---
title: PandaDoc Reviews
meta_title: 'PandaDoc Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 3700 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: 3700
  scale: '5'
date_modified: '2026-08-14'
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:** 3,700
## 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&#39;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&#39;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&#39;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. Intuitive and Highly Customizable Features

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Legal Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 17, 2026

**What do you like best about PandaDoc?**

It is pretty intuitive and has lots of customizable features.  There are customizable features and it is easy for our clients to use.

**What do you dislike about PandaDoc?**

Most people have not heard of it. The help topic aspect can be clumsy to use.

**What problems is PandaDoc solving and how is that benefiting you?**

It is a huge help in obtaining signatures and info on forms without having to be with people in person or wait for the mail.

  ### 2. Solid Document Automation

**Rating:** 3.5/5.0 stars

**Reviewed by:** Tenzing T. | Technical Account Manager, Computer & Network Security, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 13, 2025

**What do you like best about PandaDoc?**

We've been using PandaDoc for a few months now to create, send, and manage proposals, contracts, and other client-facing documents. Overall, it's a dependable solution nothing flashy, but functional. We mainly use it to generate invoice for renewals

**What do you dislike about PandaDoc?**

hm sometimes uploading or editing large PDF documents can be a bit laggy.

**What problems is PandaDoc solving and how is that benefiting you?**

The e-signing feature is generally smooth and user-friendly, both for internal users and external clients

  ### 3. Intuitive, Versatile, and Perfect for Collaboration

**Rating:** 3.5/5.0 stars

**Reviewed by:** Jamie G. | EVP Client Success, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about PandaDoc?**

Ease of use, versatile, intuitive and collaborative

**What do you dislike about PandaDoc?**

Can sometimes be difficult to understand how to update formatting.

**What problems is PandaDoc solving and how is that benefiting you?**

Helps with document tracking and understanding recipient behavior (with HubSpot integration)

  ### 4. Great Templates

**Rating:** 4.0/5.0 stars

**Reviewed by:** Carmen H. | Dir. of HR, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about PandaDoc?**

The templates for letters and emails are very useful.

**What do you dislike about PandaDoc?**

"Schedule Send" is not an option at this time.

**What problems is PandaDoc solving and how is that benefiting you?**

Tracking of official job offer letters .

  ### 5. Effortless E-Signatures, But Formatting Needs Improvement

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Human Resources | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about PandaDoc?**

It's super easy to send e-signature forms to new customers and make quick edits.

**What do you dislike about PandaDoc?**

The formatting can be a bit difficult. Sometimes I want to customize how a page looks, and it's not super easy to do that.

**What problems is PandaDoc solving and how is that benefiting you?**

PandaDoc allows me to easily send new customers agreements. This benefits me because I can close more deals in less time.

  ### 6. Pandadoc customizable templates and integration to any CRM are great

**Rating:** 4.0/5.0 stars

**Reviewed by:** Rongen R. | Digital Developer, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 18, 2025

**What do you like best about PandaDoc?**

I like how Pandadoc can easily integrate to Zoho CRM, Hubspot, Xero, and any other popular apps via zapier. The native Zapier integration is also a plus. We're able to customize the template design and assign those to different offers within our deal pipeline.

**What do you dislike about PandaDoc?**

They need to polish the reporting dashboard and reminders that include SMS and multiple sequences.

**What problems is PandaDoc solving and how is that benefiting you?**

We use Pandadoc for instant proposal generator. So our sales team can easily send the proposal during the call and get it signed on the spot.

  ### 7. easy to copy hard to format

**Rating:** 3.5/5.0 stars

**Reviewed by:** Robert . | Proposal Engineer, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 10, 2025

**What do you like best about PandaDoc?**

ease of copy info already formatted info

**What do you dislike about PandaDoc?**

copying things from word is not seamless, needs a paint bucket option

**What problems is PandaDoc solving and how is that benefiting you?**

makes document creation seamless, ease to copy older documents

  ### 8. PandaDoc

**Rating:** 4.0/5.0 stars

**Reviewed by:** Clayton S. | Owner/ CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 31, 2025

**What do you like best about PandaDoc?**

PandaDoc has been a valuable tool for our company, thanks to its efficiency and user-friendly design. I would recommend it to anyone managing a small business.

**What do you dislike about PandaDoc?**

The only improvement I would like to see is a greater variety of templates to choose from.

**What problems is PandaDoc solving and how is that benefiting you?**

It certainly improves the consistency and organization of our documents and contracts.

  ### 9. PandaDoc Review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Athul D. | Senior System Administrator, Enterprise (> 1000 emp.)

**Reviewed Date:** August 08, 2025

**What do you like best about PandaDoc?**

The user-friendly UI and managing multiple workspaces are easy. Tracking of sign requests are also good.

**What do you dislike about PandaDoc?**

Integrating with other systems, such as Salesforce, and utilizing those fields in template generation can be challenging, especially when it comes to grouping specific fields or performing summations.

**What problems is PandaDoc solving and how is that benefiting you?**

Generation of Quote templates from salesforce
Getting the E-signature for documents

  ### 10. A Great E-Signature Solution for Sales Teams

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 14, 2025

**What do you like best about PandaDoc?**

I've been using PandaDoc in my role as an Account Manager, and overall, it's been a positive experience. One of the standout features is how smoothly it integrates with our CRM. This has genuinely simplified my workflow by automating a lot of the data transfer and reducing manual entries.

Creating detailed quotes and sales proposals has also become much easier with PandaDoc. The platform allows me to design professional-looking documents quickly, which our clients really appreciate. The ability to track when clients view documents is fantastic—it's like having a glimpse into their decision-making process, helping me time my follow-ups more effectively.

Another huge positive is the e-signature functionality. It speeds up contract signing dramatically, making closing deals quicker and smoother.

I was using this once to twice a day.

**What do you dislike about PandaDoc?**

There are a few drawbacks I've encountered. Occasionally, the document editing interface feels a bit clunky and could use some improvements to be more intuitive. Additionally, I've noticed that the mobile app experience isn't as robust as the desktop version, which can sometimes slow me down when I'm working remotely or traveling.
Didn't hear to much from customer support side of things, though our rev ops team mostly handled this.

**What problems is PandaDoc solving and how is that benefiting you?**

Before using PandaDoc, I often found myself spending way too much time manually creating quotes and proposals, which was both tedious and error-prone. Now, thanks to its smooth CRM integration, I can quickly generate professional, detailed sales documents directly from our existing client records—saving me hours each week.

It's also made tracking proposals much easier, allowing me to see when clients open documents, what they focus on, and how often they revisit certain sections. This insight helps me follow up more strategically, ultimately improving my sales conversations.

  ### 11. Centralized Staff Info, Saves Time.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about PandaDoc?**

It allows us get every information we need about a staff in one place which helps saves time on recruitment

**What do you dislike about PandaDoc?**

It has a lot of columns some of which are not really needed.

**What problems is PandaDoc solving and how is that benefiting you?**

Pandadoc solves the problem of having too many documents or forms because it has all information in one form

  ### 12. Simple and Efficient to Use

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Pharmaceuticals | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 10, 2026

**What do you like best about PandaDoc?**

It is simple and efficient to use. No concern

**What do you dislike about PandaDoc?**

Nothing that comes to mind. It is intuitive enough.

**What problems is PandaDoc solving and how is that benefiting you?**

Pandadoc is used as our electronic signature tool, so it is beneficial for the business to function

  ### 13. Great Simplicity

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 04, 2023

**What do you like best about PandaDoc?**

The website is well built and the features you initially get with the free version are great pretty good.

**What do you dislike about PandaDoc?**

The free version needs to allow for more integrations and the paid version should be less on an entry level when doing only a few documents per month etc. Aside from that, this is a great and powerful resource.

**What problems is PandaDoc solving and how is that benefiting you?**

It's allowing myself and my team to easily get agreements signed and track the signing process. It is one of the best signing softwares out here by far, and my personal favorite to use.

  ### 14. Panda doc review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Dr Samita C. | Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 25, 2025

**What do you like best about PandaDoc?**

It manages all documents together and is easy to access for e-signature.

**What do you dislike about PandaDoc?**

Paid subscription sometimes it’s hard with the monthly payments.

**What problems is PandaDoc solving and how is that benefiting you?**

Mostly with managing documents that require e-signs.

  ### 15. Pandadoc Experience

**Rating:** 3.5/5.0 stars

**Reviewed by:** Rohini P. | Recruiter, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 01, 2025

**What do you like best about PandaDoc?**

I love that Pandadoc does not charge per "envelope". You pay a monthly fee and have access to unlimited templates and are not capped at the number you send out.

**What do you dislike about PandaDoc?**

I dislike how you have to click submit twice rather than once.

**What problems is PandaDoc solving and how is that benefiting you?**

Pandadoc allows us to send training forms daily without the headache of being charged per document sent. We can create as many templates/forms and send them out as many times.

  ### 16. Great Interface and Search, but Initial Confusion Compared to Competitors

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 15, 2025

**What do you like best about PandaDoc?**

Solid interface, great search function. Easily editable templates.

**What do you dislike about PandaDoc?**

This is lessening as they've gained market share, but originally, people were confused by it and didn't know what it was vs Docusign et al.

**What problems is PandaDoc solving and how is that benefiting you?**

quickly update contracts and work with variety of parties to get signatures.

  ### 17. Simple and Straightforward

**Rating:** 4.0/5.0 stars

**Reviewed by:** Lauren H. | Chief of Staff, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 28, 2025

**What do you like best about PandaDoc?**

It gets the job done for the most basic needs of document e-signing, and it a bit cheaper than the traditional DocuSign which is useful for infrequent use.

**What do you dislike about PandaDoc?**

The basic plan does not allow for setting ordered signing.

**What problems is PandaDoc solving and how is that benefiting you?**

Issuing important documents for e-signature.

  ### 18. Easy Contract Editing, but Mandatory Fields Are a Hassle

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 15, 2025

**What do you like best about PandaDoc?**

The ease of editing a contract makes for swift information implementation.

**What do you dislike about PandaDoc?**

The time it takes to fill out all the fields and lack of automation there.

**What problems is PandaDoc solving and how is that benefiting you?**

It helps get contracts out to clients with ease, allowing for edits and reminders.

  ### 19. Effortless to Use, No Training Needed

**Rating:** 4.0/5.0 stars

**Reviewed by:** Erik M. | Hotel tech B2B Consultancy | online community manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about PandaDoc?**

It's pretty easy to use without any training or instruction.

**What do you dislike about PandaDoc?**

There aren't really any major features that I dislike about PandaDoc.

**What problems is PandaDoc solving and how is that benefiting you?**

PandaDoc helps to automate the collection of required signatures to process contracts.

  ### 20. Easy Salesforce Integration, But Customization Needs Improvement

**Rating:** 3.5/5.0 stars

**Reviewed by:** William R. | Account Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about PandaDoc?**

Easy to use. Integration with Salesforce.

**What do you dislike about PandaDoc?**

New interface is not as good. Not easy to customize a signing document for multiple item deal.

**What problems is PandaDoc solving and how is that benefiting you?**

Ability to easily draw up a signing document.

  ### 21. Efficient but room for improvement

**Rating:** 4.0/5.0 stars

**Reviewed by:** Nicole M. | Director of Paid Media, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 01, 2025

**What do you like best about PandaDoc?**

PandaDoc makes document creation and management incredibly easy. I love its intuitive interface, seamless e-signature functionality, and robust integrations with other tools like CRM systems. The ability to track document progress and get real-time notifications is also a game-changer for efficiency.

**What do you dislike about PandaDoc?**

While PandaDoc is a powerful tool, there are a few areas that could be improved. Sometimes, the formatting options feel a bit limited, especially when customizing templates. Additionally, the pricing can be a bit high for smaller teams, and occasional lag when loading large documents can be frustrating.

**What problems is PandaDoc solving and how is that benefiting you?**

PandaDoc streamlines the entire document workflow, from creation to e-signatures, eliminating the need for manual paperwork and reducing turnaround time. It helps me keep track of document progress, ensures faster approvals, and integrates seamlessly with other business tools, making collaboration more efficient and organized.

  ### 22. PandaDoc: Easy to Use and Great for Tracking

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Sports | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 15, 2025

**What do you like best about PandaDoc?**

PandaDoc is easy to use and trackable and able tp track.

**What do you dislike about PandaDoc?**

I cannot think of anything that I dislike.

**What problems is PandaDoc solving and how is that benefiting you?**

Signed quotes are forwarded to the Inside Sales Team for placing orders.

  ### 23. Great software for sending contracts

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Photography | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 27, 2025

**What do you like best about PandaDoc?**

I have used PandaDoc for many years. It's a great software for sending contracts to clients. The signing process is professional, easy to use and functional. I also like that my client and I both get verified signature pages confirming the authenticity of the signing.

**What do you dislike about PandaDoc?**

PandaDoc has been free to use for my simple, occasional purposes but now they charged a hefty amount for what I need in sending sporadic contracts to multiple signers. I wish there were a more affordable option for someone who does not use the service much.

**What problems is PandaDoc solving and how is that benefiting you?**

Providing a more verified way of signing a contract

  ### 24. Great Accessibility, but Document Reminders Often Go to Spam

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Consumer Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 15, 2025

**What do you like best about PandaDoc?**

Accessibility , and convenience for all participants

**What do you dislike about PandaDoc?**

Reminders to sign documents, will be in spam folder.

**What problems is PandaDoc solving and how is that benefiting you?**

It solves a convivence problem. Some of my participants have transportation issues.

  ### 25. Streamlined Doc Prep for Every Gig

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Biotechnology | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 18, 2025

**What do you like best about PandaDoc?**

I like that there's a tab for every step of the document lifecycle, from draft to waiting on others to completed.

**What do you dislike about PandaDoc?**

I don't like that I can't recall a document after it's been sent out if I need to make revisions, the Suggestions option during sending doesn't really work for me.

**What problems is PandaDoc solving and how is that benefiting you?**

I believe PandaDoc is providing our department with an easy documentation tool for accountability and organization. The template option means that for every contract we can readily provide a proposal, a confirmation and a report.

  ### 26. Panda Doc Review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Elliot N. | CEO &amp; Founder, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 28, 2025

**What do you like best about PandaDoc?**

It is an easy to use platform and comes with premade contract templates.

**What do you dislike about PandaDoc?**

It is not very mobile friendly especially when you need to make customizations to their inbuilt templates.

**What problems is PandaDoc solving and how is that benefiting you?**

It enables me to sign documents electronically.
It saves me time because I can create templates or customize existing and then reuse them for different clients.

  ### 27. Best for eSignature with simplified UI

**Rating:** 4.0/5.0 stars

**Reviewed by:** Ashokkumar K. | Co-Founder, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 01, 2025

**What do you like best about PandaDoc?**

PandaDoc UI is very simple to use. Also now they have implemented an workflow system to automate tasks as much as possible. Also it has good integrations compared with other competitive software's.

**What do you dislike about PandaDoc?**

For an small scale business it feels that the monthly pricing is more costly.

**What problems is PandaDoc solving and how is that benefiting you?**

To do e-signatures on document related to proposal , client agreements, etc.

  ### 28. Easy to use

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 02, 2024

**What do you like best about PandaDoc?**

PandaDoc has saved me so much time. I also love that I can see when potential clients open the doc and how much time they spend reviewing the various sections.

**What do you dislike about PandaDoc?**

I don't love that when the contract expires, I have to create a whole new document. For example, if a family waits too long to sign the agreement, the doc. is no longer accessible to me. Then, I have to start over. Potentially, there is a way to work around this, but if there is, it isn't obvious. Also, there is now a fee attached when I want to send a reminder to a client.

**What problems is PandaDoc solving and how is that benefiting you?**

It is helping me manage all of my contracts. No longer to I have to mail them to clients or send them via email for them to be printed and signed. Yay!

  ### 29. Good discover

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 08, 2025

**What do you like best about PandaDoc?**

Pandadoc will help us integrating our CRM with offers and contracts, making this process more automated.

**What do you dislike about PandaDoc?**

The editor is a little bit not user friendly for something

**What problems is PandaDoc solving and how is that benefiting you?**

Automate contracts and offers

  ### 30. great doc app for confidential files.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Rushabh U. | Deployment engineer for Google and jumpcloud, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 01, 2025

**What do you like best about PandaDoc?**

i am working as an remote for mt company in other country and to sign the bond between us they introduce me with pandadoc which is user friendly and looks confidential files as original one and easily able to sign the document and now i am using it daily with the clients to sign the bonds.

**What do you dislike about PandaDoc?**

customer support response is delay and sign user interface is not friendly and define.

**What problems is PandaDoc solving and how is that benefiting you?**

As said it helps me to sign the contracts and bonds between clients very easily without any physical paper works which make my work to process fast.

  ### 31. Alisiia was helpful, and patient with investigating my issue

**Rating:** 4.0/5.0 stars

**Reviewed by:** JANE J. | Project Sales Coordinator, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 18, 2025

**What do you like best about PandaDoc?**

I like the fact we can create, amend and get documents signed with ease

**What do you dislike about PandaDoc?**

It is fustrating that as we are in the UK, when a ticket is raised the time difference is an issue due to uk working hours against the US.  However not the end of the world.

**What problems is PandaDoc solving and how is that benefiting you?**

Producing personalised documents that stand out from the basic uniform quotations etc produced from quoting platforms.

  ### 32. Pandadoc is easy and versatile

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Staffing and Recruiting | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 03, 2025

**What do you like best about PandaDoc?**

the interface, ease to edit documents and templates, add or erase tables is easy in Pandadoc, we can see activity from signers and per page.

**What do you dislike about PandaDoc?**

The shared users for a big busness like us.

**What problems is PandaDoc solving and how is that benefiting you?**

Editable templates, automation on some fields of the document. Activity of signers.

  ### 33. A simple and Efficient Document Management Tool

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** April 09, 2025

**What do you like best about PandaDoc?**

It's easy to use with a clean drag and drop interface that simplifies document creation. It integrates well with CRMs like salesforce enhance workflow efficiency. Customer support is responsive and helpful, especially during onboarding. Its feature like e-signature, real-time tracking and customized template is amazing. We totally reliable on this tool for managing proposal, contracts and approval effectively.

**What do you dislike about PandaDoc?**

It provide limited design flexibility compared to traditional documents editors. It has some glitches during template customization. Its advance feature are highly price which may costly for small teams.

**What problems is PandaDoc solving and how is that benefiting you?**

It solve the problem of slow, manual document workflows by digitizing the entire process from creation to e-signature and tracking. It eliminates the need for printing, scanning or emailing back and forth which saves time and reducing errors.

  ### 34. Life changing tool to make offers (that could be further improved)

**Rating:** 4.0/5.0 stars

**Reviewed by:** Nicolas L. | Managing Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 13, 2025

**What do you like best about PandaDoc?**

- easy to use
- change your life for formatting and making templates
- great value for money
- collection of lead data (e.g. offer was opened, spent 12 minutes on page 14, etc.)

**What do you dislike about PandaDoc?**

- Tool is sometines quite slow.
- Copy and paste from one offer/template to the next is difficult
- Tool becomes expensive if you want to use all the functionalities

**What problems is PandaDoc solving and how is that benefiting you?**

Save time when making offers

  ### 35. PandaDoc Can Be a Good Alternative

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 29, 2025

**What do you like best about PandaDoc?**

Simple to work on and easy to send to multiple senders simplifies the contract delivery process.

**What do you dislike about PandaDoc?**

It sometimes feels like a Frankenstein of google sheets + docs as some fields are weird to edit, preset fonts and fields aren't always saved when starting a new templates

**What problems is PandaDoc solving and how is that benefiting you?**

It helps streamline the contract creation process when sending formal documents to clients and signature.

  ### 36. Good platform

**Rating:** 4.0/5.0 stars

**Reviewed by:** Seth W. | BDE, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 17, 2025

**What do you like best about PandaDoc?**

I like that it is easy to send out contracts and it is easy to use.

**What do you dislike about PandaDoc?**

Nothing at the moment it is going well. Only used it for a little.

**What problems is PandaDoc solving and how is that benefiting you?**

Helps me send contracts to clients

  ### 37. Easy to use, our customers love it too!

**Rating:** 3.5/5.0 stars

**Reviewed by:** Janet B. | Enterprise Sales Executive, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 14, 2025

**What do you like best about PandaDoc?**

East to use- can create quotes, create a deal room and a business case!

**What do you dislike about PandaDoc?**

I wish there was a better help section to troubleshoot problems

**What problems is PandaDoc solving and how is that benefiting you?**

One place for professional-looking documents

  ### 38. PandaDoc- A game changer for Small Orgs!

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Staffing and Recruiting | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 01, 2025

**What do you like best about PandaDoc?**

As a small org we struggle with contract management. Whether it be editing or signing, PandaDoc makes it convenient for us to manage our agreements with partners easily without the high costs and big servers.

**What do you dislike about PandaDoc?**

The costs can be lesser to accommodate for non profit users like me

**What problems is PandaDoc solving and how is that benefiting you?**

It allows small orgs like mine (10 people) to get e sign and AI tools for my proposals and RFP submissions at low cost

  ### 39. Panda Doc Review Multiple Years

**Rating:** 4.0/5.0 stars

**Reviewed by:** James B. | Founder, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 01, 2025

**What do you like best about PandaDoc?**

Ease of use and continues to grow as a tech and customizable

**What do you dislike about PandaDoc?**

Limited amount of contracts you can send out monthly

**What problems is PandaDoc solving and how is that benefiting you?**

Helping me send out contracts to clients

  ### 40. Using PandaDoc globally for HR purposes

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Human Resources | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 06, 2025

**What do you like best about PandaDoc?**

PandaDoc makes it very easy to send documents electronically to anyone globally. It is easy to use, easy to keep track of pending and completed documents and has a seamless process inplace.

**What do you dislike about PandaDoc?**

I have no complaints at this time. Thank you.

**What problems is PandaDoc solving and how is that benefiting you?**

Global contract signing

  ### 41. PandaDoc - Doc Automation

**Rating:** 4.0/5.0 stars

**Reviewed by:** Brennan H. | Sales Coordinator, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 16, 2024

**What do you like best about PandaDoc?**

PD has been our go to document service for about 2 years and the product has continued to see regular improvements.

**What do you dislike about PandaDoc?**

It just isnt the "name" brand for people and often find customers using other services to send back signed documents.

**What problems is PandaDoc solving and how is that benefiting you?**

PD is a hub for all of our proposal documents and allows custom tailoring to each customer. It also integrates with our CRM software which keeps things very local and easy to use.

  ### 42. Pandas are cool, PandaDocs is even cooler....Great E Sign platform

**Rating:** 4.0/5.0 stars

**Reviewed by:** Cole T. | Mortgage Loan Officer, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 04, 2020

**What do you like best about PandaDoc?**

It just works, its easy to navigate and send to clients.

**What do you dislike about PandaDoc?**

the price update is a little on the expensive side.

**Recommendations to others considering PandaDoc:**

If you need a great Esign app, this is it.

**What problems is PandaDoc solving and how is that benefiting you?**

helping my clients Esign docs required for mortgage purposes.

  ### 43. Excellent template features, and ability to save time when issuing new contracts.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Barbara G. | Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 21, 2024

**What do you like best about PandaDoc?**

Using Pandadoc has elevated our systems and allowed our team to streamline new contracts.  I enjoy the text features, reminders, and ability to edit and send for e signatures.

**What do you dislike about PandaDoc?**

Occasionally, the email being sent goes into a customers spam folder and they find it difficult to find.

**What problems is PandaDoc solving and how is that benefiting you?**

Paperwork is issued to the necessary teams and allowing everyone to be aware of a signed document or contract in our system.  It is helpful that it can be edited and changed as needed, then reissued for new signatures.  The search feature is also helpful.

  ### 44. Electronic signature - free and easy to use

**Rating:** 4.0/5.0 stars

**Reviewed by:** Ajesh A. | Information Technology Specialist, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 16, 2025

**What do you like best about PandaDoc?**

very easy to sign up and get started. no headaches about technical things. simple ans traight forward.

**What do you dislike about PandaDoc?**

The pricing is a little more. started plan itself is around 20 usd.

**What problems is PandaDoc solving and how is that benefiting you?**

easy to create electronic signature. there is pre built template for contracts.

  ### 45. PandaDoc is amazing for automating your workflow

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Hardware | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 04, 2025

**What do you like best about PandaDoc?**

PandaDoc is easy to use, helps sign all your doc in one place. They have great customer services

**What do you dislike about PandaDoc?**

PandaDoc pricing in costlier than average

**What problems is PandaDoc solving and how is that benefiting you?**

I use it for creating forms from scratch and e signatures. It's very fast and saves lot of my time

  ### 46. Easy to use

**Rating:** 4.0/5.0 stars

**Reviewed by:** Tanya D. | Accounting and Marketing Assistant, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 01, 2025

**What do you like best about PandaDoc?**

PandaDoc is very easy to use, our partners who use it are very happy with the ease of use.

**What do you dislike about PandaDoc?**

Some clients are reluctant to use a virtual service that they are not familiar with.

**What problems is PandaDoc solving and how is that benefiting you?**

It makes getting signatures very easy

  ### 47. Great set of features! paired with good service

**Rating:** 3.5/5.0 stars

**Reviewed by:** Mohammed A. | Executive Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 03, 2024

**What do you like best about PandaDoc?**

PandaDoc hits all the required pointers for our business. It has a bunch of time-saving functionalities that allow us to template documents and re-purpose. It also has very good search so we can save time looking for docs. 
Also, the customer service is very professional and responsive.

**What do you dislike about PandaDoc?**

The look of the product seems a little clunky and boxy. Feels a little older. It is not sharp and modern. Could make it more apprehensible. 

Some things are not very intuitive. Like Documents and Templates and the sub headings. Sometimes it is confusing .. as to where to click for the stuff I need. 
There is a top bar.. and then a side bar .. and they make the navigation a little confusing.

Some things are not informative .. like .. if you edit a document .. means we have to send it again to the receiver. I would have imagined .. that the document would change at the receiver's end. Why do I have to SEND again?

Also, some integration features are not very granular.

Implementation-wise .. users took a little longer than anticipated to adopt the product. We thought it would be a no-brainer .. but users complained before getting on-board.

**What problems is PandaDoc solving and how is that benefiting you?**

Ease of e-signing. Quick and accountable. Also the easy features of reminders and keeping track of if the doc was viewed and when it was signed.

  ### 48. Convenient for whatever you need!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Gloria L. | Cofounder, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 10, 2025

**What do you like best about PandaDoc?**

Thorough, well-thought-out functions for just about anything you can think of

**What do you dislike about PandaDoc?**

It feels like every single function you might want is behind a separate paywall...
Payment option can be more flexible

**What problems is PandaDoc solving and how is that benefiting you?**

Creating and sending out contractral documents.
Makes it fast and easy to generate the forms for our needs.

  ### 49. Great Option for Businesses

**Rating:** 4.0/5.0 stars

**Reviewed by:** Mallory R. | Director of Operations, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 18, 2024

**What do you like best about PandaDoc?**

The fact that PandaDoc esign documents are HIPPA compliant is essential to our company.  There have been a lot of improvements to Panda over the past few years with easier document prep options and better sending options.

We also like the way that forms are easy to use on a cellphone and that we can go into the document and see the progress prior to it being submitted. This is pivotal to our company because we are able to troubleshoot if a parent has problems with the doc.

**What do you dislike about PandaDoc?**

There could still be improvements made to the document prep process. Sometimes it is difficult to get fillable fields aligned well within a document which results in final documents that don't look as professional as they could. I also wish we could change the view when editing a doc so you could zoom in to help with formatting.

**What problems is PandaDoc solving and how is that benefiting you?**

We need a quick, HIPPA compliant way to send and receive documents for our company. We need to be able to create documents that are easy to use and can be customized to meet the needs of our audiences: parents, employees, and business partners.

  ### 50. Fast document automation

**Rating:** 4.0/5.0 stars

**Reviewed by:** Devang G. | Software Development Engineer, Information Technology and Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 01, 2025

**What do you like best about PandaDoc?**

Best for fast, efficiency and productivity

**What do you dislike about PandaDoc?**

Sometimes found bug inbetween, and pricing costly for team

**What problems is PandaDoc solving and how is that benefiting you?**

eliminates manual document handling by automating creation, and approvals, saving time and improving workflow efficiency


## 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=4&page=4&section=pricing&secure%5Bexpires_at%5D=2026-08-14+14%3A02%3A51+-0500&secure%5Bsession_id%5D=6bdc9d2c-e797-46f9-946d-939cd6238939&secure%5Btoken%5D=8e8b501ad919d9eddd15d51cb98646a79d4ae9f56b6e68e13561e705b968f01b&format=llm_user)
## PandaDoc Integrations
  - [Actionstep](https://www.g2.com/products/actionstep/reviews)
  - [Acuity Scheduling](https://www.g2.com/products/acuity-scheduling/reviews)
  - [Adobe Acrobat](https://www.g2.com/products/adobe-acrobat/reviews)
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
  - [Airtable](https://www.g2.com/products/airtable/reviews)
  - [AppFolio](https://www.g2.com/products/appfolio/reviews)
  - [Applied Epic](https://www.g2.com/products/applied-epic/reviews)
  - [Attio](https://www.g2.com/products/attio/reviews)
  - [Authorize.net](https://www.g2.com/products/authorize-net/reviews)
  - [BambooHR](https://www.g2.com/products/bamboohr/reviews)
  - [Canva](https://www.g2.com/products/canva/reviews)
  - [Chargebee](https://www.g2.com/products/chargebee/reviews)
  - [Claris FileMaker](https://www.g2.com/products/claris-filemaker/reviews)
  - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews)
  - [Clio Manage](https://www.g2.com/products/clio-clio-manage/reviews)
  - [Freshsales](https://www.g2.com/products/freshsales/reviews)
  - [Google Drive &amp; Docs for Confluence](https://www.g2.com/products/google-drive-docs-for-confluence/reviews)
  - [Google Workspace](https://www.g2.com/products/google-workspace/reviews)
  - [HighLevel](https://www.g2.com/products/highlevel/reviews)
  - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews)
  - [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews)
  - [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews)
  - [JazzHR](https://www.g2.com/products/jazz-co/reviews)
  - [JobDiva](https://www.g2.com/products/jobdiva/reviews)
  - [LeadSimple](https://www.g2.com/products/leadsimple/reviews)
  - [Make](https://www.g2.com/products/integromat-by-celonis-make/reviews)
  - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews)
  - [Microsoft Dynamics 365 Business Central](https://www.g2.com/products/microsoft-microsoft-dynamics-365-business-central/reviews)
  - [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

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