--- title: PandaDoc Reviews meta_title: 'PandaDoc Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 3618 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: 3618 scale: '5' date_modified: '2026-08-05' 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:** 3,618 ## 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. Simple, Easy Template Management with No Issues So Far **Rating:** 5.0/5.0 stars **Reviewed by:** Dan P. | Regional Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2026 **What do you like best about PandaDoc?** It's simple and easy to use; I can manage multiple templates with very little effort. **What do you dislike about PandaDoc?** I don't see a downside. I haven't had any issues. I'm not a heavy user so that could also be a factor. **What problems is PandaDoc solving and how is that benefiting you?** Panda Doc helps me streamline communiactions ### 2. Practicality and Agility with PandaDoc **Rating:** 4.0/5.0 stars **Reviewed by:** Renan A. | Especialista em retenção pessoal e comercial, Mid-Market (51-1000 emp.) **Reviewed Date:** June 01, 2026 **What do you like best about PandaDoc?** I like the practicality and agility of PandaDoc, which makes the process of altering documents and signing terms very efficient. The digital signature is an essential feature for me. I also appreciate the ease of filling out documents and altering files. The ability to attach PDF files is extremely useful, especially when sending documents to clients. The initial setup of PandaDoc was excellent. **What do you dislike about PandaDoc?** Crashes **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to fill out documents, modify files, and digitally sign agreements. It is practical and agile, making it easier to send documents to clients. ### 3. Easy for Clients and Smooth HubSpot Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** June 15, 2026 **What do you like best about PandaDoc?** It’s easy for clients to use, and it integrates smoothly with Hubspot. **What do you dislike about PandaDoc?** I wish I didn’t have to edit the document and refresh it every time I add a line item or update existing line items in HubSpot. I also wish there were an option to send one private link to everyone included on the quote, because it gets confusing when each person ends up with their own separate link. **What problems is PandaDoc solving and how is that benefiting you?** It's helping us provide seamless quotes to clients to sign. ### 4. Effortless Contract Management with Professionalism **Rating:** 5.0/5.0 stars **Reviewed by:** Jonah W. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 01, 2026 **What do you like best about PandaDoc?** I like using PandaDoc for signing contracts because the e-sign feature makes it easier for my clients. I also appreciate the notifications I get when they receive the documents. PandaDoc seems way more professional compared to others I have used, like DocuSign and eSign. The initial setup was extremely easy, which was a relief. **What do you dislike about PandaDoc?** nothing **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc makes it easier for my clients to sign contracts and provides notifications when they receive documents. ### 5. Easy to Use with Simple Controls for Consistent Team Workflows **Rating:** 5.0/5.0 stars **Reviewed by:** Chris S. | Managing Director, Mid-Market (51-1000 emp.) **Reviewed Date:** April 22, 2026 **What do you like best about PandaDoc?** Very easy to use. Simple controls. Also very simple to create controls for your team to ensure consistency **What do you dislike about PandaDoc?** There is nothing really bad aside from minor quality of life elements. The TEAMS app is a little buggy but still works fine. **What problems is PandaDoc solving and how is that benefiting you?** Ensure consistency in pricing and speed of quotes. We sell from multiple vendor price lists so having this all in one place is great for our team. ### 6. Integrations and Constant Innovation with PandaDoc **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Market Research | Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2026 **What do you like best about PandaDoc?** I love the integrations and constant innovation PandaDoc. **What do you dislike about PandaDoc?** I am not a fan of the high fee that PandaDoc charges for external automations. For a small business, this fee is almost just as much as the platform fee itself without automations. Integrations with our current apps are why we considered PandaDoc over Proposify. This change is making us consider comparing to other platforms again after using PandaDoc for 3 years. **What problems is PandaDoc solving and how is that benefiting you?** PD solves our challenge of creating bespoke proposals, leveraging past modules. ### 7. Flexible Document Creation, Limited Reporting Features **Rating:** 3.0/5.0 stars **Reviewed by:** David M. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 01, 2026 **What do you like best about PandaDoc?** I like PandaDoc for its ease of creating document templates, which are easy to format and update with lots of flexibility and optionality. I also value the saved blocks of content feature that makes updating multiple templates at once easy and reduces human error. Additionally, PandaDoc helps with sending documents in bulk and capturing or validating signatures. **What do you dislike about PandaDoc?** The reporting features are very minimal and inflexible. We're unable to gather data from custom fields which is invaluable to us. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for sending documents in bulk and capturing signatures. I like the flexible document templates, which are easy to format and update. Saved content blocks are great for updating multiple templates quickly and reducing errors. ### 8. Helped our firms filing efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer C. | Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2025 **What do you like best about PandaDoc?** very user friendly. I love being able to use set templates for clients saving a lot of time during the work week! **What do you dislike about PandaDoc?** I have no cons to note. The software is very easy to use and we have not had any issues. **What problems is PandaDoc solving and how is that benefiting you?** We went from having huge paper files that we had to scan in to make digital to small client folders, cutting down on office supply cost and staff time. ### 9. Seamless Integration with Great Support **Rating:** 4.0/5.0 stars **Reviewed by:** TR P. | Product Support & Training, Mid-Market (51-1000 emp.) **Reviewed Date:** January 21, 2026 **What do you like best about PandaDoc?** I like that PandaDoc integrates nicely with our platform, making it easy to manage client and trade partner signatures. The design is appealing, and the API integrations are excellent. The white-labeled signatures add a professional touch. I also enjoy that PandaDoc is rooted in the sales world, allowing users to add graphics and photos to documents. The templates are a handy feature. I appreciate that it can be integrated with our native software and even more with Stripe and QuickBooks. It was somewhat easy to roll out initially. The support and documentation provided by PandaDoc have been very helpful. **What do you dislike about PandaDoc?** The pricing model per user has been a bit challenging. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc integrates well with our platform, managing client and trade partner signatures seamlessly. I appreciate its design, API integrations, and white-labeled signatures. It's rooted in the sales world, allowing for graphics in documents, and the support and documentation are helpful. ### 10. Absolutely Love This Software! **Rating:** 5.0/5.0 stars **Reviewed by:** Excellent Bookkeeping & Tax S. | Financial Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 04, 2025 **What do you like best about PandaDoc?** We like how easy it is to upload and send documents to clients for signatures. The platform clearly shows document statuses such as sent, viewed, and completed, allowing us to track progress and send reminders when needed. PandaDoc also offers unlimited document sending, which is a great advantage. Additionally, the ready-to-use and editable templates save us significant time and effort by eliminating the need to create documents from scratch. **What do you dislike about PandaDoc?** We found that it would be very helpful if PandaDoc offered integration with our tax software, TaxCycle, so we could send documents for signature directly from the software without needing to download and upload files manually. Additionally, it would be great if PandaDoc allowed users to import contacts directly to save time entering client information. Although support can assist with this, reaching out each time takes extra effort — having a self-service option for importing contacts would make the process much smoother from a user’s perspective. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc has simplified our document signing process by eliminating the need to print, scan, or manually track signatures. It helps us send, monitor, and receive signed documents quickly, which saves time and improves workflow efficiency. However, we’ve noticed that sometimes the document status does not update accurately — for example, a signed document may still show as “viewed.” This creates confusion and requires us to manually check and confirm if a document has been signed before following up with clients. ### 11. Streamlined Proposal Management with Minor Hiccups **Rating:** 4.0/5.0 stars **Reviewed by:** Samuel L. | Project Director, Mid-Market (51-1000 emp.) **Reviewed Date:** April 22, 2026 **What do you like best about PandaDoc?** I use PandaDoc for creating proposals to send to clients, and I like how it keeps standard content up to date while allowing for tailored quotes for each customer. It's easy to create and manage templates, which is a big plus for me. Additionally, I find it quite convenient to compile pricing information along with contract terms and conditions. My onboarding experience was really simple too. **What do you dislike about PandaDoc?** It can be slow, and sometimes doesn’t merge the right fields. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc keeps standard content up to date and allows tailored quotes per customer. It's easy to create and manage templates and compile pricing information with contract terms. ### 12. Seamless E-Signature with Stellar HubSpot Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Richard A. | Director of Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2024 **What do you like best about PandaDoc?** I have used PandaDoc for HR, vendor, and customer contracts for 2 years and am very happy with the product. I give it a 5/5 and do recommend it. I really enjoy the templates and workflows, which help me spend time on what is value-add by presaving repeatable actions. The seamless and secure eSignature feature is great. The integration with HubSpot is stronger than with other services, and the initial setup was incredibly easy. **What do you dislike about PandaDoc?** I don't like the lack of integration with my billing tool Sequence. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc provides seamless and secure e-signature, and its templates and workflows help me focus on value-added tasks by saving repeatable actions. ### 13. Easy to Use and Speeds Up Document Signing **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Events Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 18, 2026 **What do you like best about PandaDoc?** Pandadoc is generally easy to use, and it definitely helps me complete documents very quickly. Even when I need to go back to check a document and review the information, I can do that without any issues. I use it for employee verification, and also for any add-on requests that I need to share with the client, so they can sign the documents for orders. **What do you dislike about PandaDoc?** Sometimes it feels slow in working on the docs in Pandadoc, and there is limited usage as I don't have an admin role. **What problems is PandaDoc solving and how is that benefiting you?** For any new orders I’m working on as an account manager, I find it helpful to create a document with all the required related details and share it with the necessary stakeholders for approval, and then with the client for signature. Once that’s done, I can download the document after all signatures are completed, and it also come to my email inbox. Additionally, when I create a document, I receive an email notification when someone opens it and when they sign it, along with the timeline, which is really helpful. ### 14. Seamless Document Management with User-Friendly Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Alex V. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 05, 2026 **What do you like best about PandaDoc?** I like how PandaDoc's platform is very friendly and easy to use. The tools are easy to use in general, and it's simple to send documents directly from the platform when I need to get somebody's signature. The initial setup was also very easy. **What do you dislike about PandaDoc?** To get the documents notarized, it could be more simple. **What problems is PandaDoc solving and how is that benefiting you?** I find PandaDoc easy for signing and editing documents, streamlining the process since I can send them directly from the platform for signatures. ### 15. Customer Viewing Insights That Helps Close Deals **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2026 **What do you like best about PandaDoc?** Being able to see which customers are viewing items, and how long they spend looking at each one, really helps me move the conversation toward closing a sale. **What do you dislike about PandaDoc?** There’s nothing I dislike about Pandadocs; I’ve had a consistently positive experience with it. **What problems is PandaDoc solving and how is that benefiting you?** Being able to reach customers across New Zealand and send proposals electronically has been extremely helpful. It’s made it much easier for me to connect with clients and share proposals quickly without needing to do everything in person. ### 16. User-Friendly and Better Priced Than Docusign **Rating:** 5.0/5.0 stars **Reviewed by:** Austin S. | Project Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** May 06, 2026 **What do you like best about PandaDoc?** It is very user friendly. It is priced better than Docusign. And the name makes me laugh. **What do you dislike about PandaDoc?** The only thing I can say is sometimes the files upload in the incorrect order. **What problems is PandaDoc solving and how is that benefiting you?** I am in sales and use Zoom as my platform for my sales calls. I am able to send contracts very quickly without meeting in person. ### 17. Streamlined Document Workflow with Minor Hiccups **Rating:** 4.0/5.0 stars **Reviewed by:** Rimnesh V. | Data Quality Analyst, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** January 14, 2026 **What do you like best about PandaDoc?** I use PandaDoc mainly to create, send, and track proposals, quotes, and contracts that need e-signatures. PandaDoc helps me create proposals and contracts faster with templates, reducing errors with required fields and speeding up signing with e-signatures. The tracking feature, which includes views and opens, helps me follow up at the right time and close deals quicker. I like the templates and drag-and-drop editor most, as it makes proposals look professional in minutes. The e-signatures are smooth, and the view/track notifications help me follow up at the right time. The templates save me from starting from zero, ensuring everything stays consistent in layout, branding, and sections. The drag-and-drop editor is simple, allowing me to quickly adjust blocks, pricing tables, and signature fields without formatting issues. **What do you dislike about PandaDoc?** Sometimes the editor can feel a bit slow on bigger documents, and formatting can be tricky with complex layouts. I’d also like more flexible customization options in templates and smoother integration/setup with other tools. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to create proposals/contracts faster with templates, reduce errors with required fields, and speed up signing with e-signatures. Tracking views/opens helps with timely follow-ups, closing deals quicker. ### 18. PandaDoc Streamlines Document Customization and Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Wagner O. | Customer Service Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** June 16, 2026 **What do you like best about PandaDoc?** PandaDoc makes it easier for agents to customize different types of documents and improve workflow. **What do you dislike about PandaDoc?** Too many bells and whistles and it may confuse the agents **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc is helping us provide customers with quick solutions for documentation. ### 19. Easy to Use, Powerful Variable-Driven Document Creation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2026 **What do you like best about PandaDoc?** Easy to use. Does the job. It also uses variables which allows us to dynamically create documents **What do you dislike about PandaDoc?** It is expensive for the small feature which is essential but in a world with so many aplications coming up everyday. This is an expensive software **What problems is PandaDoc solving and how is that benefiting you?** We wanted a legitamate way to accept e-signatures. The sign off docments have also been accepted in our multiple disputes when dealing with chargebacks. ### 20. Simple & Gets the Job Done for Electronic Signatures **Rating:** 5.0/5.0 stars **Reviewed by:** Simeon S. | Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** September 03, 2021 **What do you like best about PandaDoc?** PandaDoc is similar in many ways to other services I've used in the past but it has been more reliable. You can actually send documents for signature collection via email or you can grab a link which works great for some folks that can't ever find it in their email after you've sent it so you can just text out the link. Also you can save whatever message you want to send to signers as a template that will get added before sending it out. They’ve advanced the product to include invoicing & so much more. Awesome features that would take way to long to type it all out. Highly recommend checking them out for your e-signature needs. **What do you dislike about PandaDoc?** I haven't ran into any downsides yet at the moment and I've been using them since the end of 2019. I've sent hundreds of documents out for signatures and haven't had one issue. **Recommendations to others considering PandaDoc:** Works great for e-signature collection. Haven't had any issues with using it. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for electronic signatures related to Tax & Financial documents. It is simple and straight forward and has been very reliable. In the past I've used a service that wouldn't send the documents at times. I love it. It now allows billing which also eliminates additional steps in the onboarding process. ### 21. PandaDoc Makes Contracts, Signatures, and Payments Simple for Everyone **Rating:** 5.0/5.0 stars **Reviewed by:** Philip K. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2026 **What do you like best about PandaDoc?** As a company we use pandadoc daily. I really appreciate how easy PandaDoc is to use, especially for our less tech-savvy employees. It makes it simple to create templates, add signature boxes, send contracts, and then receive and track payments. **What do you dislike about PandaDoc?** At the moment, there’s nothing I dislike about PandaDoc. **What problems is PandaDoc solving and how is that benefiting you?** I like that once a contract is sent, I can immediately invoice the customer, and I can also track payments to see what’s on time and what’s late. ### 22. Efficient Document Management, Perfect Performance **Rating:** 5.0/5.0 stars **Reviewed by:** Casandra C. **Reviewed Date:** January 13, 2026 **What do you like best about PandaDoc?** I specifically like the ability to edit service agreements if needed, and the system automatically discards the previous agreement to prevent clients from signing an incorrect one. I also like the option to email by using a specified link that can be sent directly to the client. Having the ability to edit without creating a new service agreement saves time, especially when small details like suite numbers are missing. If there is an issue with the client receiving the service agreement through PandaDoc, the option to copy and send the link to the client saves time as well. **What do you dislike about PandaDoc?** I have used the program for 2 years and currently it provides the features I need. No dislikes at this time. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc solves the problem of manually creating service agreements by allowing edits without starting over and stores signed documents for easy access. The link email feature speeds up client communication. ### 23. Pandadoc Makes Editing and Sending to Clients Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Genesis Rubi L. | Behavior Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** June 15, 2026 **What do you like best about PandaDoc?** I like the editing tools and how easy it is to send it to clients **What do you dislike about PandaDoc?** I really haven't had an issue with Pandadoc **What problems is PandaDoc solving and how is that benefiting you?** It sends documents to families quickly, and it’s easy for them to navigate. ### 24. Very Easy to Use and Worth Recommending **Rating:** 4.5/5.0 stars **Reviewed by:** Client T. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2026 **What do you like best about PandaDoc?** It’s very easy to use. My wife uses it for her company as well, and she referred it to me. **What do you dislike about PandaDoc?** The cost is a bit too high—that’s the only issue for me. **What problems is PandaDoc solving and how is that benefiting you?** I have to collect a lot of signatures for jobs from my clients, and this has helped a lot in getting my work done. ### 25. An intuitive and effective tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2024 **What do you like best about PandaDoc?** I really love the level of visibility I get on a sent document **What do you dislike about PandaDoc?** Honestly can’t think of anything, it’s does what I need it to, it’s intuitive and effective **What problems is PandaDoc solving and how is that benefiting you?** I work with clients who are generally less than tech savvy, PandaDoc lets me walk them through the process painlessly. ### 26. Great tech, forward thinking company **Rating:** 4.0/5.0 stars **Reviewed by:** Will O. | Head of IT, Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2025 **What do you like best about PandaDoc?** PandaDoc completely transformed our contract and payment workflows. We can send agreements and collect signatures and payments in a single, seamless flow; no juggling multiple tools or chasing clients for docs. The integrations with HubSpot and automation options are reliable and fast, and the templates make it easy to maintain consistency across teams. It’s helped us shorten deal cycles and reduce friction for both staff and customers. **What do you dislike about PandaDoc?** The editor can feel clunky when managing large templates or forms with complex conditional logic **What problems is PandaDoc solving and how is that benefiting you?** We use PandaDoc to generate and deliver custom lease agreements for thousands of properties across the U.S. It’s been a game changer for automating complex, state-specific documents that used to take hours of manual prep. The dynamic fields, integrations, and template logic let us scale with confidence; ensuring every agreement is accurate, compliant, and signed quickly. It’s eliminated a ton of back-and-forth and made our leasing process faster, cleaner, and far more consistent. ### 27. Easy to Use, Increases Productivity **Rating:** 5.0/5.0 stars **Reviewed by:** Bradley P. | Director of Technology, Small-Business (50 or fewer emp.) **Reviewed Date:** March 16, 2026 **What do you like best about PandaDoc?** I find PandaDoc easy to use and appreciate its customization capabilities. The doc builder and workflow configurator are really helpful, allowing me to create templates and use merge-field-like inputs that significantly boost productivity, saving me time on document creation. The initial setup was super easy. Switching to PandaDoc from Adobe and DocuSign was driven by its user-friendliness and pricing. **What do you dislike about PandaDoc?** I would love more integration options, like directly integrating M365 into my Outlook. Our CRM, M365, and other internal tools are not available. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc improves efficiency in sending contracts for e-signature and lets us eliminate Adobe PDF and DocuSign. Its customizable templates and merge fields save me time, enhancing productivity without spending too long on a single document. ### 28. Easy Document Management, But Customization and Support Could Improve **Rating:** 3.5/5.0 stars **Reviewed by:** Theresa P. | Sr. Research Regulatory Coordinator, Enterprise (> 1000 emp.) **Reviewed Date:** January 06, 2026 **What do you like best about PandaDoc?** I really like how easy PandaDoc is to use, the drag-and-drop editor and clean interface make creating and sending documents simple. I also appreciate that it combines everything in one place, from templates to e-signatures and tracking, and integrates well with CRMs. **What do you dislike about PandaDoc?** On the downside, I find the formatting options a bit limited for complex layouts, and some advanced features can get pricey. Customer support is generally good, but it can be inconsistent at times. Overall, it’s a great tool for streamlining document workflows, even if customization could be better. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc is solving the problem of slow, manual document workflows by automating the entire process - from creating proposals and contracts to getting signatures and tracking engagement. This benefits me by saving time, reducing errors, and making everything more efficient. Instead of juggling multiple tools, I can manage documents, approvals, and e-signatures in one platform, which speeds up turnaround and improves collaboration. ### 29. Effortless Proposal Management and Integration **Rating:** 5.0/5.0 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 PandaDoc interfaces with our Salesforce CRM system, making it very fast and easy to create a proposal and link it to the opportunity and the contact. It speeds up the process of sending a complicated proposal to a client or multiple clients, making it quick and easy to get them out very fast. I also appreciate that it is a cloud-based tool that works from anywhere. The initial setup was very easy and got done in just a few minutes. **What do you dislike about PandaDoc?** I can't think of anything that I don't like about it. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc speeds up sending complicated quotes to clients, making it quick and easy. ### 30. More Intuitive Than Docusign **Rating:** 5.0/5.0 stars **Reviewed by:** Benjo L. | HR Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** June 09, 2026 **What do you like best about PandaDoc?** It is definitely more intuitive than the Docusign. **What do you dislike about PandaDoc?** Since its is still in its early stages, I wish it had more flexibility with conditional fields, like nested ifs. **What problems is PandaDoc solving and how is that benefiting you?** Easier to use for most of our users. ### 31. Adapts to Our Needs—Fast, Efficient Document Sending & Signing with Panda Doc **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Public Relations and Communications | Small-Business (50 or fewer emp.) **Reviewed Date:** June 19, 2026 **What do you like best about PandaDoc?** I think that the best part of working with acutrans is how is adapting to all our needs as company. I'm sending documents all day long and Panda Doc allows me to work fast and efficient. **What do you dislike about PandaDoc?** Maybe colors. I would like to go with colors that defines better the good mood of the platform or how familiar is to work with Panda Doc. I would go for a good purple color. But it's just matter of how it looks like.This is also applicable for all the status of documents. **What problems is PandaDoc solving and how is that benefiting you?** signining multiple documents during the day. It's awesome how I get notifications per each change of status. ### 32. Effortless Document Management and Customization **Rating:** 5.0/5.0 stars **Reviewed by:** Bryan P. | Partner & Chief Operating Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2026 **What do you like best about PandaDoc?** I like how easy it is to drag and drop in different templates, signature fields, date fields, and other necessary fields in PandaDoc. It really makes organization straightforward, allowing us to stay on top of everything we need to manage. The ease of use for team members to insert signature or date fields or any other prepopulated sections makes it simple and fast to get contracts out the door. Also, the initial setup was very easy. **What do you dislike about PandaDoc?** We do not have any issues with Pandadoc currently. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to quickly create contracts and forms, ensuring accuracy with our base templates. ### 33. Very User-Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Melinda H. | Financial counselor, Enterprise (> 1000 emp.) **Reviewed Date:** June 16, 2026 **What do you like best about PandaDoc?** Very user friendly and updates happen as needed. **What do you dislike about PandaDoc?** Can’t think of any issues at this time.. **What problems is PandaDoc solving and how is that benefiting you?** We have the ability to have clients sign and complete documents electronically to streamline our process. ### 34. Time-Saver with Smooth CRM Integration **Rating:** 5.0/5.0 stars **Reviewed by:** John M. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 29, 2026 **What do you like best about PandaDoc?** I really like how PandaDoc pre-populates saved information, which saves me time. Everything has been good and easy to navigate so far, and the initial setup was very easy. **What do you dislike about PandaDoc?** Sometimes there is a lag when working on a large document. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc solves the inconvenience of multiple emails and saves me time by pre-populating saved information. ### 35. Easy to Use with Flexible Workspaces and Clear Admin Visibility **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2026 **What do you like best about PandaDoc?** The ease of use, different workspaces that you can assign staff. However it gives you the ability as an admin to see everything across the board. **What do you dislike about PandaDoc?** The $3 price per document overage can be a little pricey. **What problems is PandaDoc solving and how is that benefiting you?** The ability to send forms to sign via a link is a huge help for our clients ### 36. Intuitive and Fast, With Room for Performance Improvement **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User | Mid-Market (51-1000 emp.) **Reviewed Date:** June 10, 2026 **What do you like best about PandaDoc?** I really appreciate that PandaDoc centralizes contracting information both internally and externally for us at scale. It's quite intuitive and generally fast, which is exactly what it should do. The contract signature and creation features are very useful, and the templates syncing back to HubSpot are handy too. Particularly, the templates that sync with the deal into HubSpot stand out, making the process smoother. **What do you dislike about PandaDoc?** The speed of PandaDoc rooms was quite slow. Even though the feature looked very useful, its slow speed was an issue. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc centralizes contracting information at scale. It's intuitive and fast, simplifying contract creation and signature. The template syncing with HubSpot is useful, streamlining workflows. ### 37. Effortless Contract Management with Remarkable Ease **Rating:** 5.0/5.0 stars **Reviewed by:** Sean B. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2026 **What do you like best about PandaDoc?** I love PandaDoc because it's such a user-friendly site. The organization of documents is great, and I appreciate the way it predicts fields that need to be filled out, allowing me to move through sending agreements a lot quicker. It's the perfect design and nothing else we tried worked as well for us. The initial setup was incredibly easy! **What do you dislike about PandaDoc?** I genuinely love everything about PandaDoc **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc makes it easy to issue contracts and speeds up signing with e-sign options. The user-friendly design and document organization, along with predictive fields, help me send agreements quickly. ### 38. Happy with company offering, unhappy with onboarding, not worth the $$ **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about PandaDoc?** Everything is does to make document creation smoother and easier for sales team **What do you dislike about PandaDoc?** I’m really unsatisfied with what you call “Onboarding,” especially considering we paid $479 for it. It wasn’t worth the time or the money for what we received. What would have been far more helpful is a training course that actually shows how to set up a template, create a document, and handle the basic setup steps. Once it became clear that onboarding wasn’t going to get us anywhere, I ended up outsourcing the setup. **What problems is PandaDoc solving and how is that benefiting you?** getting forms and contracts signed quickly and securely ### 39. Effortless Document Management and Seamless Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Stacy S. **Reviewed Date:** February 03, 2026 **What do you like best about PandaDoc?** I really like the content library and templates available in PandaDoc. It's nice and smooth and allows us to make great templates for our sales orders and other documents. Additionally, the integration with Salesforce and other tools is important. Having different moving parts and data points to pull from in our CRM, the ability to automate and personalize them quickly is extremely valuable. **What do you dislike about PandaDoc?** Sometimes things get a little wacky when moving items around, but that's just as much a function of user error as it is anything else. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for fulfilling contracts and signing documents with clients. It provides an easy, device-agnostic solution for quick document signing and making beautiful templates. The content library and template features, along with seamless Salesforce integration, automate and personalize our contracts and sales orders efficiently. ### 40. A Reliable and Streamlined Solution for HR and Recruitment Documents **Rating:** 5.0/5.0 stars **Reviewed by:** Suzan F. | Recruitment Consultant & HR Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2025 **What do you like best about PandaDoc?** What I like best about PandaDoc is how streamlined and user-friendly the platform is. It allows me to manage, send, and track documents all in one place, which saves a huge amount of time. I especially appreciate the ability to create reusable templates and monitor real-time progress, ensuring documents are signed quickly and compliantly. **What do you dislike about PandaDoc?** Overall, PandaDoc is a great platform, but I find that the template editor can occasionally be a bit clunky, especially when aligning fields or formatting complex documents. It would also be helpful if there were more flexibility with fillable fields and better integration options for advanced workflows. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc has streamlined our entire document management and signing process. Previously, onboarding forms, employment contracts, and agreements required manual handling and multiple follow-ups. With PandaDoc, we can automate these workflows, track real-time document status, and ensure everything is signed securely and compliantly. This has significantly reduced turnaround times and improved transparency across teams. ### 41. Love PandaDoc **Rating:** 5.0/5.0 stars **Reviewed by:** Galen S. | Sales Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2025 **What do you like best about PandaDoc?** PandaDoc has a lot of great features that make managing contracts simple and efficient. One thing I like best is the real-time notifications — they let me know exactly when a customer has opened or viewed the contract. It’s a small detail, but it really helps me stay on top of follow-ups and gives me confidence that nothing slips through the cracks. **What do you dislike about PandaDoc?** Sometimes editing contracts can be a bit challenging, especially when multiple sections need to be updated or when formatting shifts unexpectedly. It can take some extra time to make sure everything stays aligned and looks clean. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc solves the problem of managing and tracking contracts efficiently. Before, I had to rely on email attachments and back-and-forth messages to confirm when someone received or viewed a document. Now, everything is in one place — I can create, send, track, and get signatures without any confusion. It saves me time and keeps my workflow organized. ### 42. PandaDoc Streamlines Workflow, but Could Improve Speed and Customization **Rating:** 5.0/5.0 stars **Reviewed by:** Vania L. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2025 **What do you like best about PandaDoc?** I really appreciate how user-friendly PandaDoc is. It makes creating, sending, and tracking documents incredibly efficient. The ability to use templates, collect e-signatures, and monitor document status in real time helps streamline our workflow and saves a lot of time. It keeps everything organized and reduces back-and-forth, which is especially helpful in a fast-paced office setting. **What do you dislike about PandaDoc?** While PandaDoc is very efficient overall, there are times when the platform can lag or take a bit longer to load documents. Additionally, some customization options can feel slightly limited when trying to format more complex documents. These aren’t major issues, but improvements in speed and formatting flexibility would make the experience even better. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc has streamlined our document workflow by allowing us to create, send, and collect signatures all in one place. It eliminates the need for printing, scanning, or mailing documents, which saves time and reduces errors. The real-time tracking and notifications also ensure that nothing falls through the cracks. Overall, it has made our process more efficient, organized, and professional when working with clients and providers. ### 43. Effortless, professional proposals that actually get signed **Rating:** 5.0/5.0 stars **Reviewed by:** Patrick F. | Principal, Media Production, Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2025 **What do you like best about PandaDoc?** We use PandaDoc for all our video production proposals and retainers, and it’s been a game-changer. Before, sending proposals felt like a clunky back-and-forth — now it’s polished, fast, and seamless. The templates are way more visually appealing than my last proposal platform and make it easy to maintain consistent branding. As a video production company, ability to embed videos is a key feature and massive upgrade over sending PDFs. Clients love how professional it looks, and the e-signing process removes all friction. We also use it for retainers and renewals, so having recurring templates and signature tracking in one place saves a ton of time. The notifications and audit trail make it easy to stay on top of who’s viewed or signed. If you send proposals, contracts, or renewals regularly, PandaDoc is absolutely worth it. It’s one of those tools that quietly makes your whole business feel more buttoned-up and efficient. **What do you dislike about PandaDoc?** Can't figure out how to turn off expiration date. They unnecessarily gatekeep some features for Enterprise plans. Price has definitely gone up over the years. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc has streamlined our entire proposal and contract workflow. What used to take hours of PDF editing and chasing signatures now takes minutes, and everything looks consistently branded and professional. It saves me time, speeds up client approvals, and makes our video production company look as polished as the work we deliver. ### 44. Panda Doc Streamlines Our Workflow So Much Better, But Needs Better Contract Deadline Controls **Rating:** 5.0/5.0 stars **Reviewed by:** Scott T. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2025 **What do you like best about PandaDoc?** Panda Doc has made our process so much more convenient compared to how we used to operate. Now, when someone comes in looking for a spa and needs to take measurements or handle other tasks, they can simply call us instead of having to drive back to complete all the necessary paperwork. Everything can be done entirely online, which is a benefit for both us and our customers. Previously, we had to take photos of the contract and send them via email, which resulted in poor quality and made it difficult for customers to sign and return the documents. Panda Doc has completely eliminated these issues. **What do you dislike about PandaDoc?** The only thing I wish for is a time limit on how long we have to get a contract signed. Sometimes people take their time and let the process drag on for days. They may not realize that we can't begin preparing the purchase until we have all the required paperwork. Maybe this feature already exists and I just haven't discovered it yet. **What problems is PandaDoc solving and how is that benefiting you?** This tool makes it much easier to send contracts and required documents to customers for signatures, initials, dates, and more. It has helped us move away from the outdated process of taking photos of documents and emailing them. ### 45. PandaDoc Makes Contract Management Intuitive and Efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Cristina G. | Psychologist, Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2025 **What do you like best about PandaDoc?** I truly love PandaDoc. The templates I can create are very intuitive and easy to customize, which greatly streamlines my work. In addition, the ease with which I can now send and receive contracts has significantly simplified my business processes. The efficiency and professionalism your tool allows me to achieve are exceptional. I deeply appreciate the positive impact PandaDoc has had on my daily work. **What do you dislike about PandaDoc?** Although I’m very satisfied with PandaDoc overall, the only aspect I find could be improved is the price, especially when it comes to accessing more advanced features or higher-tier plans. I understand that quality and versatility come at a cost, but it would be great to have more affordable options for independent professionals or small practices. Other than that, the experience is excellent — the platform is intuitive, reliable, and truly makes a difference in document management. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc has completely solved the problem of chasing people to sign documents or dealing with clients who don’t know how to sign using other tools like Adobe Acrobat. Now everything is much faster and easier — the platform is incredibly intuitive, both for me and for the people who receive my documents. It has saved me a lot of time and made my business processes more professional and efficient. ### 46. PandaDoc: User-Friendly and Easy to Understand **Rating:** 5.0/5.0 stars **Reviewed by:** Lakeither G. | Project Superintendent, Small-Business (50 or fewer emp.) **Reviewed Date:** June 19, 2026 **What do you like best about PandaDoc?** It's user-friendly and easy to understand **What do you dislike about PandaDoc?** There's really nothing bad I can say about PandaDoc **What problems is PandaDoc solving and how is that benefiting you?** Pandadoc saves time and helps me get documents signed by multiple parties quickly. ### 47. Effortless Document Handling with PandaDoc **Rating:** 5.0/5.0 stars **Reviewed by:** Markus M. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2026 **What do you like best about PandaDoc?** I like the seamlessness of sending out contracts and the user experience in PandaDoc. I also enjoy the smooth transition of sending documents to the recipients and anyone that needs to be copied on it. The initial setup of PandaDoc was seamless too. **What do you dislike about PandaDoc?** N/A **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc saves me time by automating the insertion of text and signature boxes in contracts. It ensures a seamless and user-friendly experience when sending out documents. ### 48. Effortless Contract Management with PandaDoc **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2026 **What do you like best about PandaDoc?** I use PandaDoc to sign and build contracts with customers. What I really like is that PandaDoc is quick and easy to use. The instructions are simple, even for customers who aren't tech-savvy. I also like the drag and drop function for signature and initial blocks. The initial setup was extremely easy. **What do you dislike about PandaDoc?** Maybe a feature where it automatically adds the initials and the signature blocks and the text blocks to every page. So allowing me not to have to drag and drop it. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc is quick and simplifies instructions, even for non-tech-savvy customers. ### 49. 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. ### 50. 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. ## PandaDoc Discussions - [Is PandaDoc safe?](https://www.g2.com/discussions/is-pandadoc-safe) - 9 comments, 2 upvotes - [I have uploaded a document. How I can edit within the app?](https://www.g2.com/discussions/i-have-uploaded-a-document-how-i-can-edit-within-the-app) - 2 comments, 1 upvote - [What is the best way to send multiple documents in one pandadoc request having multiple signatures and answer forms?](https://www.g2.com/discussions/what-is-the-best-way-to-send-multiple-documents-in-one-pandadoc-request-having-multiple-signatures-and-answer-forms) - 1 comment, 1 upvote - [¿Se puede utilizar la plataforma para la firma digital de recibos?](https://www.g2.com/discussions/can-the-platform-be-used-for-the-digital-signature-of-receipts) - 1 comment, 1 upvote - [How do i create one document for multiple signatories or do i just have to create a different document for every individual?](https://www.g2.com/discussions/52245-how-do-i-create-one-document-for-multiple-signatories-or-do-i-just-have-to-create-a-different-document-for-every-individual) - 1 comment, 1 upvote - [View PandaDoc pricing details and edition comparison](https://www.g2.com/products/pandadoc/reviews?page=5§ion=pricing&secure%5Bexpires_at%5D=2026-08-05+19%3A13%3A37+-0500&secure%5Bsession_id%5D=e110cb43-6d07-4667-8943-0a82caa2c3c7&secure%5Btoken%5D=3b7228198a11a098ec006d8d90a77c6dac6b54b1ebd37eb4cdbf06177c90fcab&format=llm_user) ## PandaDoc Integrations - [Actionstep](https://www.g2.com/products/actionstep/reviews) - [Adobe Acrobat](https://www.g2.com/products/adobe-acrobat/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Airtable](https://www.g2.com/products/airtable/reviews) - [AppFolio](https://www.g2.com/products/appfolio/reviews) - [Applied Epic](https://www.g2.com/products/applied-epic/reviews) - [Attio](https://www.g2.com/products/attio/reviews) - [Authorize.net](https://www.g2.com/products/authorize-net/reviews) - [BambooHR](https://www.g2.com/products/bamboohr/reviews) - [Canva](https://www.g2.com/products/canva/reviews) - [Chargebee](https://www.g2.com/products/chargebee/reviews) - [Claris FileMaker](https://www.g2.com/products/claris-filemaker/reviews) - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews) - [Clio Manage](https://www.g2.com/products/clio-clio-manage/reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) - [Google Drive & Docs for Confluence](https://www.g2.com/products/google-drive-docs-for-confluence/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [HighLevel](https://www.g2.com/products/highlevel/reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) - [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) - [JazzHR](https://www.g2.com/products/jazz-co/reviews) - [JobDiva](https://www.g2.com/products/jobdiva/reviews) - [LeadSimple](https://www.g2.com/products/leadsimple/reviews) - [Make](https://www.g2.com/products/integromat-by-celonis-make/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Dynamics 365 Business Central](https://www.g2.com/products/microsoft-microsoft-dynamics-365-business-central/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Microsoft Word](https://www.g2.com/products/microsoft-word/reviews) - [monday AI Work Platform](https://www.g2.com/products/monday-com/reviews) - [monday CRM](https://www.g2.com/products/monday-crm/reviews) - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - [Odoo ERP](https://www.g2.com/products/odoo-odoo-erp/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - [Pipedrive CRM for Sales for G Suite](https://www.g2.com/products/pipedrive-crm-for-sales-for-g-suite/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Sage CRM](https://www.g2.com/products/sage-crm/reviews) - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews) - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Square Point of Sale](https://www.g2.com/products/square-point-of-sale/reviews) - [Stripe Connect](https://www.g2.com/products/stripe-connect/reviews) - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## PandaDoc Features **Signature Process** - Document Signing - Reminders and Expirations - Sign-In Process - Mobile Signatures - Signature Workflow - Bulk Digital Signatures - Reporting - Signature Document Creation - Multi-Party Signing - Electronic Signature **** - 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 **** - 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 **** - 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 **** - 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 **** - Search/Filter - AI Copilot - Commenting/Notes - Content Publishing Options - Reporting & Statistics - Content Library - Document Classification - Drag & Drop - Customizable Branding - SSL Security - API - Document Management - 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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 **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 **** - File Sharing - Approval Process Control - Alerts/Notifications - 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