PandaDoc Reviews & Product Details

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I value the performance and reliability because it keeps our daily operations running smoothly and efficiently. The email management helps us stay organized, track important communications, and ensure timely follow-ups. Contact management also helps us maintain accurate information, strengthen business relationships, and communicate effectively with clients and partners. Review collected by and hosted on G2.com.

Mobile access can be frustrating because the interface is not always as intuitive or efficient as the desktop version, which makes it difficult to manage documents on the go. Forms management could use a more streamlined setup, easier customization, and better flexibility when editing existing forms. Both are essential to our workflow but could be more user-friendly and efficient. Review collected by and hosted on G2.com.

Our business relies on constantly signing legally binding agreements with clients and external work contractors, so we need a reliable system we can trust to be safe, secure and work soundly. Bulk digital signatures and document signing work well. Some of the templates can be useful and don’t need too much editing. Review collected by and hosted on G2.com.

It can be difficult to reassign or bypass signing to other people if workers are on leave within companies, which can cause very problematic delays due to how the system is laid out. Some templates are clumsy to change and it can often be better creating our own from blank. As far as I am aware there is no reporting dashboard giving stats on how successful or quick agreements are signed, and the main feedback we get is just if the agreement has been signed or not and how many reminders have been sent. Review collected by and hosted on G2.com.

Templates and content reuse reduced my preparation time greatly. I also like the document analytics, since the recipient engagement insights frequently influence my follow-up. The AI was helpful when I was trying to understand how PandaDoc works with Salesforce and Zapier, especially around recipients, signer roles, and document automation, because it helped me quickly understand limitations and possible options instead of spending a lot of time searching through documentation. Review collected by and hosted on G2.com.

User/role/access management, email management, and the sign-in process have been weak for me. On the AI side, the suggestions can be too general, and it could improve by giving more specific answers based on the exact PandaDoc setup. It’s also not very clear when I’m interacting with AI vs. rules-based logic or a human. Review collected by and hosted on G2.com.

I like the new template workflow builder that allows you to build out a workflow for a document, including some extra steps and functions that we could not before. Review collected by and hosted on G2.com.

The only thing I can speak to in terms of improvement is just the pricing and inclusions. I've now lost even more functionality included with what I'm paying for with another recent update to the plans. For example, it reduced the number of templates I can have. Review collected by and hosted on G2.com.

Being able to send an agreement and an invoice in a single document has genuinely changed how I operate as a salesperson. It removes a lot of the friction that comes from asking a prospect to access and review multiple separate docs. Review collected by and hosted on G2.com.

I wish I could put a variable in a document title. I like to add the company’s name for each prospect to the document title, but I’m not sure if that’s possible. Since it is not automatic I sometimes forget. Not a big deal, but would be helpful. Review collected by and hosted on G2.com.

I mainly use it when onboarding new hotel and restaurant partners for our membership program. Each merchant has slightly different commercial terms or tier benefits, so instead of writing custom clauses from scratch, I paste my raw call notes into the editor and ask the AI to draft the language. It usually produces a clean, formal draft within 20–30 seconds.

The contract summary feature is also very useful. When a big hotel chain sends over their own agreement (sometimes 20+ pages), I ask the AI to pull out the payout schedule, commission terms, and notice period. That saves me from scanning the entire PDF line by line before sharing it internally. Review collected by and hosted on G2.com.

The formatting behavior is incredibly frustrating. Most of the time, I just want it to rephrase or clean up two simple sentences, but it goes overboard with formatting changes. It suddenly turns parts of the text into bold headings, adds random bullet points, and completely throws off the paragraph spacing. I literally just wanted normal font that matches the rest of my document, but instead I end up wasting five minutes manually removing the bold formatting and resetting the line height and spacing. Review collected by and hosted on G2.com.

PD has been our go to document service for about 2 years and the product has continued to see regular improvements. Review collected by and hosted on G2.com.

It just isn't the "name" brand for people and often find customers using other services to send back signed documents. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

I use PandaDoc for contracts, broker agreements, and invoices. I appreciate how easy it is to upload documents, which makes creating customer documents to be signed a breeze. The tracking system is a great feature, allowing me to see when customers open documents. Sending important documents safely and protecting customer data is really reassuring for me. Review collected by and hosted on G2.com.

Some features you'd expect in the monthly package are costly, like putting expiry dates on documents. The mobile version is not great; I'd give it a 3 out of 10. Review collected by and hosted on G2.com.