PandaDoc Reviews & Product Details

I like how user-friendly the interface is. It makes it easy to handle signatures on the go. I can create a document, add pricing and signature fields, send it to a client, and track when they’ve viewed or signed it—all in one place. The templates and drag-and-drop editor also save me a lot of time, since I don’t have to build everything manually. Review collected by and hosted on G2.com.

What I dislike most is that some useful features are locked behind higher-priced plans, which can feel expensive for a small business. The editor can also be a little slow or clunky at times when making specific formatting changes. I’d also like to see more seamless integrations with other tools we use, and more useful AI features built into the document creation process. The onboarding was fairly straightforward, but having more accessible support and guidance when learning some of the advanced features would make the experience better. Review collected by and hosted on G2.com.

I use PandaDoc for my web design agency, especially for client agreements and signing contracts with employees. I find it so much more flexible compared to DocuSign, and it's cheaper too. I appreciate that it has more features and is more accessible. One of the things I like most is the ability to change the size of the signature in my documents, allowing me to expand it horizontally or vertically without having to do both at once. This feature is really important to me because it lets the signature box fit perfectly into my documents. The initial setup was also really easy, with everything laid out for me, so I could start right away. I would 100% recommend PandaDoc to anyone, it's much more convenient and amazing. Review collected by and hosted on G2.com.

nothing yet to be honest. its satisfied all my needs Review collected by and hosted on G2.com.

We use PandaDoc to manage our catalog of technical and commercial proposal templates, and it keeps that library organized very efficiently. It’s easy to maintain a consistent look and feel, keep information up to date, and rely on the tool day to day, which makes life much easier for our Sales Engineers, Account Managers, and approving managers. Once everything is set up, generating a new proposal is fast and straightforward.

One benefit that really stood out for us is how much it simplified our review process. We used to need three people to review each new proposal, but with PandaDoc it became much simpler and faster. Now we just select the right template, edit only the relevant content, and reuse sections that have already been validated. This reduces repeated reviews while still keeping the quality of the material high.

We also really like the integration with Pipedrive, which works very well. The rollout was straightforward too: the PandaDoc team set up the cloud environment for us, we went through the training sessions, and we were up and running quickly, especially since the interface is quite intuitive. Review collected by and hosted on G2.com.

I think the recent usability changes have made navigating the menus more complicated. Sometimes you have to go back many steps or start over to reach a place that used to be quick to access. Review collected by and hosted on G2.com.

I like how easy PandaDoc is to use and how it enables us to work quicker and more efficiently. It's intuitive and helps us complete most of our work remotely by avoiding in-person signatures. My favorite feature is the ability to save templates for easy use, as I can quickly send out a template in less than a minute without having to recreate a form. I also liked having a dedicated account manager in the past who could answer any questions. Review collected by and hosted on G2.com.

I don't like that PandaDoc got rid of account managers. I wish that the way that completed documents were stored was a bit more organized. I wish that the interface for that was more user-friendly. I wish I could drag the view so that I could read the entire folder name, and I wish there was an easier way to download multiple documents. A lot of times when you go to download multiple documents, it does not work. Review collected by and hosted on G2.com.

What I like most about PandaDoc is how simple it makes the entire document workflow. I can create a document, customize it, send it to a customer, collect an e-signature, and track everything without jumping between different tools.

The interface is clean and easy to navigate, and the tracking features are super helpful because I can quickly see whether a document has been opened, viewed, or signed. The e-signature process is also really smooth, which makes things easier for both me and the customer.

Honestly, it cuts down a lot of unnecessary back-and-forth and saves time. It makes the whole process feel more organized, professional, and stress-free. I feel PandaDoc provides very good value for the price. It saves us a significant amount of time by bringing document creation, SOW management, customer review, e-signatures, and tracking into one place. The ability to see when a document has been viewed, completed, or is still pending is especially useful for managing customer follow-ups.

It also reduces manual work and unnecessary email exchanges, while making the overall process more organized and professional. Considering the time saved and the smoother experience it provides for both our team and customers, I believe PandaDoc is well worth the investment. Review collected by and hosted on G2.com.

There’s not much I dislike about PandaDoc, but I think there’s still room to make some of the advanced features more flexible. For example, when working with highly customized documents, having more control over layouts, templates, and certain customization options would be really helpful.

Some features can also take a little time to figure out when you’re using them for the first time, so a more guided experience for advanced workflows could make things even easier.

That said, these are relatively minor points. Overall, PandaDoc is easy to use, reliable, and has made my document workflow much more efficient. Review collected by and hosted on G2.com.

I like that I can send documents and get signatures virtually. It helps my small business to be more efficient & professional. Review collected by and hosted on G2.com.

It is difficult to send the same document to multiple people without having to do separate documents. Review collected by and hosted on G2.com.

* Clean and intuitive UI/UX — The interface is modern, clean, and easy to navigate, which makes creating and managing documents straightforward.

* Great Zendesk integration — The integration with Zendesk works very well and makes my day-to-day workflow much easier by allowing PandaDoc to fit seamlessly into the tools I already use.

* Good value for the price — PandaDoc offers a strong set of features at an affordable price, making it a good ROI for the functionality it provides.

* Smooth onboarding — The onboarding process was straightforward and well organized, which made it easy to get started without much effort.

* Helpful AI capabilities — The AI features are particularly useful when creating documents. They help speed up the document creation process and make the overall workflow more efficient. Review collected by and hosted on G2.com.

* UI/UX — The overall interface is clean, but some workflows could be more streamlined and require fewer steps.

* Integrations — The Zendesk integration works well, but having more customization options for integrated workflows would be useful.

* Performance — This is the main area that could be improved. PandaDoc can sometimes be slow or take a few moments to respond while working in documents. It is not a major issue, but better responsiveness would improve the experience.

* Pricing / ROI — I don't have any major concerns with the pricing; it is affordable and provides good value. More advanced features in the lower-tier plans could make the value even better.

* Support / Onboarding — I did not experience any significant issues with onboarding or support.

* AI / Intelligence — The AI features are helpful, but expanding the AI capabilities and adding more automation within the document creation workflow would make them even more useful. Review collected by and hosted on G2.com.

PandaDoc is user-friendly and fulfills all my needs for contract and quote generation, as well as e-signatures. Review collected by and hosted on G2.com.

I sometimes find PandaDoc a bit cumbersome when creating and issuing contracts, especially when I need to make last-minute changes or review quotes. The interface doesn’t always feel as intuitive as it could be, and it would help if navigating between document versions were simpler. Editing pricing details and tracking changes can also feel harder than necessary. I’d also appreciate more flexibility with formatting, along with a smoother review and approval process, so managing contracts and quotes is more efficient overall. Review collected by and hosted on G2.com.

I use PandaDoc for Finance to review and upload invoices and expense claims, which is great because it saves time by avoiding the back-and-forth of emails for reviews and approvals. It's easy to use, allowing me to upload documents one by one and then ask for approvals. This feature is especially useful during audit season as auditors can see the paper trail all in one place. I appreciate being able to upload all supporting documents, receipts, flight notifications, and expense claims in one place. I also like being able to see who opens the documents and whether they have been approved, all delivered through email notifications. Overall, I find it easy to use, which is why my team switched from DocuSign to PandaDoc. Review collected by and hosted on G2.com.

When a document is declined, the process has to be redone again and uploaded. I cannot edit the document and resubmit. I would like to see access for the person who submitted the document to resubmit corrections after it has been declined. Review collected by and hosted on G2.com.

PandaDoc's UI/UX Design has one of the most user-friendly navigation platforms for us. Direct-to-the-point, we barely use its knowledge base to search for what we need.

One of their features, Forms, has helped us tremendously by letting us receive applications and responses without having to manually send out a copy each time. This integration on our website has been greatly helpful for our clients.

Performance-wise, we barely get any drawbacks as it's mostly fully operational.

Also, PandaDoc’s e-Signature page has been the most reassuring feature compared with other e-signing platforms we’ve tried, and at this point, it’s a dealbreaker for us not to have it.

I would also like to give kudos to their Support team and their seamless resolutions to any issue we've encountered. Review collected by and hosted on G2.com.

The price may be a bit above average due to the form response package, but overall, it's already one of the best deals out there compared to other e-Signing platforms. Review collected by and hosted on G2.com.