--- title: PandaDoc Reviews meta_title: 'PandaDoc Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 3619 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: 3619 scale: '5' date_modified: '2026-08-06' 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:** 3,619 ## About PandaDoc PandaDoc is an all-in-one document management platform trusted by 50,000+ 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. Generous Free Tier & Ease of Use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2025 **What do you like best about PandaDoc?** What I like best about PandaDoc is how intuitive and user-friendly the platform is. From creating and customizing professional proposals and contracts to tracking document status in real-time, everything is streamlined and straightforward. The platform saves our team valuable time, reduces manual errors, and ensures that all documents; whether for contractors, employees, or legal matters; are handled professionally and securely. The combination of efficiency, reliability, and clean interface makes PandaDoc an essential tool for our growing startup. **What do you dislike about PandaDoc?** While PandaDoc is an excellent platform overall, one area for improvement is the range of integrations available on the free or lower-tier plans. Expanding integration options with other popular tools would make it easier for small teams like ours to fully leverage the platform without needing to upgrade immediately. It’s a minor limitation, but addressing it could enhance usability for startups evaluating PandaDoc for long-term use. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc helps us streamline the creation, delivery, and management of important documents, including contracts, proposals, and employee agreements. By automating signatures and providing real-time tracking, it reduces manual follow-ups, minimizes errors, and ensures documents are completed promptly. For a growing startup like Julivier®, this efficiency allows our team to focus on creative projects and business growth rather than getting bogged down in paperwork. It’s become an essential tool for maintaining professionalism and operational smoothness. ### 2. Seamless Document Management, Excellent HubSpot Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about PandaDoc?** I like PandaDoc's ability to collect payment and have secure signatures. I also appreciate the flexibility of the design platform. It allows me to create a variety of documents I need, from surveys to contracts, agreements, and proposals. The list seems unending. Using it, I've been able to significantly improve speed to sale by quickly quoting business, thanks to its integration with HubSpot. Setting it up was extremely easy. **What do you dislike about PandaDoc?** Nothing! **What problems is PandaDoc solving and how is that benefiting you?** We find that PandaDoc's integration with HubSpot speeds up our quote process and significantly improves our speed to sale. ### 3. Fantastic tool for sending commercial proposals to customers **Rating:** 5.0/5.0 stars **Reviewed by:** Emanuele G. | Owner and technician, Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2025 **What do you like best about PandaDoc?** PandaDoc offers several features I appreciate, including the ability to require a real signature rather than an automatically generated one. This is particularly important to me, as it helps ensure the validity of contracts or proposals. **What do you dislike about PandaDoc?** Verifying a contact can be quite challenging, but this step is important to ensure that the signer of a document is actually the person with the signing authority. **What problems is PandaDoc solving and how is that benefiting you?** With PandaDoc, I can send contracts and proposals to my customers and get the signed documents returned, all without needing to meet face-to-face. This brings a significant time saving. ### 4. Effortless Quoting & Sales Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Thomas S. **Reviewed Date:** February 10, 2026 **What do you like best about PandaDoc?** I like PandaDoc for its ease of use and the helpful templates that make sending quotations much faster. The follow-up features and the automatic sign reminders are really convenient. Having a contacts address book and a list of our product offerings with automatic descriptions and pricing is a huge time saver. I appreciate how it helps me keep track of my sales cycle with customers and lets me see my yearly totals for proposals, which is very useful for managing sales opportunities. **What do you dislike about PandaDoc?** I don't like how the windows/menu headings/UI changes quite frequently, interrupting my muscle memory. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc sends automatic sign reminders, tracks sales opportunities, provides legally binding quotes, and shows yearly proposal totals. It simplifies my sales cycle, speeds up quote creation, and stores historical client information. ### 5. Easy, Fast Document Uploads That Keep Client Signatures Moving **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2026 **What do you like best about PandaDoc?** It’s easy and fast to upload documents for a client, and it helps get things signed and completed to resolve their problems. **What do you dislike about PandaDoc?** With the new PandaDoc update, it’s a bit harder to find the payment options compared to the previous version. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc fully eliminates the trouble of bringing in clients to sign documents or pay for services. ### 6. From Chaos to Clarity — PandaDoc Keeps Our Documentation on Track **Rating:** 5.0/5.0 stars **Reviewed by:** Amy R. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2025 **What do you like best about PandaDoc?** What I love most about PandaDoc is how effortless and organized it makes our document process. We can create, send, and track proposals, contracts, and onboarding forms all in one place—no more chasing signatures or wondering if someone received the file. The templates and branding tools keep our documents consistent and professional, while the real-time tracking and eSignature features make it easy to stay on top of approvals. Everything feels smooth, intuitive, and reliable—from setup to completion. PandaDoc truly simplifies what used to be a time-consuming process, giving our team more time to focus on serving clients and growing our business. **What do you dislike about PandaDoc?** There isn’t much to dislike, but if I had to point out something, it would be that the template editor can occasionally lag when working with heavily formatted documents or large files. It would also be great to have a few more advanced automation and reporting options directly inside the platform without needing integrations. That said, PandaDoc’s overall functionality and customer support easily outweigh these minor inconveniences. The platform continues to improve, and every update makes our experience even better. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc has eliminated the constant back-and-forth that used to come with managing contracts, proposals, and franchise documentation. Before using it, we spent too much time tracking who had which version, waiting on signatures, or manually following up. Now, everything is centralized, organized, and trackable. We can send professional, branded documents in minutes and get real-time updates when they’re viewed or signed. This has significantly improved our turnaround time, accuracy, and overall professionalism when working with clients and franchisees. The biggest benefit is efficiency and peace of mind—we know every document is secure, properly formatted, and signed without delay, allowing our team to focus on growth instead of paperwork. ### 7. An easy e-sign system that works well **Rating:** 4.0/5.0 stars **Reviewed by:** Ian D. | Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2025 **What do you like best about PandaDoc?** We can quickly fill in a contract with items of sale and send it off for signature and it works without any issues. Tried quite a few and they all have their issues or parts that dont quite work as well as they could or are slow to work with but this system is great, works well, does what we want it to do. On the odd occasion we needed to ask tech support something, I had some good responses, reasonable quickly too. **What do you dislike about PandaDoc?** Would like to use some of the other features but cannot justify the outlay for would likes rather than needs. **What problems is PandaDoc solving and how is that benefiting you?** Having used a few half baked systems which look good until you use them for long enough, we were in need of a contracts e-sign system. We are very happy with the PandaDoc system as it does nearly all the things we want from such a system at a mostly reasonable price point. We use it perhaps 2-6 times a month for renewals, changes or onboarding new clients, so not a heavy user but we can report that the system hasnt failed us yet and that means no hold ups when you just need things to work smoothly. ### 8. An Intuitive and Collaborative Tool That Simplifies Document Management **Rating:** 5.0/5.0 stars **Reviewed by:** Pascale G. | Executive Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2025 **What do you like best about PandaDoc?** PandaDoc is an incredibly user-friendly and efficient platform for managing documents and collaborating with others. I love the variety of templates available and how easy it is to customize them — from adjusting fonts and inserting images to adapting the overall layout to fit our brand. The ability to track the status of each document in real time is a huge advantage. I also really appreciate how collaborators can leave comments directly in the document, making revisions and approvals simple and seamless. Overall, PandaDoc saves us time, improves collaboration, and keeps everything organized in one place. Highly recommended! **What do you dislike about PandaDoc?** The only thing I would improve is the pricing model. It would be great if reader users could be unlimited and if the cost for active users were based on usage — for example, lighter users who access PandaDoc only a few times a month could be billed differently than daily users. **What problems is PandaDoc solving and how is that benefiting you?** We use PandaDoc to collaborate on building our quotes. It allows multiple team members to work on the same document simultaneously, which makes the process much faster and more efficient. We can also invite clients to review the quote directly in PandaDoc and leave comments or suggested changes, which streamlines communication and avoids long email threads. This collaborative workflow helps us save time, stay organized, and ensure that everyone — both internally and externally — is aligned before finalizing the document. ### 9. Streamlined, Professional, and Easy to Use **Rating:** 5.0/5.0 stars **Reviewed by:** Lukas R. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 10, 2025 **What do you like best about PandaDoc?** PandaDoc has been a game changer for our document workflow. It’s incredibly easy to create, send, and track proposals, contracts, and renewals all in one place. The templates and e-signature features save us a ton of time, and the real-time notifications help keep deals moving forward. Overall, it’s an intuitive, professional platform that makes the entire document process faster and more organized. Highly recommend! **What do you dislike about PandaDoc?** Occasionally, the editor can be a bit clunky when adjusting layouts, and load times could be smoother, but those are small trade-offs for how much efficiency it adds overall. It’s a reliable, user-friendly platform that keeps getting better. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc has streamlined our entire document process — from creating proposals and contracts to getting them signed and tracked. It’s eliminated the back-and-forth of emailing PDFs and waiting for signatures, saving us a ton of time. We now have full visibility into when a client opens a document, which helps us follow up at the right moment and close deals faster. ### 10. PandaDoc Made Our Client Process So Much Easier ! **Rating:** 5.0/5.0 stars **Reviewed by:** Delphine B. | My current job title is Assistant Director and Coordinator of the Rental Department., Small-Business (50 or fewer emp.) **Reviewed Date:** March 18, 2025 **What do you like best about PandaDoc?** As an Executive Assistant and Coordinator managing hundreds of client files, PandaDoc has completely simplified the way we handle our engagement letters. Before, the process was manual, time-consuming, and prone to delays — now everything is digital, secure, and perfectly organized. Our clients appreciate how easy it is to sign and return documents, and our team saves a tremendous amount of time every day. PandaDoc has truly transformed our workflow — it’s efficient, reliable, and absolutely essential to our operations. **What do you dislike about PandaDoc?** One drawback of PandaDoc is that some advanced features can be a bit complex to set up initially. Additionally, certain customization options could be more flexible to better suit specific business needs. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc simplifies document management by automating the creation, tracking, and signing process. It eliminates the need for manual paperwork, reducing errors and saving time. The electronic signature feature speeds up approvals, while real-time collaboration improves efficiency. These benefits enhance productivity and ensure a more seamless workflow. ### 11. Really User-Friendly and Intuitive Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Emily G. | legal and compliance manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 29, 2026 **What do you like best about PandaDoc?** It's really user friendly and intuitive to use **What do you dislike about PandaDoc?** I sometimes find the history page a little hard to navigate as I like to be able to clearly see previously completed documents **What problems is PandaDoc solving and how is that benefiting you?** Getting agreements signed at scale ### 12. Easy Setup, Great for Account Management **Rating:** 5.0/5.0 stars **Reviewed by:** Sam W. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2026 **What do you like best about PandaDoc?** I find PandaDoc very easy to use. It provides a good paper trail or email trail of what customers have agreed to, and it allows us to set out all of our terms and conditions in a simple, easy-to-understand way. The initial setup was very straightforward. **What do you dislike about PandaDoc?** There was an issue with the payment. Our annual subscription was taken from a card that I no longer use. **What problems is PandaDoc solving and how is that benefiting you?** I find PandaDoc very easy to use. It gives us a good paper or email trail of what customers have agreed to, and we can set out all of our terms and conditions in a simple, easy way to understand. ### 13. USER FRIENDLY **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2021 **What do you like best about PandaDoc?** I am an Exceptional Children Teacher. This software program has been a lifesaver for our department. It allows us to seamlessly have our meeting, finalize our paperwork, upload it to the program, and email it to all participants for a digital signature to complete the process. My parents and colleagues love it. When COVID-19 hit, we were struggling to figure out how to solve the problem of getting the required signatures, and Pandadoc SAVED the day! **What do you dislike about PandaDoc?** When you have to resend the documents due to them expiring, it becomes slightly inconvenient. **What problems is PandaDoc solving and how is that benefiting you?** It has solved the problem of getting legally required signatures without having to be face to face—the convenience of it and the copy of the documents it provides for the participants. My parents love the ease of hitting the link and going straight to the documents to sign. The storage capacity is impressive. ### 14. PandaDoc Makes Sending Document Batches Fast and Easy **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Warehousing | Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2026 **What do you like best about PandaDoc?** With PandaDoc, I was able to send a batch of documents to our customers in a short amount of time. **What do you dislike about PandaDoc?** New UX is still not familiar with me. For me the older version is better. **What problems is PandaDoc solving and how is that benefiting you?** We needed to send a document to each customer—more than six thousand in total—and Panda Doc helped us send them out and manage the process until each customer returned the document signed. ### 15. User-Friendly Signatures with Easy Setup, Needs Better Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Mohammad S. | Accountant, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** October 02, 2024 **What do you like best about PandaDoc?** I like that PandaDoc is user friendly, and I especially appreciate how it helps with sending and receiving client signatures and certificates, which is essential for my daily client authorizations. The initial setup was very easy. **What do you dislike about PandaDoc?** Integration with other platforms like Xero Practice Manager. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for client authorization and signature collection, which I need daily. It's user-friendly and simplifies sending and receiving client signatures and certificates. ### 16. Makes Clinic and Client Document Work Simple and Professional **Rating:** 4.5/5.0 stars **Reviewed by:** Ishan S. | Manager and Dietician at Chaitanya Homoeo Clinic, Medical Store Owner, Content Creator, Hospital & Health Care, Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about PandaDoc?** I manage my wife’s homeopathy clinic and also work as a dietician and content creator, and PandaDoc helps me handle all important documents easily. At the clinic, I use it to send patient consent forms, follow-up reports, and bills for digital signature. It saves time because I don’t have to print or scan papers again and again. For my diet and content work, I sometimes use it to send service agreements and invoices to clients. The best thing is that everything looks professional, and I can see when the person opens or signs the document. The templates are easy to edit and help me prepare documents faster. **What do you dislike about PandaDoc?** Sometimes large documents take a little time to load, and the free version has limited templates. Also, for small clinics or solo professionals, the paid plans can feel a bit costly. But apart from that, it works very smoothly once set up. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc is helping me manage all clinic paperwork digitally. I can prepare and send consent forms, patient updates, and diet plans without wasting paper or time. It also keeps all records safe in one place, which is great for follow ups. For my content work, I can send agreements or invoices to clients and get them signed online , no confusion or delays. It makes my daily work organized, faster, and more professional. ### 17. Effortless Document Management with Outstanding Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Small-Business (50 or fewer emp.) **Reviewed Date:** December 22, 2025 **What do you like best about PandaDoc?** PandaDoc is easy to use and they make it easy to follow the document through the process. Also, PandaDoc signatures carry legal weight. Obviously this is a must. Getting up and running with PandaDoc is easy and they send notifications when the other party reads and when they sign the document. Efficient use of time. On top of this, their help service was quick and efficient. I deeply appreciated the speed of their responses and their solving the issue swiftly. **What do you dislike about PandaDoc?** I have not run into any downsides. Thy have a free service for companies starting out and on a tight budget, and then they offer various packages for larger more active companies. **What problems is PandaDoc solving and how is that benefiting you?** Our company is scattered across continents and we rarely get to see each other. Despite this we can quickly and legal govern our company while traveling abroad. Without this service we would not be able to operate in this manner. ### 18. Effortless Document Creation with Customizable Templates **Rating:** 5.0/5.0 stars **Reviewed by:** balaji s. | Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** January 06, 2026 **What do you like best about PandaDoc?** Panda Doc offers customizable templates and an intuitive drag-and-drop editor, allowing you to create professional proposals, contracts, quotes, and forms efficiently. This approach saves a significant amount of time compared to doing everything manually. **What do you dislike about PandaDoc?** Panda Doc offers advanced features like automation, payments, and analytics, but these are frequently restricted to higher-tier plans. This can make the platform expensive for small businesses, freelancers, or startups that are working with limited budgets. **What problems is PandaDoc solving and how is that benefiting you?** Manually writing proposals, contracts, and quotes takes a lot of time, involves copying/pasting, and increases risk of errors and Panda Doc offers pre-built templates, drag-and-drop editing, and reusable content blocks to build professional documents quickly ### 19. Easy Document Imports for Signatures **Rating:** 4.5/5.0 stars **Reviewed by:** Angela J. | Regional Property Manager, Enterprise (> 1000 emp.) **Reviewed Date:** June 03, 2026 **What do you like best about PandaDoc?** Easy to import documents for signature.. **What do you dislike about PandaDoc?** When you are new, figuring out the way to put signatures in order is confusing when you're used to Adobe **What problems is PandaDoc solving and how is that benefiting you?** Getting signatures quickly and tracking them. ### 20. Effortless Contract Management with PandaDoc **Rating:** 5.0/5.0 stars **Reviewed by:** Brad H. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 03, 2026 **What do you like best about PandaDoc?** I like how PandaDoc makes the process very streamlined, quick, and simple. It's very easy to use, convenient, and user-friendly. I really value the auto-populate signature feature. The initial setup was simple, flawless, and fairly quick. We moved to PandaDoc because it offers a concise and easier-to-use service for both us and the customer, fully sufficing what we need. **What do you dislike about PandaDoc?** I cannot think of anything i do not like about the product **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for generating commercial contracts and getting signatures electronically. It makes the process very streamlined, quick, and simple. ### 21. Consolidated Document Lifecycle, Needs Flexibility Improvements **Rating:** 5.0/5.0 stars **Reviewed by:** Fardin S. **Reviewed Date:** December 21, 2025 **What do you like best about PandaDoc?** I use PandaDoc reviews to evaluate its features for managing business documents. I love the quick document creation using templates and a drag-and-drop editor. The ability to secure e-signatures simplifies the signing process for clients and internal teams effectively. I appreciate the workflow automation that allows setting up approval chains and automated reminders, which keeps document processes moving smoothly. By consolidating the entire document lifecycle into a single, automated ecosystem, I can complete up to 87% more documents in about half the time. I like choosing from over 1,000 customizable templates, which aids in fast and professional document creation. Its integration with other business tools is also valuable, allowing automation of data entry and streamlining signing workflows. By connecting PandaDoc with tools like Salesforce, I can auto-fill document data and track real-time statuses, enhancing efficiency. **What do you dislike about PandaDoc?** I find PandaDoc's editing limitations frustrating because once a document is sent, I can't make changes. If there's a typo or a pricing error, I have to void the whole document and start again, which really messes up the workflow. The pricing model is also a downside for smaller businesses since many key features like bulk sending and advanced analytics are only available in the pricier plans. The mobile app isn't great either. It's pretty clunky and lacks the ability to properly edit or create complex documents, and there's no support for offline editing, which is a pain for field teams. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to build professional documents quickly using templates and a drag-and-drop editor. It simplifies signature collection and automates workflows, allowing us to complete more documents faster. Integration with tools like Salesforce streamlines data entry and signing, making the process efficient. ### 22. Simple but Effective Platform for Doc Sharing **Rating:** 4.5/5.0 stars **Reviewed by:** Konjengbam M. | BDR, Financial Services, Mid-Market (51-1000 emp.) **Reviewed Date:** September 23, 2025 **What do you like best about PandaDoc?** I love this platform for its simple and user friendly interface. The way in which it allow team members to collaborate is extremely helpful while working on a single documents. The ability to control the workflow by setting expiry date allows organization to achieve goals in time without delays. The dashboard is attractive and simple to work with. Its ability to integrate with other software is plus point for this platform. **What do you dislike about PandaDoc?** I love most part of this platform but I wish that the editing of documents was a little more faster. I also wish that the platform fees was a little lower. With Integration the complexity of the platform also increase which will require training to be efficient in handling the platform. The forms are so basic with few choice of templates. **What problems is PandaDoc solving and how is that benefiting you?** This Platform increases the efficiency of document workflow. It allows teams to properly work to bring a satisfied result. Its Templates also makes work easier. ### 23. Super User-Friendly with Easy Document Handling **Rating:** 5.0/5.0 stars **Reviewed by:** Rebecca M. | Executive Director, Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2026 **What do you like best about PandaDoc?** I really like PandaDoc because it is super user-friendly and easy to use. Uploading documents is easy, and the pre-filling feature is very convenient. The initial setup was also easy, and I appreciate the electronic signatures it provides. **What do you dislike about PandaDoc?** I would like to format the dates so the one that auto populates is the one I use most commonly. If the monthly formatting could be present to MM/DD/YYYY. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for business and electronic signatures; it's super user-friendly, and uploading documents is easy with its pre-filling feature. ### 24. Very User-Friendly with Fast Parent Responses **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer A. | ESE Liaison, Mid-Market (51-1000 emp.) **Reviewed Date:** May 14, 2026 **What do you like best about PandaDoc?** It is very user friendly. The response from users in the county is very fast and the parents usually response within a day or two **What do you dislike about PandaDoc?** I missed the first training session, so I had to learn from a work friend. If I had more time to play around with the software, I am sure that I could learn more. **What problems is PandaDoc solving and how is that benefiting you?** It really helps getting signatures from people and making sure that my master copies are not lost across classrooms. ### 25. Easy Software and Reasonably priced **Rating:** 5.0/5.0 stars **Reviewed by:** Robert W. | Contoller, Transportation/Trucking/Railroad, Mid-Market (51-1000 emp.) **Reviewed Date:** July 09, 2024 **What do you like best about PandaDoc?** This software is very straightforward and easy to implement. The setup process is simple, and it’s easy to get started without unnecessary complexity. **What do you dislike about PandaDoc?** Nothing. It is easy to use. Easy rollout and short learning curve. **What problems is PandaDoc solving and how is that benefiting you?** Better paperwork from sales reps and customers. ### 26. Effortless Proposal Creation with Time-Saving Features **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** March 19, 2026 **What do you like best about PandaDoc?** I love easily filling out the text variables in PandaDoc because I can fill out the variables in one space and it saves me time by filling out the rest of the blanks for me. It's really awesome! The saved content library also saves more time compared to using Word or Adobe. The initial setup was pretty easy. **What do you dislike about PandaDoc?** honestly, I enjoy every part of it. I'd improve nothing **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc solves the problem of creating and customizing new documents. I love filling out text variables easily, which saves me time. It replaces Word or Adobe, especially with its saved content library, making drafting proposals more efficient. ### 27. Fast, Professional Support and User-Friendly Features at a Great Price **Rating:** 5.0/5.0 stars **Reviewed by:** Myriam B. | Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** January 19, 2026 **What do you like best about PandaDoc?** Customer service is fast, helpful, and very professional. The price is very reasonable, and the features are truly user-friendly, even for someone who isn’t used to programming or creating templates. **What do you dislike about PandaDoc?** I haven’t had any problems at all, and I don’t really have anything negative to say! **What problems is PandaDoc solving and how is that benefiting you?** Creating contract templates and being able to modify them quickly and easily has been really helpful. I can create the documents and send them out for signatures all in the same place, which makes the whole process much smoother. I can’t wait to see what other features I’ll learn or discover. ### 28. Easy to Use with Polished, Professional Styling **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel J. | General Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2026 **What do you like best about PandaDoc?** The ease of use and professional styling. **What do you dislike about PandaDoc?** The fact you cannot move page position, instead you have to drag content position **What problems is PandaDoc solving and how is that benefiting you?** Quick and easy replication of quotes ### 29. Excellent eSign and Easy Template Creation **Rating:** 4.0/5.0 stars **Reviewed by:** Alan T. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** June 17, 2026 **What do you like best about PandaDoc?** The eSign capability is excellent, and the ease with which templates can be created is great. **What do you dislike about PandaDoc?** Navigating your way around the software can feel a little tricky when you’re new to PandaDoc, and it takes some time to get comfortable with where everything is. **What problems is PandaDoc solving and how is that benefiting you?** It helps us control our sales document flow and keeps our presentation to the market consistent. ### 30. User-Friendly and Time-Saving, but Limited Free Version **Rating:** 4.5/5.0 stars **Reviewed by:** Michele Z. **Reviewed Date:** February 03, 2026 **What do you like best about PandaDoc?** I use PandaDoc for business contracts, and it helps keep all of my signed documents in one place and makes it easy to sign and download all documents as needed. I like how user-friendly PandaDoc is and how it keeps me organized. These features save me a lot of time. I especially like that I can send a direct link to associates that brings them to the contract to sign. The initial setup was very easy. **What do you dislike about PandaDoc?** I wish the free version allowed for more than one signer. Many contracts require more than one signature, but the free version only allows a single signer. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc keeps all my signed documents organized in one place, makes signing easy, and saves me time by sending direct links for signing. ### 31. Convenient and Easy Signing Experience **Rating:** 4.5/5.0 stars **Reviewed by:** Dan H. | 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 **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. ### 32. Free and Easy to Use—Still My Go-To Choice **Rating:** 5.0/5.0 stars **Reviewed by:** GEMS D. | seller, Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2026 **What do you like best about PandaDoc?** it´s free and easy to used. I have high level but still prefer to use panda. do you have an integration to high lelvel? thanks **What do you dislike about PandaDoc?** sometimes you restrict and try to charge. dont like that **What problems is PandaDoc solving and how is that benefiting you?** rapid and neat ### 33. Template-Based Emails That Save Us Tons of Time **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** July 27, 2026 **What do you like best about PandaDoc?** The ability to create templates and emails that go with them. This is a huge time saver. **What do you dislike about PandaDoc?** Sometimes if I am working remotely (coffee shop) it takes a long time to load. **What problems is PandaDoc solving and how is that benefiting you?** It's streaming lining our intake and onboarding processes. ### 34. An amazing, fast, and reliable platform **Rating:** 5.0/5.0 stars **Reviewed by:** Vida A. | Education coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** October 10, 2025 **What do you like best about PandaDoc?** Panda stands out for being both secure and user-friendly, which makes it very easy to use. Additionally, it offers a range of features that let users customize the form according to their specific needs. **What do you dislike about PandaDoc?** I would really appreciate it if Panda offered a contact list feature, allowing users to quickly select their most frequently used contacts when sharing documents, instead of having to type in their email addresses each time. In large companies like ours, this could save a significant amount of time. **What problems is PandaDoc solving and how is that benefiting you?** I have found it straightforward to document files and obtain signatures from people across various regions of Canada. The availability of the precise date and time for each e-signature adds to the validity of the documentation. Additionally, Panda has addressed the problem of individuals using different or sometimes illegible fonts when signing papers, which ensures greater consistency and accuracy in the documents. ### 35. Efficient Signature Tool with Easy Usability **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User **Reviewed Date:** February 03, 2026 **What do you like best about PandaDoc?** I use PandaDoc to send documents and it's mostly about saving time, as everything is fast since it's via email. I find all of the tools pretty useful and the website is pretty easy to use. We mostly use the signature options, which are pretty easy for our customers to sign, and it's very quick, which we appreciate. I've been using PandaDoc for a year, and it's been pretty easy and comfortable. **What do you dislike about PandaDoc?** It would be kinda useful if we could send at least two or three reminders a day since sometimes they forget to sign. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for sending documents. It solves time problems as it's fast via email. The signature options make it easy for our customers to sign quickly, which we appreciate. ### 36. Highly Customizable Templates with Tokens **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2026 **What do you like best about PandaDoc?** I like how customizable it is with the tokens. **What do you dislike about PandaDoc?** The newish update requires more steps to use / edit a template **What problems is PandaDoc solving and how is that benefiting you?** It helps provide a space for templates and houses documents for clients to review/approve ### 37. Easy Multi-Document Signing with Simple Upload and Edits **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2026 **What do you like best about PandaDoc?** I love that you can add more than one document at a time for signing. If you upload the wrong document, it’s easy to delete it and add the correct one, or add additional documents as needed. **What do you dislike about PandaDoc?** One downside is that if you click on the signature without dragging it, it can end up being placed randomly within the document. I’ve sent a document where the signature block landed right in the middle of the page, which was frustrating and required me to go back and fix it. **What problems is PandaDoc solving and how is that benefiting you?** I use Pandadoc to send management letters for signature. For our clients, it’s easy to open the document and sign. For my team, it’s straightforward to learn, simple to use, and it gets the job done. ### 38. Effortless Contract Management, Great Value **Rating:** 4.5/5.0 stars **Reviewed by:** Sydney T. | Creative Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** January 15, 2026 **What do you like best about PandaDoc?** I like PandaDoc for creating contracts with UGC creators or for influencer collaborations. It helps with the organization of storing contracts by having them all in one place. I appreciate the ease of automating the sending of contracts. I also like that I can put in signature forms, send it easily to anybody's email, and make a copy to change things easily. It's an affordable product that solves our problems, and I like that it doesn't charge per contract. The monthly fee isn't hundreds of dollars like other platforms. The initial setup of PandaDoc for my team was super easy! **What do you dislike about PandaDoc?** Nothing! **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc helps me organize and store contracts, automates sending them, and includes signature forms. It's affordable with a single monthly fee, no cost per contract, and is easy to copy and modify. ### 39. Straightforward Interface with Well-Organized Menus **Rating:** 5.0/5.0 stars **Reviewed by:** Sam C. | Property Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 13, 2026 **What do you like best about PandaDoc?** Interface is very straightforward. Menus are well arranged for a user to reason and guess where to find them **What do you dislike about PandaDoc?** I wish mobile version has similar interface for quick use **What problems is PandaDoc solving and how is that benefiting you?** I need docu sign over the email often and Panda Doc is my go to product!! ### 40. User-Friendly with Easy Payment Integration **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2026 **What do you like best about PandaDoc?** I like how user-friendly PandaDoc is. I like how I can send reminders to clients to sign or pay a document if they're falling behind. I also love how easy the payment method integrates into the document. The initial setup was very easy. **What do you dislike about PandaDoc?** I think I should have more ability to adjust the visuals of things, like I always have a hard time making a payment schedule table because the tables are hard to edit. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for agreements. It's user-friendly and lets me send clients reminders to sign or pay, making it easier to manage documents. ### 41. User-Friendly with Room for Improvement **Rating:** 4.5/5.0 stars **Reviewed by:** Whitney T. | Exercise Physiologist, Mid-Market (51-1000 emp.) **Reviewed Date:** January 22, 2026 **What do you like best about PandaDoc?** I really like being able to download or save the document after I sign it. Plus, I enjoy that I can go back and look at the documents after they're completed, which isn't something all platforms allow unless you save it. The initial setup of PandaDoc is also super easy and very user friendly. **What do you dislike about PandaDoc?** I don't like that I'm not always able to easily navigate where I left off if I don't finish in one sitting. Picking up where I left off by saving progress and being able to easily navigate where to start when I reopen a document could be improved. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for signing documents in onboarding and salary changes. I can easily download or save them after signing, and revisit completed documents, unlike other platforms. ### 42. Easy to use and fast! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2026 **What do you like best about PandaDoc?** PandaDoc makes everything simple and easy to use. Everything is one click **What do you dislike about PandaDoc?** There are a few things that can improve. When it comes to adding the "text box" or the radio. I would like it if you can move them smaller or not have to label them . **What problems is PandaDoc solving and how is that benefiting you?** They make everything one click away and simple to use. ### 43. Easy Payment Integrations and a User-Friendly Experience **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2026 **What do you like best about PandaDoc?** Payment Integration options and ease of use **What do you dislike about PandaDoc?** Its a bit slow, but has had major updates over the years **What problems is PandaDoc solving and how is that benefiting you?** esignature and payment in one system. The biggest reason we use pandadoc is the signature part, but we like the way pandadoc works much better then docusign ### 44. Effortless Document Management with PandaDoc **Rating:** 5.0/5.0 stars **Reviewed by:** Maggie L. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2026 **What do you like best about PandaDoc?** I like how simple PandaDoc is to use. The ability to have templates that I can easily reuse is great, and it's super fast to send out a document. I use the templates tool the most as it enables me to send the same document over and over again easily. The initial setup was super easy. **What do you dislike about PandaDoc?** I don't love the recent changes to the user interface. It makes it take a little longer to input text into a document and send out. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc eliminates the need for paper files for employees, making document management simpler. ### 45. Effortless File Management with PandaDoc **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah C. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2026 **What do you like best about PandaDoc?** I like how PandaDoc helps me keep track of multiple files and organize them better. I really appreciate the reminders for when a document is going to expire, so I don't forget any important tasks and know what I need to go back and redo. The initial setup was also extremely easy. **What do you dislike about PandaDoc?** n/a **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc helps me manage multiple files, track them better, and provides reminders for document expiration so I don't forget what needs revisiting. ### 46. E-Signatures Made Easy, Convenient Document Sending **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2026 **What do you like best about PandaDoc?** E signatures are made pretty easy, as well as convince in sending documents **What do you dislike about PandaDoc?** Design features on mobile & iPad versions as well as very limited features on standard plan **What problems is PandaDoc solving and how is that benefiting you?** Helping me get legal e-signatures pretty easily from clients and it’s beneficial for me by showing clients a “legit” system ### 47. Effortless Agreement Management with PandaDoc **Rating:** 5.0/5.0 stars **Reviewed by:** Radd T. **Reviewed Date:** December 08, 2025 **What do you like best about PandaDoc?** I use PandaDoc as my source for sending secure agreements to my sales prospects. I really like the ease of sending off an agreement and how it includes syncing with my CRM. The syncing with my CRM allows the entire firm to easily view which agreement a client is on, and it requires very little effort on my end. Additionally, the initial setup of PandaDoc was very easy. **What do you dislike about PandaDoc?** I think making adjustments to the agreements could be easier. I recently spent a lot of time trying to widen a column. Eventually, I worked around it. But it took multiple people from my firm trying to get the desired end result. (This could totally be user error.) **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to securely send agreements to sales prospects, solving the problem of easy agreement sending. It syncs with my CRM, making it simple for my firm to track client agreements with minimal effort. ### 48. Simplifies Contract Management but Needs Better Search **Rating:** 4.0/5.0 stars **Reviewed by:** dayna n. **Reviewed Date:** February 10, 2026 **What do you like best about PandaDoc?** I really appreciate how easy it is to edit templates in PandaDoc. If a contract needs changes, it's simple and automatically saves, which is a huge time-saver for me. The fact that creating the same contracts is streamlined and making changes is effortless makes PandaDoc incredibly valuable. The ease of updating templates is a big reason why my team switched from Acrobat. **What do you dislike about PandaDoc?** Organizing files is challenging, and it's hard to search for specific files. For example, if I'm trying to find a file labeled IGR/TT, I can't find it if I search for IGR TT. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for creating contracts, as it simplifies making changes and automatically saves. Editing templates is easy, making them straightforward to update. ### 49. Easy Document Editing After Upload **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Mid-Market (51-1000 emp.) **Reviewed Date:** June 15, 2026 **What do you like best about PandaDoc?** Easy to edit the documents once uploaded. **What do you dislike about PandaDoc?** Not having an option to but the recipent's name on a template so it automatically fills it. We have to format it a certain way to do so. **What problems is PandaDoc solving and how is that benefiting you?** E-signatures and being able to send the documents via link as well as email so its easier for them to sign. ### 50. Easy to use. Saves time. Looks great! **Rating:** 5.0/5.0 stars **Reviewed by:** Jayme M. | Vice President of Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** January 19, 2023 **What do you like best about PandaDoc?** Our sales team began using PandaDoc to improve our proposals. Now, documents are easier to build and look more professional. We have received compliments from clients, too. **What do you dislike about PandaDoc?** We enjoy how easy PandaDoc is to use and how much time it saves. However, on the front end, it take a good amount of work to get all of our templates created and working properly. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc helped us align our sales proposals' appearance and provided more functionality for our clients. We are now creating and sending documents that include our media guides, proposals, and spec sheets. ## 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=6§ion=pricing&secure%5Bexpires_at%5D=2026-08-06+21%3A05%3A44+-0500&secure%5Bsession_id%5D=155baf5d-4be1-4919-b237-fbe5555e267e&secure%5Btoken%5D=11e4a64d0018e5e0621122e29f7662086480ac4f4d36470a3da196e696466a3b&format=llm_user) ## PandaDoc Integrations - 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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 - Contract Templates - Contract Editing - Contract Attachments - Contract Collaboration - Approval Process - Notifications & Reminders - Contract Database - Integrations / APIs - Reporting & Dashboards - Government Contracts - Specialty Contracts **Functionality** - Remote Notarization - Journal Entries - Integration **Data Sources** - Software - Spreadsheets - Documents **Generation** - Templates - Branding - Email Templates - Alerts/Notifications - Document 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 **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 - E-Signature Integration - CPQ Integration - API / Integrations - Contract/License Management - Knowledge Base Management - Contact Management - RFP Management - Workflow Management - Document Management - Task Management **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 **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)