--- title: PandaDoc Reviews meta_title: 'PandaDoc Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 3690 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: 3690 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:** 3,690 ## 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. User-Friendly UI, Powerful Forms & E-Signatures—Though Pricing Runs a Bit High **Rating:** 3.5/5.0 stars **Reviewed by:** Tricia T. | Information Systems Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2026 **What do you like best about PandaDoc?** 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. **What do you dislike about PandaDoc?** 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. **What problems is PandaDoc solving and how is that benefiting you?** Definitely the manual setups per document. Using Templates in our forms and documents has halved the time required for tasks since the fields are already set. ### 2. Smooth, professional offer and onboarding workflows for Talent Acquisition **Rating:** 5.0/5.0 stars **Reviewed by:** Mateo L. | Talent Acquisition Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 11, 2026 **What do you like best about PandaDoc?** I really like how easy it is to upload a document, see it immediately, and add signature, date, and text fields exactly where they’re needed. The alignment tools help everything look clean and professional, which matters a lot for candidate-facing documents. Document tracking is also a big win for me—I can see whether a document has been viewed, who viewed it, and where it is in the signing process, so I know when to follow up or send reminders to different signers. Being able to share a direct link via Slack or email makes it simple to coordinate with candidates and internal stakeholders, and PandaDoc works well across devices so candidates can sign from almost anywhere. I’ve even used it while traveling in Costa Rica, and it felt just as smooth as working from home. **What do you dislike about PandaDoc?** I wish it were easier to set and adjust the signing order, especially when there are multiple signers involved. I also wish that if a signer makes a minor mistake when filling out a document, I could have them redo just that section instead of needing to restart the entire document. I haven’t explored any direct integration with Breezy HR yet, and I’d be interested in learning more about how those tools could work together. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc makes my offer extension and onboarding process much smoother and more efficient, especially when juggling multiple candidates and vendor agreements. The combination of easy document setup, professional presentation, and clear tracking reduces back-and-forth and helps keep hiring and onboarding moving forward. ### 3. Streamlined Document Signing with Minor Template Navigation Issues **Rating:** 4.0/5.0 stars **Reviewed by:** Rachel S. | Business owner, Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2023 **What do you like best about PandaDoc?** I like that I can upload a document and add the text boxes, signature, and date boxes easily. It's all fairly easy and intuitive, helping me get it done quickly. It's really easy to send it out to a client, get it signed, and then receive the confirmation in my email quickly without any fiddling around. I think the tool for getting documents signed by my customers is my favorite because adding extra text or signatures is just so simple and easy. The initial setup of PandaDoc was fairly simple, and I found it easy to use. **What do you dislike about PandaDoc?** I seem to always have trouble finding where the templates of my documents are. For some reason, I just sometimes keep going into trying to create a new one, and I just wanna go straight to the last one that I created. So I find that a bit fiddly. I don't know where to look for it on the menu. If it was really clearly marked, and even if it just offered it to you on the front page, or if there were different boxes on the front page where you could choose and you can see what you're choosing, that would help. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc helps me get documents signed by clients quickly and easily during my programs. ### 4. Streamlined Document Creation and Signing **Rating:** 4.0/5.0 stars **Reviewed by:** Jasleen M. | Account Executive, 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 it makes the entire document-signing process. It’s intuitive for both our team and our clients, and it lets us create professional proposals and contracts quickly, track document status in real time, and get notifications when recipients view or sign. Being able to use reusable templates, collect legally binding e-signatures, and automate reminders has greatly reduced manual follow-up and helped us finalize agreements faster. **What do you dislike about PandaDoc?** One area that could be improved is document editing and formatting. Although the templates are very useful, making layout adjustments can sometimes feel less flexible than in a traditional word processor. It would also help to have more advanced reporting and analytics, simpler management for large template libraries, and more intuitive controls when updating documents that have already been sent. At times, the notification system can generate more emails than necessary, which makes it harder to spot the most important updates. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc has streamlined our contract and proposal process by replacing manual document creation, emailing, printing, and chasing signatures with a single digital workflow. It allows us to quickly generate standardized agreements using templates, send them for e-signature, track recipient engagement in real time, and receive completed documents much faster. This has reduced administrative work, improved the client experience, shortened our sales cycle, and given us better visibility into where documents are in the approval process. ### 5. Simple, Efficient Document Management with Templates, E-Signatures, and Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Emily W. | Charity Partnership Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2026 **What do you like best about PandaDoc?** Simple and efficient it makes creating, sending and managing documents and agreements. Having templates, e-signatures and document tracking all in one place saves a lot of administrative time, while the ability to see when documents have been viewed or completed makes it much easier to keep on top of follow-ups. **What do you dislike about PandaDoc?** One drawback is that some of the more advanced features can feel less intuitive and take time to learn, particularly when creating or editing more complex templates. It can also sometimes feel like there are more steps than necessary for making small changes to documents that have already been created. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc helps streamline the document and agreement process, reducing the time spent creating, sending, chasing and storing paperwork. Having templates, e-signatures and tracking in one place makes administration much more efficient, provides a clear audit trail, and makes it easier to monitor outstanding agreements and follow up when needed. ### 6. Effortless HubSpot Integration with PandaDoc **Rating:** 5.0/5.0 stars **Reviewed by:** Clayton D. | Sales Director, Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2026 **What do you like best about PandaDoc?** I really like the HubSpot integration with PandaDoc; that’s the biggest piece for me. I appreciate how it can pull all my tokens and information from a HubSpot deal quickly and seamlessly build everything into an agreement. I also like that PandaDoc shows me when my prospects have engaged with the documents, which helps me stay on top of follow-ups. Overall, it saves me a ton of time because it’s fast and easy to use. The way everything works together with PandaDoc, including Claude code and HubSpot, is also really impressive. **What do you dislike about PandaDoc?** It'd be nice if the API was a full MCP that could communicate with Claude code and give more insights without having to download a PDF. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc gives me more time with smooth integrations like HubSpot and the API. It saves a ton of time, is really fast and easy, and everything talks together seamlessly. ### 7. Effortless Contract Management with Stellar Usability **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda P. | ICR Corprate Compliance Manager, Enterprise (> 1000 emp.) **Reviewed Date:** August 13, 2025 **What do you like best about PandaDoc?** PandaDoc is so easy to use, and I love the ease it brings. All the stuff is easy to work with, and my clients and vendors appreciate the ease of use too. I love the workspaces feature as it helps keep each branch on their own, allowing me to keep templates and documents with the branch, so there's no confusion or duplicates. The initial setup was also extremely easy! **What do you dislike about PandaDoc?** The updated features are not always communicated effectively in terms of their impact on workflow. I'd prefer more than just a high-level view; screenshots showing each step and how things looked before versus after the update would be really helpful. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc makes it easy to work with large contracts, and my clients and vendors appreciate its user-friendliness. I love the workspaces, which help us keep templates and documents organized without confusion or duplicates. ### 8. Smooth File Integration, Fast Support, and a Feasible UI **Rating:** 4.5/5.0 stars **Reviewed by:** R K B. | Admin, Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2026 **What do you like best about PandaDoc?** The file integration process is smooth, and the user interface is feasible, but it can be improved, the support team is quick. Regarding AI I see need some betterment **What do you dislike about PandaDoc?** Account creation process. As employee who onboard, the account creation completes after their acceptance, which slow down our internal activity to invite member to created workspace by respective team. So we spend double efforts. Invite a user to "Welcome" workspace and wait until user accept and account is created with licence activated. Here, in general, the services should be started in time before user joined with necessary enabled, and it should be a formal login to service via an SSO or from an integration application. But here we work on second time to invite users to other workspaces created internally, this can be avoided. **What problems is PandaDoc solving and how is that benefiting you?** I use this service as admin, an admin and work only licensing and few document signature. Cannot comment on the above question/feedback ### 9. PandaDoc gives marketing control without slowing sales down **Rating:** 4.5/5.0 stars **Reviewed by:** Valeria B. | Deputy Head of Marketing, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** July 15, 2026 **What do you like best about PandaDoc?** The Content Library is probably where PandaDoc has made the biggest difference for our marketing team. We keep approved service descriptions, methodology pages, FAQs, case studies, and commercial terms there, so sales can move quickly without pulling copy from whatever old proposal happens to be sitting on someone’s desktop. We learned that lesson the annoying way after discovering an outdated service description had been reused for weeks. It wasn’t a catastrophic mistake, but it created enough inconsistency that every new proposal started turning into yet another round of copy review. Now the team can drop in an approved block, adjust only what actually needs to change, and keep moving. The editor handles text, images, videos, pricing tables, variables, and signatures without needing someone from design or development to step in. For commercial proposals that need to look polished, survive several edits, and still reach the client the same afternoon, it gives us the right amount of structure without making the document painful to maintain. **What do you dislike about PandaDoc?** The pricing model is where the rollout became less straightforward. The Starter plan covers basic documents and signatures, but the features we actually needed for a controlled sales process—like the Content Library, CRM integration, custom branding, and approval workflows—are in the Business plan. At $49 per user per month when billed annually, it didn’t make much sense to give everyone a license. We ended up splitting access between the people who actively build and manage proposals and those who only need to review pricing, legal language, or campaign details occasionally. That approach worked for us, but it does add some planning to the implementation and makes the value harder to justify for a smaller company that only sends a few proposals each month. **What problems is PandaDoc solving and how is that benefiting you?** A campaign had already cleared our internal review when the client asked us to split the scope across three markets, change the payment schedule, and send a revised proposal before the end of the day. Sales duplicated the approved template and pulled the opportunity data from the CRM, while marketing swapped out the generic proof section for a case study that actually matched the client’s industry. Finance reviewed the updated discount within the approval flow, rather than approving it through a separate email thread that nobody would be able to track down later. During the final check, we caught a broken variable that was inserting the company name where the contact name should have appeared. We fixed it before the document went out and then corrected the template so the same mistake wouldn’t quietly repeat itself in the next ten proposals. A few hours later, the client removed one market, which would normally have resulted in several PDFs with nearly identical filenames and a small internal debate about which version was final. Instead, we updated the same proposal, routed it back through approval, and sent it from the existing workflow. PandaDoc didn’t remove the pressure or make the client stop changing their mind. What it did change was our ability to respond quickly without losing track of content, approvals, pricing decisions, or document versions along the way. ### 10. Standardizing Contract Workflows **Rating:** 4.0/5.0 stars **Reviewed by:** Justin T. | VP Revenue, Mid-Market (51-1000 emp.) **Reviewed Date:** August 10, 2026 **What do you like best about PandaDoc?** What I like best about PandaDoc is how easy it is to standardize and automate our contract workflows. The HubSpot integration has been particularly valuable, allowing our team to generate and manage agreements directly from our existing sales process while reducing manual work and keeping our data consistent. **What do you dislike about PandaDoc?** I’d like to see stronger AI-driven insights across our contract data. We have a lot of valuable information within our agreements, and it would be helpful to more easily surface trends, risks, key terms, and actionable insights across contracts without having to manually review them. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc helps us standardize our contracting process through its integration with our CRM. We can generate agreements using consistent templates and CRM data, which reduces manual entry, improves data accuracy, and creates a more consistent process from deal creation through signature. ### 11. PandaDoc Streamlines Secure Partner Onboarding **Rating:** 4.0/5.0 stars **Reviewed by:** Jyeshat S. | Partner Onboarding specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** July 06, 2026 **What do you like best about PandaDoc?** What I like most about PandaDoc is how it streamlines and automates our entire partner onboarding process while still keeping confidential information secure. As a Partner Onboarding Specialist in an OEM organization focused on identity management, access control, and physical security, I work with distributors, system integrators, vendors, and technology partners across Europe, North America, the Middle East, India, and Asia. Our workflow typically begins with an NDA, then moves to a Partner Information Form, and ends with a Partner Agreement. PandaDoc’s reusable templates, automated reminders, and document tracking have greatly reduced manual follow-ups and improved completion rates. I also really appreciate the dashboard, which makes it easy to see who has viewed a document, how much time they spent on each page, and what still needs action. It’s also simple to replace a signer, search documents by company or email, and organize files by region. Because we often share confidential APIs, SDKs, and integration documentation with OEM partners, PandaDoc delivers a secure, reliable, and highly efficient document management experience that I depend on every day. **What do you dislike about PandaDoc?** My experience with PandaDoc has been very positive overall, and any dislikes I have are really just minor areas for improvement rather than true issues. When I’m managing a high volume of partner documents across multiple regions (Europe, North America, the Middle East, India, and Asia), the search and filtering could be a bit more refined. It works well as-is, but faster advanced filters—or smarter suggestions when partner or company names are similar—would make it even more efficient. I also think the reporting and analytics could be more customizable. The current dashboard already provides strong visibility into document views, time spent, and page engagement, but having additional exportable insights or more trend-based reporting would be especially helpful for larger onboarding programs. Lastly, while signer replacement works smoothly, it would be great to have more automation or intelligent recommendations when roles change within partner organizations, so workflows stay streamlined with less manual effort. Overall, these are small enhancements. PandaDoc still supports our NDA, Partner Information Form, and Partner Agreement processes effectively, particularly when we need to maintain confidentiality for OEM integrations involving APIs, SDKs, and technical documentation. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc helps solve key challenges in our partner onboarding and contract management by improving efficiency, visibility, and confidentiality. As a Partner Onboarding Specialist in an OEM organization focused on identity management, access control, and physical security, I manage NDAs, Partner Information Forms, and Partner Agreements across Europe, North America, the Middle East, India, and Asia. Previously, our biggest pain points were manual follow-ups, limited real-time visibility, and delays in getting signatures from external partners. PandaDoc addresses these issues with automated reminders that reduce the need for constant chasing and keep documents moving on schedule. The tracking dashboard is especially useful because it shows document status, time spent on pages, and engagement levels, which helps me prioritize follow-ups more effectively. It also strengthens organization by enabling structured storage and fast searching by partner name, company, or region—something that’s essential for a large, global partner ecosystem. In addition, because we share confidential APIs, SDKs, and integration documentation only after agreements are signed, PandaDoc supports a secure, traceable, and compliant workflow. This reduces risk and noticeably improves onboarding speed and overall operational efficiency. ### 12. Fast, Effortless Agreements with Easy Link Sharing and Signing **Rating:** 5.0/5.0 stars **Reviewed by:** Lucia I. | Administrative Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2026 **What do you like best about PandaDoc?** It’s super easy to create an agreement in just a few minutes and have someone read it carefully and sign it. They don’t need an account—simply clicking the link I share with them is enough for them to sign the agreement, and they can later receive a copy in their email. **What do you dislike about PandaDoc?** To be honest, I can’t think of anything negative right now. I’ve been using it for three years, and I still find it super useful. **What problems is PandaDoc solving and how is that benefiting you?** I use it for two purposes: contractor agreements and client agreements. This way, we can have all parties’ signatures certified, along with the time and location. Most importantly, it’s easy for everyone—especially clients—because they don’t need to log in or create an account. It usually only takes 1–5 minutes to complete the whole process. ### 13. Intuitive, Reliable Document Workflows with Strong Integrations **Rating:** 4.0/5.0 stars **Reviewed by:** Cecilia R. | Director of Business Operations, Staffing and Recruiting, Enterprise (> 1000 emp.) **Reviewed Date:** July 01, 2026 **What do you like best about PandaDoc?** UI / UX What I like best is how intuitive and easy the platform is to use. The interface is clean, and creating, editing, and sending documents is quick with very little learning curve. Integrations What I like best is it fits well into our workflow and helps automate document creation. Zapier also gives us additional flexibility for custom automations. It is also a native HubSpot integration, although we aren't currently using it as it was added after we operationally set up Performance What I like best is that it's reliable for our day-to-day document workflows. Documents are generated, sent, and signed efficiently, making it easy to scale our processes. Pricing / ROI What I like best is that the Business Starter plan provides solid value for the features included. It allows smaller teams to automate document workflows without a significant upfront investment. Support / Onboarding What I like is having access to an account manager. While our experience hasn't always been perfect, it's helpful to have a direct point of contact when we need assistance. AI / Intelligence Since we don't currently use the AI features, there's nothing specific I'd call out here. If required, I'd simply say: N/A. We are not currently using PandaDoc's AI capabilities, so we don't have enough experience to evaluate this area. **What do you dislike about PandaDoc?** UI / UX There aren't many issues with the interface. The only improvement I'd suggest is making it easier to understand the impact of template changes, as editing templates can unintentionally affect existing automations, which affected over 100 documents being sent. Integrations The biggest drawback is reliability with Zapier. We've experienced occasional issues where changes to templates or document structure caused automations to fail, requiring manual troubleshooting. Performance Performance is generally good, but when integrations fail, it's not always easy to identify the root cause, which can increase the time spent resolving issues. Pricing / ROI The jump from the Business plan to Enterprise is significant. For organizations that don't need every Enterprise feature, it can be difficult to justify the cost, especially when the upgrade is positioned as the primary solution. Support / Onboarding Our account management experience has felt more sales-oriented than consultative. We were encouraged to upgrade to Enterprise, which would have increased our costs by over $2,000 per year, instead of exploring solutions within our existing plan or better understanding our operational needs. AI / Intelligence We haven't used the AI features, so I can't provide meaningful feedback on this area. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc has helped us standardize and automate our document workflows. We use it to generate agreements directly from Zapier, reducing manual work, improving consistency, and speeding up the time it takes to send documents to clients. PandaDoc has helped us build a more efficient and scalable document process while reducing administrative effort. ### 14. Effective for Document Tracking, but Needs Improvements **Rating:** 4.5/5.0 stars **Reviewed by:** Iris J. | Finance Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** October 10, 2025 **What do you like best about PandaDoc?** I like how PandaDoc allows me to see the timeline of multiple reviews and signers of a document. I also appreciate the email notifications that inform me when a document is opened and reviewed, and when it has been signed by all parties. These features are especially helpful for ensuring documents are submitted on time, as they tell me who has signed and who hasn’t, so I can follow up accordingly. **What do you dislike about PandaDoc?** I see the deletion feature has been removed. If I upload a document that is not the right font or the margins are off, I want to be able to delete the document and start over. I would also like a feature that notifies the person who needs the document that they have opened and received it. I would like the audit trail put back on the main page. Some of the team did not like it at first, and some still do not use it. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc helps track document timelines and signatures. Email notifications alert me to needed actions, ensuring timely submissions. It addresses our past issue of tracking document status with DocuShare. ### 15. Very useful **Rating:** 4.0/5.0 stars **Reviewed by:** Denisa C. | Admissions Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** April 16, 2025 **What do you like best about PandaDoc?** My clients can sign documents from anywhere in the world The receipt of the signature certificate that can prove the authenticity of the signatures Easy integration with different tools. (hubspot for example) The user-friendly interface Many options fit all kinds of documents Saving so much paper Saving time spent on tracking signed documents and keeping a tight archive Might be the best tool for digital documents on the market at this present moment **What do you dislike about PandaDoc?** The option for bulk send - I wish there was a customized option to bulk send hundred of documents at the same time (for contract renewal periods) Preview options on dash board Even more broken-down dashboard More time-saving reactivation feature for expired documents **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc has been proven useful especially when it comes to having a database for all the contracts we gather throught the year. It become very easy to track and find documents whenever we need them for a quick double check. Digitalization reduced the cost of printed materials (ink, printing machines and of course paper) ### 16. Flexibility and Features Make PandaDoc a Winner **Rating:** 5.0/5.0 stars **Reviewed by:** Ibrahim R. | Medical Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** June 08, 2026 **What do you like best about PandaDoc?** 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. **What do you dislike about PandaDoc?** nothing yet to be honest. its satisfied all my needs **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for client agreements and employee contracts. It's cheaper, has more features, and is more flexible than DocuSign. It allows me to customize signature sizes to fit my documents perfectly, making the process convenient and efficient. ### 17. PandaDoc Makes HubSpot Proposals Fast, Seamless, and Effortless! **Rating:** 4.0/5.0 stars **Reviewed by:** Bobby C. | Senior Growth Director, Mid-Market (51-1000 emp.) **Reviewed Date:** June 10, 2026 **What do you like best about PandaDoc?** As a Sales Executive, I really like PandaDoc because it keeps all of my client-facing forms in one place. It’s integrated with our Hubspot instance, which allows me to auto-generate and initiate pricing proposals directly from Hubspot. We are able to load all of our pricing tables and everything. So putting together that proposal is a very quick, easy and seamless process, and the PandaDoc UI is on point and makes it virtually effortless. **What do you dislike about PandaDoc?** My only wish would be that the interface was cleaned up. That much more where I could just make any edits to proposal without having to click back into the proposal, and could just do so from the main proposal review page. **What problems is PandaDoc solving and how is that benefiting you?** Freeing up my time to take care of other tasks. I used to have to do all of these proposals by hand individually which can be quite cumbersome when there are multiple to do in a day. Aside from my other responsibilities ### 18. Streamlined Document Approvals with PandaDoc **Rating:** 4.5/5.0 stars **Reviewed by:** Sebastien M. | Account Manager, Recruiter, Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2025 **What do you like best about PandaDoc?** I really like using PandaDoc for approval processes and employment offers. The ability to create and save templates for various documents like employment offers and compensation plans is great because it makes it easy to access and send them out. The recent update that allows for in-line signing and inserting fields in line with text has been a big improvement, resolving issues with signatures displacing. It really helps us to have documents approved before they go out. It's also helpful that I can see when certain documents like termination notices are viewed. Overall, PandaDoc is an integral part of our workflow, especially since we move fast, and it supports our business needs well. **What do you dislike about PandaDoc?** I think the biggest thing that needed improvement was the issue with signatures flying across the file when adding text, but that has been addressed by a recent update. I feel like I also need more guidance or a training course to navigate all the recent changes in PandaDoc, as that's the only gap I have now. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for employment offers and approval processes. It simplifies our approvals with templates, helping us move fast. The in-line signing feature prevents signature issues, making document workflows smoother. ### 19. Capable Platform, Disappointing Support and Renewal Experience **Rating:** 0.5/5.0 stars **Reviewed by:** Michael L. | Sales Director, Mid-Market (51-1000 emp.) **Reviewed Date:** June 05, 2026 **What do you like best about PandaDoc?** PandaDoc provides a straightforward document generation and e-signature experience and integrates well with HubSpot. The platform is easy for end users to adopt, templates are simple to manage, and the document workflow is generally intuitive. For organizations with standardized agreement processes, PandaDoc helps streamline document creation, signature collection, and client onboarding while providing good visibility into document status and activity. **What do you dislike about PandaDoc?** The product itself generally performs well, but the customer experience after purchase can be challenging. Support responsiveness and escalation paths are not always clear when business-critical issues arise, and obtaining ownership of complex issues can be difficult. We also found the renewal process to be unnecessarily adversarial and overly focused on preserving contract value rather than aligning pricing and packaging with actual customer usage and operational requirements. Multiple contract revisions, inconsistent communication, and significant effort were required to document agreed-upon commercial terms. Organizations that depend heavily on PandaDoc for revenue operations should carefully evaluate support expectations, escalation procedures, account management practices, and renewal mechanics in addition to the platform's functionality. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc helps us streamline agreement execution and client onboarding. By integrating with HubSpot, we can generate and send engagement agreements electronically, track document activity, and collect signatures without relying on manual PDF workflows. This improves operational efficiency, reduces administrative effort, and helps move prospective clients from consultation to signed engagement more quickly. **Official Response from Karah Blandford:** > Hey Michael, thank you for taking the time to leave such a detailed and honest review, we genuinely appreciate it, and we're glad PandaDoc has helped simplify your agreement process. That said, what you've described around support responsiveness and the renewal experience is not the standard we hold ourselves to, and we're sorry you had to navigate that. The friction you experienced should never be part of how we work with customers who rely on us for something as important as proposals and contracts. If you're open to it, we want to make this right. Please reach out directly so we can understand exactly what happened and take steps to fix it. Feel free to email me at karah.blandford@pandadoc.com and I'll work with the team to figure out what went wrong here so we can improve for the future. ### 20. The E-Sign Solution for the Everyday Man **Rating:** 5.0/5.0 stars **Reviewed by:** Eldon M. | Strategic Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 19, 2023 **What do you like best about PandaDoc?** Since my previous review, we've implemented the CPQ features of PandaDoc. We use it to run deal-desk, have grants of authorities for our sales reps, and prevent unauthorized discounting or gamification of our legal sales and pricing agreements. This is a big step up in automation from how we've previously used PandaDocs and is much more advanced. That being said, most of the complexity is on the side of the PandaDocs Administrator. While highly technical to setup, once we got it going we were able to reduce all of the inputs to 2-3 variable fields for our Sales Teams making it super simple to use. **What do you dislike about PandaDoc?** Having a specific way to discount by unit/$ and show before/after would be great. Currently you're able to discount by % at the end of a quote, but this doesn't always work for per/unit pricing agreement tables. This is possible through some of the more advanced settings, but requires you to write a bunch of rules/automations for this. This makes it marginally more difficult when things change and need to be updated given the scale of rules/automations. More logic on auto-setting amounts for date fields would also be great. **What problems is PandaDoc solving and how is that benefiting you?** My Department executes a variety of agreements with our existing clients to expand upon our initial offerings and contracts. PandaDocs provides a simple integrated solution that allows my team to not fuss over contracts, quickly draft them, and get them into a client's hands without spending inordinate amounts of time with legal or management to ensure we're in compliance with different policies and procedures. ### 21. Best Proposal Tool with Seamless Gmail Sync **Rating:** 5.0/5.0 stars **Reviewed by:** Adrienne H. | client development strategist, Mid-Market (51-1000 emp.) **Reviewed Date:** April 23, 2026 **What do you like best about PandaDoc?** I find PandaDoc to be very user-friendly, which is crucial for my role in the business development team. It gives me the freedom to tailor each proposal correctly to my clients and prospects. I really like being able to easily access already existing tables and the ability to show and hide items that need editing. The library feature is another big plus, as it allows me to add additional information to my proposals. Moreover, it syncs seamlessly with my Gmail and Slack, which streamlines my workflow. It's the best proposal generation tool I've used in my career, and setting it up was super simple. I work in a company with over 300 employees, and I would rate my likelihood of recommending it as a 10 out of 10. **What do you dislike about PandaDoc?** There is an extra row that appears on our proposal when building that I always have to delete. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc gives me freedom to tailor each proposal and is user-friendly. I like accessing existing tables, showing and hiding items for editing, and the library for additional info. ### 22. Intuitive and Perfect for Solo Entrepreneurs **Rating:** 5.0/5.0 stars **Reviewed by:** Denise G. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2025 **What do you like best about PandaDoc?** I really enjoy PandaDoc because it makes it easy for my clients to see that they've accessed the documents. I love how easy it is to keep templates, as I don't like reinventing the wheel over and over again. It's very intuitive and simple, which really suits my 'learn as you go' style, because I don't like reading a lot of instructions or watching videos. I find it very easy to use and navigate. I really appreciate the ability to use templates the most, allowing me to build forms and then customize them for each use. I also like to use PandaDoc with Canva, which adds to its versatility. It was affordable, easy to understand, and I liked it right from the receiver side when somebody first sent me a document through PandaDoc. The initial setup was very easy—I tried the free trial and knew it was perfect, so I signed up. Overall, I recommend PandaDoc all the time and would rate it a ten. **What do you dislike about PandaDoc?** I really don't have any dislikes, perhaps because I simply use if for what I need. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc makes it easy for clients to access documents and allows me to keep templates for contracts, coaching agreements, and mentoring forms. It's intuitive and simple, saving me from reinventing the wheel every time. ### 23. Super Easy and Intuitive Document Management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2026 **What do you like best about PandaDoc?** PandaDoc is super easy to use and super intuitive, which makes my life easier. It allows me to edit documents without having to fill every single item again, making it a pretty cool tool. I appreciate that it's the best tool for what I need to do. The automatic signature detection feature is really helpful when I upload documents that need a customer's signature. Instead of printing and getting manual signatures, I can just send an e-document for e-signature, which is pretty useful. The initial setup was incredibly easy; someone explained it to me in ten minutes, and I immediately understood what to do. It's perfect for our small team as well, with three of us using it effectively. **What do you dislike about PandaDoc?** One thing I would change is that I don't always get messages when the customer replies to the email we sent out with PandaDoc. I don't always get a response in my email inbox. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc is super easy to use and intuitive, allowing me to quickly send documents for e-signature. It simplifies editing without re-filling information, saving time. The tool automatically detects signatures, streamlining the document approval process and making my life easier. ### 24. Effortless E-Signing with Intuitive Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Mechell B. | Loan Processing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2026 **What do you like best about PandaDoc?** I like the ease of the interface in PandaDoc. It's very easy to navigate and manage different fields, adding or deleting fields as needed. I also appreciate how it integrates with my whole team, allowing everyone to use PandaDoc seamlessly. When I send something out, everyone is alerted or notified, which is really efficient. I love how we can add different recipients and additional people to the documents smoothly. The initial setup was pretty good with no issues; we just signed in and started using the program, and it's been great. We can also transport terms straight into PandaDoc from Salesforce, which I think is a great feature. **What do you dislike about PandaDoc?** Right now, when I enter the text field, I'm unable to change the font size. Previously, I was able to do that, but I'm seeing that I'm not able to edit the font size of my text when I use a text field. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to easily and efficiently get loan documents signed, which streamlines our loan processes. It integrates my whole team, ensuring everyone gets notified when I send something out. ### 25. Effortless Client Signatures, Fast and Easy **Rating:** 5.0/5.0 stars **Reviewed by:** JORGE P. | AGENT, Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2026 **What do you like best about PandaDoc?** What I like the most about PandaDoc is that we can do the whole process in, like, less than a minute. It's very easy and simple to use. After that, all we have to do is just send our clients a link, and they'll be able to sign whatever forms they have to sign in under a minute. It makes it valuable to me because having the ability to get that done under a minute allows us to get more business done, move faster, and have our clients satisfied. It improves our efficiency by having a certificate of completion, allowing us to be on point with all the documents and regulations we have to follow. It also improves the client's credibility with us, having a document that they signed and a copy of their own. The process is self-explanatory; it's pretty straightforward. It already uses an AI-generated system, which allows us to make the process even quicker for the clients. The initial setup was very easy, and I think it's a pretty reasonable price for all the services included. **What do you dislike about PandaDoc?** The pricing be a bit high,some advanced features feel unnecessarily complex for everyday documents workflow **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to get signatures quickly and easily, even for clients unfamiliar with technology. It's straightforward, saves time, and improves efficiency. It helps with compliance by providing certificates of completion, ensuring we meet regulation guidelines and enhancing client relationships. ### 26. Easy to use and saves so much time! **Rating:** 5.0/5.0 stars **Reviewed by:** Shane W. | C, Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2021 **What do you like best about PandaDoc?** I enjoy the easy to use platform to build documents/templates to increase efficiency. The dashboard is a life saver as it allows me to easily check where a client is at with a document and allows me to chase them when required **What do you dislike about PandaDoc?** I find that I some times have issues with numbering and tables, however I think is is moreso from me having an MS Office mentality and that it will just take some time to get used to PandaDocs instead **What problems is PandaDoc solving and how is that benefiting you?** Clients are readily responding as they do not need to rely on printers to progress their matters and they can easily sign on all of their devices - which makes it great for everyone involved ### 27. Streamlined Document Management with Convenient Features **Rating:** 4.5/5.0 stars **Reviewed by:** Perdina B. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 27, 2025 **What do you like best about PandaDoc?** I like how convenient PandaDoc is. I'm able to text or email a document for parents to review and sign according to their preference. I appreciate that everything I need is all contained in one website, making it easier to lump together or send multiple documents to families. The reminder tab is helpful, letting families know if they missed a part or didn't complete a document. I also value the activity area where I can see if a parent has viewed the document, which helps guide them if they have any questions or concerns. The initial setup was very convenient, and the seamless process made it easy to get started. **What do you dislike about PandaDoc?** Something on PandaDoc that doesn't always work the best is when families are signing documents. Sometimes the signature is not saved all the way through, so the document is in a pending status even though I can see the person's signature on the document. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc solved the need to meet in person for document completion and makes document sharing with families much easier, ensuring they are signed promptly. The PandaDoc app is not consistent. ### 28. Flexible Form Edits and Time-Saving Document Downloads at a Great Value **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2026 **What do you like best about PandaDoc?** I love that I can edit forms even after I’ve started a signature request. I also really appreciate the integration that lets me download multiple forms separately from a single signing package request, which is immensely valuable for my line of work. It saves much-needed time by making it easier to organize different groups of documents into separate folders. This program is a much better value, for a cheaper price, than any other program I've subscribed to in the past. **What do you dislike about PandaDoc?** The only complaint I have is sometimes the program lags in the middle of trying to setup new contacts. **What problems is PandaDoc solving and how is that benefiting you?** In the past, I had to literally use a copier and scan each document into my email and use the Adobe program and try to edit and combine each page. A huge waste of time! PandaDoc also has great customer support which helps me learn how to use all the features and cuts down on wasted doc prep time by at least 75% a week. ### 29. Effortless Document Management, Needs More Creative Freedom **Rating:** 5.0/5.0 stars **Reviewed by:** Kelsey D. | Corporate Events Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2026 **What do you like best about PandaDoc?** I like how PandaDoc makes sending contracts and invoices super easy, saving me from spending too much time writing them. I appreciate the ease of use and the ability to use saved templates so I don't have to start from scratch on every contract. The saved templates allow me to skip many steps, instead of building contracts from scratch. I am able to maintain the same formatting and structure on all invoices and contracts, which helps build brand awareness. The initial onboarding process for learning how to use it was super easy, and as a team of event planners, PandaDoc has allowed us to navigate the process of sending proposals, contracts, and invoices easily and efficiently, increasing our output throughout the workday because of the time saved. **What do you dislike about PandaDoc?** I do think it can be a little clunky as far as formatting goes. I wish there was a little bit more creative freedom, kind of like how Canva has their creative technology set up. PandaDoc is more structured and you can't, like, drag and drop things. You have to click buttons to move and adjust things. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for sending contracts and invoices easily, saving time on formatting with saved templates. It helps maintain cohesive document structure, increasing efficiency and brand awareness. I like how it streamlines our process and allows more output during the workday. ### 30. Mostly User-Friendly, Fast Platform with Reliable Uptime **Rating:** 4.5/5.0 stars **Reviewed by:** Alyce H. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2026 **What do you like best about PandaDoc?** The ease of use once inside a document or template. It is very user friendly and the web interface is simple and poignant. The process moves quickly and is consistent. I've never encountered any outages or downtime while using the platform. It's very affordable, especially for a small business. **What do you dislike about PandaDoc?** I don't like the main landing page. It feels cluttered with so many different options that if I haven't used it in a while it takes a few extra minutes for me to get where I want to go. I wish there were shortcuts I could create. If there is that capability, I surely could not locate it. I also don't like that you cannot download reports - they must be emailed to you. This is a huge miss for me. **What problems is PandaDoc solving and how is that benefiting you?** It bridges the gap for electronic signatures. That's all we use it for. ### 31. Effortless Document Management with Real-Time Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Andrea Z. | Enterprise (> 1000 emp.) **Reviewed Date:** August 10, 2026 **What do you like best about PandaDoc?** I love how easy it is to use PandaDoc; the UI is very simple and sleek. It makes editing fields a breeze. Navigating through documents to find specific information is straightforward, and the overall experience is great. I really value the visibility per page, as it helps me see how much time clients spend on each page, allowing me to identify and reduce bottlenecks when sending contracts out. The copy link button is also very useful for sending documents through other forms. Setting up PandaDoc was incredibly easy and took only about ten minutes, especially since I was previously a DocuSign user. Also, I appreciate the instantaneous setup with no problems at all. **What do you dislike about PandaDoc?** N/a **What problems is PandaDoc solving and how is that benefiting you?** I find PandaDoc gives me real-time visibility into client interactions with contracts, enabling me to walk them through agreements effectively. It reduces bottlenecks in getting contracts out by showing how much time is spent on each page. ### 32. Effortless Document Management and Signing **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Civic & Social Organization | Mid-Market (51-1000 emp.) **Reviewed Date:** July 08, 2026 **What do you like best about PandaDoc?** I love that PandaDoc is very user-friendly and easy to understand, making my job a lot easier. The ease of use is fantastic because I can upload documents, attach recipients, and edit fields easily with just a few clicks. It's super helpful that I can assign document fields to whoever I need to through either email or phone number. This method is a safe way to send documents with PPI, and it allows for a quick and efficient way of getting documents signed in a timely manner. The initial setup was very easy, making it simple to adapt to using PandaDoc effectively. **What do you dislike about PandaDoc?** I think when you first create a profile with PandaDoc, it would be nice to have a tutorial to learn all the features, but otherwise, it's super easy to learn and adapt to changes. **What problems is PandaDoc solving and how is that benefiting you?** I find PandaDoc is a safe way to send documents with PPI, making it quicker and easier to get documents signed. It simplifies my job by letting me assign document fields through email or phone, eliminating the need for mail or in-person handling. ### 33. User-Friendly Mobile Contract Signing with Great Pricing and Tailored Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2026 **What do you like best about PandaDoc?** It is very user friendly and can be used on a mobile device. This is helpful because most of our healthcare professionals are busy and sign their contracts via mobile device. The pricing is cheaper than other competors with the same level of service. Also, when our company first started to use panda doc they held a support meeting that was very easy to follow to learn how to use panda doc. They also tailored it to our company's needs. **What do you dislike about PandaDoc?** Sometime Panda doc performs very slowly. It will slow down my computer and freeze. I also don't like how integrating my companies document I can't make the document editable or it removes our company logo and other things. **What problems is PandaDoc solving and how is that benefiting you?** It is solving the problem of having a safe space to quickly send out documents that need a signature. It is easy to use across many platforms including a mobile device. ### 34. Streamlines Document Management with Ease **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** June 24, 2025 **What do you like best about PandaDoc?** I like that PandaDoc is easy to use, especially for getting contracts, leases, or purchase contracts done electronically and signed. It lets me create signable documents without needing to go back and forth, and I know if the client has viewed it. It saves me time because it's relatively intuitive, and I can figure out how it works by poking around since it uses common sense. I like that it allows me to make legally binding documents easily, even when I'm not sure what I'm doing. PandaDoc does some of the heavy lifting for me, which I really appreciate. One of the features I enjoy is that when sending a contract to someone already in the system, I can simply enter their email address, and it automatically recognizes them, saving me time. Also, when dealing with multiple documents, PandaDoc remembers the size of the fields from the first and applies it to subsequent ones, which I like a lot. Overall, I would recommend PandaDoc to a friend. **What do you dislike about PandaDoc?** What I don't like is when I'm sending the same lease paperwork over and over again, and the field sizes are always gonna be the same from the same PDF file that I put through PandaDoc. So when you start adding fields to a document for signature, it would be nice if I didn't have to have a field this big and shrink it down to this big every time. So it'd be nice if it had a more smaller default field size when laying down the fields on the signable document. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to create signable documents, saving me time with its easy-to-use platform and automation features. It eliminates back-and-forth communication, offers visibility on client engagement, and maintains field sizes for repeat documents, streamlining my workflow. ### 35. Streamlined Client Onboarding with PandaDoc **Rating:** 4.5/5.0 stars **Reviewed by:** Malik M. | BDM, Mid-Market (51-1000 emp.) **Reviewed Date:** June 16, 2026 **What do you like best about PandaDoc?** I find PandaDoc incredibly useful as it makes onboarding new clients super easy. It instills trust as a very trusted software and is easy to use. I like the different templates available, making it simple to edit and send out contracts quickly. It also helps send reminders to clients, which speeds up their signing process. The feature that reminds clients to sign contracts is particularly valuable, as it allows me to prompt them without having to reach out physically. The ability to save templates is fantastic because it speeds things up for different departments to sign or send out contracts. Integrating with Salesforce is super easy and makes tracking contracts on actual opportunities super straightforward. Setting up was a breeze; I just logged in, and everything was ready with all templates at my disposal. I would highly recommend PandaDoc, rating it a nine or even a ten due to its ease of use. **What do you dislike about PandaDoc?** I honestly don't have any bad things to say about Panda Doc **What problems is PandaDoc solving and how is that benefiting you?** I find PandaDoc makes it very easy to onboard new clients and send out contracts quickly with templates. It eases the signing process with reminders, boosting efficiency. Integrating with Salesforce simplifies contract tracking significantly. ### 36. Streamlined Document Management, Top User Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Stephen R. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2026 **What do you like best about PandaDoc?** I like PandaDoc's automation, especially for having all our day-to-day agreements in one place. The edit functionality is great for making quick changes with redlines. I appreciate the reminders and the ability to include a link to access the agreement. I also like the notifications when documents are opened or signed, which help me avoid constantly checking in. Overall, PandaDoc is more user-friendly compared to what we used before, and the initial setup was very easy. **What do you dislike about PandaDoc?** I think it would help to be able to set reminders after the fact, not just when you build and send it. I don't believe you can set a reminder after you've already sent it. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to speed up building agreements. I like the automation, edit functionality, reminders, and notifications, which save me from constantly checking in. Having all approved documents accessible is convenient, and quick edits help with redlines. ### 37. Cost-Effective Alternative with User-Friendly Interface **Rating:** 4.0/5.0 stars **Reviewed by:** Lori M. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2026 **What do you like best about PandaDoc?** I appreciate that PandaDoc is user friendly and offers very similar features to DocuSign but at a lower price point. I find it convenient that once I assign a document to approvers, I am notified again only when it's completed by all signers, which is helpful for managing approvals across a global organization. I also like that files are retrievable after signing for up to a year, which serves as an extra storage feature. The search feature to locate signed files is another aspect I find valuable. The initial setup and training were pretty easy and straightforward. **What do you dislike about PandaDoc?** I notice that once the document is approved, it does not always change to Completed. Sometimes it shows as viewed or signed and is already complete. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc allows me to manage approvals across our global organization seamlessly, offering a user-friendly platform with a search feature that helps retrieve signed documents for up to a year. ### 38. Professional and Efficient Document Management for My Clinic **Rating:** 4.5/5.0 stars **Reviewed by:** Shubham S. | Owner, Hospital & Health Care, Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2025 **What do you like best about PandaDoc?** It continues to be useful for organizing treatment plans, patient education documents, and clinic related paperwork in a structured way. The workflow feels efficient and document sharing remains smooth for regular professional use. **What do you dislike about PandaDoc?** Performance could be improved while handling larger multi-page documents with images and tables. A clearer document tracking view for managing multiple patient-related files would make clinic workflow even more efficient. **What problems is PandaDoc solving and how is that benefiting you?** Before using PandaDoc, preparing treatment plans, diet charts, follow-up instructions, and procedure packages for patients was time consuming. I had to create each document from scratch or use multiple tools, which sometimes led to mistakes or missing details. PandaDoc solves this by letting me use templates and add all patient details, treatment steps, consent sections, and instructions in one professional document. I can send it to patients for approval, track if they have viewed it, and store it automatically in Google Drive. This saves me a lot of time, reduces paperwork, and keeps my documentation organized and professional. I can focus more on patient care instead of document management, and it ensures nothing gets missed in my daily clinic workflow. ### 39. PandaDocs Makes Editing and Document Management Effortless **Rating:** 4.5/5.0 stars **Reviewed by:** Tara B. | Operations Manger, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2026 **What do you like best about PandaDoc?** Ease of editing! Adobe was the worst when it came to adding fields and filling them out, but PandaDocs makes it so much easier. **What do you dislike about PandaDoc?** There have been a lot of interface changes over the last three months, and it’s making our instruction manuals go out of date really quickly. Buttons keep changing, the flows are different, and it’s hard to keep up. I’m not against changes—they can be good—but the pace has been very fast. **What problems is PandaDoc solving and how is that benefiting you?** We use it for signing and for filling out documents, and it keeps track of all of our templates. The templates feature is absolutely essential for us, since we probably have 300+ templates. ### 40. PandaDoc is fast, easy to use and the tracking helps to keep everything in order. **Rating:** 5.0/5.0 stars **Reviewed by:** Mathew E. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** March 22, 2023 **What do you like best about PandaDoc?** PandaDoc still keeps everything easy to use and navigate even on their free tier plan. Once a document is uploaded, it is easy to drag and drop the action items as needed. If you are a small business or start-up, using the free tier can be rather efficient and effective. **What do you dislike about PandaDoc?** I have not used the word document format since I have had issues with that in the past; uploading a PDF works perfectly great and that is what I usually go with. **What problems is PandaDoc solving and how is that benefiting you?** Having documents be sent out for e-signatures and hold legal weight at the same time. PandaDoc makes the upload, identify, send, sign and recieve process efficient, ease and smooth. ### 41. The NEW PandaDoc - Faster and Easier! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Mid-Market (51-1000 emp.) **Reviewed Date:** January 19, 2023 **What do you like best about PandaDoc?** I use PandaDoc every single day, and this latest update made a great tool even better. The new condensed layout means less scrolling, and the updated formatting tools cut down on unnecessary clicks. It makes my job so much easier and helps me close out signed documents in record time! **What do you dislike about PandaDoc?** With the new version of PandaDoc, there is no real way to just simply delete a document anymore. I only have the option to archive. The delete button was faster and easier. Also, the new version makes changing the Primary signer a little more labor intensive. At times, I have given up and just deleted the version and created a new one. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc is helping solve a time problem for my school district. It was sometimes taking months to receive signatures before using PandaDoc and now we typically receive signatures the same day we send them out. ### 42. Affordable, Fast, and Easy E-Signatures with PandaDoc **Rating:** 5.0/5.0 stars **Reviewed by:** Cassandra G. | SEO Strategist, Internet, Small-Business (50 or fewer emp.) **Reviewed Date:** August 07, 2026 **What do you like best about PandaDoc?** I was using DocuSign and paying $15 a month for only 5 signatures. PandaDoc is much more affordable and way easier and quick to use. I love that you can use their auto-align for the signatures. **What do you dislike about PandaDoc?** I guess I'd say that I don't know what else PandaDoc can do. Sometimes I just want to do a quick rinse a repeat of the same document, but different signers. I'm not sure if they have those features. Maybe they do! **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc is solving my issue of having to send out forms to sign. I never know when I'll have forms to sign, so it's nice to have PandaDoc's pricing. ### 43. PandaDoc: One of the smartest subscription I got this year **Rating:** 5.0/5.0 stars **Reviewed by:** JOSE MANUEL C. | Office manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2026 **What do you like best about PandaDoc?** PandaDoc is a very practical tool for our day-to-day work. It helps reduce paper use and reduces the need for our clients to be physically present. The way PandaDoc automates tasks is very convenient, and the subscription pricing is highly competitive. I was very pleased with PandaDoc since the onboarding process, which made it so easy to integrate this tool into our current processes. **What do you dislike about PandaDoc?** I haven’t run into any issues so far; from the very beginning, it was very easy to use. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc saves both our clients and us a lot of time when creating documents that need to be signed. The reduction in our use of paper and printing supplies is also impressive. Also, the automation of reminders and the creation of templates are two advantages that I love. ### 44. Reliable Platform with Valuable Tracking and an Easy-to-Reuse Content Library **Rating:** 4.5/5.0 stars **Reviewed by:** Todd W. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2026 **What do you like best about PandaDoc?** Reliable platform with a good interface. Pretty easy to reuse content library elements and the tracking is valuable - we always monitor and follow opens! We have integrated with Pipedrive and also claude. Pricing is as expected and haven't experienced ay noticeable outages **What do you dislike about PandaDoc?** Wrangling tables can sometimes be painful and blocks are restrictive around drag and drop of images. two small but frequently used items that I would love to see improved. **What problems is PandaDoc solving and how is that benefiting you?** our proposals in one space and having the team able to track and follow them from creation to signoff is core business for new client development and business growth. ### 45. Time-Saving Solution with Electronic Signature Ease for Small Teams **Rating:** 4.0/5.0 stars **Reviewed by:** GTN-O S. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 13, 2026 **What do you like best about PandaDoc?** I appreciate how PandaDoc enhances time efficiency by allowing me to send paperwork for signatures from anywhere at any time. I find the edit boxes with the recipient switcher and electronic signature certification particularly useful. These features save me a lot of time since I don't have to be present in person to sign documents. The initial setup was fairly easy, which was a plus. **What do you dislike about PandaDoc?** I find starting from a filled template with other subjects cumbersome. I wish there was a tool to erase and start fresh rather than having to go back and forth to make a fresh template. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc saves me time by allowing me to send paperwork to be signed anywhere, anytime. The edit boxes with recipient switcher and electronic signature certification also help by saving lots of time filling in and signing documents remotely. ### 46. Effortless Document Management, Instant Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Chloe M. | Salesperson, Mid-Market (51-1000 emp.) **Reviewed Date:** April 30, 2026 **What do you like best about PandaDoc?** I really like using PandaDoc for getting agreements out to clients quickly and efficiently. The ease of use is fantastic, allowing me to draft and send agreements without hassle. I can send agreements to prospective clients within minutes after speaking with them, which is great for keeping the conversation fresh. The initial setup was a breeze, taking just minutes, and I've encountered no issues at all. I also appreciate being able to keep a database of agreements, which is very helpful. Overall, because of these features, I would highly recommend PandaDoc. **What do you dislike about PandaDoc?** There is nothing that I dislike, as it has never fallen short for me. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc lets me quickly send agreements to clients and keeps a database of them. It’s easy to use, allowing me to draft and send agreements fast, often within minutes of a conversation. ### 47. Easy to Use, Very Fast and right tool for PhD Candidates **Rating:** 5.0/5.0 stars **Reviewed by:** Nafiu H. | PhD Candidate, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about PandaDoc?** I like that it’s easy to use and very fast. **What do you dislike about PandaDoc?** Yes, this is the part I really wish they would improve: giving students, especially PhD candidates who are doing data collection, access to discounted prices and also removing the limits on how much they can send. I just got a notification that I’ve exhausted the number of documents I’m allowed to send, and I still have three more to go. This is a real challenge, and now they’re saying that for every new document you have to pay $4, which is expensive. **What problems is PandaDoc solving and how is that benefiting you?** I am a PhD candidate, and I use it to reach out to my respondents and send them my consent form. ### 48. Well-Organized, Easy-to-Use Templates with Excellent Integrations and Support **Rating:** 4.5/5.0 stars **Reviewed by:** P Tyrone S. | Chief Do Gooder and Results Conjurer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2026 **What do you like best about PandaDoc?** Well organized and straightforward to navigate. The templates and forms are easy to use, and the merge tags are implemented excellently. Integrations are also great, which makes the overall experience smooth. Easy for users to sign documents. Onboard and support are excellent **What do you dislike about PandaDoc?** PandaDoc could really use more subscription tiers to make it more affordable for smaller organizations. Even so, I still think it offers good value overall. I’d also like to see more robust text formatting options, especially when it comes to page breaks, numbering, and bullet points. **What problems is PandaDoc solving and how is that benefiting you?** It helps me execute fully templated agreements efficiently and with minimal effort. I can save templated, modular sections for recurring agreement language, which makes reuse straightforward. It also serves as my single source of truth for all of my agreements. ### 49. Effortless Document Management, Highly Recommended **Rating:** 5.0/5.0 stars **Reviewed by:** Mayra R. | Admin, Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2026 **What do you like best about PandaDoc?** I love that PandaDoc makes everything so much easier by not having to print documents and it creates an audit trail for us. It's easy to use and there's not much of a learning curve, which I really appreciate. Also, all my documents are managed through PandaDoc and I think it's the best. The initial setup was very easy, making it convenient to get started quickly. **What do you dislike about PandaDoc?** I like everything about PandaDoc so far, I have not had any issues. **What problems is PandaDoc solving and how is that benefiting you?** I find PandaDoc makes managing my documents easier by eliminating the need to print and providing an audit trail. ### 50. Time-Saving Templates with Few Limitations **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consumer Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 21, 2026 **What do you like best about PandaDoc?** I like being able to create templates and edit them as we prepare contracts in PandaDoc. I also like the ability to replace a document and not have to add all of the 'signature' tabs over again; they remain in the same place as with the original document before it was replaced. I also like the option to copy the document and then rename it, which means we don't have to create another contract, especially if it is for the same Franchisee with all the critical information being identical. Using PDF and the ability to bring in images from other documents uploaded to the Image Library is a great feature. The company also found PandaDoc to be more cost-effective, and the integration of other tools is a more seamless and cleaner process. **What do you dislike about PandaDoc?** Right now a big problem we are having is that when we use the template, we aren't able to place the 'field' labels without holding the Shift key and then that is even a little shaky. One thing that would help us to get these issues resolved is a better way to contact the Help Desk and interact with a Human instead of an automated machine. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc solves repetitive work by allowing us to create document templates, saving time in contract preparation. I like the ability to replace documents without losing signature tabs, and to copy and rename documents, avoiding the constant recreation of contracts, especially for the same Franchisee. ## 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?section=pricing&secure%5Bexpires_at%5D=2026-08-13+14%3A41%3A48+-0500&secure%5Bsession_id%5D=a47cdf67-813c-4399-8d17-5b4a677e4ff7&secure%5Btoken%5D=6d52dca4a90c0532bf0691c4c6efe0b0425e3e80bd020d1b7f6be944c198e5bd&format=llm_user) ## PandaDoc Integrations - 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[Slack](https://www.g2.com/products/slack/reviews) - [Square Point of Sale](https://www.g2.com/products/square-point-of-sale/reviews) - [Stripe Connect](https://www.g2.com/products/stripe-connect/reviews) - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## PandaDoc Features **Signature Process** - Document Signing - Reminders and Expirations - Sign-In Process - Mobile Signatures - Signature Workflow - Bulk Digital Signatures - Reporting - Signature Document Creation - Multi-Party Signing - Electronic Signature **Additional Functionality** - Tagging - Natural Language Processing - Data Extraction - Multi-Language - Predictive Analytics - Drag & Drop - Speech Recognition - Reporting/Analytics - Data Storage Management - Virtual Personal Assistant (VPA) - AI Copilot - Customer Segmentation - Collaboration Tools - Data Import/Export - Generative AI - For eCommerce - Role-Based Permissions - Customizable Branding - Search/Filter - Monitoring - Document Management - API - Data Visualization - Trend Analysis - Machine Learning - Access Controls/Permissions - Alerts/Escalation - Performance Metrics - Real-Time Data - Third-Party Integrations - Mobile App - Multiple Data Sources - For Sales Teams/Organizations - Sentiment Analysis - Activity Dashboard - Chatbot - Workflow Automation **Additional Functionality** - Third-Party Integrations - To-Do List - @mentions - Single Sign On - File Management - Activity Dashboard - Drag & Drop - Alerts/Notifications - Prioritization - Access Controls/Permissions - Screen Sharing - Content Management - Brainstorming - AI Copilot - File Transfer - Calendar Management - Status Tracking - Real-Time Notifications - Version Control - Task Management - Activity Tracking - Real Time Editing - Communication Management - Chat/Messaging - Tagging - Generative AI - Assignment Management - Task Scheduling - Project Management - Collaboration Tools - Workflow Management - Secure Data Storage - File Sharing - Document Storage - Task Progress Tracking - Discussions/Forums - Commenting/Notes - Reporting & Statistics - Contact Management - Video Conferencing - Progress Tracking - Mobile Access - API - Document Management - Customizable Branding **Additional Functionality** - AI Copilot - Generative AI - Search/Filter - Corrective and Preventive Actions (CAPA) - Document Lifecycle Management - Reminders - Reporting & Statistics - Customizable Templates - Compliance Management - For Medical Purposes - For Legal Professionals - Real-Time Notifications - Risk Assessment - Drag & Drop - Collaboration Tools - Workflow Management - Activity Dashboard - Quality Control - Archiving & Retention - Approval Process Control - Secure Data Storage - Mobile Access - Version Control - Task Management - Indexing - Alerts/Notifications - Activity Tracking - Disaster Recovery - Multiple Format Support - Change Management - File Management - File Sharing - Document Management - Document Automation - Third-Party Integrations - Access Controls/Permissions - Data Import/Export - Audit Trail - Role-Based Permissions - Audit Management - API - Rules-Based Workflow - Electronic Signature - Document Review - Full Text Search - Revision History - Real-Time Reporting - Forms Management - Document Generation - SSL Security - Content Management - Access Expiration Management - Optical Character Recognition - Document Classification - Metadata Extraction - Commenting/Notes - Document Editing - File Recovery - Offline Access - Annotations - Compliance Tracking - Email Management - Customizable Branding - Document Capture - File Conversion - Document Storage - Tagging - Automated Scheduling - Metadata Management - Document Templates - Autosave - For Engineering Documents - Training Management - Version Rollback - Digital Signature - Status Tracking - Version Comparison - Document Check-in/Check-out **Additional Functionality** - AI Copilot - Electronic Signature - Approval Process Control - Customer History - Workflow Management - Reminders - Automated Quoting - Price/Margin Management - Contact Management - Drag & Drop - Pricing and Cost Calculations - Calendar Management - Catalog Management - Client Portal - Discount Management - Real-Time Data - Proposal Generation - Billing & Invoicing - Generative AI - Customizable Branding - Template Management - Document Management - Estimating - Email Management - Third-Party Integrations - Reporting & Statistics - Access Controls/Permissions - Customizable Fields - CRM - Pricing Management - API - Accounting Integration - Activity Dashboard - Contract/License Management - Electronic Payments - Audit Trail - Quotes/Estimates **Configuration - cpq** - Product Catalog - Guided Selling - Configuration Rules - Price Configuration - Visual Configuration **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Rich Media - Online Document Creation - PDF Creation - Custom Branding **Contract Management Platform Features** - Contract Creation - Customizable Templates - Contract Editing - Contract Attachments - Contract Collaboration - Approval Process - Notifications & Reminders - Contract Database - Integrations / APIs - Reporting & Dashboards - Government Contracts - Specialty Contracts - Alerts/Notifications - Third-Party Integrations **Functionality** - Remote Notarization - Journal Entries - Integration **Data Sources** - Software - Spreadsheets - Documents **Generation** - Templates - Branding - Email Templates - Alerts/Notifications - Document Templates - Customizable Templates **Platform Basics ** - Data Extraction - Contract Comparisons **Customization** - Custom Fields - Conditional Logic - Multi-page Forms - Design - Forms Creation & Design **Agentic AI - Salesforce AppExchange Apps** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Document Processing & Extraction - AI Proposal Generator Tools** - Requirement Identification & Tagging - Multi-Format Document Ingestion - RFP & Questionnaire Parsing **Pricing** - Pricing Flexibility - Discounting - Commerical Rules - Terms and Conditions - Approval Workflow - Renewals **Workflow** - Document Builder Interface - Collaborative Creation - Assembly and Approval Workflows **Artificial Intelligence Capabilities** - Text Analytics - NLP - OCR **Additional Functionality** - Embedded Forms - Offline Capability - Notifications - Payments - Mobile Forms - Customizable Forms - Real-Time Notifications - Alerts/Notifications **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **AI Response Generation - AI Proposal Generator Tools** - Continuous Learning from Edits - Response Personalization & Tone Control - Contextual Answer Recommendations - AI Draft Response Generation **Additional Functionality** - Search/Filter - AI Copilot - Commenting/Notes - Content Publishing Options - Reporting & Statistics - Content Library - Document Classification - Drag & Drop - Customizable Branding - SSL Security - API - Document Management - Document Storage - Collaboration Tools - Data Capture and Transfer - Autofill - Multi-Channel Distribution - Convert to PDF - Customizable Templates - Media Library - Generative AI - Full Text Search - Surveys & Feedback - Data Import/Export - Forms Management - Electronic Signature - Third-Party Integrations - Reporting/Analytics - Workflow Management - Template Management - Mobile Access **Quoting** - Grouping - Version Control - Quote Document Generation - Ordering - Contracts - Approval Process Control **Analytics** - Engagement Tracking - Proposal Effectiveness Reporting - Reporting and Dashboards **Delivery** - Workflow - Batch - Compliance Management - Workflow Management **Contract Data** - Data Import - Data Export - Custom Reporting - Clause Identification and Mapping **Agentic AI - Contract Management** - Autonomous Task Execution **Agentic AI - E-Signature** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Third-Party Integrations - Multi-Language **Content Management - AI Proposal Generator Tools** - Governed Content Library - Content Versioning & Approval Controls - Duplicate Detection & Content Optimization **Additional Functionality** - Reporting/Analytics - Electronic Signature - Full Text Search - Data Import/Export - CRM - Audit Management - Digital Signature - Contract Drafting - Activity Tracking - Customizable Reports - Sell Side (Customers) - Task Management - Renewal Management - Annotations - Workflow Management - Data Extraction - Audit Trail - Contract Negotiation - Drag & Drop - Document Storage - Customizable Fields - AI Redlining - Version Control - Completion Tracking - Contact Management - Access Controls/Permissions - AI Copilot - Document Review - Customizable Branding - Configurable Workflow - Document Management - Compliance Tracking - Buy Side (Suppliers) - Payment Processing **Admin** - Configuration Ease of Admin - Pricing Administration - Workflow Management - Document Management - Contact Management - Discount Management - Catalog Management - Contract/License Management - Renewal Management - Price/Margin Management - Order Management **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - Electronic Signature - CPQ Integration - API / Integrations - Contract/License Management - Knowledge Base Management - Contact Management - RFP Management - Workflow Management - Document Management - Task Management - API **Generative AI** - AI Text Summarization **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Image - AI Image-to-Text - Generative AI - Document Generation **Collaboration & Workflow - AI Proposal Generator Tools** - SME Assignment & Task Routing - Review & Approval Workflows **Security and Scalability** - Regulatory Compliance - Signature History and Audit - Enterprise Scalability **Channels** - Mobile User Support - Channel Partner Support - eCommerce **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - Document Generation** - Autonomous Task Execution **Analytics & Performance - AI Proposal Generator Tools** - Proposal Performance Analytics **Additional Functionality** - Templates - Collaboration Tools - AI Copilot - CRM - Automatic Formatting - Client Portal - Access Controls/Permissions - Quotes/Estimates - Customizable Reports - Content Library - Data Import/Export - Document Review - Document Automation - Reminders - Audit Trail - Reporting & Statistics - Approval Process Control - Version Control **Additional Functionality** - Customizable Forms - Multiple Format Support - Activity Dashboard - Activity Tracking - Drag & Drop - Digital Signature - Collaboration Tools - API - Search/Filter - Third-Party Integrations - Text Editing - Audit Trail - Approval Process Control - Content Management - Multiple Output Formats - Offline Access - Data Import/Export - Access Controls/Permissions - Forms Management - Data Synchronization - Content Library - Customizable Fields - Multi-Language - Data Storage Management - Contract Drafting - Archiving & Retention - Full Text Search - Interaction Tracking - Contract/License Management - Document Review - Batch Processing - Conditional Logic - Document Management - Document Storage - Template Management - Electronic Signature - Reporting & Statistics - Version Control - AI Copilot - Workflow Automation **Platform** - Custom Branding - User, Role, and Access Management - Internationalization - Performance and Reliability - Integration APIs - Email Management - Template Management - Mobile Access - Forms Management - Contact Management - Compliance Management - Workflow Management - Document Management - Contract/License Management - Renewal Management - Registration Management - Event Management - Marketing Management - Expiration Management - Offline Access - Video Management **Platform** - CRM Integration - Integration API - Internationalization - Scalability - Reporting and Dashboards - ERP Integration - Activity Dashboard - Third-Party Integrations **Additional Functionality** - File Sharing - Approval Process Control - Alerts/Notifications - Authentication - Data Security - Reminders - Reporting & Statistics - Access Controls/Permissions - Version Control - Single Sign On - Audit Trail - AI Copilot - Activity Dashboard - Encryption - Signature Capture - Document Conversion - Drag & Drop - Archiving & Retention - Team Collaboration - Generative AI - Status Tracking - Customizable Fields - Searchable Database - QR Codes - Two-Factor Authentication - Search/Filter - Multi-Location - Real-Time Data - Data Synchronization - Age Verification - Customer Database - Secure Data Storage - Waiver Kiosk - Data Import/Export - Photo Capture - Conditional Logic - Customizable Templates **Generative AI - cpq** - Dynamic Quoting - Dynamic Pricing - Personalized Sale Recommendations **Additional Functionality** - Price and Cost Calculations - Data Visualization - Rules Engine - Real-Time Data - Quotes/Estimates - Audit Trail - Drag & Drop - Access Controls/Permissions - Sales Automation - Document Storage - AI Copilot - CRM - Customizable Templates - Product Configurator - Self Service Portal - Forecasting - Bills of Material - Multi-Currency - Generative AI - Customizable Branding - Electronic Signature - Document Templates - Reporting & Statistics ## Top PandaDoc Alternatives - [Proposify](https://www.g2.com/products/proposify/reviews) - 4.6/5.0 (1,116 reviews) - [Qwilr](https://www.g2.com/products/qwilr/reviews) - 4.6/5.0 (901 reviews) - [GetAccept](https://www.g2.com/products/getaccept/reviews) - 4.6/5.0 (1,252 reviews)