--- title: PandaDoc Reviews meta_title: 'PandaDoc Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 3694 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: 3694 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:** 3,694 ## 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. Simple, User-Friendly Contract Signing That Just Works **Rating:** 5.0/5.0 stars **Reviewed by:** Tim D. | Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2026 **What do you like best about PandaDoc?** It's a very simple way to create, send, and sign binding contracts and documents. We've never had a problem, never had to contact support, as everything is straight forward and user-friendly. **What do you dislike about PandaDoc?** Once in a while, the autogenerated email to the signatory goes to the spam/junk folder. It's not a big deal and it's not the fault of PandaDoc, rather the recipient's email settings. That said, I usually send a direct link to ensure delivery of the e-document. **What problems is PandaDoc solving and how is that benefiting you?** It significantly cuts down the time needed to create and send documents. It also makes editing contracts fast and straightforward, which helps get contracts signed much sooner. The custom fields throughout the document are a huge help, especially for keeping everything consistent. The email reminders to signatories are helpful as well. ### 2. Cost-Effective Document Management with Some Editing Hurdles **Rating:** 5.0/5.0 stars **Reviewed by:** Lauren R. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2026 **What do you like best about PandaDoc?** I really appreciate that there's no additional cost to use the sign-in service with PandaDoc. It's great because I can get signatures on my terms of business without affecting our business in terms of cost for clients that might or might not sign up for our services. **What do you dislike about PandaDoc?** I think creating templates and editing documents sometimes is a little bit more difficult in comparison to, say, Adobe we were using previously. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to send secure and confidential documents to new clients. It allows me to get signatures on my terms of business without extra costs, which is great for managing client expenses. ### 3. Time-Efficient Document Management with PandaDoc **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2026 **What do you like best about PandaDoc?** I find PandaDoc really time-efficient for sending and receiving documents. I like the drag and drop feature because it's just that simple to use from my PC. I also love the drafting feature for my unfinished work. Additionally, I pair it with Google Docs, and it's so good that I've been recommending PandaDoc since the first time I used it. **What do you dislike about PandaDoc?** When creating a document, I'd like instructions to be a little bit simpler. Imagine someone who is 60 years old and not tech-savvy. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for sending and receiving documents. It's time efficient and simple, with drag and drop from the PC, and I love drafting my unfinished work. ### 4. Effortless E-Signatures, Enhances Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Chandra B. | Digital Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** January 28, 2026 **What do you like best about PandaDoc?** I really appreciate PandaDoc's built-in electronic signature capabilities, which make it easy to collect signatures from users. The workflow management is rigid, providing a structured process, and the document builder tool is agile and easy to use. PandaDoc treats every document event, like when a document is sent, viewed, completed, or declined, as a business logic signal that drives real outcomes. This feature helps enforce accountability without manual follow-ups and helps identify authentication failures on secure documents. The initial setup was very easy and cost-effective. **What do you dislike about PandaDoc?** Nothing as of now but there are very miniscule things which could be improved **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for collecting e-signatures easily, leveraging its rigid workflow management and agile document builder tool. It helps enforce accountability without manual follow-ups and detects authentication failures on secure documents. ### 5. Streamlined Our Sales with Effortless Document Management **Rating:** 5.0/5.0 stars **Reviewed by:** Bennett F. | Business Development Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2026 **What do you like best about PandaDoc?** I use PandaDoc for sales and love how it has streamlined the document signing process by reducing the back-and-forth of signing quotes, sales orders, and order acknowledgments into one simple document. Its functionality is easy to use—I just upload a PDF, and it automatically detects the fields, letting me edit the field properties as needed. This has cut down quote creation time in half. Being able to upload a PDF allows for easy customization of quotes without altering PandaDoc settings. Setting up PandaDoc was also very easy, I just logged in, went through some instruction guides, and was able to get started. Overall, I'd rate PandaDoc a 10 out of 10 because it's seriously made our sales team more efficient. **What do you dislike about PandaDoc?** PandaDoc typically doesn't detect checkboxes for optional fields in our documents. It would be great if it could detect those checkboxes, as their absence makes upselling and cross-selling customers a bit more challenging. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc streamlines my document signing process, reducing back-and-forth communication. It's easy to use, with automatic field detection, cutting quote creation time in half. ### 6. PandaDoc has been an asset to my firm. **Rating:** 4.5/5.0 stars **Reviewed by:** Jody E. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2023 **What do you like best about PandaDoc?** Interface seems a littler easier to navigate quickly **What do you dislike about PandaDoc?** I think the date feature should auto-default to the last form used **What problems is PandaDoc solving and how is that benefiting you?** Timeframe for having documents reviewed and signed. No longer have to meet in person for each document. ### 7. Great Visibility, But Drag-and-Drop Signature Blocks Feel Clunky **Rating:** 3.0/5.0 stars **Reviewed by:** Hunter K. | VP, Business Development, Mid-Market (51-1000 emp.) **Reviewed Date:** August 10, 2026 **What do you like best about PandaDoc?** I like that I can viability over everything **What do you dislike about PandaDoc?** Sometimes PandaDoc can be a little clunky when dragging blocks for signatures **What problems is PandaDoc solving and how is that benefiting you?** Contract mitigation and tracking. It’s great to see when a customer views and signs ### 8. Easy to Add Signers and Share Links—Our Team Switched from docusign **Rating:** 5.0/5.0 stars **Reviewed by:** gregsheri W. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2026 **What do you like best about PandaDoc?** It is easy to add people to sign, also easy to send them the link when they have issues finding the email. we have already recommended all of our staff to use this instead of docusign. Almost everyone has changed over already **What do you dislike about PandaDoc?** I would like for the document to show what email address is attached to the panda docs **What problems is PandaDoc solving and how is that benefiting you?** we do not have any problems at this time ### 9. Creating Accurate Documents and Saving Time **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2026 **What do you like best about PandaDoc?** The variables in the templates make it easy to keep everything accurate. **What do you dislike about PandaDoc?** It’s frustrating that I can’t add page numbers to documents (i.e., 4/10, etc.). Also, creating a spacer between page elements is a hassle and it limits design flexibility. **What problems is PandaDoc solving and how is that benefiting you?** Having a single tool to create documents has been essential for our business, and it has saved us a lot of time when preparing contracts for both new and existing clients. Plus, being able to send clients a document link so they can sign off or leave comments has been a huge time-saver as well. ### 10. Effortless Document Signing for Small Businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Siddharth W. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2026 **What do you like best about PandaDoc?** I use PandaDoc for getting documents signed, and I find the ease of document execution really beneficial. I like that the initial documents are free of cost, which helps small businesses a lot. The initial setup was a breeze. **What do you dislike about PandaDoc?** I wish some features of Adobe editing could be added to PandaDoc. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for getting documents signed easily. The ease of document execution and free initial documents help small businesses. ### 11. Changes to the platform are sometimes a surprise **Rating:** 4.5/5.0 stars **Reviewed by:** April C. | Administrative Professional, Small-Business (50 or fewer emp.) **Reviewed Date:** January 07, 2022 **What do you like best about PandaDoc?** Pretty much is an easy app for client and customer **What do you dislike about PandaDoc?** Letting us know when changes are made and make it easier to update **What problems is PandaDoc solving and how is that benefiting you?** Simplifies quotation process which makes it a benefit keeping it all in one place ### 12. It is a little clunky but you can make really nice proposals **Rating:** 3.0/5.0 stars **Reviewed by:** Garry C. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2023 **What do you like best about PandaDoc?** The same as previous. making professional looking documents **What do you dislike about PandaDoc?** Much the same as the previous response. It's a lot of work to copy things over to a new document **What problems is PandaDoc solving and how is that benefiting you?** Enabling us to design professionla looking proposals ### 13. Enhances Onboarding with Flexibility, Needs Improved User Memory **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Mid-Market (51-1000 emp.) **Reviewed Date:** June 02, 2026 **What do you like best about PandaDoc?** I appreciate how PandaDoc helps us onboard families immediately without having to wait on anything. We can also be flexible with how we arrange payment. The ability to upload our own Canva docs is important to me. I find it valuable that I can move boxes and cells around as needed. I like the ease of sending documents by link, which allows families to sign instantly. **What do you dislike about PandaDoc?** I wish PandaDoc could instantly remember some of the wording we use. It would be great if it remembered specific user profiles and what they add into the agreements, and then automatically did it itself. Perhaps some sort of AI or technology could be utilized for this. Also, back in the day, the initial setup was a bit more difficult. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc helps us onboard families immediately without waiting, and we can be flexible with payment arrangements. ### 14. Documents Organizable with Agility and Security **Rating:** 4.5/5.0 stars **Reviewed by:** Lorraine C. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 01, 2026 **What do you like best about PandaDoc?** I like that PandaDoc keeps my documents organized and allows me to track signatures. The tool enables me to create documents and adjust them in the best way for me. I appreciate the agility that PandaDoc offers. I also like the ease of sending documents quickly and securely, making them more professional. The organization and production of my documents are highly valued by me. Learning to use PandaDoc was smooth. **What do you dislike about PandaDoc?** I like PandaDoc, it could be faster and have more editing options. **What problems is PandaDoc solving and how is that benefiting you?** With PandaDoc, my documents stay organized, I track signatures, create and adjust documents quickly. I can send them securely, making them more professional. ### 15. Borrowers Sign Documents Easily—A Big Improvement Over Other Systems **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2026 **What do you like best about PandaDoc?** The easy my borrower have in signing documents. It was always a struggle with the other systems that we have. **What do you dislike about PandaDoc?** Sometimes borrowers use one email, especially the elderly. I understand needing a secondary email, but at the moment that is all I can think of. **What problems is PandaDoc solving and how is that benefiting you?** Ease of signing for borrowers that help me spend less time teaching them how to log into our CRM system to sign docs. ### 16. Makes Proposal Creation Fast and Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Kyle S. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2025 **What do you like best about PandaDoc?** What I like best about PandaDoc is how easy it is to use. The interface is clean, the features are straightforward, and it makes creating and sending documents incredibly simple. It saves me a lot of time, especially with templates and tracking. I also like that I can see when someone opens a document because it helps me follow up at the right moment. Overall, it makes my workflow faster and helps me stay organized. **What do you dislike about PandaDoc?** There is not much I dislike about PandaDoc. The only thing I would mention is that a few features could be a bit easier to find like content library. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc is solving the problem of slow and messy document workflows. It lets me create, send, and track documents all in one place, which saves a lot of time. I no longer have to jump between tools or wait on signatures. Everything moves faster and feels much more organized. ### 17. Clean, Simple Interface with Great Automatic Field Detection **Rating:** 5.0/5.0 stars **Reviewed by:** Gabriel R. | Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about PandaDoc?** Ease of use: the automatic field detection works well, and the interface is clean, simple, and easy to navigate. **What do you dislike about PandaDoc?** Just stared using it and have found nothing. **What problems is PandaDoc solving and how is that benefiting you?** automating contract signing. saves time since it is easy for clients to just sign the document without hassles. ### 18. Very Intuitive and Straightforward to Use **Rating:** 4.5/5.0 stars **Reviewed by:** Raymond D. | Senior Insurance Brok, Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2026 **What do you like best about PandaDoc?** Very intuitive and straightforward to use. **What do you dislike about PandaDoc?** Not being able to void or cancel docs that were sent. **What problems is PandaDoc solving and how is that benefiting you?** Ability to get documents that require timely completion when a wet signature is needed. ### 19. Simple and Efficient Document Management **Rating:** 5.0/5.0 stars **Reviewed by:** Hezel S. | Documents Trainer but I am Temporary Handling a Team as Team Leader, Mid-Market (51-1000 emp.) **Reviewed Date:** May 30, 2026 **What do you like best about PandaDoc?** I like that PandaDoc is simple to use, making document submission and the form-signing process easy for our clients. I also find it easy to use and validate, which is important for our work. The simplicity really works well for us. **What do you dislike about PandaDoc?** n/a **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc simplifies document submission and signing, making it easy for clients to complete forms. It's simple to use and validate, which I value a lot. ### 20. It's easy and it works. **Rating:** 5.0/5.0 stars **Reviewed by:** Alejandro M. | CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2023 **What do you like best about PandaDoc?** No complications. User friendly. No ads. Light and fast. **What do you dislike about PandaDoc?** Better view of the status of a document (who signed, who is missing, etc). **What problems is PandaDoc solving and how is that benefiting you?** Easy signature for multiple recipients. Follow up. Reminders. Information on status. ### 21. From start to finish, PandaDock is the best contracting tool I have **Rating:** 5.0/5.0 stars **Reviewed by:** Stephen S. | Sales Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2025 **What do you like best about PandaDoc?** The ease of creating a document, adding fields, a signer, and cc additional parties. I love that I can track who opened it and who has not. Once fully executed, the turnaround time is record speed. **What do you dislike about PandaDoc?** I struggle to find any negatives, it really is a great product. **What problems is PandaDoc solving and how is that benefiting you?** The tracking and combining of documents is critical. They nail it, a stressless contract signature process. ### 22. Streamlines Sales Workflow, Minor Link Issues **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User | Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about PandaDoc?** I use PandaDoc for my sales team, and it makes getting signed documents for service easier. I also enjoy the notifications it sends and the way it integrates with Google Chat and other programs to make my life easier. The initial setup of PandaDoc was very easy. **What do you dislike about PandaDoc?** I think that the fact that the link you send when looking to have someone sign the document, if glitched by anyone, shows that it's been viewed by the person that needs to sign it, is inaccurate sometimes as sometimes other people end up clicking the link and you think that the person you want to sign has seen it, but they have not. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to make getting signed documents for services easier. I enjoy the notifications it sends and how it integrates with Google Chat and other programs, simplifying my work. ### 23. As easy to use as Pandas are cute! **Rating:** 4.5/5.0 stars **Reviewed by:** Paley L. | CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2026 **What do you like best about PandaDoc?** It is user friendly. Very little set-up required. **What do you dislike about PandaDoc?** I do the same resizing of boxes every single time. I wish it could remember the size I make them. **What problems is PandaDoc solving and how is that benefiting you?** We moved from sending contracts as pdfs that required printing, signing and scanning to esigning for our clients' convenience and to increase the number of contracts we got before completing the job. ### 24. Efficient Integration but Needs Easier Setup **Rating:** 4.0/5.0 stars **Reviewed by:** Christina C. **Reviewed Date:** March 25, 2026 **What do you like best about PandaDoc?** I like how things are encrypted in PandaDoc. I also like how it is easily integrated with Salesforce for the most part. It has fields that are directly pulled from Salesforce, which means we don't always have to manually enter information. **What do you dislike about PandaDoc?** Mapping the fields can be a little bit confusing sometimes. And we do have to outsource a contractor to help us with this, which is a little bit frustrating. I wish it was a little bit more direct and easy to use in that aspect. I do think that it could be a little bit easier for teams to use on the back end when setting things up. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to get agreements signed and encrypted, ensuring industry-standard compliance. It integrates with Salesforce, saving time by pulling fields directly, reducing manual data entry. ### 25. PandaDoc Makes Sending Document Batches Fast and Easy **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Warehousing | Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2026 **What do you like best about PandaDoc?** With PandaDoc, I was able to send a batch of documents to our customers in a short amount of time. **What do you dislike about PandaDoc?** New UX is still not familiar with me. For me the older version is better. **What problems is PandaDoc solving and how is that benefiting you?** We needed to send a document to each customer—more than six thousand in total—and Panda Doc helped us send them out and manage the process until each customer returned the document signed. ### 26. Easiest Document Signing Experience with PandaDoc **Rating:** 5.0/5.0 stars **Reviewed by:** Cole C. | SDR Team Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2026 **What do you like best about PandaDoc?** I find PandaDoc very easy for customers to use, even for those who aren't tech-savvy, which makes the document signing process a breeze. It's simpler than DocuSign, making it easy to open documents, view them, and find signature boxes. I also appreciate that it's easy to walk customers through signing, which is crucial for insurance documents. It's integrated with Slack and works well, adding value to my workflow. Additionally, having a growing team on it is easier, and the initial setup was quite easy. **What do you dislike about PandaDoc?** Making it more obvious to change the automatic reminders **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc makes it easy to walk customers through signing insurance documents and is simpler than DocuSign. It's easy for non-tech savvy customers to use and helps with onboarding a growing team. ### 27. Practical, Easy to Navigate, and Great for CC Notifications **Rating:** 5.0/5.0 stars **Reviewed by:** Monica Andrea P. | Academic Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2026 **What do you like best about PandaDoc?** It is practical and easy to navigate, and the way that I can cc others who are not users for notifications. **What do you dislike about PandaDoc?** I dislike that I need to create a template for the document that requires a signature and then make a copy to set it up for signing. **What problems is PandaDoc solving and how is that benefiting you?** Workflow helps so much to quickly see the ODC that has been sent out and its status. ### 28. Streamlined Document Generation with Easy Setup **Rating:** 4.0/5.0 stars **Reviewed by:** Conway B. | Snr Sales Exec, Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2025 **What do you like best about PandaDoc?** I like PandaDoc because it's really easy to use and has an intuitive interface. It's pretty simple to set up templates and adjust existing ones. I also find it great at automating document generation directly out of our CRM, which is currently Pipedrive. This integration means I can automatically generate documents directly from Pipedrive and send them to clients quickly within a couple of minutes. The initial setup was really easy and took just about ten to fifteen minutes. **What do you dislike about PandaDoc?** I think sometimes being able to easily update templates is not always that easy, but other than that, nothing really. **What problems is PandaDoc solving and how is that benefiting you?** I find PandaDoc great for automating document generation, allowing me to generate documents directly from Pipedrive and quickly send them to clients. ### 29. Great product **Rating:** 5.0/5.0 stars **Reviewed by:** Lillie D. | Property locator, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2023 **What do you like best about PandaDoc?** Use panda doc for service agreements and notarizing clients **What do you dislike about PandaDoc?** Nothing to dislike I love this product thanks so much **What problems is PandaDoc solving and how is that benefiting you?** It helps notarize documents and fulfill my contract ### 30. Easy to Use, Great for Communicating with Clients **Rating:** 4.5/5.0 stars **Reviewed by:** Brendon D. | GM, Mid-Market (51-1000 emp.) **Reviewed Date:** August 10, 2026 **What do you like best about PandaDoc?** Easy to use and good way to communicate with clients **What do you dislike about PandaDoc?** Sometimes spam folders filter the submission to clients **What problems is PandaDoc solving and how is that benefiting you?** Keeping communication at a high level and great follow up ### 31. Streamlines Document Processes, Needs Pricing Flexibility **Rating:** 5.0/5.0 stars **Reviewed by:** Ravi P. | Enterprise (> 1000 emp.) **Reviewed Date:** February 19, 2026 **What do you like best about PandaDoc?** I find PandaDoc to be an excellent app for complete agreement management, as it provides a 360-degree solution from creation to signature to payment. Its reputation as a top-rated platform in proposals, e-signature, and contract management highlights its efficiency in simplifying business document workflows. I appreciate the AI-powered workflow features that transition document handling from a manual burden to an automated process, allowing for faster document generation, enhanced collaboration, and smarter tracking. The integration with CRM systems like Salesforce, HubSpot, and Pipedrive is seamless, enabling automatic import of customer data and document generation directly within the CRM interface. Additionally, starting with a blank document is made easier with the availability of a wide variety of pre-made templates in the gallery, which accelerates the setup process. **What do you dislike about PandaDoc?** While PandaDoc is highly regarded for its ease of use and document tracking, user feedback indicates several areas for improvement, particularly regarding cost, editing flexibility, and customer support. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for managing agreements from creation to signature and payment. It streamlines document workflows, reduces manual tasks, and transforms document handling into an automated process, allowing faster document generation, enhanced collaboration, and smarter tracking. ### 32. Panda Doc Makes Uploading and Signing Fast, Simple, and Reliable **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2026 **What do you like best about PandaDoc?** Ease of upload, making adjustments to documents and sending to recipients for easy signing. Its a simple process. The price is reasonable in comparison to other products and support is available when needed. Panda Doc has all the performance enhancements I need for an easy and quick upload and completion process. **What do you dislike about PandaDoc?** I haven't run into any issues with Panda Doc to date. **What problems is PandaDoc solving and how is that benefiting you?** It makes it simple to send documents for signing and making edits as necessary, I can effectively time manage and get documents to all who need to be involved quickly. ### 33. Highly Customizable Docs in Any Format **Rating:** 4.0/5.0 stars **Reviewed by:** Angus M. | Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2026 **What do you like best about PandaDoc?** It's very customizable - I don't see a way you couldn't get a doc in a format you'd like. **What do you dislike about PandaDoc?** can be a bit buggy with the objects but it's not impossible to overcome this and it's not like other softwares don't have this issue as well. **What problems is PandaDoc solving and how is that benefiting you?** time it takes from closing a deal and sending the contract ### 34. Flexible, Professional Document Design and Branding **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2026 **What do you like best about PandaDoc?** I like how flexible the platform is to accommodate a variety of types of documents. It also seems like PandaDoc is more focused on professional visuals and branding versus competitor products. **What do you dislike about PandaDoc?** The set up for highly custom and variable documents is a bit difficult. Certain UI elements that you'd expect to work one way, don't. Once you get the hang of it, you can start to build quicker and more complex things. **What problems is PandaDoc solving and how is that benefiting you?** A formal paper process that is integrated into our CRM and other systems. Makes collecting signatures and finalizing partnerships much smoother and consistent. ### 35. Extremely User-Friendly and HIPAA Compliant **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** August 13, 2026 **What do you like best about PandaDoc?** It is extremely user friendly and HIPAA compliant. **What do you dislike about PandaDoc?** I don't like that I have to go through and assign each individual box. This is tedious for a longer document/contract. It would be nice to be able to assign the entire document with one click and make necessary adjustments from there **What problems is PandaDoc solving and how is that benefiting you?** It's allowing me to capture information from my client in a secure way. ### 36. Seamless Contract Signing Made Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Hari o. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 08, 2026 **What do you like best about PandaDoc?** I like that PandaDoc is easy to use and makes sending contracts straightforward. It's also free, which is a big plus for me. The option to send links and via email makes the entire experience seamless. The initial setup was super easy, and the fact that it's more international was a reason we switched from Signdesk. **What do you dislike about PandaDoc?** It's a bit expensive when the free credits (which is generous) are over. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for contract signing because it's easy to use for sending contracts, and the option to send links and emails makes the experience seamless. ### 37. Efficient Contract Management with Minor Setup Hiccups **Rating:** 4.5/5.0 stars **Reviewed by:** Tina D. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2026 **What do you like best about PandaDoc?** I like PandaDoc for how it allows me to write contracts quickly and efficiently. The speed, efficiency, and storage of contracts really stand out to me. It also works well for repeat customers, making it a reliable tool in my workflow. Additionally, I found the initial setup fairly easy and user-friendly, which is a big plus. **What do you dislike about PandaDoc?** The program could open quicker and have fewer updates. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc allows me to write contracts quickly and efficiently, with speed, efficiency, and storage features being especially useful. It also works well for repeat customers. ### 38. Easy to Use, Generous Free Plan with Certified Signature Pages **Rating:** 5.0/5.0 stars **Reviewed by:** Christopher B. | Sales Agent, Information Services, Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2026 **What do you like best about PandaDoc?** Easy to Use with certified signature pages. Free plan is generous! **What do you dislike about PandaDoc?** Sometimes the Autofill doesn't work right. **What problems is PandaDoc solving and how is that benefiting you?** Getting real estate and rental contracts signed easily. ### 39. All-in-One Solution for Proposals **Rating:** 5.0/5.0 stars **Reviewed by:** Hayley S. | Director, Construction, Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2025 **What do you like best about PandaDoc?** I like how easy PandaDoc makes it to create, send, and track proposals. The templates save a ton of time, the drag-and-drop editor keeps everything consistent, and the real-time notifications let me know exactly when a document is viewed or signed. It brings order to the process in a way that feels clean and dependable, which makes life a whole lot easier on busy days. **What do you dislike about PandaDoc?** I do wish PandaDoc had an internal spell check feature. I also wish it were easier to rearrange the order of documents. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc solves the headache of managing proposals, contracts, and approvals across multiple stakeholders. Before, documents would get lost in email threads or require constant follow-ups. Now, everything is centralized, easy to track, and automates reminders for signatures. This saves time, reduces errors, and keeps projects moving forward smoothly, helping me close deals faster and stay organized without extra effort. ### 40. A Free Version That Truly Works—and Helped Kickstart My Business **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 05, 2026 **What do you like best about PandaDoc?** The Free Version is actually usable. I'm thinking of upgrading to the subscription but only because it got my business started and its been going up! I also LOVE LOVE LOVE the auto placed fields, it makes new contracts so easy to implement. **What do you dislike about PandaDoc?** Sending documents by text message would be nice, but that is included with the subscription. another reason I'm looking into getting it. **What problems is PandaDoc solving and how is that benefiting you?** Paper copies of everything get messy and the certificate of completion has saved me some hassle. ### 41. I love how user friendly it is! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2024 **What do you like best about PandaDoc?** I love that they are able to keep the user friendliness with the new upgrades that makes it more easier to navigate and send documents. **What do you dislike about PandaDoc?** With so many new upgrades I am very pleased with PandaDoc as a whole. I have not tried the paid version of the features. Maybe think about a free trial for those features. **What problems is PandaDoc solving and how is that benefiting you?** I needed an affordable solution for e signing ### 42. Sleek, Intuitive Workflow Automation with Great CRM Connectivity **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 08, 2026 **What do you like best about PandaDoc?** The ability to automate workflows and connect to our CRM is a huge plus. The interface is sleek and intuitive and a huge step up in overall professionalism for our organization **What do you dislike about PandaDoc?** the formatting with templates can often get a bit funky. Ensuring things format to PDF correctly is a major pain when working with long documents. There are certainly work arounds but it almost involves purposely braking the system to get it right. If it could work closer to how word or Indesign operate, that would be more ideal with the complexity of the agreements we generate **What problems is PandaDoc solving and how is that benefiting you?** Credibility and consistency. Visually, we made a major leap and with approval workflows it allows me to better manage our discounts and pricing before sending to customers ### 43. Reliable, Easy-to-Use E-Signatures with Clear Document Tracking **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2026 **What do you like best about PandaDoc?** Reliability, ease of use, clarity, ability to track document movement, and price. **What do you dislike about PandaDoc?** The name. I think my customers sometimes think PandaDoc is not an electronic signature service. **What problems is PandaDoc solving and how is that benefiting you?** In the energy commodity business, contracts must be signed on a same-day basis. PandaDoc allows me to quickly prepare, send, and monitor contracts. Over the past several years, PandaDoc has made me much more efficient. ### 44. Create, Send, and Track Documents Seamlessly in One Place **Rating:** 4.0/5.0 stars **Reviewed by:** Deneys R. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 29, 2026 **What do you like best about PandaDoc?** The ability to create, send, and track documents all in one place. **What do you dislike about PandaDoc?** Customer support is another area that can be hit or miss. Some users report slow responses or difficulty getting issues resolved, which can be a problem if you rely on the platform for daily business operations **What problems is PandaDoc solving and how is that benefiting you?** big benefit for me is speed. Deals move faster because clients can review, sign, and even pay in one workflow, instead of everything being spread across different tools. ### 45. Easy-to-Use Templates That Make Sending to Many People Simple **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2026 **What do you like best about PandaDoc?** it is easy to use, the templates auto generate the fillers and it's easy to send to as many people as possible which is great for work/business needs **What do you dislike about PandaDoc?** the new upgrade changed how things were, it's slightly more buttons than it was in the past so it takes some adjusting to **What problems is PandaDoc solving and how is that benefiting you?** sending application, onboarding documents to new hires and documents that need to executed internally as well too. ### 46. Seamless Contracts and Payment Integration with PandaDoc **Rating:** 4.5/5.0 stars **Reviewed by:** Spencer P. **Reviewed Date:** February 12, 2026 **What do you like best about PandaDoc?** I like the simplicity of PandaDoc and that it's just plug and play. I also find the support to be good. The integration with Stripe for payments is quite handy, and I like that it works every time. The initial setup was very easy, not hard at all. **What do you dislike about PandaDoc?** I have some feedback regarding the Stripe integration. It needs improvement for the first invoice sent and in capturing billing details. There are a few states in the United States that require retail sales tax on digital marketing services, and currently, there's a redundant field for billing. Before the customer enters the payment method, I'd like this to be fixed so that it doesn't require unnecessary billing details. It would be helpful if there could be a templated field in the agreement for clients to add their billing details without needing a payment method before proceeding to the Stripe payment screen. **What problems is PandaDoc solving and how is that benefiting you?** With PandaDoc, I get compliant and recognized e-signatures that build trust. It provides templates, allowing me to quickly adapt and send binding contracts to clients. Integration with Stripe simplifies payments, enhancing the process. ### 47. Effortless Document Management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Individual & Family Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 05, 2024 **What do you like best about PandaDoc?** I have been using PandaDoc for approximately five years to send important documentation to clients and parents, and it has been an excellent tool for my business. One of the features I value most is the separate confirmation record that clearly shows when a document was sent, reviewed, and signed. This provides both transparency and peace of mind. Getting started with PandaDoc was surprisingly smooth and straightforward. The platform makes it easy to create, send, and receive e-signatures, which has significantly helped me overcome scheduling conflicts. The efficiency it provides is extremely beneficial to my daily operations. I also appreciate the document editing features, including the ability to sign, date, and manually enter information—capabilities that are essential for my business needs. Its seamless integration with Google Docs, which I frequently use, is another major advantage. Additionally, the website is easy to navigate, allowing me to stay productive and accomplish a great deal within the platform. Because of these benefits, I would absolutely purchase PandaDoc again and highly recommend it to other vendors and business owners. I would confidently rate it 10 out of 10. **What do you dislike about PandaDoc?** I wish PandaDoc would let me edit documents after a client has returned their signatures, instead of forcing me to redo the entire document from scratch. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to simplify sending documents and obtain e-signatures quickly, solving scheduling conflicts. It provides confirmation letters, allowing me to track document status, enhancing efficiency and benefiting my business operations. ### 48. Easy Templates, Strong Branding, and Smooth Collaboration **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Design | Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2026 **What do you like best about PandaDoc?** Ease of creating templates, branding your documents, and collaboration with clients and team members. **What do you dislike about PandaDoc?** Some parts feel needlessly complex—for example, applying a template format to an uploaded Word document, figuring out the sign-off order, and having to understand how permissions work at the template level versus the document level. **What problems is PandaDoc solving and how is that benefiting you?** Documents are extremely easy to collaborate on. My team can communicate directly inside PandaDoc, so we don’t have to rely on Slack or Microsoft Teams just to discuss changes or ask questions. Redlining with clients is straightforward: I send the client a link, and they can comment and propose edits right within the document—no sign-up required. I also like using variables in templates. They make it simple to create and update new documents while avoiding common mistakes, like leaving in another client’s name or information, using the wrong dates, and similar errors. ### 49. Easy to Use with Helpful Notifications and Reminders **Rating:** 4.5/5.0 stars **Reviewed by:** Calvin F. | producer agent, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2026 **What do you like best about PandaDoc?** The ease and the notifications when either done or a reminder sent. **What do you dislike about PandaDoc?** A little cumbersome on deleting/archiving. **What problems is PandaDoc solving and how is that benefiting you?** do not really have a problem ### 50. Essential Tool for Automation and Seamless Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Alec W. **Reviewed Date:** February 11, 2026 **What do you like best about PandaDoc?** I use PandaDoc for contract generation and appreciate how it integrates with HubSpot and authorize.net. It effectively eliminates the need for manual entry in contract creation, reducing errors and saving time. I find the immediate payment collection feature after contract signing really boosts cash conversion thanks to authorize.net's 'Charge' feature. Additionally, I appreciate how PandaDoc updates specific HubSpot records and uploads the signed contract PDF. The integrations are solid, and I enjoy the pricing structure which suits our small business needs since it's based on actual usage. Though I'm not a web developer, the built-in integrations let me automate effectively. Learning curve was there initially, but now it's smooth sailing. Overall, it's very user-friendly, and I'm excited to explore more features. **What do you dislike about PandaDoc?** I had issues setting up pricing tables. It would have been nice to use HubSpot variables to populate a pricing table when our business model is based on three core services that don't change except in price. I got around this by converting those variables into line items, but this involved using a HubSpot plugin and Zapier zap to make it simple and repeatable. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc automates contract generation from HubSpot, reducing manual entry errors and time. It integrates payments with authorize.net, improving cash conversion post-signing. I also value its ability to update HubSpot deal stages and its adaptable pricing structure. ## PandaDoc Discussions - [Is PandaDoc safe?](https://www.g2.com/discussions/is-pandadoc-safe) - 9 comments, 2 upvotes - [I have uploaded a document. How I can edit within the app?](https://www.g2.com/discussions/i-have-uploaded-a-document-how-i-can-edit-within-the-app) - 2 comments, 1 upvote - [What is the best way to send multiple documents in one pandadoc request having multiple signatures and answer forms?](https://www.g2.com/discussions/what-is-the-best-way-to-send-multiple-documents-in-one-pandadoc-request-having-multiple-signatures-and-answer-forms) - 1 comment, 1 upvote - [¿Se puede utilizar la plataforma para la firma digital de recibos?](https://www.g2.com/discussions/can-the-platform-be-used-for-the-digital-signature-of-receipts) - 1 comment, 1 upvote - [How do i create one document for multiple signatories or do i just have to create a different document for every individual?](https://www.g2.com/discussions/52245-how-do-i-create-one-document-for-multiple-signatories-or-do-i-just-have-to-create-a-different-document-for-every-individual) - 1 comment, 1 upvote - [View PandaDoc pricing details and edition comparison](https://www.g2.com/products/pandadoc/reviews?page=5&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+20%3A32%3A04+-0500&secure%5Bsession_id%5D=04fb33f7-84ef-40e4-a079-239a7f1df46d&secure%5Btoken%5D=6af1b8a7a64ef5b10eb818b6f673272ccc2dad47c99146d8cd278d47a32d7589&format=llm_user) ## PandaDoc Integrations - [Actionstep](https://www.g2.com/products/actionstep/reviews) - [Acuity Scheduling](https://www.g2.com/products/acuity-scheduling/reviews) - [Adobe Acrobat](https://www.g2.com/products/adobe-acrobat/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Airtable](https://www.g2.com/products/airtable/reviews) - [AppFolio](https://www.g2.com/products/appfolio/reviews) - [Applied Epic](https://www.g2.com/products/applied-epic/reviews) - [Attio](https://www.g2.com/products/attio/reviews) - [Authorize.net](https://www.g2.com/products/authorize-net/reviews) - [BambooHR](https://www.g2.com/products/bamboohr/reviews) - [Canva](https://www.g2.com/products/canva/reviews) - [Chargebee](https://www.g2.com/products/chargebee/reviews) - [Claris FileMaker](https://www.g2.com/products/claris-filemaker/reviews) - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews) - [Clio Manage](https://www.g2.com/products/clio-clio-manage/reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) - [Google Drive & Docs for Confluence](https://www.g2.com/products/google-drive-docs-for-confluence/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [HighLevel](https://www.g2.com/products/highlevel/reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) - [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) - [JazzHR](https://www.g2.com/products/jazz-co/reviews) - [JobDiva](https://www.g2.com/products/jobdiva/reviews) - [LeadSimple](https://www.g2.com/products/leadsimple/reviews) - [Make](https://www.g2.com/products/integromat-by-celonis-make/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Dynamics 365 Business Central](https://www.g2.com/products/microsoft-microsoft-dynamics-365-business-central/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Microsoft Word](https://www.g2.com/products/microsoft-word/reviews) - [monday AI Work Platform](https://www.g2.com/products/monday-com/reviews) - [monday CRM](https://www.g2.com/products/monday-crm/reviews) - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - [Odoo ERP](https://www.g2.com/products/odoo-odoo-erp/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - [Pipedrive CRM for Sales for G Suite](https://www.g2.com/products/pipedrive-crm-for-sales-for-g-suite/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Sage CRM](https://www.g2.com/products/sage-crm/reviews) - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews) - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Square Point of Sale](https://www.g2.com/products/square-point-of-sale/reviews) - [Stripe Connect](https://www.g2.com/products/stripe-connect/reviews) - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## PandaDoc Features **Signature Process** - Document Signing - Reminders and Expirations - Sign-In Process - Mobile Signatures - Signature Workflow - Bulk Digital Signatures - Reporting - Signature Document Creation - 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)