PandaDoc Reviews & Product Details

I like that the PandaDoc experience is super easy and has components and capabilities that are familiar if you've used Microsoft Word before. The drag and drop capability, the ability to sign off on documents, check if documents have been viewed, and the quick and easy links for sending to clients make everything extremely fast and very secure. I also value the ability to track sign-offs and see which pages clients spend the most time on. Redlining is very simple and helps address client concerns easily, making closing sales and signing off on contracts much quicker. Additionally, I appreciate the simplicity, pricing, and the ability to collaborate. Review collected by and hosted on G2.com.

There are some new updates that came through in PandaDoc, so I'd have to review those. Hence, me knocking off one point. Review collected by and hosted on G2.com.

As a Sales Executive, I really like PandaDoc because it keeps all of my client-facing forms in one place. It’s integrated with our Hubspot instance, which allows me to auto-generate and initiate pricing proposals directly from Hubspot. We are able to load all of our pricing tables and everything. So putting together that proposal is a very quick, easy and seamless process, and the PandaDoc UI is on point and makes it virtually effortless. Review collected by and hosted on G2.com.

My only wish would be that the interface was cleaned up. That much more where I could just make any edits to proposal without having to click back into the proposal, and could just do so from the main proposal review page. Review collected by and hosted on G2.com.

I really like using PandaDoc for approval processes and employment offers. The ability to create and save templates for various documents like employment offers and compensation plans is great because it makes it easy to access and send them out. The recent update that allows for in-line signing and inserting fields in line with text has been a big improvement, resolving issues with signatures displacing. It really helps us to have documents approved before they go out. It's also helpful that I can see when certain documents like termination notices are viewed. Overall, PandaDoc is an integral part of our workflow, especially since we move fast, and it supports our business needs well. Review collected by and hosted on G2.com.

I think the biggest thing that needed improvement was the issue with signatures flying across the file when adding text, but that has been addressed by a recent update. I feel like I also need more guidance or a training course to navigate all the recent changes in PandaDoc, as that's the only gap I have now. Review collected by and hosted on G2.com.

I find PandaDoc fairly quick and easy to use. It sends everything automatically and reminds the customer to sign. It allows me to adjust different forms for different clients. I appreciate the little fields to fill in, being able to add fields for signature, date, and different aspects of the form. It's really easy to add each field and personalize each document, and it's quick and easy to send off with a note. Everything is there for you. I also like that I don't have to adjust the form; I can adjust it on PandaDoc for their particular needs using the text fields, date fields, or number fields, making it quicker and easier than having to create a different document every single time. Review collected by and hosted on G2.com.

Sometimes I find it really hard to find where documents are stored. It feels like I have to go searching every single time I open PandaDoc for the right page. And some things are labeled a little bit in a confusing way, so I never know whether to look in templates or create a new document. That takes a bit of time, and I find it frustrating. Review collected by and hosted on G2.com.

I use PandaDoc to send secure documents for signatures, and it really streamlines our signing process, which is great. It makes it more efficient to quickly get documents signed and ensures that no confidential information is leaked. I love that it's really easy to use with a great interface, making navigation effortless. The program cuts down on process time, and I appreciate being able to send documents via links, especially since sending through text is often faster than email. The initial setup was very easy, which is a big plus. Review collected by and hosted on G2.com.

The only thing I said that could be improved is the edit feature. When I add a text field to one of my documents, it doesn't allow me to change the font size anymore. On the previous version, it did, but this version doesn't allow me to specify the font size, like choosing a 10-point font instead of a 15-point font because the 15-point font sometimes doesn't fit on the line. So, it would be helpful to improve that feature to make more edits to a field as needed. Review collected by and hosted on G2.com.

PandaDoc provides a straightforward document generation and e-signature experience and integrates well with HubSpot. The platform is easy for end users to adopt, templates are simple to manage, and the document workflow is generally intuitive. For organizations with standardized agreement processes, PandaDoc helps streamline document creation, signature collection, and client onboarding while providing good visibility into document status and activity. Review collected by and hosted on G2.com.

The product itself generally performs well, but the customer experience after purchase can be challenging. Support responsiveness and escalation paths are not always clear when business-critical issues arise, and obtaining ownership of complex issues can be difficult.

We also found the renewal process to be unnecessarily adversarial and overly focused on preserving contract value rather than aligning pricing and packaging with actual customer usage and operational requirements. Multiple contract revisions, inconsistent communication, and significant effort were required to document agreed-upon commercial terms. Organizations that depend heavily on PandaDoc for revenue operations should carefully evaluate support expectations, escalation procedures, account management practices, and renewal mechanics in addition to the platform's functionality. Review collected by and hosted on G2.com.

I primarily use PandaDoc to read quotes, and I like how the interface looks—clean and easy to locate, which is important to me. It keeps the quotes clean and organized, and I especially like that there is a designed section for billing details that helps me in my work. The separate sections, like the signer and billing sections, are really beneficial since the signer might not be the same person who receives invoices. The initial setup was pretty smooth, which I appreciated. Our quotes look much better now, and it’s more organized for me to go through. Review collected by and hosted on G2.com.

I believe sometimes it is a bit slow to load and it feels clunky. Specifically when opening the app for the first time, if it would be smoother to open and load it would help me. Review collected by and hosted on G2.com.

Since my previous review, we've implemented the CPQ features of PandaDoc. We use it to run deal-desk, have grants of authorities for our sales reps, and prevent unauthorized discounting or gamification of our legal sales and pricing agreements. This is a big step up in automation from how we've previously used PandaDocs and is much more advanced. That being said, most of the complexity is on the side of the PandaDocs Administrator. While highly technical to setup, once we got it going we were able to reduce all of the inputs to 2-3 variable fields for our Sales Teams making it super simple to use. Review collected by and hosted on G2.com.

Having a specific way to discount by unit/$ and show before/after would be great. Currently you're able to discount by % at the end of a quote, but this doesn't always work for per/unit pricing agreement tables.

This is possible through some of the more advanced settings, but requires you to write a bunch of rules/automations for this. This makes it marginally more difficult when things change and need to be updated given the scale of rules/automations.

More logic on auto-setting amounts for date fields would also be great. Review collected by and hosted on G2.com.

The UI is very user friendly, a lot of information can be put under each section and even can be customised.

Performance is great , as customer isgns it is in no time reflected.

integrations are great, it is attached to zendesk and when the cuistomer siogns , the doc needs not to open, it directly reflects completed that saves time Review collected by and hosted on G2.com.

It is a bit slow, it takes time opening which takes more time to solve tickets. Review collected by and hosted on G2.com.

Our service task overview provides a comprehensive look at the tasks we handle, ensuring efficiency and client satisfaction. Review collected by and hosted on G2.com.

The template builder, paired with native e-signatures, saves us hours every week. Rather than juggling Word docs, PDFs, and separate signing apps, we can handle everything in one place, which makes onboarding people faster and much more effortless. Review collected by and hosted on G2.com.