--- title: PandaDoc Reviews meta_title: 'PandaDoc Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 3688 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: 3688 scale: '5' date_modified: '2026-08-13' parent_category: name: Quote Management url: https://www.g2.com/categories/quote-management --- # PandaDoc Reviews **Vendor:** PandaDoc **Category:** [Proposal Software](https://www.g2.com/categories/proposal) **Average Rating:** 4.7/5.0 **Total Reviews:** 3,688 ## About PandaDoc PandaDoc is an all-in-one document management platform trusted by 68,000+ sales, legal, and operations teams to create, send, e-sign, and manage documents faster and with less manual work. Teams using PandaDoc close deals 30% faster and cut document turnaround time by up to 50%. Customers like Autodesk, Rakuten, and Sysco use PandaDoc to streamline their entire document process, from proposal to signed contract, and everything in between. PandaDoc helps your team: - Build and send professional proposals, contracts, and agreements using customizable templates and a drag-and-drop editor - Collect legally binding e-signatures from any device, anywhere, with no printing, scanning, or delays - Collaborate in real time with internal stakeholders and external signers simultaneously - Automate repetitive document tasks so reps and ops teams spend less time on admin and more time closing - Track document performance with analytics that show how recipients engage with every page PandaDoc integrates natively with the tools your team already uses, including Salesforce, HubSpot, Pipedrive, Stripe, and 30+ other CRM and payment platforms — keeping document processes inside your existing stack without adding friction or extra logins. Whether you're in sales, legal, HR, or finance, PandaDoc is especially popular with growing businesses that need enterprise-grade document processes without the added complexity or price tag. From first draft to final approval, PandaDoc centralizes the full document lifecycle with the compliance, security, and audit trail your team needs to operate with confidence. PandaDoc also supports notarization, payment collection, and document analytics in a single platform, reducing the need to manage multiple tools across your document process. ## PandaDoc Pros & Cons **What users like:** - Users love the **ease of use** of PandaDoc, finding it simple to navigate and set up for online signing. (718 reviews) - Users value PandaDoc's **intuitive document management** tools, enhancing workflow efficiency and streamlining approvals seamlessly. (353 reviews) - Users love the **intuitive editing tools** of PandaDoc, enhancing their workflow and document customization. (337 reviews) - Users find PandaDoc to be **highly intuitive** , making document management and e-signatures easy and efficient. (307 reviews) - Users appreciate the **simplicity and efficiency** of PandaDoc for obtaining e-signatures, enhancing their workflow significantly. (304 reviews) - Time-saving (300 reviews) - Templates (284 reviews) - Efficiency (280 reviews) - Features (273 reviews) - Easy Setup (256 reviews) **What users dislike:** - Users are frustrated by the **missing features** in PandaDoc, such as document expiration controls and dynamic dates. (120 reviews) - Users find PandaDoc **expensive** , especially for small teams needing affordable solutions for online form submissions. (109 reviews) - Users find **signature issues** in PandaDoc, struggling with personal signature use and other document formatting challenges. (106 reviews) - Users find **difficult editing** frustrating due to issues with document navigation and limited edit capabilities during collaboration. (98 reviews) - Users find the **editing difficulty** in PandaDoc frustrating, especially with table formatting and live document changes. (87 reviews) - Users find PandaDoc's **limited features** challenging, especially with complex layouts and missing live support options. (86 reviews) - Users find **limited customization** options for templates in PandaDoc, making it difficult to tailor documents effectively. (85 reviews) - Users face challenges with **insufficient document management** in PandaDoc, requiring manual invoicing and lacking key formatting features. (83 reviews) - Learning Curve (79 reviews) - Editing Difficulties (78 reviews) ## PandaDoc Reviews ### 1. Effortless Document Signing with PandaDoc **Rating:** 5.0/5.0 stars **Reviewed by:** Laura Z. | Permit Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2026 **What do you like best about PandaDoc?** I love how easy PandaDoc is to use and just how simple it makes my workflow. Being able to copy and paste the link is super convenient. The notary feature is a real time-saver because I don't have to handle it in a separate document, and that just smooths out the process for me. Plus, the initial setup was really easy, which made getting started a breeze. I'm really enthusiastic about recommending PandaDoc because I actually suggest it to others all the time. **What do you dislike about PandaDoc?** I don't love the template feature. I wish that you could just type in what you needed and not have to add the fields as you go. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc makes it much easier to get signatures from my clients without printing. It's simple to use, and the notary feature saves time by avoiding separate documents. ### 2. All Contracts and Due Dates in One Place **Rating:** 4.0/5.0 stars **Reviewed by:** Ashley S. | Sr. HR Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2026 **What do you like best about PandaDoc?** love that it's a platform that houses all our contracts and keep track of due dates. also love that we can send the w9 with the contract all at once. **What do you dislike about PandaDoc?** changing a signer can be a bit difficult but i understand there are guardrails in place for a reason. Also, I wish the system would send an alert when things are due rather than me having to review the end dates. **What problems is PandaDoc solving and how is that benefiting you?** we were using hard copy or pdf contracts for our 1099s. PandDoc allows us to modernize and streamline our process so all contracts have the same legal verbiage and easy click through electronic process. also they are all housed in one spot instead of on different drives and computers. ### 3. Effortless Doc Tracking with Room for Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Wesley V. | Finance Control, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about PandaDoc?** I love the ease of use, the three-step approval process, and the tracking/progress of each bill at each stage of the approval process. As a high volume AP specialist, I am able to obtain signatures and post bills in a timely manner, which keeps our books up-to-date so stakeholders can make better decisions. The initial setup was very easy. **What do you dislike about PandaDoc?** I would like the software to better identify where there are blank spaces on each bill and intuitively paste the signature and date box. I find I am manually moving the boxes around, which takes time. I process a lot of repeat bills that I would like the software to pick up on. Finally, certain bills get approved by the same people. I'd like the software to pick up on allocating certain bills to the same person. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc helps me confirm budgets and get bills approved easily. As a high volume AP specialist, I can obtain signatures and post bills promptly, keeping our books updated for better decision-making. ### 4. Easy to use, signatures are well documented, love the layout **Rating:** 5.0/5.0 stars **Reviewed by:** Nicole A. | Sales Rep and designer, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2023 **What do you like best about PandaDoc?** I always check when my clients have seen my documents and that allows me to follow up with them in a timely manner. **What do you dislike about PandaDoc?** The text reminder for SMS is confusing, you have to put a +1 before the phone number and cannot use dashes between the area code and the phone number. Took me a minute to figure that out! **What problems is PandaDoc solving and how is that benefiting you?** I work remotely and my clients are all over the city so it's really easy for me to send these documents over to them and discuss it over the phone or walk them through the contracts. ### 5. Free DocuSign Alternative with Easy PDF Signing and Signature Certificates **Rating:** 5.0/5.0 stars **Reviewed by:** Michael I. | Account Exec, Small-Business (50 or fewer emp.) **Reviewed Date:** June 05, 2026 **What do you like best about PandaDoc?** I saw this app on a tech site and decided to try it. It’s a competitor of DocuSign, except their basic plan is FREE! You just have to sign up for a free account. You upload the pdf and tell it where it needs to be filled in and/or signed by the client, add their email, and it sends it to them It will then notify you when he/she has signed it. You can then download the pdf from their website, and it even includes a Certificate of Signature! **What do you dislike about PandaDoc?** I have not used it for very long, but I can't think of anything that it is lacking. Any negatives are from my lack of experience using it **What problems is PandaDoc solving and how is that benefiting you?** This saves clients from having to print, sign, scan and send documents ### 6. Easy Document Preparation and management **Rating:** 4.5/5.0 stars **Reviewed by:** Руслан . | Design Verification Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2026 **What do you like best about PandaDoc?** It’s easy to manage documents through templates, and it’s simple to send them out for signing to a large number of recipients. **What do you dislike about PandaDoc?** Formatting large tables can sometimes feel inconvenient. When I insert signing positions, the formatting and alignment don’t always turn out as expected. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to quickly send out and sign forms, consents, and similar documents, and to keep all of that documentation organized. It lets me send documents in bulk and then download the completed, signed files together in a single archive, which makes follow-up and storage much easier. Preparing new documents is also possible using an LLM and the PandaDoc MCP server, and that greatly speeds up the process around decision-making and fund allocation. ### 7. Easy to Learn and Fast for Collecting Virtual Meeting Signatures **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about PandaDoc?** It is easy to learn how to use. I am new to using PandaDoc this year and I was able to figure out how to use some features without having to ask a colleague to show me. When I hold virtual meetings, it is a fast way to get signatures from everyone who attended the meeting. Uploading my documents and adding signatures takes me less than 10 minutes. **What do you dislike about PandaDoc?** This is my first year using PandaDoc and so far I have not encountered any issues when I am using it. **What problems is PandaDoc solving and how is that benefiting you?** It allows me to hold virtual meetings and then get electronic signatures from everyone in attendance. This is beneficial so that I don't have to go around and collect physical signatures from each person who attended the meeting. ### 8. Persistent Ads, Weak Support, and Limited Formatting **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2026 **What do you like best about PandaDoc?** Meh. Base pricing is fine. Building templates with content blocks is a good premise **What do you dislike about PandaDoc?** So much to dislike after 2 years. 1. Ads pop up on most screens, even with paid subscription 2. Customer service is a poorly trained and slow AI that hands you back repeated assignments when you need help. When you ask for a human, a different AI emails you. No humans! 3. Templates should update when content blocks are changed 4. Formatting options are extremely limited. You have to get used to large blank sections in documents. 5. Being billed extra for storage but no idea why. 6. Did I mention annoying pop ups for more PandaDoc products? Support says there is no option to disable. For some reason we get the underlying impression of arrogance from PandaDoc. I think they only exist because most other e-sign options are worse. I will not cry when this company is replaced by a marginally better AI product. **What problems is PandaDoc solving and how is that benefiting you?** document creation and e-signatures ### 9. Intuitive UI and Fast, Flexible Contract Signing **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** August 11, 2026 **What do you like best about PandaDoc?** It accepts a bunch of format .doc, .pdf and is super easy to fill the different field by auto capturing fields. Also the process let me loop in my finance and legal team as a viewer while giving the signature authority to who I need to. Also I really like the ability to either send the contract to the signer via email or using a link. It makes things super easy when needed soemone to sign fast a contract. Also the UI is great and super intuitive! **What do you dislike about PandaDoc?** No downside from my perpective, it does what I need in a great way **What problems is PandaDoc solving and how is that benefiting you?** Sign myself a document or getting different team to review the contract and have the signer actually sign the document in a very fast way ### 10. Effortlessly Streamlines Contract Management **Rating:** 5.0/5.0 stars **Reviewed by:** Edward K. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 07, 2026 **What do you like best about PandaDoc?** I use PandaDoc for finalizing contracts and sending change orders, and it has been a game changer for our department. I love the ease of use and appreciate that it's user-friendly, making it simple for our customers to figure out with minimal assistance. The auto-fill feature and the ability to import custom documents are fantastic. I love that I can place fields as needed and easily make changes. It speeds up the entire process, allowing us to get virtual signatures on most documents and improve our ordering process. Reviewing older documents is very simple and user-friendly too. **What do you dislike about PandaDoc?** I wish there was an easier/more direct way to download the signed document to my computer. I typically have to refresh the page to get the 'download' icon to appear. This should appear after the signature is received. For me, the initial setup was a little challenging, but that’s because I wasn’t added to the correct team (user error). **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc eliminates the need for in-person visits for contract finalization, making it easy for customers to use with minimal assistance, and it speeds up the workflow with features like auto-fill and virtual signatures. ### 11. Well-Organized Templates, Smooth Automation, and Easy Navigation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2026 **What do you like best about PandaDoc?** I like how well organized the form and email templates are, and I appreciate the ability to edit any form both during template curation and right before sending a new one. I also like the automation of reminders and having a clear timeline of sent and signed documents. Overall, it’s easy to navigate, especially compared with other competitors. **What do you dislike about PandaDoc?** I wish I could edit a form after it’s been sent, but before the client signs it, instead of having to trash the document and send a new one. When multiple forms get sent, it can be confusing for the client. **What problems is PandaDoc solving and how is that benefiting you?** The integration with Salesforce has made it much faster to send our forms and contracts, and we’re seeing a quicker turnaround on getting forms signed. ### 12. Seamless and Efficient E-Signature Solution **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2025 **What do you like best about PandaDoc?** We've been using PandaDoc for our e-signature needs, and it has been a game-changer for our business. The platform is intuitive, user-friendly, and packed with features that streamline document creation, signing, and tracking. What stands out most is its efficiency—sending contracts, proposals, and agreements is effortless, and we receive signed documents back in record time. The real-time tracking and notifications keep us updated on document status, eliminating the guesswork. PandaDoc's integration capabilities are also a huge plus. It works seamlessly with our CRM and other business tools, making workflow automation incredibly smooth. The built-in templates and collaboration features further enhance productivity, allowing teams to work together without hassle. Security and compliance are top-notch, giving us confidence that our documents are safe and legally binding. Their customer support is responsive and helpful, ensuring that any questions or issues are resolved quickly. Overall, PandaDoc has improved our document management process, saved time, and enhanced client interactions. If you're looking for a reliable, efficient, and feature-rich e-signature solution, I highly recommend PandaDoc! **What do you dislike about PandaDoc?** Some users might experience a slight learning curve when exploring advanced features. Additionally, occasional formatting adjustments may be needed when importing external documents, but these are minor inconveniences compared to the overall value the platform provides **What problems is PandaDoc solving and how is that benefiting you?** Not applicable ### 13. PandaDoc Improved Our Organization's Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2025 **What do you like best about PandaDoc?** I’ve used three other digital signature platforms in my role, and PandaDoc has been easy for me to learn. We digitized our internal forms so users despite distance can easily, quickly push documents through the needed workflow. I use it all the time now that digital signatures have become the new standard compared to wet signatures. We integrated all internal forms into PandaDoc because, as a charter, we have five locations. This has made the workflow more efficient and quicker across all sites. **What do you dislike about PandaDoc?** I am not tech savvy as a person in general so I truly don't have anything I need to share that I dislike. The recent upgrade to the platform would have been nice to have had a tutorial sent out to clients. It took me a bit to learn the new features. **What problems is PandaDoc solving and how is that benefiting you?** I would like them to have better personalization for defaults, ie signature order. I often forget to add that detail each time and I always want signatures to go in an order. I wish it was the default. Also, I find it difficult to make me a second signer at the end. ### 14. Efficient Signatures, Minor Inconvenience Post-Update **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2020 **What do you like best about PandaDoc?** I like that PandaDoc is a platform that can be used on the computer or my clients can use it straight from their phone to sign documents. It's easy to use the templates, and even creating new documents is simple. The initial setup was very simple, which was great. We use it every single day and I think it is a great program. **What do you dislike about PandaDoc?** Since the most recent update, I don't like that you cannot copy the email address of the recipients when you're on the screen where you've generated a link to copy. I had frequently used that page of the platform to copy the party's email address into my email service and then copy the link to their document. Now I'm having to find their email address elsewhere or type it in, which is a little frustrating. **Recommendations to others considering PandaDoc:** If you need client signatures and do not want to pay per document, PandaDoc is the way to go! **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for client signatures on mediation agreements, solving the issue of having to mail documents. It also saves money compared to pricier signature services. ### 15. Flexible, User-Friendly, and Timesaving **Rating:** 5.0/5.0 stars **Reviewed by:** Vishal V. | Manager of Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** August 06, 2026 **What do you like best about PandaDoc?** I love how user-friendly PandaDoc is and the flexibility it offers to customize any templates or create new ones from scratch. This feature saves time, reduces manual errors, and allows me to quickly update templates as our products and processes evolve. The initial setup was also easy and hassle-free. **What do you dislike about PandaDoc?** I would say reporting, we should have reports available which can show the count of completed documents and count of documents under different statuses. If you want to know how many completed documents are available on your account, there is no report available which can tell this information. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to manage our quote to cash process. It's user-friendly, saving time and reducing errors with customizable templates that quickly update as our processes change. ### 16. Effortless, User-Friendly Solution for Contract Management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2026 **What do you like best about PandaDoc?** I really appreciate the way PandaDoc operates, especially the option to send links for signing and follow-ups, which makes it very easy to use. It's a very user-friendly system, and I have never had any issues with it. The process of sending leases to sign is simple, and the ability to share via email or a link is great. I also value the option of sharing a link to enter a document without needing the actual email. **What do you dislike about PandaDoc?** Nothing... **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc simplifies sending leases to sign, making it an easy and simple process. I appreciate the user-friendly platform with features like sharing links, which eliminates the need to have emails. It’s very affordable and easy to use for our property management needs. ### 17. Feature-packed and cost-efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Grzegorz J. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2026 **What do you like best about PandaDoc?** For the occasional contract, there is no cheaper solution which is, at the same time, as performant and feature complete as PandaDoc. The UI is clear and straightforward, with a streamlined signing experience and comprehensive sending options. **What do you dislike about PandaDoc?** And, to be honest, I am yet to find anything I would dislike about PandaDoc. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc is a simple and professional solution for signing documents where the signing parties are not close to each other and can't sign in person. There are other options, like printing out and sending a copy over email, but PandaDoc is so much easier! ### 18. Streamlined Document Signing with Professional Flair **Rating:** 5.0/5.0 stars **Reviewed by:** Scott H. | Managing Partner, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2026 **What do you like best about PandaDoc?** I really appreciate how PandaDoc speeds up the process of getting documents signed. When I was just starting the business, I used to manually generate PDFs, send them to the customer, and then they'd have to download, sign, scan, and send them back. But with PandaDoc, I just click a couple of buttons in Salesforce, and it renders the document and sends it out. I can see if the customer has viewed it or forwarded it for signing. It adds a layer of professionalism that I wouldn't get doing it the old way. The designer in PandaDoc lets us make our documents look polished, professional, and on-brand, which makes us stand out compared to the plain documents I get from others. It's also incredibly easy to set up, which I really love. Their support has been excellent, always responsive and they take feedback to heart to improve the product. PandaDoc is not just a great product, but a great partner as well. **What do you dislike about PandaDoc?** We have multiple workspaces in our PandaDoc account. And if I'm viewing a PandaDoc from inside our CRM, and the last workspace that I was in was not our sales workspace, I have to log into PandaDoc in a separate browser, switch the workspace, go back to CRM, refresh the page, to get the document to render there. **What problems is PandaDoc solving and how is that benefiting you?** Speed to contracting. ### 19. Streamlined Quote Sending with Quick Edits **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew M. | National Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 11, 2026 **What do you like best about PandaDoc?** I find PandaDoc lighting fast and easy to edit on the fly, which makes sending quotes quick and very easy. I also like how convenient the link copy is. The initial setup was super easy and quick. **What do you dislike about PandaDoc?** I think a better SMS system would improve PandaDoc, and maybe a feature to remove the tracking and cookies as a feature or toggle would be useful since a lot of my partners are in security and it would make it more viable. Another idea would be to quick send directly through my email instead of PandaDoc. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for sending quotes to customers. It's lightning fast, easy to edit on the fly, and makes sending quotes quick and very easy. ### 20. User-Friendly PDF Automation with Easy Role Assignments **Rating:** 5.0/5.0 stars **Reviewed by:** Baker B. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2026 **What do you like best about PandaDoc?** It is really user friendly. I love the PDF fill in that automates & how you can assign roles. **What do you dislike about PandaDoc?** The only thing I didn’t necessarily love is that with the 60 free “sends” I get, if I need to fix something and resend it, it ends up counting as two sends instead of one. That said, it’s not a huge deal to me. **What problems is PandaDoc solving and how is that benefiting you?** It is truly the most cost effective and user friendly PDF sending software WITH signatures I have found. ### 21. Effortless Document Management with PandaDoc **Rating:** 5.0/5.0 stars **Reviewed by:** Lawrence P. | Human Resources Director, Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2024 **What do you like best about PandaDoc?** I use PandaDoc for sending out documents that need e-signatures. It is a faster way of getting signatures without having to track down employees to sign them. I like how easy it is to use and appreciate how the system has evolved, allowing it to fill in all the boxes for me. The initial setup was super easy as well, and overall, I think PandaDoc is a great platform. **What do you dislike about PandaDoc?** There is nothing that I dislike abut PandaDoc **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to send documents for e-signatures. It's faster and avoids the hassle of tracking down employees to sign. ### 22. User-Friendly & Accessible for Quick Signatures **Rating:** 4.5/5.0 stars **Reviewed by:** Epiphany S. | Property Manager, Enterprise (> 1000 emp.) **Reviewed Date:** April 24, 2026 **What do you like best about PandaDoc?** I find PandaDoc very user-friendly and easy to use and navigate. I like how easy it is to get email signatures and the fact that the platform offers easy access, allowing me to sign from anywhere. This is especially helpful for approvals that need signatures as soon as possible. The initial setup was also easy to get started and set everything up, which I really appreciated. **What do you dislike about PandaDoc?** I think it could be easier to put places for people to sign. Navigating the little tag could be made easier. **What problems is PandaDoc solving and how is that benefiting you?** I find PandaDoc very user-friendly, making it easy to get email signatures and access documents. You can sign from anywhere, which is helpful for approvals that need instant signatures. ### 23. Convenient, Easy-to-Use Document Handling **Rating:** 5.0/5.0 stars **Reviewed by:** April A. | Family Advocate III, Mid-Market (51-1000 emp.) **Reviewed Date:** June 15, 2026 **What do you like best about PandaDoc?** How convenient and easy it is to use. Even when receiving documents, it is very easy to follow. **What do you dislike about PandaDoc?** That contacts get archived after using them. It's kind of frustrating when you want to send something to someone you have and it will not automatically bring them up. I have to create a new person and then the email will not be accepted as it's archived. Just create a simple contact log and keep those people in there actively. **What problems is PandaDoc solving and how is that benefiting you?** I work in a job that requires signatures a lot and the whereabouts of those without homes can be hard to locate. This has made my job easier. ### 24. Intuitive Signing and Sharing Made Easy **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** August 10, 2026 **What do you like best about PandaDoc?** I think it's intuitive and pretty easy to click and share where exactly you want people to sign. I used to use docusign and found it really confusing **What do you dislike about PandaDoc?** when you click "yes" to making the document editable, it often messes up the format of the doc. As an example - i have a contract that's in a word doc format and I have to make a couple edits each time depending on who is signing the contract. I have to make those changes in the doc and then click "do not make editable" within Pandadoc, otherwise Pandadoc messes up the formatting, the sections of the contract and the page count **What problems is PandaDoc solving and how is that benefiting you?** need to e-sign; helps. me with partnerships ### 25. Streamlined Document Management with Excellent Templates **Rating:** 5.0/5.0 stars **Reviewed by:** Allen H. | Creative Director, Small-Business (50 or fewer emp.) **Reviewed Date:** April 06, 2026 **What do you like best about PandaDoc?** I really appreciate how PandaDoc makes the entire process from start to finish smooth. The templates are fantastic; they save a ton of time and keep everything consistent without the need to double-check every detail. Having a base to start from instead of constantly rebuilding documents is a huge time saver. The initial setup was super easy, especially with the onboarding, which I highly recommend. It's also great to work with HubSpot. Overall, I find PandaDoc super easy to work with! **What do you dislike about PandaDoc?** I would like to have the ability to place a PDF directly inline into an agreement. It would eliminate a step for the customer if they were able to see it visually right away. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc solved our scattered agreement management, cutting down manual edits and back-and-forth. Templates save us tons of time, keeping documents consistent without double-checking every detail. ### 26. Easy-to-Use PandaDocs That Speeds Up Document Signing and Templates **Rating:** 5.0/5.0 stars **Reviewed by:** Savannah K. | Housing Case Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 19, 2026 **What do you like best about PandaDoc?** As a case manager, I use this system a lot, and it’s very easy to use. It cuts the time in half when landlords and clients need to sign and review documents, which means our clients can get their needs met faster. It also saves our documents so we can reuse them as templates instead of creating a new one each time, and it’s simple to assign fields to different individuals to complete. I really love using PandaDocs for the work I do. **What do you dislike about PandaDoc?** If I create a document and then want to add someone to the document, it is confusing and hard and so I end up creating a whole new document. **What problems is PandaDoc solving and how is that benefiting you?** The wait time of having clients/landlords come in or mail in documents is eliminated. It allows us to complete funding faster for our clients and also helps the landlords and clients by making all of processes easier. ### 27. Efficient Proposal Management with Stellar Features **Rating:** 5.0/5.0 stars **Reviewed by:** Jay S. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2026 **What do you like best about PandaDoc?** I love the fact that I can see when I send a proposal out; the person I sent it to has received it and looked at it. I also love the AI tools that PandaDoc has. The templates you can build are really nice. It makes things a lot easier and much more efficient, as we no longer have to use just Word docs. Everything is saved as templates, which is a big plus. The initial setup of PandaDoc was very easy, with no complaints at all. I would definitely recommend it to all my colleagues and give it a 10 out of 10. **What do you dislike about PandaDoc?** Nothing **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc makes sending proposals easier, eliminating the need for Word documents. It saves things as templates and improves efficiency. I love seeing when proposals are viewed, which helps with follow-ups, and the AI tools and template building are great features. ### 28. Time-Saving with Minor Editing Challenges **Rating:** 3.5/5.0 stars **Reviewed by:** kim.kosik@artcorpsolutions.com K. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2026 **What do you like best about PandaDoc?** I like PandaDoc for its ease of use and the ability to add tokens, which makes signing and filling out fields easy. It's handy to upload a document and use it multiple times without hassle and the time savings when adding documents to our CRM is significant. The ability to sign documents and save them effortlessly, while providing ease of signing to recipients and allowing for a consistent use of documents with all of our clients, is quite valuable. **What do you dislike about PandaDoc?** It is sometimes difficult when editing documents as it is not always easy to make changes without losing information. Deleting items can cause issues, particularly if updating an outline or anything requiring bullets. Copy/paste and adding pictures/images can be difficult as they do not always easily transfer over or get added to the document without problems. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for document templates and CRM integration, saving time on document creation. It simplifies signing with tokens, making it easy to sign and save documents without effort, providing a consistent experience for clients. ### 29. User-Friendly End-to-End Document Management with Fast eSignatures **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Government Administration | Small-Business (50 or fewer emp.) **Reviewed Date:** July 04, 2026 **What do you like best about PandaDoc?** It helps organization to create templates and send to end user to capture signature which is end to end document management. It also speeds up to capture electronic signature, real time tracking and manage documents securely online. It also helps us to integrate the feature in CRM applications. Very much user friendly **What do you dislike about PandaDoc?** I feel lack of control over the component customization, say for example - adding a normal table, visibility of text boxes using show and hide logics, visibility of signature boxes, UI arrangement of some components are getting misplaced sometimes when sent to end user and generated as PDF. **What problems is PandaDoc solving and how is that benefiting you?** It enables sending and signing of documents online in a very easy and user-friendly way which is very much necessary in today's world. Also, it is secure, provides visibility of document status. ### 30. Streamlines Document Management with Ease **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2026 **What do you like best about PandaDoc?** PandaDoc makes life so much easier when it comes to getting documents signed. I have a ton of templates already saved, which makes it easy whenever I send the same documents out to different clients. It's very quick and easy to use. I love that I can insert a link for a document instead of always sending it via email. This feature helps because I can just embed the link in my email, and clients can click to sign their document. It's all in one email and simplifies the process. PandaDoc is free for the most part unless you're sending over a certain amount of emails, and their processes are easier to deal with. The initial setup was very easy and self-explanatory. It makes life easier with a quick and seamless process. We all share an account, so we can keep an eye on each other's contracts too. **What do you dislike about PandaDoc?** nothing **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc makes getting documents signed easier and saves time by using templates. I can add client details quickly and share documents via a link, simplifying the process. My team all shares the account, so we stay updated on contracts. It just makes life easier. ### 31. Perfect for Solo Entrepreneurs, Intuitive and Economical **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2026 **What do you like best about PandaDoc?** I love how PandaDoc makes it easier for me to get documents signed and completed. It's convenient for my clients and myself since we don't have to meet up or coordinate schedules. Everything can be done at our convenience and eliminates the hassle of reading handwriting or printing a lot of documents. The interface is very easy to use and intuitive. I find the platform smooth, functional, and quick, yet capable. I also really appreciate the features like assigning signature order, allowing people to sign in any order, and the flexibility with required or optional fields. PandaDoc feels versatile and economical, especially compared to DocuSign. **What do you dislike about PandaDoc?** Nothing I am completely satisfied with PandaDoc and have no reason to complain. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc makes it easier to get documents signed without meeting in person, saving me time on travel and printing. It eliminates issues with handwriting and scheduling, allowing for signing at one's convenience and reduces my interaction time, making everything straightforward. ### 32. Effortless Document Signing with PandaDoc **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** March 05, 2026 **What do you like best about PandaDoc?** I find PandaDoc's system very cool and extremely useful. One of the coolest features is the ability to send documents directly and have them signed electronically without needing to send a PDF. This makes my process faster as the person can just click a link to sign the document, and I get the information I need right away. It's a very cool feature that allows me to send documents quickly, which is great for my role as a contracts coordinator. PandaDoc is also a very cool app and website; it's one of the easiest ways to send documents for e-signatures. The initial setup was very easy—I just signed in with my credentials and could start uploading and sending documents. It's a very friendly and easy-to-use platform, which is why it met the needs of my entire team. **What do you dislike about PandaDoc?** N/A **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc speeds up my workflow by letting me send documents directly for electronic signature, avoiding the hassle of PDFs. Clients just click a link to sign, which provides me instant information. It's one of the easiest ways to get documents signed. ### 33. Easy Tracking and Notifications, Works Very Well **Rating:** 4.5/5.0 stars **Reviewed by:** Derek B. | Enterprise Sales Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2026 **What do you like best about PandaDoc?** Solution works very well, tracking is easy and I am notified when opened and signed. I am not comfortable using the email editor when sending as it is more difficult than just copying the link and adding to my normal email. **What do you dislike about PandaDoc?** Nothing really, just I think the email editor should link back to the normal email solution for the end user (outlook or gmail). **What problems is PandaDoc solving and how is that benefiting you?** Sending quotes to clients and having the ability to track progress. ### 34. Effortless Document Management and Tracking **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2026 **What do you like best about PandaDoc?** I find PandaDoc easy and simple to use, especially for tracking documentation and knowing where it stands. It's great because I'm always aware of who's viewed the documents and where they are in the workflow, which helps me follow up with the right people. I use it a lot for document creation and appreciate that it tracks who's viewed the document. The transition from HubSpot to PandaDoc is seamless, which also helps. When I first started using it, there was just a brief learning curve since it's quite intuitive. The initial setup was super easy, and I had no problems getting started. **What do you dislike about PandaDoc?** I still haven't figured out how to edit a contract that needs ammending. I'm sure there is a way, but I haven't figured it out, and can't find help on this. For now, I just edit a contract locally and upload a new document into pandadoc, but I'd like to be able to do this directly from PandaDoc. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc helps me track contracts easily, knowing their status and who needs to sign. It simplifies sending agreements and onboarding forms, keeps documentation in check, and ensures my deals progress steadily. ### 35. Efficient Tool for Managing Patient Consent Forms and Medical Documents **Rating:** 5.0/5.0 stars **Reviewed by:** Rakesh J. | Consultant Gynecologist and Medical Educator, Hospital & Health Care, Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2026 **What do you like best about PandaDoc?** I use PandaDoc to create patient consent forms and medical documents in my daily practice. It helps me prepare professional documents that can be shared digitally with patients. The e-signature feature saves time and makes documentation more organized during busy clinical work. **What do you dislike about PandaDoc?** In the beginning, it takes some time to understand all the features and settings. Also, when working with longer documents, loading may feel slightly slow. However, once familiar, it works well for regular documentation tasks. **What problems is PandaDoc solving and how is that benefiting you?** Preparing patient consent forms and medical documents manually required repeated typing and formatting, which took extra time during busy clinic hours. With PandaDoc, I can create standard consent templates and reuse them whenever needed. This helps reduce paperwork, keeps records more organized, and saves time while managing patient documentation. ### 36. Intuitive, Easy Setup, and Seamless Google Docs Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Peter T. | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2026 **What do you like best about PandaDoc?** Pandadoc is very intuitive and links well with Google docs. It was easy to set up and the pricing is very competitive. I have not had any performance issues when using the application. **What do you dislike about PandaDoc?** I find Pandadoc to be a very easy tool to use, so there is nothing I dislike per se. **What problems is PandaDoc solving and how is that benefiting you?** As a charity it is important that we have signed docs with a signature record/trail and Pandadoc provides this for us ### 37. PandaDoc provides law firm with high level efficiency! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2024 **What do you like best about PandaDoc?** We've had an excellent experience using PandaDoc at our law firm. The platform has made handling documents significantly easier, helping us streamline our workflows while reducing administrative time. One of the features we value most is how it simplifies the entire document process—from drafting and sending documents to collecting electronic signatures. The timely notifications keep our team informed every step of the way, ensuring nothing falls through the cracks and allowing us to provide a more responsive experience for our clients. The integration with our CRM has also been a major advantage. It keeps our client information synchronized, eliminates duplicate data entry, and makes our document management process much more efficient. Overall, PandaDoc has become an essential part of our practice. We highly recommend it to any law firm looking to improve efficiency, simplify document management, and create a smoother experience for both staff and clients. **What do you dislike about PandaDoc?** Would like to see high level dashboard with on-going analytics. **What problems is PandaDoc solving and how is that benefiting you?** Documents being sent for e-signature. With the ease of use for clients to execute documents for signature, we are experiencing shorter turnaround times to achieve sign off and starting our services! ### 38. Simple and reliable e-signatures for professional documents **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in E-Learning | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2026 **What do you like best about PandaDoc?** What I like most about PandaDoc is how simple and efficient it is for professional use. The interface is intuitive, and creating, sending, and managing documents for electronic signature is quick and straightforward. The free plan already includes useful features and allows up to 60 signatures, which makes it a very practical solution for small businesses and independent professionals. . **What do you dislike about PandaDoc?** So far, I haven’t found anything I dislike about PandaDoc. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc allows me to collect electronic signatures for professional documents quickly and securely, with a signature certificate that provides proof of the signing process. It helps me streamline document management, save time, and keep a reliable record of signed agreements. ### 39. Streamlined Document Management, Minor Formatting Issues **Rating:** 4.5/5.0 stars **Reviewed by:** Kyle B. | Network Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** March 05, 2026 **What do you like best about PandaDoc?** I like how easy it is to create, send, or track documents with PandaDoc. The interface is good, and the templates save us time. It's easy for users from different departments to learn quickly, and templates help us standardize documents instead of creating them from scratch. I really value the e-signatures and templates in PandaDoc. The UI setup and workspace setup are easy. **What do you dislike about PandaDoc?** Overall the platform works for what we need, but there could be some improvements to the advanced formatting. The SSO portion could have used some work as there was not a specialist in that department which left us fending for ourselves or being told 'this won't work' when in reality that wasn't true. This is no longer the case though as they now have a dedicated tech for SSO that's extremely knowledgable. **What problems is PandaDoc solving and how is that benefiting you?** I find PandaDoc streamlines document creation, approvals, and e-signatures, reducing manual paperwork. Its user-friendly interface and templates save us time by standardizing documents easily. ### 40. Easy-to-Search PandaDoc Inventory Makes Finding Products a Breeze **Rating:** 5.0/5.0 stars **Reviewed by:** Mark M. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2026 **What do you like best about PandaDoc?** The products and services are easily searchable in the PandaDoc inventory. They can also be edited, which helps a lot. **What do you dislike about PandaDoc?** I'd like to be able to send the document via email the second or third time I have to send it vs. sending the link. **What problems is PandaDoc solving and how is that benefiting you?** Several products are preloaded into the document giving the quote/proposal an official feel to it, especially with the details that are associated with the products or services. ### 41. PandaDoc: A Time-Saving, Efficient Quotation Solution **Rating:** 4.5/5.0 stars **Reviewed by:** Victoria S. | Global Strategy and Commercial Excellence Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2026 **What do you like best about PandaDoc?** I love using PandaDoc for building sales quotations because it increases the speed at which we can create and send out proposals as everything is digital. The ability to save past quotes as templates is a huge time saver and efficiency booster for our team. I particularly appreciate the ability to add PDFs and JPGs as attachments to our sales quotes for terms, conditions, engineered drawings, and brochures, which adds a polished edge to our brand appearance. The 'Convert to Template' function is great, allowing us to make small changes to past documents and distribute them quickly without reinventing the wheel. We have excellent customer support, and we are always taken care of, which keeps us coming back year after year. **What do you dislike about PandaDoc?** There is really nothing we "dislike" about PandaDoc. It is a wonderful tool backed by a talented and attentive team! **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc speeds up creating and sending sales proposals, reusing past quotes as templates saves time. Features like adding PDFs and JPGs improve our brand's presentation, making us look more polished. These benefits enhance efficiency and ensure customers take us seriously. ### 42. Effortlessly Streamlines Sales Quotations **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2026 **What do you like best about PandaDoc?** I like using PandaDoc because it makes it easy to quickly get a quote out the door, and I appreciate the ability to create professional-looking sales quotations swiftly. It's great that PandaDoc is cloud-based and easy to use, which simplifies our workflow. The template creation feature is incredibly valuable, as it allows us to customize templates for unique situations with ease. I also find the product catalog very useful for organizing and separating our products by product line. Setting up PandaDoc was very easy, which was a relief coming from a client-server based product that required too much maintenance. **What do you dislike about PandaDoc?** I'd like to see the integration with Salesforce be a little easier to use and understand. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc makes it easy to quickly send professional-looking sales quotations. It's cloud-based and easy to use. The template creation and product catalog features help us customize templates and organize products efficiently. ### 43. Easy Proposal Generation and Handy Copy Feature **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2026 **What do you like best about PandaDoc?** I like the ease of generating a proposal/quotation for our software systems. I find the make a copy helpful so I can make several variations of a proposal without starting over for each one. **What do you dislike about PandaDoc?** don't like the way all documents are displayed by listings. Would like to have the agility to, create a folder per client so I can keep all of their different quotes and proposals together to locate quickly and modify. **What problems is PandaDoc solving and how is that benefiting you?** It helps by having a proposals and quotations being done by all sales reps so their is a constancy of format and pricing. In the apt, we each had our own way of doing it. ### 44. Easy Navigation, but Unreliable Performance **Rating:** 4.0/5.0 stars **Reviewed by:** Myra M. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2026 **What do you like best about PandaDoc?** I like that PandaDoc is easy to navigate and I can see when the document has been viewed. It's also easy to help the consumer fill out the document remotely. The reminder option is valuable as it helps ensure that documents are completed within our strict timeline. **What do you dislike about PandaDoc?** I think it's great. However sometimes it is slow and the links malfunction. Or the site is not working at all. Because of the high volume of documents that are sent out, it's frustrating when someone can't access them because they have to call in or miss the deadline needed for the signing and must start the process again. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to document consumer intake processes and recovery plans. It helps track document views and allows remote consumer assistance, which is valuable for meeting strict timelines with its reminder feature. ### 45. Simplifies Signing, But Needs PDF Improvement **Rating:** 2.5/5.0 stars **Reviewed by:** Nick S. | Marketing Consultant, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about PandaDoc?** I find PandaDoc's user-friendly interface really easy to navigate. The referral program is a great addition because it lets me earn money by referring the product. I also like how when you send a document to be signed, the person on the receiving end gets an email notice that doesn't end up in the spam folder. Additionally, I can easily share a document to sign via a link. The initial setup was very easy as well. **What do you dislike about PandaDoc?** PandaDoc sometimes cannot read some PDF files with signatures from other services. There is a bug. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc helps avoid paperwork and meeting with a boss personally to sign a paper. It also hosts all agreements in one place. ### 46. PandaDoc’s Record Tracker Makes Team Collaboration Easy **Rating:** 4.5/5.0 stars **Reviewed by:** Jen Q. | Client Experience Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2026 **What do you like best about PandaDoc?** 1. Record tracker 2. team collaboration 3. accessibility 4. formal **What do you dislike about PandaDoc?** the old version of PandaDoc has the 'Comment' section, this is where we put our comments, suggestion, confirmation this was located on the upper right corner of PandaDoc dashboard, not on the document itself, the new PandaDoc version does not have this now. **What problems is PandaDoc solving and how is that benefiting you?** I wouldn't call it a 'problem', but we can now monitor and track our documents ### 47. Streamlined Document Workflow, Needs Brand Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2026 **What do you like best about PandaDoc?** I love the PandaDoc document builder and CPQ feature because it's really nice and makes templating so much easier, especially since I used to do all my docs in LaTeX, which was a pain. I also find the legally binding signatures feature helpful as it allows me to know the status of the signer and send custom reminders. The initial setup was very straightforward, with a good collection of templates ready to be customized. **What do you dislike about PandaDoc?** I find a way that people in the capital markets don’t laugh at our firm for not using DocuSign. I feel that PandaDoc’s overall brand identity can be a bit childish at times. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for sending agreements and engagement letters. It provides legally binding signatures, status tracking, and custom reminders. The document builder and CPQ feature make templating easy, saving time compared to my previous LaTeX method. ### 48. Digital Signatures That Keep Scheduling Fast and Smooth **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** August 11, 2026 **What do you like best about PandaDoc?** The digital signature has been a game changer for our business! It allows customers to quickly accept and get on the schedule. The set-up of it notifying me by email keeps the process running smoothly **What do you dislike about PandaDoc?** I don't think the set-up is perfect, but there is always room to improve. I would like the form to do better at prompting customers about check boxes without the requirement to select them **What problems is PandaDoc solving and how is that benefiting you?** We used to have customers print, sign and send back. This is an issue in this day and age becuase many people don't have printers or the ability to scan it back. It delayed the process 10-fold ### 49. Really handy tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Writing and Editing | Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2023 **What do you like best about PandaDoc?** The interface has changed a little over time, but it's cleaner now and looks great. Still has all the great functionality I look for. **What do you dislike about PandaDoc?** It seems that whenever I log in, there's an update to how many free documents I can upload in a set period of time. It's always enough for my level of use, just a bit odd that it changes so often. **What problems is PandaDoc solving and how is that benefiting you?** I need to have contracts signed by myself and my clients, and this tools is a really simple, easy way for me to manage that. I just send them a link, then I receive the signed contract in my inbox, no hassle at all. ### 50. Such a time saver! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Public Relations and Communications | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2025 **What do you like best about PandaDoc?** I love the ease of use. You setup a template and use it over and over. The autofill (variables) help you not miss any pertinent data. You can add collaborators from your team to review and suggest changes. Once you send the document to a signer, they can suggest edits (or not). I love the option to send a document via link. Its useful when following up with a signer. **What do you dislike about PandaDoc?** There is definitely a learning curve, but once you know what you're doing, its fantastic! **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc helps us manage and track all of our contracts. It saves us time with back-and-forth between our team. ## 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=2&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+10%3A38%3A39+-0500&secure%5Bsession_id%5D=4e0d50b7-5997-437b-a736-2e9a50101635&secure%5Btoken%5D=6c691e5d71cac883a7b6c74a4770cec5d9a189563bf4fd6969e370ede5a33802&format=llm_user) ## PandaDoc Integrations - 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[Slack](https://www.g2.com/products/slack/reviews) - [Square Point of Sale](https://www.g2.com/products/square-point-of-sale/reviews) - [Stripe Connect](https://www.g2.com/products/stripe-connect/reviews) - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## PandaDoc Features **Signature Process** - Document Signing - Reminders and Expirations - Sign-In Process - Mobile Signatures - Signature Workflow - Bulk Digital Signatures - Reporting - Signature Document Creation - Multi-Party Signing - Electronic Signature **Additional Functionality** - Tagging - Natural Language Processing - Data Extraction - Multi-Language - Predictive Analytics - Drag & Drop - Speech Recognition - Reporting/Analytics - Data Storage Management - Virtual Personal Assistant (VPA) - AI Copilot - Customer Segmentation - Collaboration Tools - Data Import/Export - Generative AI - For eCommerce - Role-Based Permissions - Customizable Branding - Search/Filter - Monitoring - Document Management - API - Data Visualization - Trend Analysis - Machine Learning - Access Controls/Permissions - Alerts/Escalation - Performance Metrics - Real-Time Data - Third-Party Integrations - Mobile App - Multiple Data Sources - For Sales Teams/Organizations - Sentiment Analysis - Activity Dashboard - Chatbot - Workflow Automation **Additional Functionality** - Third-Party Integrations - To-Do List - @mentions - Single Sign On - File Management - Activity Dashboard - Drag & Drop - Alerts/Notifications - Prioritization - Access Controls/Permissions - Screen Sharing - Content Management - Brainstorming - AI Copilot - File Transfer - Calendar Management - Status Tracking - Real-Time Notifications - Version Control - Task Management - Activity Tracking - Real Time Editing - Communication Management - Chat/Messaging - Tagging - Generative AI - Assignment Management - Task Scheduling - Project Management - Collaboration Tools - Workflow Management - Secure Data Storage - File Sharing - Document Storage - Task Progress Tracking - Discussions/Forums - Commenting/Notes - Reporting & Statistics - Contact Management - Video Conferencing - Progress Tracking - Mobile Access - API - Document Management - Customizable Branding **Additional Functionality** - AI Copilot - Generative AI - Search/Filter - Corrective and Preventive Actions (CAPA) - Document Lifecycle Management - Reminders - Reporting & Statistics - Customizable Templates - Compliance Management - For Medical Purposes - For Legal Professionals - Real-Time Notifications - Risk Assessment - Drag & Drop - Collaboration Tools - Workflow Management - Activity Dashboard - Quality Control - Archiving & Retention - Approval Process Control - Secure Data Storage - Mobile Access - Version Control - Task Management - Indexing - Alerts/Notifications - Activity Tracking - Disaster Recovery - Multiple Format Support - Change Management - File Management - File Sharing - Document Management - Document Automation - Third-Party Integrations - Access Controls/Permissions - Data Import/Export - Audit Trail - Role-Based Permissions - Audit Management - API - Rules-Based Workflow - Electronic Signature - Document Review - Full Text Search - Revision History - Real-Time Reporting - Forms Management - Document Generation - SSL Security - Content Management - Access Expiration Management - Optical Character Recognition - Document Classification - Metadata Extraction - Commenting/Notes - Document Editing - File Recovery - Offline Access - Annotations - Compliance Tracking - Email Management - Customizable Branding - Document Capture - File Conversion - Document Storage - Tagging - Automated Scheduling - Metadata Management - Document Templates - Autosave - For Engineering Documents - Training Management - Version Rollback - Digital Signature - Status Tracking - Version Comparison - Document Check-in/Check-out **Additional Functionality** - AI Copilot - Electronic Signature - Approval Process Control - Customer History - Workflow Management - Reminders - Automated Quoting - Price/Margin Management - Contact Management - Drag & Drop - Pricing and Cost Calculations - Calendar Management - Catalog Management - Client Portal - Discount Management - Real-Time Data - Proposal Generation - Billing & Invoicing - Generative AI - Customizable Branding - Template Management - Document Management - Estimating - Email Management - Third-Party Integrations - Reporting & Statistics - Access Controls/Permissions - Customizable Fields - CRM - Pricing Management - API - Accounting Integration - Activity Dashboard - Contract/License Management - Electronic Payments - Audit Trail - Quotes/Estimates **Configuration - cpq** - Product Catalog - Guided Selling - Configuration Rules - Price Configuration - Visual Configuration **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Rich Media - Online Document Creation - PDF Creation - Custom Branding **Contract Management Platform Features** - Contract Creation - Customizable Templates - Contract Editing - Contract Attachments - Contract Collaboration - Approval Process - Notifications & Reminders - Contract Database - Integrations / APIs - Reporting & Dashboards - Government Contracts - Specialty Contracts - Alerts/Notifications - Third-Party Integrations **Functionality** - Remote Notarization - Journal Entries - Integration **Data Sources** - Software - Spreadsheets - Documents **Generation** - Templates - Branding - Email Templates - Alerts/Notifications - Document Templates - Customizable Templates **Platform Basics ** - Data Extraction - Contract Comparisons **Customization** - Custom Fields - Conditional Logic - Multi-page Forms - Design - Forms Creation & Design **Agentic AI - Salesforce AppExchange Apps** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Document Processing & Extraction - AI Proposal Generator Tools** - Requirement Identification & Tagging - Multi-Format Document Ingestion - RFP & Questionnaire Parsing **Pricing** - Pricing Flexibility - Discounting - Commerical Rules - Terms and Conditions - Approval Workflow - Renewals **Workflow** - Document Builder Interface - Collaborative Creation - Assembly and Approval Workflows **Artificial Intelligence Capabilities** - Text Analytics - NLP - OCR **Additional Functionality** - Embedded Forms - Offline Capability - Notifications - Payments - Mobile Forms - Customizable Forms - Real-Time Notifications - Alerts/Notifications **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **AI Response Generation - AI Proposal Generator Tools** - Continuous Learning from Edits - Response Personalization & Tone Control - Contextual Answer Recommendations - AI Draft Response Generation **Additional Functionality** - Search/Filter - AI Copilot - Commenting/Notes - Content Publishing Options - Reporting & Statistics - Content Library - Document Classification - Drag & Drop - Customizable Branding - SSL Security - API - Document Management - Document Storage - Collaboration Tools - Data Capture and Transfer - Autofill - Multi-Channel Distribution - Convert to PDF - Customizable Templates - Media Library - Generative AI - Full Text Search - Surveys & Feedback - Data Import/Export - Forms Management - Electronic Signature - Third-Party Integrations - Reporting/Analytics - Workflow Management - Template Management - Mobile Access **Quoting** - Grouping - Version Control - Quote Document Generation - Ordering - Contracts - Approval Process Control **Analytics** - Engagement Tracking - Proposal Effectiveness Reporting - Reporting and Dashboards **Delivery** - Workflow - Batch - Compliance Management - Workflow Management **Contract Data** - Data Import - Data Export - Custom Reporting - Clause Identification and Mapping **Agentic AI - Contract Management** - Autonomous Task Execution **Agentic AI - E-Signature** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Third-Party Integrations - Multi-Language **Content Management - AI Proposal Generator Tools** - Governed Content Library - Content Versioning & Approval Controls - Duplicate Detection & Content Optimization **Additional Functionality** - Reporting/Analytics - Electronic Signature - Full Text Search - Data Import/Export - CRM - Audit Management - Digital Signature - Contract Drafting - Activity Tracking - Customizable Reports - Sell Side (Customers) - Task Management - Renewal Management - Annotations - Workflow Management - Data Extraction - Audit Trail - Contract Negotiation - Drag & Drop - Document Storage - Customizable Fields - AI Redlining - Version Control - Completion Tracking - Contact Management - Access Controls/Permissions - AI Copilot - Document Review - Customizable Branding - Configurable Workflow - Document Management - Compliance Tracking - Buy Side (Suppliers) - Payment Processing **Admin** - Configuration Ease of Admin - Pricing Administration - Workflow Management - Document Management - Contact Management - Discount Management - Catalog Management - Contract/License Management - Renewal Management - Price/Margin Management - Order Management **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - Electronic Signature - CPQ Integration - API / Integrations - Contract/License Management - Knowledge Base Management - Contact Management - RFP Management - Workflow Management - Document Management - Task Management - API **Generative AI** - AI Text Summarization **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Image - AI Image-to-Text - Generative AI - Document Generation **Collaboration & Workflow - AI Proposal Generator Tools** - SME Assignment & Task Routing - Review & Approval Workflows **Security and Scalability** - Regulatory Compliance - Signature History and Audit - Enterprise Scalability **Channels** - Mobile User Support - Channel Partner Support - eCommerce **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - Document Generation** - Autonomous Task Execution **Analytics & Performance - AI Proposal Generator Tools** - Proposal Performance Analytics **Additional Functionality** - Templates - Collaboration Tools - AI Copilot - CRM - Automatic Formatting - Client Portal - Access Controls/Permissions - Quotes/Estimates - Customizable Reports - Content Library - Data Import/Export - Document Review - Document Automation - Reminders - Audit Trail - Reporting & Statistics - Approval Process Control - Version Control **Additional Functionality** - Customizable Forms - Multiple Format Support - Activity Dashboard - Activity Tracking - Drag & Drop - Digital Signature - Collaboration Tools - API - Search/Filter - Third-Party Integrations - Text Editing - Audit Trail - Approval Process Control - Content Management - Multiple Output Formats - Offline Access - Data Import/Export - Access Controls/Permissions - Forms Management - Data Synchronization - Content Library - Customizable Fields - Multi-Language - Data Storage Management - Contract Drafting - Archiving & Retention - Full Text Search - Interaction Tracking - Contract/License Management - Document Review - Batch Processing - Conditional Logic - Document Management - Document Storage - Template Management - Electronic Signature - Reporting & Statistics - Version Control - AI Copilot - Workflow Automation **Platform** - Custom Branding - User, Role, and Access Management - Internationalization - Performance and Reliability - Integration APIs - Email Management - Template Management - Mobile Access - Forms Management - Contact Management - Compliance Management - Workflow Management - Document Management - Contract/License Management - Renewal Management - Registration Management - Event Management - Marketing Management - Expiration Management - Offline Access - Video Management **Platform** - CRM Integration - Integration API - Internationalization - Scalability - Reporting and Dashboards - ERP Integration - Activity Dashboard - Third-Party Integrations **Additional Functionality** - File Sharing - Approval Process Control - Alerts/Notifications - Authentication - Data Security - Reminders - Reporting & Statistics - Access Controls/Permissions - Version Control - Single Sign On - Audit Trail - AI Copilot - Activity Dashboard - Encryption - Signature Capture - Document Conversion - Drag & Drop - Archiving & Retention - Team Collaboration - Generative AI - Status Tracking - Customizable Fields - Searchable Database - QR Codes - Two-Factor Authentication - Search/Filter - Multi-Location - Real-Time Data - Data Synchronization - Age Verification - Customer Database - Secure Data Storage - Waiver Kiosk - Data Import/Export - Photo Capture - Conditional Logic - Customizable Templates **Generative AI - cpq** - Dynamic Quoting - Dynamic Pricing - Personalized Sale Recommendations **Additional Functionality** - Price and Cost Calculations - Data Visualization - Rules Engine - Real-Time Data - Quotes/Estimates - Audit Trail - Drag & Drop - Access Controls/Permissions - Sales Automation - Document Storage - AI Copilot - CRM - Customizable Templates - Product Configurator - Self Service Portal - Forecasting - Bills of Material - Multi-Currency - Generative AI - Customizable Branding - Electronic Signature - Document Templates - Reporting & Statistics ## Top PandaDoc Alternatives - [Proposify](https://www.g2.com/products/proposify/reviews) - 4.6/5.0 (1,116 reviews) - [Qwilr](https://www.g2.com/products/qwilr/reviews) - 4.6/5.0 (900 reviews) - [GetAccept](https://www.g2.com/products/getaccept/reviews) - 4.6/5.0 (1,252 reviews)