PandaDoc Reviews & Product Details

I really like how easy PandaDoc is to use, especially for preparing and aligning sales agreements and quotes for client signatures. The interface is intuitive, and I appreciate how effortlessly I can drag and drop fields, keeping everything aligned nicely. I find that PandaDoc functions smoothly without much need for additional learning or documentation. Comparing it to other tools like Adobe Sign, I'm more pleased with how straightforward PandaDoc is for what I need. The initial setup was incredibly easy, and I'm very satisfied overall. PandaDoc just works well for creating documents ready to sign, and I'm glad I was introduced to it. Review collected by and hosted on G2.com.

I have found nothing to dislike so far with PandaDoc. Review collected by and hosted on G2.com.

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 We learned that lesson the annoying way after discovering an outdated service description had been reused for weeks.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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I like the user interface, both for the end-user and the backend. It's helpful having all the templates compiled in one place and tracking documents, who's viewed them, who's left to sign, and being able to edit a document completed in error. It allows us to route documents quickly and provides full transparency on document progress. The capability to automatically tabulate totals is a great feature, reducing time and error. The tracking component makes it easy to see the status of unsigned documents, identify bottlenecks, and send reminders to complete tasks, which is very useful. Review collected by and hosted on G2.com.

I wish there was a feature within PandaDoc that allows you to review agreements and ask questions with AI to determine if a contract language has any ambiguous language or needs clarification. I also wish PandaDoc charged a flat fee instead of a fee per document routed because during our initial testing, we didn't realize all those test transactions were counting towards our usage count. PandaDoc's AI feature for asking questions about documents needs improvement, as the information given is a bit convoluted. Additionally, PandaDoc's ability to edit a PDF document is cumbersome, unlike with Word documents which you can upload and edit. With PDFs, you can't make edits in a template like Adobe allows, which is an issue since we use PDF to preserve graphics that get distorted in Word. Review collected by and hosted on G2.com.

I really appreciate PandaDoc's tools and features, especially for the ease of uploading and editing files, and planting areas for signatures and initials. It's very user-friendly both for our organization and for families, allowing them to fill out forms on their own time. The setup process was also very easy. I found that PandaDoc has better features compared to DocuSign, which is why we switched. Overall, I would rate my likelihood of recommending PandaDoc a 10 out of 10. Review collected by and hosted on G2.com.

My only qualm would be the capturing on file attachments that are uploaded on requestion. I'd suggest implementing an ID image insert for secured documents. Other than that, just an easier way to populate images of ID's onto forms. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I appreciate the ease with which I can attach documents and track the progress of signatures. The interface could be better designed but is still easily usable. The tool is very robust and works every time. Review collected by and hosted on G2.com.

The user interface is somewhat deficient. When you want to track 'who's next', it's quite difficult and especially counterintuitive, which complicates the learning curve. Review collected by and hosted on G2.com.

I love the versatility of PandaDoc because I can create new templates to match changes in my business, like bringing on new artists. I can templatize anything, which helps with the repetitive tasks I do. The ability to pop in different information for clients, deals, and artists is super important. It's simple to use, and I'm familiar with it, making it easy to set up and work with. It's fast, allowing me to handle multiple client deals quickly, which is crucial as a sole business owner. Plus, tying it into Pipedrive was hassle-free, which is something I appreciated. Review collected by and hosted on G2.com.

Sometimes it gets cumbersome because of changes in how options are available in documents. It's frustrating that I can't change the font or text size on certain items in a table, while other times I can. It depends on exactly where I click, which can be unclear and not intuitive. Menus might not be where I'd expect them to be, or all options might be lumped together when designing a page or updating a table. This can make it a bit cumbersome at times, especially depending on how flexible I want something to be. Review collected by and hosted on G2.com.

I find PandaDoc to be incredibly user-friendly. I love being able to use it on my iPad, tablet, or phone to quickly browse and manage documents. It's great for organization, especially when dealing with many clients, as it helps me keep tabs on everything and look back on old files when needed. The ability to share notes and have conversations with my team is really nice, as it allows us to address concerns easily and manage leads effectively. I also appreciate that it updates the status of interactions, which is crucial for my work. Setting up PandaDoc in our organization was simple, and it's been integrating well with other services we use. Review collected by and hosted on G2.com.

I don’t have any shared concerns currently for panda doc, our teem outreaches daily to make sure panda doc and JDI are as one Review collected by and hosted on G2.com.

I love PandaDoc because it solves many problems for me, especially eliminating the back and forth of sending contracts to my staff. I send, they sign, and it's completed, which is just great. I appreciate the ease of use, which makes the whole process smooth and easy. The editing and resending features are particularly valuable when changes happen, allowing me to adjust documents quickly and effectively. I'm happy that PandaDoc offers so much more compared to our previous solution, FORMSITE. The initial setup was easy too, making the transition smooth for my team. On top of all that, I'm so satisfied with PandaDoc that I would rate it a perfect 10 for recommending to a friend or colleague. Review collected by and hosted on G2.com.

Sometimes it freezes and it's not always up to speed when I'm trying to do things quickly. Review collected by and hosted on G2.com.