once you get into the template flow for fields, the UI becomes very challenging and time-consuming to edit fields and pass ownership rights. **What problems is PandaDoc solving and how is that benefiting you?** It serves its purpose for electronic signature. ### 34. PandaDoc is a great tool if you are just starting out and don't have a full CRM. Easy to use. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 23, 2021 **What do you like best about PandaDoc?** The ease of collecting signatures and approvals Setting up templates and catalog Ability to have all customer quotes in one place **What do you dislike about PandaDoc?** Not as intuitive as I would've thought I would like to be able to customize a bit more Pricing **What problems is PandaDoc solving and how is that benefiting you?** Customer quote creation Ease of retrieving customer signatures **Official Response from Clarke Conlon:** > Hi there. We're sorry to hear you haven't found PandaDoc intuitive. Please email successteam@pandadoc.com and we'll be happy to provide you with resources to ensure you get the most out of the platform. ### 35. Helpful but not amazing yet **Rating:** 3.0/5.0 stars **Reviewed by:** Josh W. | Principal and Creative Director, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2020 **What do you like best about PandaDoc?** I like that I can send templated contracts to clients for approval. **What do you dislike about PandaDoc?** I'm a design firm so I'd love to have my templates a bit nicer looking, and control over fonts. Lots of bugginess in fonts specifically on sizing and formatting. I;'m not finding that all clients esp existing clients want to keep signing the contracts, but I use it to track various bigger initiative projects. **Recommendations to others considering PandaDoc:** Its a great tool. And its been getting better. over time so that great. They have upgraded the features (labeled 2.0) but there are some bugs and having more design flexibility and control would be very appreciated. **What problems is PandaDoc solving and how is that benefiting you?** I can have relatively quick process to manage contracts. ### 36. It's an intuitive tool of contractual management **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** December 17, 2020 **What do you like best about PandaDoc?** Possibility to create/import/sign document quite easily and intuitively contracts and documents. **What do you dislike about PandaDoc?** Impossibility to work simultaneously on the same document + impossibility to work on different workspaces at the same time + fields that are moved to the wrong place when a document is closed and then reopened + copy/paste issues (some paragraphs are purely deleted when we upload a Word Doc. for example) **What problems is PandaDoc solving and how is that benefiting you?** We have been able to manage effectively our scale-up as a start-up and the signing of contracts with our 6000+ customers. We have been able to generate templates for multiple contractual documents (Contracts, Non-Disclosure Agreements, Photo authorizations, Terms and Conditions, Data Protection Agreements, etc.) to cover all the various situations and interactions that our company has with its suppliers, partners and customers. ### 37. Underwhelming Features **Rating:** 3.0/5.0 stars **Reviewed by:** Máté N. | Director of Sales, Public Safety, Mid-Market (51-1000 emp.) **Reviewed Date:** November 09, 2019 **What do you like best about PandaDoc?** It’s one of the few that have a quoting/contracting integration to HubSpot. Software is easy enough to use. **What do you dislike about PandaDoc?** Claimed Configure/Price/Quote functionality is incredibly underwhelming at best. Not much to configure except adding rows of data and subtotaling, difficult to configure recurring revenue options. The Editor 2 experience is much better than first, although does not have feature parity as explained. However there are features in 2 that aren’t in 1, etc. The Redlining “functionality” is only available on Enterprise version, paid annually. Except, all it is, is enables your countersigner to download a DOC version, hope they turn track changes on, then hope they upload back to you. **What problems is PandaDoc solving and how is that benefiting you?** Wanted to find a system integrated with our HubSpot Sales Enterprise, that would enable us to configure quotes for our products based on multiple levers. The proposal generation was also key, as we use ValueSelling framework and extensively deliver content via documents that need to be interactive. Lastly, needed a contract generator based on chosen levers, to configure the contract as needed and be available for redlining or online editing, as to not track a ton of copies. ### 38. PandaDoc review **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2020 **What do you like best about PandaDoc?** No limits to templates and documents sent. **What do you dislike about PandaDoc?** PandaDoc has some lag and delay in its response time. Lack of audit trail in the downloaded document. **What problems is PandaDoc solving and how is that benefiting you?** Save time on Faxes and Emailing documentation back and forth. Easier. ### 39. OK platform, but your data is locked in **Rating:** 2.5/5.0 stars **Reviewed by:** Ryan F. | Chief Digital Marketing Strategist, Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2018 **What do you like best about PandaDoc?** Digital signatures, easy to use, basic content library, simple templating **What do you dislike about PandaDoc?** No export options, limited video use, billing issues, price per user is excessive **Recommendations to others considering PandaDoc:** Beware of autorenewal - even if they invoice you net 30 they will still run your card without warning. Beware of any platform with no capability to export your content and data. Beware of the pricing tiers if you plan to add more users in the future. There is no discounted rate for additional users. **What problems is PandaDoc solving and how is that benefiting you?** Sending information packages, proposals, and contracts for review and signing. For the most part, the same features as other platforms. Support is reasonably good. ### 40. Good software, needs improvement **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2019 **What do you like best about PandaDoc?** Great for easily sending contracts and signing them too! **What do you dislike about PandaDoc?** Editing is meh, sometimes when you convert a doc to be editable, PD just messes it up a bit (parsing). **Recommendations to others considering PandaDoc:** Docusign is easier to edit. **What problems is PandaDoc solving and how is that benefiting you?** I can send and download contracts for remote people to sign! ### 41. Great tooñ **Rating:** 3.0/5.0 stars **Reviewed by:** Jorge Mario M. | CTO & Co-founder, Internet, Small-Business (50 or fewer emp.) **Reviewed Date:** November 27, 2018 **What do you like best about PandaDoc?** The fact that I can make clients sign and follow up quotes. **What do you dislike about PandaDoc?** Mobile app is not too complete and I can't make all the same things I do on web. **What problems is PandaDoc solving and how is that benefiting you?** To quote my clients. And to sign documents. ### 42. Time Saver....But Room For Some Improvement **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2018 **What do you like best about PandaDoc?** Integration with Salesforce is a great benefit. I love the ability to one-click inside of an opportunity to develop a PandaDoc on the fly. Also, the audit trail notifications allow me to easily see when a client has viewed the document, allowing me to plan and accurately time out my follow-ups to close more business. **What do you dislike about PandaDoc?** The outline of the documents is templated which is nice, but does not allow for much customization. Also, the inability to reuse contract documents forces me to start over from scratch for an existing client. It would be nice if I could take a previously signed contract document and simply update quickly with new term dates and send for a quick sign-off. **Recommendations to others considering PandaDoc:** Ensure integration with your companies CRM. Also, make sure you fully engage in user training to know all of the nuances going in. This can help eliminate beginner use frustrations. **What problems is PandaDoc solving and how is that benefiting you?** Easy to use eSignature portal and templated proposal documents. Also, visible audit trails to see when a document has been viewed and/or forwarded to other players in the org. ### 43. Simple, easy to use. Doesn't take into account editing to the contract **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** December 28, 2017 **What do you like best about PandaDoc?** The user interface and simplicity are the best parts of panda docs. For users and us, it's highly functional. **What do you dislike about PandaDoc?** When it comes to editing an agreement or contract, it becomes a nightmare. Panda Docs doesn't download into a Word document, only a PDF. There's no redlining or editing. Just commenting, and even then, you can't call out specific sections you want to comment on. In specific cases, Panda Docs has extended our sales cycle. **Recommendations to others considering PandaDoc:** If you are using it for short agreements that don't require much redlining.. highly recommend it. For larger, more complex agreements with big companies that require agreement reviews/redlining, I do not think this is a suitable solution. **What problems is PandaDoc solving and how is that benefiting you?** Faster signatures. Less back and forth. Shorter upsell cycles. ### 44. Great idea, needs some work **Rating:** 3.0/5.0 stars **Reviewed by:** Marco P. | Business Development Manager, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2017 **What do you like best about PandaDoc?** I like that it is cloud based and has some great features **What do you dislike about PandaDoc?** It has a lot of work to do for it to replace some solutions out there. I think that the document design tools are good but there is not a flexibility to design the document the way you want. This too often forces you to have too many pages due to bad spacing. Some of the features are lacking more comprehensive options such as tax and there is almost no quality reporting. **Recommendations to others considering PandaDoc:** You need better reporting. We use this is as a sales tool and would like to have more functionality to manage sales per rep, per product, etc. **What problems is PandaDoc solving and how is that benefiting you?** Inisghtly ### 45. Clever but has a lot of bugs **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** December 29, 2017 **What do you like best about PandaDoc?** I like the way it allows you to converse with your signers from within the document. **What do you dislike about PandaDoc?** There are several features which would be extremely helpful (flags notifying both parties of which fields have not been filled in by a signer, for example).Finding the one or two items the signer missed in a very long document is like finding a needle in a haystack. I have yet to see any of my suggestions to the PD team be implemented. **What problems is PandaDoc solving and how is that benefiting you?** Remote paperwork signing ### 46. Panda Doc **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Human Resources | Small-Business (50 or fewer emp.) **Reviewed Date:** December 28, 2017 **What do you like best about PandaDoc?** It was one of the inexpensive solution and minimum requirements I was looking fpr **What do you dislike about PandaDoc?** Customizing and creating proposal and service agreements took a long time for us. And there were no easy training sessions. **What problems is PandaDoc solving and how is that benefiting you?** Getting service agreements signed up. ### 47. Almost Great! **Rating:** 3.0/5.0 stars **Reviewed by:** Elleisa S. | Team Assistant, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** September 13, 2016 **What do you like best about PandaDoc?** Design of website & simplicity, most of the functionality **What do you dislike about PandaDoc?** Movement of text fields within a created template over time Once deleted - gone If someone edits - gone Indenting text doesn't always stick Copy/Paste messes with formatting sometimes Just a lot of technical issues Can't change email address of client after sending document - no simple way of fixing Can't make multiple fields 'required' - ie, client has to select one of three check boxes, client has to fill in Direct Debit or Credit Card details **Recommendations to others considering PandaDoc:** Practice, practice, practice. Use the support pages, and fiddle. **What problems is PandaDoc solving and how is that benefiting you?** Consistency across the business ### 48. Getting better as the days go on **Rating:** 3.0/5.0 stars **Reviewed by:** Trygve O. | Buzz Development Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 11, 2016 **What do you like best about PandaDoc?** The analytics tracking are great, and for a contract signing it can't be beat. **What do you dislike about PandaDoc?** 1) Very poor for proposals 2) Very difficult to customize for proposals 3) CSS doesn't jive with other CSS - I had a developer take two weeks try to figure out how to put in a custom font and despite the knowledgebase we gave up. **What problems is PandaDoc solving and how is that benefiting you?** The contracting is great. Contracts and credit card forms get signed a lot quicker. ### 49. Great functionalities, but not very pretty and wonky formatting. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Public Relations and Communications | Small-Business (50 or fewer emp.) **Reviewed Date:** July 11, 2016 **What do you like best about PandaDoc?** So easy to turn around estimates and contracts. Very turnkey. Love being able to see who's opened the documents. **What do you dislike about PandaDoc?** We want to be able to brand out more to our liking. Limited options for formatting make it difficult to make things look 'pretty.' **What problems is PandaDoc solving and how is that benefiting you?** Managing time invested in crafting estimates, contracts, etc. Easier for clients to sign off right away. ### 50. Pretty pricey for such buggy editing functionality. But, just barely worth it enough. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Internet | Small-Business (50 or fewer emp.) **Reviewed Date:** July 11, 2016 **What do you like best about PandaDoc?** Being able to eSign and save document templates for re-use. **What do you dislike about PandaDoc?** The formatting of documents is super buggy. Very difficult to get things to look right sometimes. I have to cut/paste as text and reformat a lot. Also, it's not clear who gets the document sometimes. I had a proposal age 2 days because I didn't realize it was waiting for me to sign it, even though it said "sent." **What problems is PandaDoc solving and how is that benefiting you?** Being able to send proposals and agreements. ## 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=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+11%3A43%3A41+-0500&secure%5Bsession_id%5D=23ac6c8b-1dff-440f-9781-6490f485809a&secure%5Btoken%5D=e0e4fa1aa8716dbbbb21151398331e6437f236f7513f6ebf57a98e2edb4d76ec&format=llm_user) ## PandaDoc Integrations - 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[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)