--- title: PandaDoc Reviews meta_title: 'PandaDoc Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 3613 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: 3613 scale: '5' date_modified: '2026-08-03' 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:** 3,613 ## About PandaDoc PandaDoc is an all-in-one document management platform trusted by 50,000+ 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. Effortless Document Customization and Stellar Support **Rating:** 5.0/5.0 stars **Reviewed by:** Richard S. | Golf Membership Director, Mid-Market (51-1000 emp.) **Reviewed Date:** March 26, 2026 **What do you like best about PandaDoc?** I use PandaDoc for sending contracts to potential members, and it really helps by making the process of sending contracts and collecting payments easy. Members love how easy it is to use, and it saves them the drive to sign a contract in person. I find it incredibly easy to customize documents and tailor them to exactly what I need. Saving templates and creating different versions of documents makes getting one sent timely so simple. **What do you dislike about PandaDoc?** When entering into the 'Properties' of some fields on a document, it can be quite confusing on how to use. Editing documents are good for changing one off words, but changing certain sections can be difficult on some occasions. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc solves lengthy deal cycles by simplifying contract sending and payment collection. Members appreciate not needing to drive in for signatures, as it's easy to use. Customizable templates make it quick to prepare documents, saving time while accommodating membership variations. ### 2. Great for Sales Quotes, Needs Better Discount Handling **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User | Mid-Market (51-1000 emp.) **Reviewed Date:** June 10, 2026 **What do you like best about PandaDoc?** I like that PandaDoc quickly connects information like product IDs, which is really helpful. I also love the ability to incorporate images below templates so that customers can see the corresponding image they're purchasing. This feature helps customers feel more comfortable with their purchases and ensures I know exactly what I'm selling. **What do you dislike about PandaDoc?** When including discounts in a discount column, instead of subtracting the discounted amount, it ends up adding the percentage amount. So oftentimes, I have to go back multiple times to correct the discount where it should be negative, but it's positive. It usually takes two to three minutes of repeatedly clicking in the box to get the negative amount in place. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to create quotes from customer inquiries, making it easy for them to review and purchase luxury products. The quick connection of product info and images ensures clarity for customers and accuracy for me as a salesperson. ### 3. Very User Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Precious T. | Administrative Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2025 **What do you like best about PandaDoc?** What's most helpful is the efficiency and the user friendly. Some improvements include being able to add in decription areas for the quotes and being able to only select certain items for the quotes. **What do you dislike about PandaDoc?** Downside is some clients are unsure about using electronic sign ... Nothing on PandaDoc just working with clients **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc is helping keep our forms on hand for each client and making it a lot easier to find. ### 4. Proposals and Client Rooms **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2025 **What do you like best about PandaDoc?** The Rooms feature is very useful, we create pone for every new client and use it to share links, documents, proposals, pricing **What do you dislike about PandaDoc?** Table formatting is clunky, Microsoft Word style table functions would be better. Pasting from Excel into a table and reformatting tables is kind of a pain in PandaDocs **What problems is PandaDoc solving and how is that benefiting you?** Pandadoc is making Proposal writing much more efficient than traditional word docs or google docs - content library is curated by company admin, terms and conditions, resumes, testimonials, project summaries etc... We're using the Rooms functionality a lot, when we follow up with clients after an introductory meeting, if they seem like they're ready for a deal we set up a Room to share all our company info and provide links to our various services, photos, capability descriptions and pricing etc.. ### 5. Easy to Use with Plenty of "How To" online to help get the work done! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** June 22, 2026 **What do you like best about PandaDoc?** Well, up until the other day, the best about it was the ability to quickly start right into the website. (The website version has been down for days now, so I cannot use it.) **What do you dislike about PandaDoc?** I really wouldn't have anything to say, but since the website is down and I cannot do my work, without downloading the app (which I am not allowed to do), I guess I'd have to say - provide more information about WHY THE WEBSITE IS DOWN! **What problems is PandaDoc solving and how is that benefiting you?** I can quickly get faculty contracts out, and easily look to see who has NOT even looked at their contract. Allowing me to send reminders. ### 6. Seamless Salesforce Integration, Simplicity Over Competitors **Rating:** 4.5/5.0 stars **Reviewed by:** Arpit M. | Sales Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2026 **What do you like best about PandaDoc?** I like how PandaDoc integrates with our Salesforce, allowing our reps to send it right from our CRM without having to open PandaDoc separately, and it just works seamlessly. It is super valuable because my sales reps can work on the opportunity page for an account and send quotations or order forms right from there, staying in one system without having to open multiple systems. We switched from DocuSign because PandaDoc is much simpler, much easier, and offers better functionality. The initial setup was pretty easy. **What do you dislike about PandaDoc?** I think just a little bit on the layout could be improved. Sometimes, PandaDoc could come across as intimidating. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to bring in orders correctly and promptly, as it integrates with our Salesforce, allowing the reps to send documents from the CRM seamlessly. ### 7. Great tool **Rating:** 4.5/5.0 stars **Reviewed by:** Eduardo G. | Business Development Manager LATAM, Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2022 **What do you like best about PandaDoc?** Love that everything is in the right place and easy to find. **What do you dislike about PandaDoc?** Sometimes you get to many notifications. **Recommendations to others considering PandaDoc:** is a great tool to manage all your contracts and for asking e signatures to your clients **What problems is PandaDoc solving and how is that benefiting you?** send documents to clients and ask them to sign them. ### 8. Efficient Document Management with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Mid-Market (51-1000 emp.) **Reviewed Date:** October 27, 2025 **What do you like best about PandaDoc?** I use PandaDoc to share documents that require a signature with families. I like being able to send docs for signatures to avoid having to meet with families in person and knowing the status of the docs. I can send docs to families and have it returned on the same day. I can also check the status of documents sent, viewed, signed, or completed. When I send a doc, I can see when the family has viewed the doc and if it has been completed. I can also see if the family missed a signature in the doc, which helps with keeping track of docs and making sure everything gets completed. I enjoyed the initial setup, as my company made sure all docs were ready for use before rolling out the program. **What do you dislike about PandaDoc?** Sometimes, on the parents' document, PandaDoc will move past signature boxes, boxes that need to be initialed/checked. I have docs that are signed but are still marked as needing to be signed by the parent. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to send documents for signatures, avoiding in-person meetings. It allows me to track document status, ensuring timely completion and identifying missed signatures. ### 9. Effortless Document Creation and Seamless Client Tracking **Rating:** 4.5/5.0 stars **Reviewed by:** Ankit R. | Revenue Data Analyst, Human Resources, Mid-Market (51-1000 emp.) **Reviewed Date:** December 31, 2025 **What do you like best about PandaDoc?** What I appreciate most about PandaDoc is how quickly and easily I can create professional-looking documents. The drag-and-drop editor, along with hundreds of customizable templates and an intuitive user interface, allows me to save about three hours on paperwork. Additionally, the ability to track when a document has been viewed or signed gives lawyers full visibility into client engagement. Overall, it’s a straightforward, effective, and user-friendly solution for managing proposals, contracts, and approvals. **What do you dislike about PandaDoc?** It can be frustrating when importing existing documents into Word, as the formatting does not always transfer smoothly throughout the entire file. Additionally, some advanced features and template control options are restricted to higher-tier plans, which can feel limiting as teams expand. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc streamlines the process of creating, approving, and signing contracts and proposals by bringing everything together on a single platform. This approach not only saves me time and reduces the risk of manual errors, but also gives me greater insight into client engagement thanks to real-time tracking and automated document management. ### 10. PandaDoc Makes Document Workflows Controlled and Efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Reynard G. | Human Resources, Mid-Market (51-1000 emp.) **Reviewed Date:** June 10, 2026 **What do you like best about PandaDoc?** What stands out most about PandaDoc is how it turns document-heavy workflows into something much more controlled and efficient. **What do you dislike about PandaDoc?** One common frustration is that advanced features sit behind higher pricing tiers. Things like deeper automation, more complex workflows, or enhanced reporting can become expensive fairly quickly as usage grows. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc mainly solves the admin-heavy, time-consuming parts of managing employee documentation and improves control, consistency, and turnaround time across the employee lifecycle. ### 11. PandaDoc Makes Templates Easy and Streamlines Sending **Rating:** 5.0/5.0 stars **Reviewed by:** Yalitza N. | Logistics Administrator, Entertainment, Mid-Market (51-1000 emp.) **Reviewed Date:** February 07, 2026 **What do you like best about PandaDoc?** PandaDoc is easy to use, and the ability to save email templates is really awesome. It helps speed up the process of sending offer letters and getting them signed. **What do you dislike about PandaDoc?** The only downside is that once I send a document, I can’t edit it afterward without everything getting erased. **What problems is PandaDoc solving and how is that benefiting you?** I can create a document that requires signatures without having to go through 20 different steps, which makes the whole process much simpler. ### 12. Effortless Contract Management, Saves Time **Rating:** 5.0/5.0 stars **Reviewed by:** Alexa O. | Personal Trainer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2026 **What do you like best about PandaDoc?** I love how PandaDoc saves me time by letting me upload and send out client contracts quickly. It automatically detects fields that need input, which means I can just click a button to fill them all out, saving me a lot of manual work. This is especially valuable since I manage a high volume of clientele while juggling three jobs, making my business more efficient and helping me earn more money. Additionally, the initial setup of PandaDoc was really easy, which I appreciate. **What do you dislike about PandaDoc?** I haven't found anything that I don't like yet. It runs very smooth **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc saves me time by simplifying contract uploads and signatures, helping me earn more. Its field detection automates document filling, crucial for managing my high-volume clientele, and ensures my business protection. ### 13. Intuitive and Easy Document Sending With Progress Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Johanna B. | Administrative Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** February 17, 2026 **What do you like best about PandaDoc?** PandaDoc is easy to use and intuitive. I love that I can send edit and send documents and be kept abreast of the progress from computer or app. **What do you dislike about PandaDoc?** I have not encountered any downsides while using Panda Doc or really any things I dislike. **What problems is PandaDoc solving and how is that benefiting you?** Consent forms being signed in a timely manner and the ability to track what is sent to patients and patient families. ### 14. Beyond Expectations with Easy Document Management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2026 **What do you like best about PandaDoc?** I find PandaDoc very easy to use, and it goes beyond my expectations in terms of functionality. I really like how quickly I can share documents with clients and employees through links, which significantly speeds up our processes and simplifies both our business and everyday lives. It's also great that PandaDoc integrates with my CRM, allowing for a seamless workflow. Additionally, I appreciate that it offers way more useful features compared to DocSign, which is why we switched. The initial setup was very easy, which made transitioning to PandaDoc smooth. **What do you dislike about PandaDoc?** Maybe the non-shared docs. There should be a way to follow-up and download every doc for every employee of the company, and not just the one that created the link **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc solves legal issues for my business and is very easy to use. It lets me share documents quickly, making life easier and our business faster. Its functionalities go beyond expectations. ### 15. PandaDoc Makes Service Agreements Fast, Easy, and Trackable **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 17, 2026 **What do you like best about PandaDoc?** Using PandaDoc makes executing service agreements with clients easy. I like being able to leverage custom, branded templates and making amendments to documents is always quick. It's also helpful to be able to track if documents have been viewed or signed. The price is reasonable for the work it takes off my plate to send SA's manually. **What do you dislike about PandaDoc?** Nothing right now, it's suitable for what I need as a freelancer. **What problems is PandaDoc solving and how is that benefiting you?** Instead of having scattered documents across my Google Drive, I have all my service agreements in one place. They're easy to reference and I can easily download copies and sent to clients if needed. ### 16. Effortless Document Sharing Across Users **Rating:** 5.0/5.0 stars **Reviewed by:** Victor R. | Financial Aid Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2025 **What do you like best about PandaDoc?** The convenience of accessing all documents from multiple users and creators. Very easy to use and always have support if needing assistance. We use it every day! **What do you dislike about PandaDoc?** We do not notice many negatives to the site, we are happy with what it allows us to achieve. **What problems is PandaDoc solving and how is that benefiting you?** It allows us to get documents signed instantly as opposed to finding a time to bring the prospects in to sign physically. ### 17. Easy to Use, HubSpot Integration, and Clear Contract Activity Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Blake D. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2026 **What do you like best about PandaDoc?** It’s easy to use, integrates well with Hubspot, and lets us track data on contract activity. **What do you dislike about PandaDoc?** I would say the only improvement would be to be able to ingest various document forms (.docx, PDF) and not have formatting issues when it does so. **What problems is PandaDoc solving and how is that benefiting you?** It's benefitting fast contract creation, which reduces my time spent making/updating them, and speeds up how quickly the client receives it. ### 18. Effortless Document Management with Room for Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Corey P. | Sr. Recruiter, Locum Tenens, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about PandaDoc?** I find PandaDoc easy to navigate and appreciate that I can add or delete items with ease. I also like that I can see when the recipient has viewed and completed the document. The initial setup of PandaDoc was very easy, with no issues at all. Overall, I liked PandaDoc more than DocuSign, which is why we made the switch. **What do you dislike about PandaDoc?** I think that some of the editing could be improved, especially when it comes to being able to delete items. Like being able to cover up or delete something on the document after it has been uploaded. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for sending contracts, applications, and timesheets. I find it easy to navigate and add or delete items. I also enjoy seeing when the recipient has viewed and completed the document. ### 19. Pandadoc Integrates Perfectly with HubSpot for Fast, Pre-Populated Quotes **Rating:** 4.5/5.0 stars **Reviewed by:** Varun P. | Senior Business Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** June 14, 2026 **What do you like best about PandaDoc?** Pandadoc is a critical tool which intergrates perfectly with our CRM Hubspot. It allows us to create quote & agreement documents by pre-populating fields from our CRM. **What do you dislike about PandaDoc?** Sometimes, changes to coding occur and it does not behave as it usually does. Fixing these issues can take time. **What problems is PandaDoc solving and how is that benefiting you?** Pandadocs has systemised the contract issuance, with allowing us to easily apply one-off terms (such as discounts etc.) ### 20. Effortless Document Handling with PandaDoc **Rating:** 5.0/5.0 stars **Reviewed by:** Trent K. | Ambassador, Mid-Market (51-1000 emp.) **Reviewed Date:** June 10, 2026 **What do you like best about PandaDoc?** I like that PandaDoc makes it easy to forward documents to another person. I appreciate its digital signature feature, which simplifies things with a one-step process instead of having to print, sign, and rescan documents. For me, the initial setup seemed pretty easy. **What do you dislike about PandaDoc?** I find it challenging to send a completed document to the person it was forwarded to if they are not necessarily on the document. It would be helpful to have an option to add your email and receive the completed document. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc solves the hassle of printing, signing, scanning, and emailing PDFs by providing a one-step digital signature process. ### 21. Easy to Use and Effective **Rating:** 4.5/5.0 stars **Reviewed by:** Kaleb C. | Mental Health Counselor, Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2023 **What do you like best about PandaDoc?** Great value for the suite of features that you get. **What do you dislike about PandaDoc?** Adding secure payment fields for lower level account tiers. **What problems is PandaDoc solving and how is that benefiting you?** Allows me to have new clients provide valid signatures without ever having to see them in person or print anything out. ### 22. Very User-Friendly Interface That’s Easy to Learn **Rating:** 5.0/5.0 stars **Reviewed by:** Arianna M. | Account Manager Support Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** July 01, 2026 **What do you like best about PandaDoc?** The interface is very user-friendly and easy to figure out! **What do you dislike about PandaDoc?** Sometimes there are text boxes that we need to add to the documents but don't remember until the agent has completed their portion of the contract and we can't edit after that. **What problems is PandaDoc solving and how is that benefiting you?** Being able to avoid using paper contracts. Much easier for us and the clients. ### 23. Intuitive Platform That Streamlines Quoting **Rating:** 4.0/5.0 stars **Reviewed by:** Joel H. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2025 **What do you like best about PandaDoc?** I find PandaDoc fairly intuitive and easy to use. The e-sign capability is also very nice. When quoting in my business, time is of the essence, so anything that saves time also saves money. It just makes it easier to do business with us. **What do you dislike about PandaDoc?** I would like it if we could set up a delivery checklist form that can be duplicated and just, kinda filled in each time. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to cut down on manual quotes via email, saving time and money. It's intuitive and the e-sign capability is very nice, which makes it easier to do business with us. ### 24. Streamlines Contracting Processes with Ease **Rating:** 4.5/5.0 stars **Reviewed by:** Tim M. | Chief Information Security Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2026 **What do you like best about PandaDoc?** PandaDoc is straightforward to use. It's been a useful tool for status metrics, which gives us a lot more insight into our processes and efficiency, especially with various contract work. These metrics and monitoring measures make it valuable because we didn't have them before. The initial setup was extremely easy, and the CSM support has been excellent, making the onboarding and ongoing management smooth for our organization. Overall, PandaDoc offers a valuable solution at a fraction of the price of competitors. **What do you dislike about PandaDoc?** The integration library could be more robust as it hinders greater adoption. The biggest integration improvement I'd like is with Workday and ServiceNow. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc helps me see the status of contracts, making my contracting team more efficient and reducing time from creation to submission. It's easy, straightforward, and offers useful status metrics that enhance insight and efficiency. ### 25. Simple, User-Friendly Contract Signing That Just Works **Rating:** 5.0/5.0 stars **Reviewed by:** Tim D. | Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2026 **What do you like best about PandaDoc?** It's a very simple way to create, send, and sign binding contracts and documents. We've never had a problem, never had to contact support, as everything is straight forward and user-friendly. **What do you dislike about PandaDoc?** Once in a while, the autogenerated email to the signatory goes to the spam/junk folder. It's not a big deal and it's not the fault of PandaDoc, rather the recipient's email settings. That said, I usually send a direct link to ensure delivery of the e-document. **What problems is PandaDoc solving and how is that benefiting you?** It significantly cuts down the time needed to create and send documents. It also makes editing contracts fast and straightforward, which helps get contracts signed much sooner. The custom fields throughout the document are a huge help, especially for keeping everything consistent. The email reminders to signatories are helpful as well. ### 26. Cost-Effective Document Management with Some Editing Hurdles **Rating:** 5.0/5.0 stars **Reviewed by:** Lauren R. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2026 **What do you like best about PandaDoc?** I really appreciate that there's no additional cost to use the sign-in service with PandaDoc. It's great because I can get signatures on my terms of business without affecting our business in terms of cost for clients that might or might not sign up for our services. **What do you dislike about PandaDoc?** I think creating templates and editing documents sometimes is a little bit more difficult in comparison to, say, Adobe we were using previously. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to send secure and confidential documents to new clients. It allows me to get signatures on my terms of business without extra costs, which is great for managing client expenses. ### 27. Effortless E-Signatures, Enhances Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Chandra B. | Digital Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** January 28, 2026 **What do you like best about PandaDoc?** I really appreciate PandaDoc's built-in electronic signature capabilities, which make it easy to collect signatures from users. The workflow management is rigid, providing a structured process, and the document builder tool is agile and easy to use. PandaDoc treats every document event, like when a document is sent, viewed, completed, or declined, as a business logic signal that drives real outcomes. This feature helps enforce accountability without manual follow-ups and helps identify authentication failures on secure documents. The initial setup was very easy and cost-effective. **What do you dislike about PandaDoc?** Nothing as of now but there are very miniscule things which could be improved **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for collecting e-signatures easily, leveraging its rigid workflow management and agile document builder tool. It helps enforce accountability without manual follow-ups and detects authentication failures on secure documents. ### 28. Streamlined Our Sales with Effortless Document Management **Rating:** 5.0/5.0 stars **Reviewed by:** Bennett F. | Business Development Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2026 **What do you like best about PandaDoc?** I use PandaDoc for sales and love how it has streamlined the document signing process by reducing the back-and-forth of signing quotes, sales orders, and order acknowledgments into one simple document. Its functionality is easy to use—I just upload a PDF, and it automatically detects the fields, letting me edit the field properties as needed. This has cut down quote creation time in half. Being able to upload a PDF allows for easy customization of quotes without altering PandaDoc settings. Setting up PandaDoc was also very easy, I just logged in, went through some instruction guides, and was able to get started. Overall, I'd rate PandaDoc a 10 out of 10 because it's seriously made our sales team more efficient. **What do you dislike about PandaDoc?** PandaDoc typically doesn't detect checkboxes for optional fields in our documents. It would be great if it could detect those checkboxes, as their absence makes upselling and cross-selling customers a bit more challenging. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc streamlines my document signing process, reducing back-and-forth communication. It's easy to use, with automatic field detection, cutting quote creation time in half. ### 29. Easy to Add Signers and Share Links—Our Team Switched from docusign **Rating:** 5.0/5.0 stars **Reviewed by:** gregsheri W. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2026 **What do you like best about PandaDoc?** It is easy to add people to sign, also easy to send them the link when they have issues finding the email. we have already recommended all of our staff to use this instead of docusign. Almost everyone has changed over already **What do you dislike about PandaDoc?** I would like for the document to show what email address is attached to the panda docs **What problems is PandaDoc solving and how is that benefiting you?** we do not have any problems at this time ### 30. Creating Accurate Documents and Saving Time **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2026 **What do you like best about PandaDoc?** The variables in the templates make it easy to keep everything accurate. **What do you dislike about PandaDoc?** It’s frustrating that I can’t add page numbers to documents (i.e., 4/10, etc.). Also, creating a spacer between page elements is a hassle and it limits design flexibility. **What problems is PandaDoc solving and how is that benefiting you?** Having a single tool to create documents has been essential for our business, and it has saved us a lot of time when preparing contracts for both new and existing clients. Plus, being able to send clients a document link so they can sign off or leave comments has been a huge time-saver as well. ### 31. Changes to the platform are sometimes a surprise **Rating:** 4.5/5.0 stars **Reviewed by:** April C. | Administrative Professional, Small-Business (50 or fewer emp.) **Reviewed Date:** January 07, 2022 **What do you like best about PandaDoc?** Pretty much is an easy app for client and customer **What do you dislike about PandaDoc?** Letting us know when changes are made and make it easier to update **What problems is PandaDoc solving and how is that benefiting you?** Simplifies quotation process which makes it a benefit keeping it all in one place ### 32. Enhances Onboarding with Flexibility, Needs Improved User Memory **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Mid-Market (51-1000 emp.) **Reviewed Date:** June 02, 2026 **What do you like best about PandaDoc?** I appreciate how PandaDoc helps us onboard families immediately without having to wait on anything. We can also be flexible with how we arrange payment. The ability to upload our own Canva docs is important to me. I find it valuable that I can move boxes and cells around as needed. I like the ease of sending documents by link, which allows families to sign instantly. **What do you dislike about PandaDoc?** I wish PandaDoc could instantly remember some of the wording we use. It would be great if it remembered specific user profiles and what they add into the agreements, and then automatically did it itself. Perhaps some sort of AI or technology could be utilized for this. Also, back in the day, the initial setup was a bit more difficult. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc helps us onboard families immediately without waiting, and we can be flexible with payment arrangements. ### 33. Documents Organizable with Agility and Security **Rating:** 4.5/5.0 stars **Reviewed by:** Lorraine C. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 01, 2026 **What do you like best about PandaDoc?** I like that PandaDoc keeps my documents organized and allows me to track signatures. The tool enables me to create documents and adjust them in the best way for me. I appreciate the agility that PandaDoc offers. I also like the ease of sending documents quickly and securely, making them more professional. The organization and production of my documents are highly valued by me. Learning to use PandaDoc was smooth. **What do you dislike about PandaDoc?** I like PandaDoc, it could be faster and have more editing options. **What problems is PandaDoc solving and how is that benefiting you?** With PandaDoc, my documents stay organized, I track signatures, create and adjust documents quickly. I can send them securely, making them more professional. ### 34. Makes Proposal Creation Fast and Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Kyle S. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2025 **What do you like best about PandaDoc?** What I like best about PandaDoc is how easy it is to use. The interface is clean, the features are straightforward, and it makes creating and sending documents incredibly simple. It saves me a lot of time, especially with templates and tracking. I also like that I can see when someone opens a document because it helps me follow up at the right moment. Overall, it makes my workflow faster and helps me stay organized. **What do you dislike about PandaDoc?** There is not much I dislike about PandaDoc. The only thing I would mention is that a few features could be a bit easier to find like content library. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc is solving the problem of slow and messy document workflows. It lets me create, send, and track documents all in one place, which saves a lot of time. I no longer have to jump between tools or wait on signatures. Everything moves faster and feels much more organized. ### 35. Clean, Simple Interface with Great Automatic Field Detection **Rating:** 5.0/5.0 stars **Reviewed by:** Gabriel R. | Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about PandaDoc?** Ease of use: the automatic field detection works well, and the interface is clean, simple, and easy to navigate. **What do you dislike about PandaDoc?** Just stared using it and have found nothing. **What problems is PandaDoc solving and how is that benefiting you?** automating contract signing. saves time since it is easy for clients to just sign the document without hassles. ### 36. It's easy and it works. **Rating:** 5.0/5.0 stars **Reviewed by:** Alejandro M. | CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2023 **What do you like best about PandaDoc?** No complications. User friendly. No ads. Light and fast. **What do you dislike about PandaDoc?** Better view of the status of a document (who signed, who is missing, etc). **What problems is PandaDoc solving and how is that benefiting you?** Easy signature for multiple recipients. Follow up. Reminders. Information on status. ### 37. From start to finish, PandaDock is the best contracting tool I have **Rating:** 5.0/5.0 stars **Reviewed by:** Stephen S. | Sales Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2025 **What do you like best about PandaDoc?** The ease of creating a document, adding fields, a signer, and cc additional parties. I love that I can track who opened it and who has not. Once fully executed, the turnaround time is record speed. **What do you dislike about PandaDoc?** I struggle to find any negatives, it really is a great product. **What problems is PandaDoc solving and how is that benefiting you?** The tracking and combining of documents is critical. They nail it, a stressless contract signature process. ### 38. Streamlines Sales Workflow, Minor Link Issues **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User | Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about PandaDoc?** I use PandaDoc for my sales team, and it makes getting signed documents for service easier. I also enjoy the notifications it sends and the way it integrates with Google Chat and other programs to make my life easier. The initial setup of PandaDoc was very easy. **What do you dislike about PandaDoc?** I think that the fact that the link you send when looking to have someone sign the document, if glitched by anyone, shows that it's been viewed by the person that needs to sign it, is inaccurate sometimes as sometimes other people end up clicking the link and you think that the person you want to sign has seen it, but they have not. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to make getting signed documents for services easier. I enjoy the notifications it sends and how it integrates with Google Chat and other programs, simplifying my work. ### 39. As easy to use as Pandas are cute! **Rating:** 4.5/5.0 stars **Reviewed by:** Paley L. | CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2026 **What do you like best about PandaDoc?** It is user friendly. Very little set-up required. **What do you dislike about PandaDoc?** I do the same resizing of boxes every single time. I wish it could remember the size I make them. **What problems is PandaDoc solving and how is that benefiting you?** We moved from sending contracts as pdfs that required printing, signing and scanning to esigning for our clients' convenience and to increase the number of contracts we got before completing the job. ### 40. Efficient Integration but Needs Easier Setup **Rating:** 4.0/5.0 stars **Reviewed by:** Christina C. **Reviewed Date:** March 25, 2026 **What do you like best about PandaDoc?** I like how things are encrypted in PandaDoc. I also like how it is easily integrated with Salesforce for the most part. It has fields that are directly pulled from Salesforce, which means we don't always have to manually enter information. **What do you dislike about PandaDoc?** Mapping the fields can be a little bit confusing sometimes. And we do have to outsource a contractor to help us with this, which is a little bit frustrating. I wish it was a little bit more direct and easy to use in that aspect. I do think that it could be a little bit easier for teams to use on the back end when setting things up. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to get agreements signed and encrypted, ensuring industry-standard compliance. It integrates with Salesforce, saving time by pulling fields directly, reducing manual data entry. ### 41. Easiest Document Signing Experience with PandaDoc **Rating:** 5.0/5.0 stars **Reviewed by:** Cole C. | SDR Team Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2026 **What do you like best about PandaDoc?** I find PandaDoc very easy for customers to use, even for those who aren't tech-savvy, which makes the document signing process a breeze. It's simpler than DocuSign, making it easy to open documents, view them, and find signature boxes. I also appreciate that it's easy to walk customers through signing, which is crucial for insurance documents. It's integrated with Slack and works well, adding value to my workflow. Additionally, having a growing team on it is easier, and the initial setup was quite easy. **What do you dislike about PandaDoc?** Making it more obvious to change the automatic reminders **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc makes it easy to walk customers through signing insurance documents and is simpler than DocuSign. It's easy for non-tech savvy customers to use and helps with onboarding a growing team. ### 42. Streamlined Document Generation with Easy Setup **Rating:** 4.0/5.0 stars **Reviewed by:** Conway B. | Snr Sales Exec, Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2025 **What do you like best about PandaDoc?** I like PandaDoc because it's really easy to use and has an intuitive interface. It's pretty simple to set up templates and adjust existing ones. I also find it great at automating document generation directly out of our CRM, which is currently Pipedrive. This integration means I can automatically generate documents directly from Pipedrive and send them to clients quickly within a couple of minutes. The initial setup was really easy and took just about ten to fifteen minutes. **What do you dislike about PandaDoc?** I think sometimes being able to easily update templates is not always that easy, but other than that, nothing really. **What problems is PandaDoc solving and how is that benefiting you?** I find PandaDoc great for automating document generation, allowing me to generate documents directly from Pipedrive and quickly send them to clients. ### 43. Streamlines Document Processes, Needs Pricing Flexibility **Rating:** 5.0/5.0 stars **Reviewed by:** Ravi P. | Enterprise (> 1000 emp.) **Reviewed Date:** February 19, 2026 **What do you like best about PandaDoc?** I find PandaDoc to be an excellent app for complete agreement management, as it provides a 360-degree solution from creation to signature to payment. Its reputation as a top-rated platform in proposals, e-signature, and contract management highlights its efficiency in simplifying business document workflows. I appreciate the AI-powered workflow features that transition document handling from a manual burden to an automated process, allowing for faster document generation, enhanced collaboration, and smarter tracking. The integration with CRM systems like Salesforce, HubSpot, and Pipedrive is seamless, enabling automatic import of customer data and document generation directly within the CRM interface. Additionally, starting with a blank document is made easier with the availability of a wide variety of pre-made templates in the gallery, which accelerates the setup process. **What do you dislike about PandaDoc?** While PandaDoc is highly regarded for its ease of use and document tracking, user feedback indicates several areas for improvement, particularly regarding cost, editing flexibility, and customer support. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for managing agreements from creation to signature and payment. It streamlines document workflows, reduces manual tasks, and transforms document handling into an automated process, allowing faster document generation, enhanced collaboration, and smarter tracking. ### 44. Panda Doc Makes Uploading and Signing Fast, Simple, and Reliable **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2026 **What do you like best about PandaDoc?** Ease of upload, making adjustments to documents and sending to recipients for easy signing. Its a simple process. The price is reasonable in comparison to other products and support is available when needed. Panda Doc has all the performance enhancements I need for an easy and quick upload and completion process. **What do you dislike about PandaDoc?** I haven't run into any issues with Panda Doc to date. **What problems is PandaDoc solving and how is that benefiting you?** It makes it simple to send documents for signing and making edits as necessary, I can effectively time manage and get documents to all who need to be involved quickly. ### 45. Highly Customizable Docs in Any Format **Rating:** 4.0/5.0 stars **Reviewed by:** Angus M. | Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2026 **What do you like best about PandaDoc?** It's very customizable - I don't see a way you couldn't get a doc in a format you'd like. **What do you dislike about PandaDoc?** can be a bit buggy with the objects but it's not impossible to overcome this and it's not like other softwares don't have this issue as well. **What problems is PandaDoc solving and how is that benefiting you?** time it takes from closing a deal and sending the contract ### 46. Flexible, Professional Document Design and Branding **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2026 **What do you like best about PandaDoc?** I like how flexible the platform is to accommodate a variety of types of documents. It also seems like PandaDoc is more focused on professional visuals and branding versus competitor products. **What do you dislike about PandaDoc?** The set up for highly custom and variable documents is a bit difficult. Certain UI elements that you'd expect to work one way, don't. Once you get the hang of it, you can start to build quicker and more complex things. **What problems is PandaDoc solving and how is that benefiting you?** A formal paper process that is integrated into our CRM and other systems. Makes collecting signatures and finalizing partnerships much smoother and consistent. ### 47. Seamless Contract Signing Made Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Hari o. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 08, 2026 **What do you like best about PandaDoc?** I like that PandaDoc is easy to use and makes sending contracts straightforward. It's also free, which is a big plus for me. The option to send links and via email makes the entire experience seamless. The initial setup was super easy, and the fact that it's more international was a reason we switched from Signdesk. **What do you dislike about PandaDoc?** It's a bit expensive when the free credits (which is generous) are over. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for contract signing because it's easy to use for sending contracts, and the option to send links and emails makes the experience seamless. ### 48. Efficient Contract Management with Minor Setup Hiccups **Rating:** 4.5/5.0 stars **Reviewed by:** Tina D. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2026 **What do you like best about PandaDoc?** I like PandaDoc for how it allows me to write contracts quickly and efficiently. The speed, efficiency, and storage of contracts really stand out to me. It also works well for repeat customers, making it a reliable tool in my workflow. Additionally, I found the initial setup fairly easy and user-friendly, which is a big plus. **What do you dislike about PandaDoc?** The program could open quicker and have fewer updates. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc allows me to write contracts quickly and efficiently, with speed, efficiency, and storage features being especially useful. It also works well for repeat customers. ### 49. All-in-One Solution for Proposals **Rating:** 5.0/5.0 stars **Reviewed by:** Hayley S. | Director, Construction, Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2025 **What do you like best about PandaDoc?** I like how easy PandaDoc makes it to create, send, and track proposals. The templates save a ton of time, the drag-and-drop editor keeps everything consistent, and the real-time notifications let me know exactly when a document is viewed or signed. It brings order to the process in a way that feels clean and dependable, which makes life a whole lot easier on busy days. **What do you dislike about PandaDoc?** I do wish PandaDoc had an internal spell check feature. I also wish it were easier to rearrange the order of documents. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc solves the headache of managing proposals, contracts, and approvals across multiple stakeholders. Before, documents would get lost in email threads or require constant follow-ups. Now, everything is centralized, easy to track, and automates reminders for signatures. This saves time, reduces errors, and keeps projects moving forward smoothly, helping me close deals faster and stay organized without extra effort. ### 50. A Free Version That Truly Works—and Helped Kickstart My Business **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 05, 2026 **What do you like best about PandaDoc?** The Free Version is actually usable. I'm thinking of upgrading to the subscription but only because it got my business started and its been going up! I also LOVE LOVE LOVE the auto placed fields, it makes new contracts so easy to implement. **What do you dislike about PandaDoc?** Sending documents by text message would be nice, but that is included with the subscription. another reason I'm looking into getting it. **What problems is PandaDoc solving and how is that benefiting you?** Paper copies of everything get messy and the certificate of completion has saved me some hassle. ## 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?page=3&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-03+16%3A34%3A41+-0500&secure%5Bsession_id%5D=1cd979b5-b5c2-4a87-a1fa-e3e745b2f788&secure%5Btoken%5D=04cd5b0157cd01f177c953decfacd087fe56c7711b81dd851c417e8d269f16a4&format=llm_user) ## PandaDoc Integrations - 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[Google Drive & 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 Excel](https://www.g2.com/products/microsoft-excel/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 **Configuration - cpq** - Product Catalog - Guided Selling - Configuration Rules - Price Configuration - Visual Configuration **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Rich Media - Online Document Creation - PDF Creation - Custom Branding **Contract Management Platform Features** - Contract Creation - Contract Templates - Contract Editing - Contract Attachments - Contract Collaboration - Approval Process - Notifications & Reminders - Contract Database - Integrations / APIs - Reporting & Dashboards **Functionality** - Remote Notarization - Journal Entries - Integration **Data Sources** - Software - Spreadsheets - Documents **Generation** - Templates - Branding **Platform Basics ** - Data Extraction - Contract Comparisons **Customization** - Custom Fields - Conditional Logic - Multi-page Forms - Design **Agentic AI - Salesforce AppExchange Apps** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **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 **Generative AI** - AI Text Generation - AI Text Summarization **AI Response Generation - AI Proposal Generator Tools** - Continuous Learning from Edits - Response Personalization & Tone Control - Contextual Answer Recommendations - AI Draft Response Generation **Quoting** - Grouping - Version Control - Quote Document Generation - Ordering - Contracts **Analytics** - Engagement Tracking - Proposal Effectiveness Reporting - Reporting and Dashboards **Delivery** - Workflow - Batch **Contract Data** - Data Import - Data Export - Custom Reporting - Clause Identification and Mapping **Agentic AI - Contract Management** - Autonomous Task Execution **Agentic AI - E-Signature** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Content Management - AI Proposal Generator Tools** - Governed Content Library - Content Versioning & Approval Controls - Duplicate Detection & Content Optimization **Admin** - Configuration Ease of Admin - Pricing Administration - Workflow Management - Document Management **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - E-Signature Integration - CPQ Integration - API / Integrations **Generative AI** - AI Text Summarization **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Image - AI Image-to-Text **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 **Agentic AI - Document Generation** - Autonomous Task Execution **Analytics & Performance - AI Proposal Generator Tools** - Proposal Performance Analytics **Platform** - Custom Branding - User, Role, and Access Management - Internationalization - Performance and Reliability - Integration APIs **Platform** - CRM Integration - Integration API - Internationalization - Scalability - Reporting and Dashboards - ERP Integration **Generative AI - cpq** - Dynamic Quoting - Dynamic Pricing - Personalized Sale Recommendations ## Top PandaDoc Alternatives - [Proposify](https://www.g2.com/products/proposify/reviews) - 4.6/5.0 (1,116 reviews) - [Qwilr](https://www.g2.com/products/qwilr/reviews) - 4.6/5.0 (900 reviews) - [GetAccept](https://www.g2.com/products/getaccept/reviews) - 4.6/5.0 (1,252 reviews)