--- title: PandaDoc Reviews meta_title: 'PandaDoc Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 3688 reviews by the users' company size, role or industry to find out how PandaDoc works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 3688 scale: '5' date_modified: '2026-08-13' parent_category: name: Quote Management url: https://www.g2.com/categories/quote-management --- # PandaDoc Reviews **Vendor:** PandaDoc **Category:** [Proposal Software](https://www.g2.com/categories/proposal) **Average Rating:** 4.7/5.0 **Total Reviews:** 3,688 ## About PandaDoc PandaDoc is an all-in-one document management platform trusted by 68,000+ sales, legal, and operations teams to create, send, e-sign, and manage documents faster and with less manual work. Teams using PandaDoc close deals 30% faster and cut document turnaround time by up to 50%. Customers like Autodesk, Rakuten, and Sysco use PandaDoc to streamline their entire document process, from proposal to signed contract, and everything in between. PandaDoc helps your team: - Build and send professional proposals, contracts, and agreements using customizable templates and a drag-and-drop editor - Collect legally binding e-signatures from any device, anywhere, with no printing, scanning, or delays - Collaborate in real time with internal stakeholders and external signers simultaneously - Automate repetitive document tasks so reps and ops teams spend less time on admin and more time closing - Track document performance with analytics that show how recipients engage with every page PandaDoc integrates natively with the tools your team already uses, including Salesforce, HubSpot, Pipedrive, Stripe, and 30+ other CRM and payment platforms — keeping document processes inside your existing stack without adding friction or extra logins. Whether you're in sales, legal, HR, or finance, PandaDoc is especially popular with growing businesses that need enterprise-grade document processes without the added complexity or price tag. From first draft to final approval, PandaDoc centralizes the full document lifecycle with the compliance, security, and audit trail your team needs to operate with confidence. PandaDoc also supports notarization, payment collection, and document analytics in a single platform, reducing the need to manage multiple tools across your document process. ## PandaDoc Pros & Cons **What users like:** - Users love the **ease of use** of PandaDoc, finding it simple to navigate and set up for online signing. (718 reviews) - Users value PandaDoc's **intuitive document management** tools, enhancing workflow efficiency and streamlining approvals seamlessly. (353 reviews) - Users love the **intuitive editing tools** of PandaDoc, enhancing their workflow and document customization. (337 reviews) - Users find PandaDoc to be **highly intuitive** , making document management and e-signatures easy and efficient. (307 reviews) - Users appreciate the **simplicity and efficiency** of PandaDoc for obtaining e-signatures, enhancing their workflow significantly. (304 reviews) - Time-saving (300 reviews) - Templates (284 reviews) - Efficiency (280 reviews) - Features (273 reviews) - Easy Setup (256 reviews) **What users dislike:** - Users are frustrated by the **missing features** in PandaDoc, such as document expiration controls and dynamic dates. (120 reviews) - Users find PandaDoc **expensive** , especially for small teams needing affordable solutions for online form submissions. (109 reviews) - Users find **signature issues** in PandaDoc, struggling with personal signature use and other document formatting challenges. (106 reviews) - Users find **difficult editing** frustrating due to issues with document navigation and limited edit capabilities during collaboration. (98 reviews) - Users find the **editing difficulty** in PandaDoc frustrating, especially with table formatting and live document changes. (87 reviews) - Users find PandaDoc's **limited features** challenging, especially with complex layouts and missing live support options. (86 reviews) - Users find **limited customization** options for templates in PandaDoc, making it difficult to tailor documents effectively. (85 reviews) - Users face challenges with **insufficient document management** in PandaDoc, requiring manual invoicing and lacking key formatting features. (83 reviews) - Learning Curve (79 reviews) - Editing Difficulties (78 reviews) ## PandaDoc Reviews ### 1. Efficient Workflow, Seamless CRM Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Bradley F. | Director of Sales , Mid-Market (51-1000 emp.) **Reviewed Date:** June 10, 2026 **What do you like best about PandaDoc?** I appreciate PandaDoc for its ease of use and seamless integration with our CRM, which keeps our sales team efficient. The analytics when a prospect is looking at an agreement are really helpful. PandaDoc saves my entire team a bunch of time every day. Plus, the initial setup was extremely easy, and making changes and updates is simple since we know how to use the system. **What do you dislike about PandaDoc?** there's not much missing with this tool as we use it **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc keeps all our products organized, boosts my sales team's efficiency, and saves us time every day with its ease of use, CRM integration, and detailed analytics. ### 2. Flexible Document Management with Room for Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** February 12, 2025 **What do you like best about PandaDoc?** I find PandaDoc really easy for creating and sending contracts, and I love being able to see the status of who's viewed and signed them. I appreciate that it provides a lot of different options, allowing me to send contracts through PandaDoc directly if someone doesn't want to use an email hyperlink. The flexibility with variables is fantastic, helping me make contracts exactly how I want them. Integrating PandaDoc with HubSpot is great as it links contracts to deal records seamlessly. Getting started with PandaDoc was pretty straightforward, and after one training session, I was able to use it without any problems. Overall, these features have been really valuable for structuring our contracts flexibly, which helps drive strong business outcomes. **What do you dislike about PandaDoc?** We do experience a bit of lag here and there where sometimes when I'm trying to bang a contract out, there seems to be a little bit of downtime or buffering. It usually comes back online. It's just in the moment when I'm trying to run through my day sometimes it can be a bit challenging. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc makes creating and sending contracts really easy and lets me track status and signatures. It offers flexible options for customizing contracts, which helps reach more potential clients and drive strong business outcomes. ### 3. Effortless Document Management, Needs Direct CRM Integration **Rating:** 5.0/5.0 stars **Reviewed by:** John C. | MGMR, Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2026 **What do you like best about PandaDoc?** I like how I can quickly access and drag documents into PandaDoc, and arranging them is super fast as well. It's also great that I can store my clients' names, so I can quickly access them and add them to documents. Plus, ease of use and pricing were big reasons for switching to PandaDoc. The initial setup was extremely easy, which was a big plus. **What do you dislike about PandaDoc?** I wish there was a way to attach PandaDoc to my CRM without a third party. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for business documents that need to be signed. It helps me quickly access, drag in, and arrange documents, and store clients' names for easy access and document integration. ### 4. Streamlined Multi Business Must Have **Rating:** 5.0/5.0 stars **Reviewed by:** Miklos C. | Agent / Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2023 **What do you like best about PandaDoc?** I like the new layout systems, more akin to word but with all the variables tools the community has been asking for. **What do you dislike about PandaDoc?** Easier drop down or cog wheel access to tools like formating and color to speed things up. Also the dragging feature of some fields needs to be optimized. **What problems is PandaDoc solving and how is that benefiting you?** Integration for speed of creating finalized documents across mutliple businesses. ### 5. PandaDoc Delivers Great Value at a Reasonable Price **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2026 **What do you like best about PandaDoc?** I like the value for the product. PandaDoc provides everything we need at a reasonable price. **What do you dislike about PandaDoc?** I find the new document send feature a bit of an issue. Sometimes, I forget to attach a message before I hit send because you have to scroll down to the message section. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc makes it easy to create contracts that people can sign right away, instead of having to print the document, sign it, and then scan the signed copy. When I receive a form that I can’t sign electronically, I often end up putting it off for a few days—or forgetting about it altogether. ### 6. Easy to use, but problems on mobile devices **Rating:** 4.5/5.0 stars **Reviewed by:** Sean H. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 11, 2026 **What do you like best about PandaDoc?** I appreciate how simple PandaDoc is to use, which simplifies my work. I find the template feature particularly useful, as it allows me to always include the basic positions in offers for heat pumps. The initial setup of PandaDoc was also very easy. **What do you dislike about PandaDoc?** When I access it via the phone or iPad, I often can't edit anything because the page keeps crashing. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc simplifies my work through its easy use and the useful template functions that include all basic positions for heat pump sales. However, the site often crashes when I use it on a mobile phone or iPad, which makes editing difficult. ### 7. Effortless Contracts, Needs Improved Template Management **Rating:** 4.0/5.0 stars **Reviewed by:** Mark G. | Chief Executive Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2026 **What do you like best about PandaDoc?** I highly recommend the platform because it's great for creating quick contracts on the fly and proposals right in front of my customers, so they can immediately say, "wow", I'll sign it today.' It's a great tool to keep a record of all signed contracts in one simple place. I like the fact that I can create new templates quickly and roll forward existing contracts from other clients for new clients. It's really easy for me to quickly open PandaDoc, duplicate an existing contract, and customize it right in front of their eyes. **What do you dislike about PandaDoc?** It would be nice if there were a way to have a core template document that's easy to use moving forward, like a master template. It would be helpful to manage master templates for various core packages as a quick pick list. The initial setup took more time than expected. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for creating quick contracts and proposals in front of customers, making it easy for them to sign immediately. It's great for keeping signed contracts organized. The quick creation of new templates and the ability to duplicate and customize existing contracts save me time. ### 8. Effortless Document Management, Needs Faster Saving **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** August 11, 2026 **What do you like best about PandaDoc?** I like that I can edit things without needing permission, which makes it super useful. It's also really convenient to use the variety of formats that PandaDoc offers and not having to keep saving my work. It's helpful that my whole company can see and edit the same documents, and I can send these directly to clients, which is useful. I think it's a good product overall. **What do you dislike about PandaDoc?** I wish it would save files faster to my computer because it takes a while, which is frustrating. Also, sometimes the format can be a little bit goofy, so I have to work around that. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc makes it easy to reuse drafts, send documents to clients directly, and allows my team to edit documents without needing permission. The variety of formats is convenient, and it auto-saves to prevent data loss. ### 9. Strong Template & Library Control for Consistent, On-Brand Documents **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** April 30, 2026 **What do you like best about PandaDoc?** The control over design application, we used to have to email word documents around and inevitably someone would style things however they wanted or not have the correct version of fonts installed. This caused a lot of last minute reformatting that was rushed. The library is an easy way to have lots of versions of commonly reused content, before we kept all the versions in the template and that file was huge. Control on templates. I like that I can add blocks from the library for creators to choose from, since they're not likely to be aware of all the best options. I like the ability to make some blocks uneditable or locked. **What do you dislike about PandaDoc?** The inability for text to flow into content blocks on the next page so I manually have to adjust it. This leads into my next headache... The hiccup that comments don't work if a page's content is too long, but only sometimes. This forces us to add page breaks even when we're early in creating a doc and may not have solidified the order we'll want content to appear in or how detailed we will or won't get. Being able to tag team members in comments is key to refining the content so that we can make a final formatting pass, but we end up having to do a lot of formatting early on so that comments save and are visible. The UI to see page previews and number of pages is missed by most of my team. I have to remind them of this and explain it often so they can locate the area I need their support in. Formatting on tables is pretty meh. The fact that I can style a regular table very specifically and I have extremely limited styling on pricing tables is a total miss. I can't format them to look similarly styled and there are pieces in the pricing table you can't change the font or sizing on AT ALL. **What problems is PandaDoc solving and how is that benefiting you?** Control, it 100% reduced the amount of time I used to spend reviewing and correcting things people would remove or break. ### 10. Panda Polished Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** April 30, 2026 **What do you like best about PandaDoc?** End-to-end workflow: You can create, send, track, and sign documents all in one place. That cuts down on juggling multiple tools. Real-time insights: It shows when someone opens a document, how long they spend on each section, and when they sign. That kind of visibility is surprisingly useful for sales follow-ups. Templates and content library: Instead of rebuilding documents from scratch, you can reuse polished templates and drop in pre-approved sections. Huge time saver. Integrations: It connects nicely with tools like Salesforce, HubSpot, and Slack, which makes it fit into existing workflows rather than forcing you to change everything. E-signatures built in: No need for a separate signing tool—it’s native and legally binding in most contexts. If there’s a downside, it can feel a bit heavy if you only need simple document signing. But for teams that deal with proposals or sales docs regularly, it’s quite powerful. Are you looking at it for personal use, or for a team/business setup? **What do you dislike about PandaDoc?** 1. It can feel restrictive and clunky Even though it’s marketed as easy, some users say the editor becomes rigid and frustrating, especially for complex documents or heavy customization. Template customization can feel limited Layout/design flexibility isn’t “full freedom” Editing glitches (like losing position or formatting issues) happen From Reddit, one blunt take: “The new template editor is painfully slow and clunky… you have to follow their exact steps or it breaks.” **What problems is PandaDoc solving and how is that benefiting you?** 🧩 The problems PandaDoc is solving 1. Slow, manual document workflows Traditional processes (Word docs, PDFs, printing, emailing back and forth) are: Time-consuming Hard to track Full of bottlenecks (approvals, edits, signatures) 👉 PandaDoc digitizes and automates this entire flow so documents move quickly from draft to signed. 2. Too much repetitive admin work Sales and operations teams often: Recreate the same proposals/contracts repeatedly Copy-paste client data Chase signatures manually 👉 PandaDoc uses templates, auto-fill, and workflows to eliminate repetitive tasks. ### 11. Seamless Proposal Management with Customization Options **Rating:** 4.5/5.0 stars **Reviewed by:** David K. | IT Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2026 **What do you like best about PandaDoc?** I like the idea that PandaDoc has different workspaces where we can divide up different workflows, especially since some of our work is financially sensitive and needs to stay separated for the finance team while other work is for our sales team and can be more widely viewed. I appreciate that in our current pricing package, we are not charged per user, but per document, allowing the entire company to edit and update proposals sent to our clients. Also, the initial setup was very easy. **What do you dislike about PandaDoc?** It's a little bit limiting in its integrations with other areas if we wanted to do workflows through Azure Logic Apps or things like that where we were to have fields fill out within a PandaDoc document, takes quite a bit of setup to get done. And then submitting through those automations to get files in there to be signed requires a bit of additional legwork to figure out. I'd appreciate a little bit more intuitive automation interface. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc provides a singular platform for tracking proposals, ensures consistent branding, simplifies signature tracking, and offers an officially accepted notary platform. It supports document customization and integrates directly with HubSpot. ### 12. Customizable Efficiency with Templates in PandaDoc **Rating:** 4.5/5.0 stars **Reviewed by:** Eduardo C. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2026 **What do you like best about PandaDoc?** I like that PandaDoc allows us to customize the way we create quotes, which is really useful. Templates can be created and boxes or sections can be added to the quote, and that is something I really value. Moreover, this helps me streamline my time by allowing the process to be faster. I don't have to spend much time on a new quote, as I sometimes simply copy from a previous quote for the same client and update it. This makes working with quotes much easier. I also think that filling in the predefined fields by our programming team has been simple. **What do you dislike about PandaDoc?** I have not used the electronic signature, I don't know if it's part of PandaDoc or if my company hasn't activated it, but we really haven't used it. I don't know if it's an internal problem or a PandaDoc issue. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to create and manage quotes and contracts. It saves me time by allowing me to quickly update customizable templates, making document creation more efficient. ### 13. Easy Document Management, Needs Pricing Flexibility **Rating:** 4.0/5.0 stars **Reviewed by:** Channing B. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about PandaDoc?** I appreciate how PandaDoc handles the formatting of contract documents and keeps everything centralized. I love seeing when a client has opened or viewed a contract, instead of sending a PDF via email and hoping they received or acknowledged it. It's pretty easy to use and offers templates when needed. I also like that PandaDoc is well-known enough that my clients are comfortable signing documents through it, unlike with something more obscure. Mobile-friendly signing is a big plus for our clients, and the document tracking is the biggest asset for our company. The initial setup of PandaDoc was very easy. **What do you dislike about PandaDoc?** I think the pricing model needs some refinement. I currently use PandaDoc by myself only because the price increases too much per seat and I feel like it should have a discounted rate for additional seats, considering the fact all the documents are still centralized among the team. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc handles contract formatting, centralizes documents, and tracks when clients view contracts, avoiding the uncertainty of emails. It's easy to use, offers templates, and provides mobile-friendly signing, which is great for clients. Document tracking is a major asset for our company. ### 14. Convenient Digital Signing, Needs To redesign Google Drive Integration in the context of security **Rating:** 3.5/5.0 stars **Reviewed by:** Max W. | CTO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about PandaDoc?** I primarily use PandaDoc to sign agreements with clients and NDAs with contractors, and it's pretty convenient to edit documents immediately. The ability to use templates adds to the flexibility of signing and editing documents. I find the editing features really useful, especially the auto sign-in date feature for fields like date fields. The process is manageable and clear, which is handy for typical tasks. **What do you dislike about PandaDoc?** Oh, well, yeah. There is one feature which really frustrates me when I have to prepare the document in Google Drive, I'd like to have an integration and just import the document directly in PandaDoc. Instead of downloading it, then exporting, then importing in PandaDoc. And there is such a feature, but you have to allow PandaDoc access to your entire Google Drive, which is not an option for me at all for security reasons. It could be an API where you're able to select and give access to just one document, using a service account. But there is no such feature, and the current way to solve it through entire Google Drive is no way. Not for me. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for digital signing, which is handy. It offers flexibility for editing and using templates, making document management clear and convenient. ### 15. Easy for Signers with Helpful View Alerts and Page-Time Tracking **Rating:** 4.5/5.0 stars **Reviewed by:** Jack K. | Sales Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** May 29, 2026 **What do you like best about PandaDoc?** I like how easy it is for the signer to use. I also appreciate receiving alerts when they view the document, and being able to see how long they spend on a given page. **What do you dislike about PandaDoc?** I receive an email notification when a document is opened the first time. However, after that initial open, I don’t get any notification if they open it a second or third time. I’d like to be alerted for all the activity a signee has. **What problems is PandaDoc solving and how is that benefiting you?** It shares our engagement letter immediately with our clients. Once it’s signed, we’re able to begin performing our services. ### 16. Exactly What Our Small Business Needed **Rating:** 4.5/5.0 stars **Reviewed by:** Jamie B. | HR Recruiter, Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2025 **What do you like best about PandaDoc?** As a small company with 21 employees, we can’t afford to waste time learning overly complex software or paying for features we’ll never use. PandaDoc’s balance of usability and functionality fits us perfectly. Anytime we’ve run into questions—whether about templates, integrations, or billing—the PandaDoc support team has been responsive, knowledgeable, and genuinely committed to helping us succeed **What do you dislike about PandaDoc?** The only downside we’ve experienced is the annual billing structure. Plans are billed for the full year upfront, and seat counts are locked in for that period. A monthly billing option or more flexible seat adjustment policy would make PandaDoc even better for small businesses. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc allows us to obtain signatures from our customers and vendors quickly efficiently As a small company, we can’t afford to waste time learning overly complex software or paying for features we’ll never use. PandaDoc’s balance of usability and functionality fits us perfectly. We appreciate the security, audit trails, and compliance features PandaDoc provides. It gives us confidence in our contract management process and helps protect our business ### 17. Seamless Contracts and Quick Setup with PandaDoc **Rating:** 5.0/5.0 stars **Reviewed by:** Roy S. | Client Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2025 **What do you like best about PandaDoc?** I love how PandaDoc has made our transition to annual contracts extremely seamless. It helps us generate contracts much quicker using templates and distribute them to clients easily, whether via email or links. This simplicity and speed are just what we need, especially since annual contracts are new to us, and so far, it's been great. The process is simplified, ensuring consistency across the board. I find it really makes things very fast. The contract templates are the best - they allow us to input signer information and have it mostly filled out, making it very quick and easy for someone to know exactly where they need to sign. The integration with HubSpot is also good, and setting up PandaDoc was very quick and easy. **What do you dislike about PandaDoc?** Nothing! **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for creating annual contracts quickly and efficiently. It simplifies the process, ensuring consistency across the board. The templates make it fast to generate and distribute contracts to clients, making things very fast and easy. ### 18. Streamlined Document Processes with Robust Support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2026 **What do you like best about PandaDoc?** I like how PandaDoc simplifies the deal desk process and standardizes our order forms. The support they provide is great for self-serving and escalating to a human when needed. I can always find the answers I need with the help of their chat bot, and when I can't, a human reaches out with a thorough troubleshooting response. **What do you dislike about PandaDoc?** I find our product pricing is weird where for some products we offer very large quantities where the per credit rate is fractions of a cent. To get this information from Salesforce into PandaDoc, we've had to use text fields instead of currency fields so that we can accommodate large numbers and small numbers. If they had something out of the box for this, that would be great. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc simplifies my deal desk process and standardizes our order forms, making it easier to generate quotes and manage orders. ### 19. Easy to Use and Straightforward for a Smooth Signing Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Brittany P. | Office Admin, Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2026 **What do you like best about PandaDoc?** What I like most is how easy it is to use. Everything feels straightforward and simple to understand, which makes the whole experience smooth. **What do you dislike about PandaDoc?** I wish there was an easy way to make the signature fit on the signature line and the date smaller as well to fit on some documents that have limited spacing. **What problems is PandaDoc solving and how is that benefiting you?** The fact that some customers can not come in to sign and that this lets them be able to do so electronically makes life easier and also helps keep everything flowing great. ### 20. Fast Integration, Slightly Tricky Editor **Rating:** 4.0/5.0 stars **Reviewed by:** Carlos S. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2026 **What do you like best about PandaDoc?** I like that PandaDoc is fast to work with once I've used it for a while and know how to navigate it. It integrates well with other software we use at the company, which is really helpful. The content library is great because it allows us to reuse modules in different documents, making changes easier when they happen, like updating T&Cs. I also appreciate the integration with HubSpot, as it lets us generate documents with custom data really fast. **What do you dislike about PandaDoc?** The editor can be a bit of a challenge sometimes, since custom data blocks sometimes move around the document. To this day, I have not yet found out if this is a mistake on our side when creating templates or if it is on the software. We had a learning curve to pass before we felt comfortable with it. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to generate and manage documents needing signatures. It provides a signature solution with document tracking. Once familiar, it’s fast and integrates well, especially with Hubspot, to quickly generate documents with custom data. The content library eases document editing. ### 21. Fast, Helpful Support with Quick Access to Live Agents **Rating:** 4.5/5.0 stars **Reviewed by:** Jamille A. | Product & Service Contract Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** July 30, 2026 **What do you like best about PandaDoc?** Support starts with an AI bot but can quickly redirect you to a live agent who solves your issue right away or in just a couple of days. **What do you dislike about PandaDoc?** I wish I could open a ticket by myself - without having to exhaust all options through a bot first. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc is streamlining our contract management process and integrating with Salesforce for optimal customer information collection. ### 22. Effortless Document Management with Stellar Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Pranshu S. | Salesforce Functional Consultant / Business Analyst **Reviewed Date:** April 22, 2026 **What do you like best about PandaDoc?** I really like the easiness of connecting PandaDoc to Salesforce CRM or any other technology, which makes it seamless for our workflow. Configuring the templates is straightforward, which I find very helpful. I also appreciate the platform’s capability to easily create templates, add variables, and configure the variables from the records. Adding images and using the content library are also simple and are great features. The audit trail feature is fantastic because it provides a comprehensive amount of visibility on where a document is in the process, whether the customer has looked at it, or if it's signed, which is crucial for our business. On top of all that, I absolutely love the user interface and the user experience as they are very user-friendly. The initial setup was pretty easy, especially setting up the panel of templates and other dynamic features, which I think was the biggest highlight. **What do you dislike about PandaDoc?** After merging documents, they are not automatically saved on the record. Also, in email templates sent from PandaDoc, there's no provision for adding variables or selecting dynamic fields from the record. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc solves visibility issues and simplifies document management with an audit trail. It's easy to connect with Salesforce and configure templates, making document creation efficient. The user interface and experience are outstanding. ### 23. Seamless Salesforce Integration for Fast, Easy Quote Creation **Rating:** 5.0/5.0 stars **Reviewed by:** T M. | Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2026 **What do you like best about PandaDoc?** Integration with Salesforce. Seamless process to create a quote out of SF which is really nice **What do you dislike about PandaDoc?** Sometimes iv noticed when I edit a proposal im not sure if iv done it too quickly or sent it too fast, but the edits I made do not stay. It has reverted to the original document. **What problems is PandaDoc solving and how is that benefiting you?** Ease of use and time saving for quote creation and customer engagement. Sending a customer a quote is the easiest it's ever been with Panda, and nice to have a top-tier e quote. ### 24. Effortless Contract Management with PandaDoc **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User | Mid-Market (51-1000 emp.) **Reviewed Date:** August 10, 2026 **What do you like best about PandaDoc?** I find PandaDoc very easy to use with a good UI. It allows me to send contracts out quickly and easily from deals in HubSpot or CRM, pulling line items directly from our CRM. I especially value the pricing table builder and the ease of modifying templated contracts, which speeds up the process of getting contracts out and making quick edits to personalized contracts. **What do you dislike about PandaDoc?** I find PandaDoc a bit limiting when it comes to making small visual tweaks to contracts. It's not as flexible as Google Docs or a PDF builder. It can be hard to make adjustments the way I want. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc makes it very simple and quick to send contracts from deals in CRM, pulling line items directly. It speeds up getting contracts out and allows easy modifications to personalized contracts. ### 25. PandaDoc Makes Signing and Creating Documents Incredibly Convenient **Rating:** 5.0/5.0 stars **Reviewed by:** Sherry C. | Owner, Bookkeeper & Financial Coach , Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2026 **What do you like best about PandaDoc?** I use PandaDoc to sign documents and create my own personal documents, which makes it really convenient for me. **What do you dislike about PandaDoc?** I wish there were more templates, other than that, it's great! **What problems is PandaDoc solving and how is that benefiting you?** The process of sending documents and getting them signed over the internet is much better than using fax or having people print, sign, and send everything back. ### 26. Daily use with ease **Rating:** 5.0/5.0 stars **Reviewed by:** Alexander B. | Business Development Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2023 **What do you like best about PandaDoc?** Easy to customize and integrate with other workflows, apps and co-work **What do you dislike about PandaDoc?** Placements of text can be clumsy. For example if i want text at a specific place i cant move it. need to make tables and hide the tables with different colours. They also move when i adjust other stuff on the page of the template **What problems is PandaDoc solving and how is that benefiting you?** digital agreements ### 27. Easy Document Sharing and Tracking with Customers **Rating:** 4.5/5.0 stars **Reviewed by:** Michael D. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 11, 2026 **What do you like best about PandaDoc?** Allows easy sharing of documents, editing and sharing with customers. The ability to see when the customer has viewed the document and how often is also very useful. **What do you dislike about PandaDoc?** Some editing functions are not as intuitive as an MS Word environment however this may be more of a user issue and user experience and will improve over time as with any platform. **What problems is PandaDoc solving and how is that benefiting you?** The ability to share proposals within the organisation and allow specific access is helpful. The activity summary is also handy to show interaction with the document. ### 28. PandaDoc Streamlines Proposals with Templates, eSignatures, and Real-Time Deal Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Patrick T. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** February 02, 2026 **What do you like best about PandaDoc?** What we like most about PandaDoc is how much it streamlines our entire document workflow from creation to signature. The template system and content library make it easy to standardize proposals and agreements while still allowing quick customization when needed. The drag-and-drop editor saves our team hours compared to manual document formatting, and the real-time status tracking (views, comments, signed) gives us clear visibility into where deals stand without constant follow-ups. The eSignature experience is seamless for clients, which has noticeably shortened turnaround times and reduced friction during closing. We also appreciate the integrations with our CRM and the ability to automate repetitive steps, which keeps everything organized and reduces human error. Overall, PandaDoc helps us move faster, look more professional, and maintain consistency as we scale. **What do you dislike about PandaDoc?** While PandaDoc is very powerful, some of the more advanced features come with a learning curve, especially for new users or non-technical team members. Setting up templates, variables, and integrations can feel overwhelming at first and usually requires upfront time investment to get everything configured correctly. Occasionally, the editor can feel a bit rigid when working with more complex layouts, and small formatting changes don’t always behave as expected, which can slow things down when you’re trying to move quickly. Pricing can also escalate as teams grow and require additional features, which may be a consideration for smaller organizations. That said, once the system is fully set up, these issues become less impactful. Improving onboarding resources, simplifying advanced configuration, and offering more flexible layout controls would make the experience even smoother. **What problems is PandaDoc solving and how is that benefiting you?** Before PandaDoc, we struggled with slow, manual document creation, inconsistent proposals, and long turnaround times caused by back-and-forth edits and signatures. Tracking document status required manual follow-ups, and version control was a constant issue as multiple stakeholders were involved. After implementing PandaDoc, we centralized our entire document workflow. Templates, variables, and content libraries allow us to create consistent, professional documents in minutes instead of hours, while built-in eSignature and real-time tracking significantly reduced delays. We now have clear visibility into when documents are viewed, commented on, and signed, which helps our team prioritize follow-ups more effectively. As a result, we’ve reduced document turnaround time by an estimated 30–50%, improved accuracy, and eliminated much of the administrative overhead tied to proposals and agreements. PandaDoc has helped us move faster, maintain consistency at scale, and close processes with far less friction. ### 29. Efficient, User-Friendly Document Management with Stellar Support **Rating:** 5.0/5.0 stars **Reviewed by:** Shannon F. | Multi-System Team Manager- OhioRISE, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2024 **What do you like best about PandaDoc?** I like how PandaDoc gets documents shared and signed efficiently with external clients, families we serve, external partners, and internal staff. I appreciate the email notifications when documents have been viewed and attaching signed copies when completed, as it makes it easier to find the documents and get them to where they need to go quicker. The initial setup was very easy, thanks to great customer service and support with regularly scheduled meetings until they weren't needed. I especially love how we can upload frequently used documents and create templates to meet our team's needs. **What do you dislike about PandaDoc?** I wish our mileage form would work better as a template- the formula in the PDF doesn't seem to transfer over into PandaDoc and add up the total miles and amount due for mileage. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc gets documents shared and signed efficiently with clients and staff. The email notifications and attaching signed copies make it easier to find documents and send them quickly. ### 30. User-Friendly Pandadoc with Powerful Daily-Use Features **Rating:** 5.0/5.0 stars **Reviewed by:** Didi N. | Team coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2026 **What do you like best about PandaDoc?** I love how user friendly Pandadoc is and there's so many functions like the variable function that we utilize on a daily basis. **What do you dislike about PandaDoc?** I wish there were more formula options for us to utilize **What problems is PandaDoc solving and how is that benefiting you?** It definitely helps with ease of obtaining signatures and time management. I can create documents for signature in half the time. ### 31. Easy to use document management. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2026 **What do you like best about PandaDoc?** I like how easy it is to use, and that I can send multiple documents with a single subscription. **What do you dislike about PandaDoc?** Sometimes in can feel clunky when creating templates until you are familiar with its way of drafting and the price is bit much for small companies when going through there first or even second growth stage and we have multiple people that need to send documents but they all require seats. This is particular in start up recruitment and labour hire companies. **What problems is PandaDoc solving and how is that benefiting you?** Currently speed to market is its biggest benefit, I can get contracts and agreements signed almost instantly. This is critical when dealing with government recruitment contracts, often last minute placements and the candidates rarely have access or time to print and sign. ### 32. PandaDoc Makes Document Tracking and Sending Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2026 **What do you like best about PandaDoc?** PandaDoc is very helpful, and it makes it easy to track all forms and documents. It also lets me send docs directly from PandaDoc without having to open email. The AI feature is very helpful as well; it supports me in different ways and handles the features smoothly, almost like a genius. **What do you dislike about PandaDoc?** From pandadoc currently we are not facing any specific issues; it's working good. **What problems is PandaDoc solving and how is that benefiting you?** Before we use to send every single documents through email to get it signed, but after pandadoc it became very easy and we are getting signs eassily ### 33. User-Friendly and Fast for Customer Transactions **Rating:** 4.5/5.0 stars **Reviewed by:** Ian J. | Technical Support Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2026 **What do you like best about PandaDoc?** I like that PandaDoc is user-friendly, as even someone who isn't computer savvy can understand it easily. It's also very efficient for quick transactions, letting customers make down payments swiftly to secure a product. The initial setup was pretty straightforward for me, needing just a couple of practice tries to get it right. **What do you dislike about PandaDoc?** Only if I have to keep doing one over from the wrong location of one of our businesses. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to let customers quickly make down payments, making transactions faster and easy for those not computer savvy. Setting it up was simple with just a couple of practice tries. ### 34. Convenient, fast, time-saving **Rating:** 4.5/5.0 stars **Reviewed by:** Masha F. | I, Small-Business (50 or fewer emp.) **Reviewed Date:** December 21, 2021 **What do you like best about PandaDoc?** I like that when creating a new template PandaDoc automatically recognizes and places the fields. I love the smart integration with CRM systems (i.e. Salesforce CRM). **What do you dislike about PandaDoc?** When I create a new template, I would like for PandaDoc to suggest immediately assigning an owner for the fields, but not for all the fields, but select. For example, I would like to scroll down the document and select with my mouse/touch base multiple fields at a time (not to click on every singe one of them) and assign that bunch to a specific owner. The same approach (mouse/touch pad selection of of a larger zone of the document) should also work when I want to delete the fields. Today, even if I select a large zone, I still have to click on each individual field that I want to delete. On the summery page (i.e. where I can find the list of all template I created), when I click on the three vertical dots on the right -where is there no option to delete the template? Why do I have to actually open it to delete it? It's too many steps. **Recommendations to others considering PandaDoc:** I can get more out of PandaDoc when it's integrated with another CRM system as it makes the document generation process even easier and faster. **What problems is PandaDoc solving and how is that benefiting you?** The main problem I am solving is managing a complex paperwork process for my small investment business and reducing the time it takes to fill out all the paperwork. ### 35. Easy PDF Uploads and Signatory Selection for Smooth eSignatures **Rating:** 5.0/5.0 stars **Reviewed by:** Keerthana S. | AE, Mid-Market (51-1000 emp.) **Reviewed Date:** August 11, 2026 **What do you like best about PandaDoc?** We can uploads pdfs from source and attach objects for filling text & signatures. Ability to select signatories is easier than other platforms **What do you dislike about PandaDoc?** the home page could have been much more user friendly. **What problems is PandaDoc solving and how is that benefiting you?** Quick sending time between doc pdf creation to signatures, notmuch admin work. Next is ability to track where a doc is ### 36. Streamlined Document Management with PandaDoc **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 03, 2025 **What do you like best about PandaDoc?** I like that PandaDoc can create templates and assign and prepopulate documents with employee information, which expedites my job. Creating templates gives me a single source of truth to keep up to date, without the hassle of multiple versions and revisions. The document prepopulation feature cuts down the time required for me to look for certain information. I also find the initial setup of PandaDoc very easy. **What do you dislike about PandaDoc?** I just would like a quicker way to organize my documents after they're saved or completed. And I would like a little bit more personalization in the view of the document. At the moment, the zoom level is a bit too little, and I struggle to see unless I zoom the page using the web browser. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to facilitate the creation, sharing, and signing of contracts. It makes document tasks faster and easier. Templates and document prepopulation save me time and ensure I have a single source of truth without multiple versions. ### 37. TERRIBLE customer service that locks you in and won't let you out of a contract. **Rating:** 0.0/5.0 stars **Reviewed by:** Jamie W. | Business Development Manager, Hospital & Health Care, Mid-Market (51-1000 emp.) **Reviewed Date:** August 04, 2026 **What do you like best about PandaDoc?** It was great when we first started as a founding customer in 2011. The contract view analytics were what attracted us. **What do you dislike about PandaDoc?** The customer service is TERRIBLE. Beware, don't sign up for annual because they WILL NOT LET YOU out. The kind of things companies do when their business is failing. **What problems is PandaDoc solving and how is that benefiting you?** e-signature problems (but that's become commoditized) **Official Response from Karah Blandford:** > Hi Jamie, Thanks for being a PandaDoc customer since the early days - that genuinely means a lot even if you're running into issues now. We're sorry your experience with our team didn't reflect the level of support you deserved. That's not the experience we want anyone to have, and we'd love the chance to make this right. If you're open to it, please reach out to me directly at karah.blandford@pandadoc.com. I want to understand what happened and find a path forward so we can continue to work together. Thank you for the honest feedback, and I hope to hear from you. - Karah ### 38. Convenient and Easy Signing Experience **Rating:** 4.5/5.0 stars **Reviewed by:** Dan H. | office manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2026 **What do you like best about PandaDoc?** I use PandaDoc for sending proposals, and I like the convenience it offers. It makes it convenient to sign documents, which is important for getting client signatures. Additionally, it's more convenient and easier to do ACH payments compared to the previous service we used, DocuSign. The initial setup was easy too. **What do you dislike about PandaDoc?** nothing! we have no complaints. Thank you **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for sending proposals. It makes it convenient to sign and is important for getting client signatures. Switching from DocuSign, it's more convenient and easier to do ACH payments. ### 39. Easy to Use and Simple for the Whole Team to Navigate **Rating:** 5.0/5.0 stars **Reviewed by:** Jillian H. | Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2026 **What do you like best about PandaDoc?** The application is easy to use and easy for my team to navigate **What do you dislike about PandaDoc?** I don't like having to download a link in order to share via text. **What problems is PandaDoc solving and how is that benefiting you?** I utilize one application to make all of my contracts, invoices, etc using templates and I can also add in premade documents for sending. ### 40. Intuitive Setup, Strong Integrations, and HIPAA-Compliant for Clients **Rating:** 5.0/5.0 stars **Reviewed by:** Colleen O. | Employee Benefits Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2026 **What do you like best about PandaDoc?** Very intuitive to setup, some automation but easy to do things manually, good integrations, easy for clients to use via computer or phone and HIPAA compliant. **What do you dislike about PandaDoc?** none that I've found, sometimes it will have updates that slightly change things, but they seem to strive to keep it human intuitive. **What problems is PandaDoc solving and how is that benefiting you?** e-signatures, templates. These are a must in my industry. ### 41. Easiest Contracting Platform—Great Notifications and HubSpot Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Julia L. | Senior Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** May 29, 2026 **What do you like best about PandaDoc?** PandaDoc is a great contracting platform. I've worked in tech sales for 5+ years, and this is definitely the easiest platform I've used to send out contracts. I love the notifications PandaDoc gives when my prospect views the contract. It integrates directly into Hubspot, which is super helpful. **What do you dislike about PandaDoc?** The mobile iPhone app could use some work! It's easy to see all of the contracts across my organization, but much harder to sort by just my contracts. **What problems is PandaDoc solving and how is that benefiting you?** Sending contracts easily and getting notifications when my prospects view the contract! ### 42. Accessible and Easy to Use **Rating:** 5.0/5.0 stars **Reviewed by:** Brianna C. | Front Desk, Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2026 **What do you like best about PandaDoc?** How accessible and easy it is to use and send documents out. **What do you dislike about PandaDoc?** Wish that there was more options to customize documents if need to edit **What problems is PandaDoc solving and how is that benefiting you?** Sending out documents to patients and getting them sent back completed in a timely manner is helping the practice by how efficient it is to use. ### 43. Easy Document Uploads and Multiple Signers Made Simple **Rating:** 4.5/5.0 stars **Reviewed by:** Angela J. | Regional Property Manager, Enterprise (> 1000 emp.) **Reviewed Date:** August 12, 2026 **What do you like best about PandaDoc?** I like the ease of adding documents and the ability to add multiple signers **What do you dislike about PandaDoc?** Having to toggle "send in order" when I've already drug the lines over and put who I want to sign **What problems is PandaDoc solving and how is that benefiting you?** It benefits me by the ability to track who has signed and who is left to sign ### 44. Streamlined, Intuitive Interface That Makes Sending Documents Fast **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Mid-Market (51-1000 emp.) **Reviewed Date:** July 21, 2026 **What do you like best about PandaDoc?** I like the streamlined interface. It's easy to navigate and incredibly user intuitive. It typically takes me less than 3 minutes to create and send a document because it is so easy to navigate. **What do you dislike about PandaDoc?** I may be missing it, but I wish I could refine the completed documents by using a filter. I'd love to be able to filter it by document type, signer name, time period, etc. **What problems is PandaDoc solving and how is that benefiting you?** Being able to create a template and send the form out instead of manually creating and sending individual forms has saved me so much time! I'm so grateful for this feature! ### 45. Cost-Effective, Easy to Use, Stellar for Small Teams **Rating:** 5.0/5.0 stars **Reviewed by:** Marcus S. | Senior Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 08, 2026 **What do you like best about PandaDoc?** I like PandaDoc for its ease of use. It's very simple to throw a Word document or a PDF at it, and it restructures and puts in the right format. I also appreciate that it takes the layout I use and makes the most of it, maximizing the ease for people being able to use it. Additionally, I love that it's significantly cheaper than alternatives like DocuSign and appreciate how it's very quick and cost-effective for guaranteeing that the right signatures receive the documents securely. **What do you dislike about PandaDoc?** When I feed it a Word document with tables in the past, it's struggled with that. I haven't tried recently since they've redesigned it, and maybe it's better now. But it used to struggle and put the wrong people in the wrong place. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc weekly to send out agreements quickly and cost-effectively, ensuring the right signatures receive documents securely. It also allows cc'ing multiple people, keeping everything signed and correctly managed. ### 46. Quick document builder, with expiring documents. **Rating:** 4.5/5.0 stars **Reviewed by:** Viliam T. | Director, Global Account Management, Mid-Market (51-1000 emp.) **Reviewed Date:** February 22, 2023 **What do you like best about PandaDoc?** The features for creation of multi optional sales quotes are very helpful. **What do you dislike about PandaDoc?** Per my use case I don't see any meaningful improvements that I would be interested in. **What problems is PandaDoc solving and how is that benefiting you?** Quotations and Sales proposals. Sharing over URL enables changing of the sent document and setting an expiration to the document helps to focus the client better. ### 47. Flexible Document Editing, Seamless Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about PandaDoc?** I like the flexibility of being able to edit a document in PandaDoc before sending it to families for review and signing. It's also helpful that once the documentation is complete, I receive a receipt. These features make it easier to ensure the right information is included, which facilitates the process for parents to review and sign. **What do you dislike about PandaDoc?** What I think can improve from PandaDoc is once you edit the document and send it over, that you are able to edit it once it has been completed. It will be very convenient. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to send consent forms to parents easily. I like the flexibility of editing documents before sending them and receiving receipts when completed. ### 48. Efficient Document Workflow with Minor Glitches **Rating:** 5.0/5.0 stars **Reviewed by:** Jordan G. | Business Development Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2026 **What do you like best about PandaDoc?** I like how simple it is to make edits and collaborate with my coworkers in PandaDoc. The ability to easily remind people if they haven't signed their agreement within a matter of a few days makes the process really efficient and quick. I also appreciate the feature that allows commenting within a specific area of a proposal, which makes the editing process much quicker. **What do you dislike about PandaDoc?** It feels like it crashes a good amount or lags. And then revising, images such as even cropping images is something that I feel is a basic editing tool, that should be capable within the app that currently isn't. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to streamline sharing and revising proposals quickly and efficiently, enhance team communication, and secure quicker signatures. It simplifies collaboration by allowing easy commenting within proposals, making editing and reminders more efficient. ### 49. Great, User-Friendly Program! **Rating:** 5.0/5.0 stars **Reviewed by:** Julianna R. | Logistics Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 24, 2022 **What do you like best about PandaDoc?** Solid customer service. User interface has been updated a couple times, still very user friendly and reliable. **What do you dislike about PandaDoc?** Adding a signer/new email is a bit clunky. Would prefer original way of adding email, first name, last name etc all in one view. **What problems is PandaDoc solving and how is that benefiting you?** Makes it simple & quick for clients to view & sign documents. ### 50. Easy Templates and Public Forms That Integrate Smoothly with Zapier **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2026 **What do you like best about PandaDoc?** I like how easy it is to create templates and then turn those templates into public forms. We can use those forms in our email blasts to customers, and they connect through Zapier so they can receive the information they need. **What do you dislike about PandaDoc?** Sometimes it can be a little buggy. For example, with Zapier it started connecting through Webhooks, which it had never done before. **What problems is PandaDoc solving and how is that benefiting you?** It helps solve the problem of having to send individual documents to clients. Instead, including the form link directly in our emails saves us a lot of time, and we can use that time to focus on prospecting new clients. ## 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=3&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+08%3A50%3A34+-0500&secure%5Bsession_id%5D=7f3faf23-a7c5-4b68-b05a-2f6be00ae455&secure%5Btoken%5D=4e98ac93c77408aabf8edcf9cb7d789f07c446b461be71453ba75539ff01c904&format=llm_user) ## PandaDoc Integrations - 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[Slack](https://www.g2.com/products/slack/reviews) - [Square Point of Sale](https://www.g2.com/products/square-point-of-sale/reviews) - [Stripe Connect](https://www.g2.com/products/stripe-connect/reviews) - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## PandaDoc Features **Signature Process** - Document Signing - Reminders and Expirations - Sign-In Process - Mobile Signatures - Signature Workflow - Bulk Digital Signatures - Reporting - Signature Document Creation - Multi-Party Signing - Electronic Signature **Additional Functionality** - Tagging - Natural Language Processing - Data Extraction - Multi-Language - Predictive Analytics - Drag & Drop - Speech Recognition - Reporting/Analytics - Data Storage Management - Virtual Personal Assistant (VPA) - AI Copilot - Customer Segmentation - Collaboration Tools - Data Import/Export - Generative AI - For eCommerce - Role-Based Permissions - Customizable Branding - Search/Filter - Monitoring - Document Management - API - Data Visualization - Trend Analysis - Machine Learning - Access Controls/Permissions - Alerts/Escalation - Performance Metrics - Real-Time Data - Third-Party Integrations - Mobile App - Multiple Data Sources - For Sales Teams/Organizations - Sentiment Analysis - Activity Dashboard - Chatbot - Workflow Automation **Additional Functionality** - Third-Party Integrations - To-Do List - @mentions - Single Sign On - File Management - Activity Dashboard - Drag & Drop - Alerts/Notifications - Prioritization - Access Controls/Permissions - Screen Sharing - Content Management - Brainstorming - AI Copilot - File Transfer - Calendar Management - Status Tracking - Real-Time Notifications - Version Control - Task Management - Activity Tracking - Real Time Editing - Communication Management - Chat/Messaging - Tagging - Generative AI - Assignment Management - Task Scheduling - Project Management - Collaboration Tools - Workflow Management - Secure Data Storage - File Sharing - Document Storage - Task Progress Tracking - Discussions/Forums - Commenting/Notes - Reporting & Statistics - Contact Management - Video Conferencing - Progress Tracking - Mobile Access - API - Document Management - Customizable Branding **Additional Functionality** - AI Copilot - Generative AI - Search/Filter - Corrective and Preventive Actions (CAPA) - Document Lifecycle Management - Reminders - Reporting & Statistics - Customizable Templates - Compliance Management - For Medical Purposes - For Legal Professionals - Real-Time Notifications - Risk Assessment - Drag & Drop - Collaboration Tools - Workflow Management - Activity Dashboard - Quality Control - Archiving & Retention - Approval Process Control - Secure Data Storage - Mobile Access - Version Control - Task Management - Indexing - Alerts/Notifications - Activity Tracking - Disaster Recovery - Multiple Format Support - Change Management - File Management - File Sharing - Document Management - Document Automation - Third-Party Integrations - Access Controls/Permissions - Data Import/Export - Audit Trail - Role-Based Permissions - Audit Management - API - Rules-Based Workflow - Electronic Signature - Document Review - Full Text Search - Revision History - Real-Time Reporting - Forms Management - Document Generation - SSL Security - Content Management - Access Expiration Management - Optical Character Recognition - Document Classification - Metadata Extraction - Commenting/Notes - Document Editing - File Recovery - Offline Access - Annotations - Compliance Tracking - Email Management - Customizable Branding - Document Capture - File Conversion - Document Storage - Tagging - Automated Scheduling - Metadata Management - Document Templates - Autosave - For Engineering Documents - Training Management - Version Rollback - Digital Signature - Status Tracking - Version Comparison - Document Check-in/Check-out **Additional Functionality** - AI Copilot - Electronic Signature - Approval Process Control - Customer History - Workflow Management - Reminders - Automated Quoting - Price/Margin Management - Contact Management - Drag & Drop - Pricing and Cost Calculations - Calendar Management - Catalog Management - Client Portal - Discount Management - Real-Time Data - Proposal Generation - Billing & Invoicing - Generative AI - Customizable Branding - Template Management - Document Management - Estimating - Email Management - Third-Party Integrations - Reporting & Statistics - Access Controls/Permissions - Customizable Fields - CRM - Pricing Management - API - Accounting Integration - Activity Dashboard - Contract/License Management - Electronic Payments - Audit Trail - Quotes/Estimates **Configuration - cpq** - Product Catalog - Guided Selling - Configuration Rules - Price Configuration - Visual Configuration **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Rich Media - Online Document Creation - PDF Creation - Custom Branding **Contract Management Platform Features** - Contract Creation - Customizable Templates - Contract Editing - Contract Attachments - Contract Collaboration - Approval Process - Notifications & Reminders - Contract Database - Integrations / APIs - Reporting & Dashboards - Government Contracts - Specialty Contracts - Alerts/Notifications - Third-Party Integrations **Functionality** - Remote Notarization - Journal Entries - Integration **Data Sources** - Software - Spreadsheets - Documents **Generation** - Templates - Branding - Email Templates - Alerts/Notifications - Document Templates - Customizable Templates **Platform Basics ** - Data Extraction - Contract Comparisons **Customization** - Custom Fields - Conditional Logic - Multi-page Forms - Design - Forms Creation & Design **Agentic AI - Salesforce AppExchange Apps** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Document Processing & Extraction - AI Proposal Generator Tools** - Requirement Identification & Tagging - Multi-Format Document Ingestion - RFP & Questionnaire Parsing **Pricing** - Pricing Flexibility - Discounting - Commerical Rules - Terms and Conditions - Approval Workflow - Renewals **Workflow** - Document Builder Interface - Collaborative Creation - Assembly and Approval Workflows **Artificial Intelligence Capabilities** - Text Analytics - NLP - OCR **Additional Functionality** - Embedded Forms - Offline Capability - Notifications - Payments - Mobile Forms - Customizable Forms - Real-Time Notifications - Alerts/Notifications **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **AI Response Generation - AI Proposal Generator Tools** - Continuous Learning from Edits - Response Personalization & Tone Control - Contextual Answer Recommendations - AI Draft Response Generation **Additional Functionality** - Search/Filter - AI Copilot - Commenting/Notes - Content Publishing Options - Reporting & Statistics - Content Library - Document Classification - Drag & Drop - Customizable Branding - SSL Security - API - Document Management - Document Storage - Collaboration Tools - Data Capture and Transfer - Autofill - Multi-Channel Distribution - Convert to PDF - Customizable Templates - Media Library - Generative AI - Full Text Search - Surveys & Feedback - Data Import/Export - Forms Management - Electronic Signature - Third-Party Integrations - Reporting/Analytics - Workflow Management - Template Management - Mobile Access **Quoting** - Grouping - Version Control - Quote Document Generation - Ordering - Contracts - Approval Process Control **Analytics** - Engagement Tracking - Proposal Effectiveness Reporting - Reporting and Dashboards **Delivery** - Workflow - Batch - Compliance Management - Workflow Management **Contract Data** - Data Import - Data Export - Custom Reporting - Clause Identification and Mapping **Agentic AI - Contract Management** - Autonomous Task Execution **Agentic AI - E-Signature** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Third-Party Integrations - Multi-Language **Content Management - AI Proposal Generator Tools** - Governed Content Library - Content Versioning & Approval Controls - Duplicate Detection & Content Optimization **Additional Functionality** - Reporting/Analytics - Electronic Signature - Full Text Search - Data Import/Export - CRM - Audit Management - Digital Signature - Contract Drafting - Activity Tracking - Customizable Reports - Sell Side (Customers) - Task Management - Renewal Management - Annotations - Workflow Management - Data Extraction - Audit Trail - Contract Negotiation - Drag & Drop - Document Storage - Customizable Fields - AI Redlining - Version Control - Completion Tracking - Contact Management - Access Controls/Permissions - AI Copilot - Document Review - Customizable Branding - Configurable Workflow - Document Management - Compliance Tracking - Buy Side (Suppliers) - Payment Processing **Admin** - Configuration Ease of Admin - Pricing Administration - Workflow Management - Document Management - Contact Management - Discount Management - Catalog Management - Contract/License Management - Renewal Management - Price/Margin Management - Order Management **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - Electronic Signature - CPQ Integration - API / Integrations - Contract/License Management - Knowledge Base Management - Contact Management - RFP Management - Workflow Management - Document Management - Task Management - API **Generative AI** - AI Text Summarization **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Image - AI Image-to-Text - Generative AI - Document Generation **Collaboration & Workflow - AI Proposal Generator Tools** - SME Assignment & Task Routing - Review & Approval Workflows **Security and Scalability** - Regulatory Compliance - Signature History and Audit - Enterprise Scalability **Channels** - Mobile User Support - Channel Partner Support - eCommerce **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - Document Generation** - Autonomous Task Execution **Analytics & Performance - AI Proposal Generator Tools** - Proposal Performance Analytics **Additional Functionality** - Templates - Collaboration Tools - AI Copilot - CRM - Automatic Formatting - Client Portal - Access Controls/Permissions - Quotes/Estimates - Customizable Reports - Content Library - Data Import/Export - Document Review - Document Automation - Reminders - Audit Trail - Reporting & Statistics - Approval Process Control - Version Control **Additional Functionality** - Customizable Forms - Multiple Format Support - Activity Dashboard - Activity Tracking - Drag & Drop - Digital Signature - Collaboration Tools - API - Search/Filter - Third-Party Integrations - Text Editing - Audit Trail - Approval Process Control - Content Management - Multiple Output Formats - Offline Access - Data Import/Export - Access Controls/Permissions - Forms Management - Data Synchronization - Content Library - Customizable Fields - Multi-Language - Data Storage Management - Contract Drafting - Archiving & Retention - Full Text Search - Interaction Tracking - Contract/License Management - Document Review - Batch Processing - Conditional Logic - Document Management - Document Storage - Template Management - Electronic Signature - Reporting & Statistics - Version Control - AI Copilot - Workflow Automation **Platform** - Custom Branding - User, Role, and Access Management - Internationalization - Performance and Reliability - Integration APIs - Email Management - Template Management - Mobile Access - Forms Management - Contact Management - Compliance Management - Workflow Management - Document Management - Contract/License Management - Renewal Management - Registration Management - Event Management - Marketing Management - Expiration Management - Offline Access - Video Management **Platform** - CRM Integration - Integration API - Internationalization - Scalability - Reporting and Dashboards - ERP Integration - Activity Dashboard - Third-Party Integrations **Additional Functionality** - File Sharing - Approval Process Control - Alerts/Notifications - Authentication - Data Security - Reminders - Reporting & Statistics - Access Controls/Permissions - Version Control - Single Sign On - Audit Trail - AI Copilot - Activity Dashboard - Encryption - Signature Capture - Document Conversion - Drag & Drop - Archiving & Retention - Team Collaboration - Generative AI - Status Tracking - Customizable Fields - Searchable Database - QR Codes - Two-Factor Authentication - Search/Filter - Multi-Location - Real-Time Data - Data Synchronization - Age Verification - Customer Database - Secure Data Storage - Waiver Kiosk - Data Import/Export - Photo Capture - Conditional Logic - Customizable Templates **Generative AI - cpq** - Dynamic Quoting - Dynamic Pricing - Personalized Sale Recommendations **Additional Functionality** - Price and Cost Calculations - Data Visualization - Rules Engine - Real-Time Data - Quotes/Estimates - Audit Trail - Drag & Drop - Access Controls/Permissions - Sales Automation - Document Storage - AI Copilot - CRM - Customizable Templates - Product Configurator - Self Service Portal - Forecasting - Bills of Material - Multi-Currency - Generative AI - Customizable Branding - Electronic Signature - Document Templates - Reporting & Statistics ## Top PandaDoc Alternatives - [Proposify](https://www.g2.com/products/proposify/reviews) - 4.6/5.0 (1,116 reviews) - [Qwilr](https://www.g2.com/products/qwilr/reviews) - 4.6/5.0 (900 reviews) - [GetAccept](https://www.g2.com/products/getaccept/reviews) - 4.6/5.0 (1,252 reviews)