--- 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. PandaDoc Is User-Friendly and Easy to Set Up **Rating:** 4.0/5.0 stars **Reviewed by:** Robert C. | Special Ed Teacher, Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about PandaDoc?** PandaDoc is user-friendly and easy to set up. **What do you dislike about PandaDoc?** When setting up its much easier to use a mouse than the trackpad on most laptops. **What problems is PandaDoc solving and how is that benefiting you?** I use it to gather signatures for virtual meetings ### 2. Effortless Document Management and Signature Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2026 **What do you like best about PandaDoc?** I really like how simple and easy it is to do everything with PandaDoc. The pre-filled fields make it easier and much less fiddly. I also appreciate the visibility it offers, like knowing if someone's viewed or signed the document. **What do you dislike about PandaDoc?** n/a **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc ensures proper documentation and verified signatures on important legal documents. It's simple to use with pre-filled fields that make things easier and less fiddly. I also like the visibility on whether documents have been viewed or signed. ### 3. Very User-Friendly with Clear Error Highlighting **Rating:** 4.5/5.0 stars **Reviewed by:** Philip B. | Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about PandaDoc?** It's very user friendly. I like how it highlights the errors so you can fix them. **What do you dislike about PandaDoc?** Nothing at this time. I am very satisfied, **What problems is PandaDoc solving and how is that benefiting you?** We can get contracts drafted so much quicker. ### 4. HSE Manager **Rating:** 5.0/5.0 stars **Reviewed by:** Jenny T. | Manager HSE, Enterprise (> 1000 emp.) **Reviewed Date:** April 24, 2026 **What do you like best about PandaDoc?** Very user friendly. Very affordable. Friendly training staff. **What do you dislike about PandaDoc?** I would like to see it integrate with a few more programs **What problems is PandaDoc solving and how is that benefiting you?** None at the current moment. They are doing great. ### 5. Boosts Productivity with Ease **Rating:** 4.5/5.0 stars **Reviewed by:** Michael F. **Reviewed Date:** November 28, 2025 **What do you like best about PandaDoc?** I find PandaDoc's user interface to be highly intuitive and easy to navigate, which significantly enhances my productivity as the sole general counsel for a small company. The platform greatly facilitates the execution of documents and ensures smooth coordination with counterparties, eliminating the issues traditionally associated with handling paper documents or PDFs for legal document execution. Additionally, I often utilize some of their templates that prove to be extremely helpful in expediting tasks and achieving compliance. The overall ease of setup for PandaDoc was also very satisfactory, allowing me to get started without any hassle. **What do you dislike about PandaDoc?** I had one problem trying to log in from my personal account to sign a document via Gmail. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc expedites and ensures compliance with legal document execution, provides helpful templates, and enhances my productivity as a sole general counsel, making document handling intuitive and issue-free. ### 6. Effortless Remote Signing, Minor Upload Glitches **Rating:** 5.0/5.0 stars **Reviewed by:** Erica W. | Special Education Teacher, Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2025 **What do you like best about PandaDoc?** PandaDoc makes sigining documents easy when the people you are working with are in remote locations or off-site. Further, all of my documents are saved in my acocunt to make it quick and simple when I need the signed documents. **What do you dislike about PandaDoc?** I have had to upload a document more than once to be able to see it and assign signatures to it, however this isn't problematic enough to change my preference. **What problems is PandaDoc solving and how is that benefiting you?** I often need multiple signatures per docuemnt, and the ease of emailing a PandaDoc saves me time and keeps me more organized. I also love the reminder feature when I am not receiving signatures, and the reminders I receive when the team has completed their signatures. ### 7. Effortless Contract Management with Room for Design Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Aqeelah R. | Real Estate Investor, Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2025 **What do you like best about PandaDoc?** I appreciate PandaDoc for its consistent document layout, especially through its use of templates. The templates provide a robust guide for constructing contracts, which saves me the hassle of deciding what needs to go on a contract manually. This makes the process of creating contracts for cleaning and janitorial services in commercial properties far more efficient. I also find the delivery mechanism of PandaDoc highly beneficial, as it allows me to track when a contract is opened and how many times it has been reviewed, which is valuable when trying to gauge the interest and consideration of clients and stakeholders. Furthermore, the seamless integration of electronic signatures within PandaDoc eliminates the need to use additional software for this purpose, streamlining my workflow significantly. **What do you dislike about PandaDoc?** I think some of the design aspects could be improved, especially for my industry. In the cleaning industry, there aren't many aesthetically pleasing document designs available. While PandaDoc does have one document that I was able to use, I believe there could be more updated features, possibly including AI integration. I'm not sure if AI is currently a part of PandaDoc, but incorporating it could be a significant benefit. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for creating contracts with a consistent layout and templates, simplifying the process. It allows me to track document opens and manage signatures seamlessly without needing additional software, making it easier to ensure stakeholder engagement and streamline document workflow. ### 8. Empowers Real-Time Teamwork with Seamless Collaboration **Rating:** 5.0/5.0 stars **Reviewed by:** Austin H. | Support Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** January 13, 2026 **What do you like best about PandaDoc?** I appreciate the features that enable live collaboration with colleagues. These tools make it much easier to work together in real time and streamline our teamwork. **What do you dislike about PandaDoc?** I find the automated email correspondence to be frustratingly slow. While I do value its persistence, I believe that after three or four instances where the recipient has read but not opened any links, the system should stop all further communication with those deemed unresponsive. **What problems is PandaDoc solving and how is that benefiting you?** The platform allows for direct communication between accounts. ### 9. Drag-and-Drop Ease, but Formatting and Word Conversion Need Improvement **Rating:** 2.5/5.0 stars **Reviewed by:** Jonathan M. | WareHouse, Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2026 **What do you like best about PandaDoc?** The drag-and-drop functionality makes it easy to create, edit, and customize documents. It also speeds up repetitive tasks and supports automated workflows, saving a significant amount of time. **What do you dislike about PandaDoc?** There are some formatting limitations in the editor, and I’ve also run into issues when converting documents from Word. Once a document is sent, editing options are limited, and I often end up having to redo it. **What problems is PandaDoc solving and how is that benefiting you?** I switched programs, so I really can’t say much overall, but at the time it was nice to use. ### 10. Easy to Use, Generous Free Plan with Certified Signature Pages **Rating:** 5.0/5.0 stars **Reviewed by:** Christopher B. | Sales Agent, Information Services, Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2026 **What do you like best about PandaDoc?** Easy to Use with certified signature pages. Free plan is generous! **What do you dislike about PandaDoc?** I haven't found anything to complain about. **What problems is PandaDoc solving and how is that benefiting you?** Getting my real estate contracts signed in different countries. ### 11. Effortless Contract Management with Seamless Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Semaj G. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2026 **What do you like best about PandaDoc?** I use PandaDoc for pushing contracts out to clients, and it really helps with automation. I like the ease of use and how it automates the processes. The integration with HubSpot and another system works well for me, and I found it was better integrated compared to DocuSign. The initial setup was simple with no difficulties. **What do you dislike about PandaDoc?** I don't have any issues. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for pushing contracts out to clients. It solves automation and offers ease of use. ### 12. Easy to use and extremely user friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2024 **What do you like best about PandaDoc?** it is extrememly User - friendly and easy to navigate **What do you dislike about PandaDoc?** what i like least is that when a client makes a mistake when signing a document then we need to redo the document **What problems is PandaDoc solving and how is that benefiting you?** time saver having to scan and send documents to clients ### 13. Easy Integration, Affordable Pricing **Rating:** 4.5/5.0 stars **Reviewed by:** Jonathan R. | Administrative Director, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2026 **What do you like best about PandaDoc?** I like PandaDoc's good UI/UX and good API, which are easy to use and integrate. The pricing was a significant factor for the switch from DocuSign, and I found the initial setup to be very good. **What do you dislike about PandaDoc?** Email deliverability **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to help get clients to sign their documents. It has a good UI/UX and API, making it easy to use and integrate. ### 14. Streamlines Contract Management with Ease **Rating:** 5.0/5.0 stars **Reviewed by:** Adriana S. | Project Manager, National Occupational Standards and Labour Market Information, Small-Business (50 or fewer emp.) **Reviewed Date:** November 04, 2025 **What do you like best about PandaDoc?** I really like PandaDoc’s user interface and its aesthetics, making it visually appealing. Its ease of use when it comes to opening and managing contracts is notable, allowing me to navigate through documents seamlessly. I particularly enjoy the start and finish queues, which provide clarity about the document status and streamline my workflow. Additionally, I appreciate how PandaDoc centralizes all documents, preventing loss in locations like OneDrive. This feature, combined with its ability to integrate with other systems like Insightly and custom software upon contract signing, makes it highly functional and efficient. **What do you dislike about PandaDoc?** While I generally find PandaDoc to function well, I do encounter some difficulties, particularly with the template creation process. The challenge arises not necessarily from an issue specific to PandaDoc, but rather due to the incorporation of certain graphics and colors in our contracts, which can make editing templates cumbersome. This difficulty is accentuated when I need to add new information in the middle of contracts, presenting a bit of a hassle. Additionally, while not a direct issue, I would like to make greater use of the report features within PandaDoc. The reports appear promising, yet I feel there's potential to leverage AI to explore the data more effectively and derive more value from these insights. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc replaces handwritten signatures with verified digital ones, integrates contracts with other systems, and centralizes documents to prevent them from getting lost, enhancing document management and streamlining contract signing processes. ### 15. Simple, Time-Saving Quotation Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Mark T. **Reviewed Date:** February 03, 2026 **What do you like best about PandaDoc?** I use PandaDoc for setting up quotations for customers, and it's really handy because it saves me time on checking if the customer can actually see the quotation. It's simple to use, helps me navigate and edit things quicker, and saves time typing extra stuff. The analytics tool is awesome for seeing where my customer is focused on in the quotation. Additionally, I find the initial setup very easy. **What do you dislike about PandaDoc?** not anything at the moment **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to set up quotations for customers. It saves me time by showing if they can see the quotation, is easy to navigate, and helps me edit things quickly. ### 16. Convenient and Easy **Rating:** 4.0/5.0 stars **Reviewed by:** teresa b. | Acquisitions, Mid-Market (51-1000 emp.) **Reviewed Date:** February 20, 2025 **What do you like best about PandaDoc?** It integrates with our order entry system and auto-populates the required fields. It will notify me when a prospect "views" a document. I love the auto reminders as well. **What do you dislike about PandaDoc?** It allows a customer to "finish" the form without selecting a "term option". It does not recognize when the signer's name does not match. **What problems is PandaDoc solving and how is that benefiting you?** the dashboard, home screen, recent docs, completed forms, etc.. all beneficial ### 17. Effortlessly Streamlines Document Creation **Rating:** 5.0/5.0 stars **Reviewed by:** Mike C. **Reviewed Date:** February 11, 2026 **What do you like best about PandaDoc?** I use PandaDoc for creating templates and sending proposals and NDAs, and it really helps to streamline my working day. I like that it speeds up processes and makes the preparation of proposals and contracts particularly easy. Integrating it with our Slack channels was seamless, and the initial setup was very easy. Overall, I find it perfect just the way it is. **What do you dislike about PandaDoc?** i dont have anything bad to say about PandDoc **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for creating templates, proposals, and NDAs. It streamlines my day, speeds up processes, and makes preparing proposals and contracts easy, compared to creating documents from scratch before. ### 18. PandaDoc Makes Document Creation and E-Signatures Fast and Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Hemanth K. | Head of Cyber Identity & Engineering I Information Security, Hospital & Health Care, Enterprise (> 1000 emp.) **Reviewed Date:** March 17, 2026 **What do you like best about PandaDoc?** PandaDoc is easy to use. It speeds up document creation through templates and automation, and it makes e-signatures and tracking straightforward—helping teams close documents faster with less effort. **What do you dislike about PandaDoc?** Not that I’m aware of, really. It’s a good product. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc helps us eliminate manual, slow, and error‑prone document workflows by automating document creation, approvals, and e‑signatures. As a result, we’ve reduced turnaround time, improved consistency by using templates, and gained clear visibility into each document’s status. so we can close agreements faster with less back‑and‑forth. ### 19. Effortless Document Signing with PandaDoc—Simple and Reliable **Rating:** 5.0/5.0 stars **Reviewed by:** Clark D. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2025 **What do you like best about PandaDoc?** I appreciate how simple it is to use. I create a PDF of the form I need signed using Google Docs, then import it into PandaDoc. After that, I add a signature field for my customer to the PDF and send it by email for signing. Once my customer signs the document, I receive a signed copy along with a "signature certificate." **What do you dislike about PandaDoc?** So far I have not run into any weakness. **What problems is PandaDoc solving and how is that benefiting you?** I typically require only one or two digitally signed documents per month, so my needs are fairly low volume. I didn't want to pay for an expensive solution just for this purpose. PandaDoc meets my requirements perfectly, providing the features I need without unnecessary cost. ### 20. PandaDoc: Effortless Document Management with Seamless e-Signatures **Rating:** 5.0/5.0 stars **Reviewed by:** Jannette S. | Administrative Assistant **Reviewed Date:** November 03, 2025 **What do you like best about PandaDoc?** I have been using PandaDoc for approximately three years to quickly and accurately request signatures from our business partners and customers. I discovered it through a web search and found it incredibly easy to use, which is why I chose it over other vendors. Setting it up was not difficult at all, enhancing my initial experience. PandaDoc has significantly simplified the process of requesting signatures and reviews by making it quick and accurate, which benefits our business by ensuring documents are signed right away. I particularly appreciate its ease of use, which makes completing tasks feel seamless. Additionally, PandaDoc facilitates easy record-keeping of all documents that have been sent to be signed, markedly simplifying my record management tasks. The ease of use and the record-keeping capabilities are compelling reasons for me to consider repurchasing or recommending PandaDoc. I cannot think of anything that needs changing about PandaDoc at this point, and I would definitely recommend it to others, rating it a 10 out of 10. **What do you dislike about PandaDoc?** I cannot think of any features that i dislike so far **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc simplifies the process of requesting signatures by making it easy, quick, and accurate, benefiting my business by getting documents signed right away and simplifying record-keeping. ### 21. Effortless Document Management with Intuitive Features **Rating:** 4.5/5.0 stars **Reviewed by:** Anita F. **Reviewed Date:** November 03, 2025 **What do you like best about PandaDoc?** I find PandaDoc incredibly intuitive and easy to set up, with no issues during the setup process, which is a huge relief. The software streamlines my contract-signing workflow, allowing me to send documents to clients very efficiently and receive their e-signatures quickly and effortlessly. It's fantastic that it keeps me updated throughout the entire process, letting me know when clients have viewed and signed the documents. Even for clients who aren't very tech-savvy, PandaDoc's e-signature feature is simple enough that they've never faced difficulties, which speaks volumes about its user-friendly design. Moreover, the fact that PandaDoc has maintained a truly free version without retracting it later, unlike some other software companies, is a big plus for me. This ethical approach has earned my trust. Overall, PandaDoc significantly eases my workflow, makes managing client contracts seamless, and I appreciate its reliability and simplicity. **What do you dislike about PandaDoc?** PandaDoc doesn't seem to integrate with other software that I use. It would be fantastic if I could just use one CRM that encompasses all of the different bits of software, but there doesn't seem to be that currently in place. **What problems is PandaDoc solving and how is that benefiting you?** I find PandaDoc makes contract management efficient by allowing me to send, receive, and track esignatures quickly while keeping me informed of client interactions. ### 22. Effortless Document Signing for Anyone **Rating:** 5.0/5.0 stars **Reviewed by:** Denise G. | Support Services clerical, Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2026 **What do you like best about PandaDoc?** I like how easy it is to send a document out for signature to basically anyone. **What do you dislike about PandaDoc?** Nothing that I dislike. It's easy to use. **What problems is PandaDoc solving and how is that benefiting you?** It solves the problem of getting signatures on important documents in a timely manner! ### 23. Seamless HubSpot Contract Signing with Easy Setup and Amazing Support **Rating:** 5.0/5.0 stars **Reviewed by:** Shaun D. | Performance Marketing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2026 **What do you like best about PandaDoc?** The contract signing feature integrated with HubSpot is amazing. My team loves how seamless the integration feels. It’s very easy to use and simple to implement, and the customer support has been amazing as well. **What do you dislike about PandaDoc?** The Teams add-on is missing and isn’t included in the Business subscription, which can be a deal-breaker at times. **What problems is PandaDoc solving and how is that benefiting you?** Easy contract creation and e-signing when paired with Hubspot ### 24. Form and Template Creation Made Easy for Business Documents **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Small-Business (50 or fewer emp.) **Reviewed Date:** June 03, 2026 **What do you like best about PandaDoc?** Love the ability to create forms and templates for business documents! **What do you dislike about PandaDoc?** There is a learning curve to learn the navigation but it's pretty much the same as other apps learning curve. **What problems is PandaDoc solving and how is that benefiting you?** It solves issues with obtaining information and having editable templates for business repetitive work ### 25. Practicality and Agility in Digitization and Signatures **Rating:** 5.0/5.0 stars **Reviewed by:** Renan A. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2026 **What do you like best about PandaDoc?** I like the practicality and agility of PandaDoc. These qualities really help in improving my daily routine. **What do you dislike about PandaDoc?** being able to return to edit a document **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to digitize documents and quickly handle virtual contract signatures, which brings convenience and agility to my daily routine. ### 26. Seamless CRM Integration and Document Management **Rating:** 4.5/5.0 stars **Reviewed by:** Ken W. **Reviewed Date:** November 02, 2025 **What do you like best about PandaDoc?** I appreciate PandaDoc for its seamless integration with our CRM systems, including HubSpot and Salesforce, which was logical and systematic. The user interface is intuitive, making it easy to export information in mass volume from our old competitor's platform. I find the setup and migration process to PandaDoc very seamless, and the PandaDoc team was helpful and supportive in addressing any specific questions we had. PandaDoc's ability to provide different workspaces is crucial for our business, allowing us to scale easily and manage contract separation and data segmentation with privacy. I value the ease of use that PandaDoc offers, particularly compared to other e-signature platforms, and its reliable integration capabilities. The product's segmented data workspaces help keep sales contracts distinct from legal or HR documents, making data management easy and effective. Additionally, I am pleased with PandaDoc's ongoing innovation, adding new features and keeping pace with our business growth, which makes me confident in continuing to use their services annually. **What do you dislike about PandaDoc?** It's silly but I don't love the name of the product. Is it PandaDoc or PandaDocs? We put thousands of docs in there, so it seems plural to me. Also, should I call it Panda for short? Additionally, there are a couple of small nuances in the interface for which I have requested feature changes. However, these are all very minor issues. I'm quite happy with the service and their support teams. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc has enhanced our contract management, scaling with ease for increased volume and revenue, providing data segmentation, and deep CRM integration, especially with HubSpot and Salesforce. ### 27. PandaDoc Streamlines Approvals with Easy Documents, E-Signatures, and Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** nidhi p. | Wordpress Developer, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** January 20, 2026 **What do you like best about PandaDoc?** I like PandaDoc’s easy document creation, e-signatures, templates, and real-time tracking that speeds up approvals and workflows. **What do you dislike about PandaDoc?** Pricing can feel high for small teams, and some advanced features have a learning curve and limited customization. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc solves document creation, approvals, and e-signatures in one place. It saves time, reduces manual work, speeds up deals, and improves accuracy, helping me manage proposals and contracts more efficiently. ### 28. PandaDoc's work flow helps expedite customer proposals. **Rating:** 5.0/5.0 stars **Reviewed by:** Nick F. | Sales & Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2026 **What do you like best about PandaDoc?** The template process. Once I set up a series of flexible templates, I am able to work quickly on proposals. **What do you dislike about PandaDoc?** Getting familiar with the smartest ways to use Quote Builder for adding optional items and "either or" selections and then have it tally for the client. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc simplifies the proposal workflow which expedites quick customer quotes. This enables customers to sign off quickly. ### 29. Seamless Integration with monday.com **Rating:** 4.0/5.0 stars **Reviewed by:** Fiona D. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2026 **What do you like best about PandaDoc?** Integration into monday.com, means we can have multiple systems but everything is in one place **What do you dislike about PandaDoc?** Sometimes editing a document that has already been sent, and then having to resend **What problems is PandaDoc solving and how is that benefiting you?** Helping us to send out documents/orders to clients and keep track of them within another of our internal systems ### 30. Easy Uploads, Smart Markups, and Simple Sharing with PandaDoc **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Facilities Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2026 **What do you like best about PandaDoc?** The ease of uploading any doc, PandaDoc's assitance trying to mark up the doc so that I have to enter less and the ease of the tools. I like that I can duplicate a document, edit a completed document when I've made a mistake and the ability to share it with a direct link for each sigher. **What do you dislike about PandaDoc?** It's probably less of a PandaDoc issue and more of an in-house issue, but as an orginization, I dislike that everyone can see everyone else's documents. **What problems is PandaDoc solving and how is that benefiting you?** It allows me to move quickly throughout my day, and effortlessly correct mistakes I may have made. ### 31. Really Easy to Use with Great Offers and Simple Add-Ons **Rating:** 5.0/5.0 stars **Reviewed by:** Behtash A. | Certified inspector, Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about PandaDoc?** Really easy to use, good offers, simple add ons **What do you dislike about PandaDoc?** There is not much options about notifications **What problems is PandaDoc solving and how is that benefiting you?** I don’t need to drive to customer home to have their signature ### 32. Efficient Proposal Sending and Time-Saving Features **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 that PandaDoc auto fills from Pipedrive, which saves me time from having to re-enter information I've already entered elsewhere. The initial setup was very easy; I just downloaded the app in Pipedrive and signed in. **What do you dislike about PandaDoc?** The tracking sometimes says seconds when it is actually minutes. It just needs to be more accurate. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc saves me time by automating proposal creation and autofilling data from Pipedrive, eliminating the need to re-enter information for sending solar power proposals. ### 33. PandaDoc: simple, affordable, and effective even in the free version **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2026 **What do you like best about PandaDoc?** the free version with 60 credits, it is top for few sign **What do you dislike about PandaDoc?** We can send many pages to sign and it is good **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc allows me to quickly sign contracts with my clients, thanks to a signing certificate. ### 34. Easy to Navigate and User-Friendly, Though Frequent Changes Can Be Confusing **Rating:** 3.5/5.0 stars **Reviewed by:** Kacy M. | account manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 07, 2026 **What do you like best about PandaDoc?** The platform is easy to navigate and user-friendly. **What do you dislike about PandaDoc?** It seems to change a lot, which can be confusing at times. **What problems is PandaDoc solving and how is that benefiting you?** It helps me manage a high volume of clients and the documents I create. ### 35. PandaDoc: The Most Intuitive E-Signature Platform I’ve Used **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2026 **What do you like best about PandaDoc?** PandaDoc is the most intuitive of the e-signature platforms that I've found so far. **What do you dislike about PandaDoc?** So far, I haven’t found anything I dislike about Pandadoc. **What problems is PandaDoc solving and how is that benefiting you?** I send a lot of new-hire forms that used to be done piecemeal because many of them were challenging to convert into an appropriate e-signature format with other platforms. PandaDoc has really helped streamline the process and automatically placed all the fields for me. In the past, I spent an hour doing it myself and then correcting the “auto” fields in *another* popular platform. I even handled our entire open enrollment in PandaDoc this year. ### 36. Easy to Use, Helpful Support Team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** June 29, 2026 **What do you like best about PandaDoc?** Easy to use and support team when I got problem **What do you dislike about PandaDoc?** Now I still like to use PandaDoc so I have no comment **What problems is PandaDoc solving and how is that benefiting you?** It help me to get the signature easily ### 37. I'll never go back to DocuSign **Rating:** 4.0/5.0 stars **Reviewed by:** Ali D. | Manager of Strategy and Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** August 13, 2025 **What do you like best about PandaDoc?** I am the logistics and operations person for a nonprofit, and most of my time and work is spent trying to make things easier for our small team. Often, that work involves trying to automate or digitize many of our processes while acknowledging that our team has a WIDE variety of comfort levels with technology. We contract over 100+ artists a year, and our first platform was DocuSign. It was...fine. Pricy, cumbersome, ugly. We switched to PandaDoc a few years ago and like it so much more. I'm able to customize different themes that apply to different contracts based on business area, the template feature is so helpful, and I love how flexible the field integration is. It's been easier to get artists to actually sign their contracts, and it's way less intimidating, which means even our more lovingly luddite staff members can look at the basics. **What do you dislike about PandaDoc?** There are lots of little things, like features that exist in one place but not another. One example - I can duplicate a contract if I'm in "My Documents" but I can't duplicate a contract if I actually have it open. I wish there was a way to edit a document without erasing signatures - maybe it could send the signatory a message to approve or initial instead of making everyone start all over. **What problems is PandaDoc solving and how is that benefiting you?** I contract over 100+ artists every year, and PandaDoc makes it way easier to send those out, track them, and actually get artists to sign the paperwork ### 38. Enjoy using pandadoc **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2025 **What do you like best about PandaDoc?** I’ve been using PandaDoc daily in my role as a head of finance, and it’s quickly become an indispensable tool in my toolkit. What stands out most is its cutting-edge technological foundation—think seamless automation for document generation, real-time tracking, and legally binding e-signatures. The platform’s integrations syncs effortlessly with my CRM HubSpot, pulling in data automatically and eliminating those tedious manual transfers that used to eat up hours. **What do you dislike about PandaDoc?** No editing of finalized documents without starting over Once a document (like a contract or quote) is sent or completed, you cannot make even a tiny change — wrong date, client name, or amount. You have to delete it and rebuild from scratch. No quick edits, no “undo.” **What problems is PandaDoc solving and how is that benefiting you?** Concrete Benefits I Get - faster document cycles – From draft to signed contract in under 15 minutes. - fewer errors = less financial risk – Auto-filled crypto wallet addresses and payment terms prevent costly mistakes. - fully remote & global-ready – I close deals with partners in the EU, US, or Asia without ever leaving my desk. - stronger compliance – Every signature is timestamped, encrypted, and audit-ready. ### 39. Streamlines Proposal Workflow with HubSpot Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Taylor J. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2025 **What do you like best about PandaDoc?** I have been using PandaDoc for a few years predominantly for creating business cases and handling proposals that lead to agreement signing. One of the reasons I chose PandaDoc over other solutions like HubSpot's quote tool, GetAccept, and DocuSign is its ability to quickly create visually appealing documents that extend beyond simple pricing quotes. I appreciate PandaDoc's seamless integration with HubSpot, where I can easily generate documents directly from HubSpot linked to deals, and any signed documents automatically attach there. This integration also ensures that amounts and line items flux effortlessly into HubSpot, enhancing the overall workflow. Another standout feature for me is the robust approval workflow, which significantly streamlines our processes, particularly when collaborating with our deal desk during document approval phases. Setting up PandaDoc was straightforward, requiring time primarily for creating our custom content library and legal terms. My overall experience with PandaDoc has been exceptional as it reliably delivers on its promises and offers the specific mix of integrations and user-friendly interface I require, which makes it an excellent tool for my needs. PandaDoc genuinely simplifies document creation and management tasks, provides a high level of usability, and effectively supports our operational requirements. **What do you dislike about PandaDoc?** I don't have any major issues with PandaDoc. However, I am aware that our operations person mentioned some minor features that could be improved to make tasks easier. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc helps us create proposals and business cases quickly, improving approval workflows and collaboration with our deal desk. ### 40. Effortless Proposal Customization with PandaDoc **Rating:** 5.0/5.0 stars **Reviewed by:** Krystin S. **Reviewed Date:** October 27, 2025 **What do you like best about PandaDoc?** I love how easy it is to maneuver PandaDoc and appreciate its effortless setup. It offers a ton of options for customization and modifying adjustments, which really helps in tailoring proposals to fit our company's needs. I greatly value the ability to draft and edit proposals quickly and efficiently, which streamlines our workflow. The feature that allows the saving and flexibility in managing templates and documents to meet client expectations is incredibly helpful. PandaDoc has significantly benefited my company by enabling quick and easy sending of proposals, and the editing efficiency it offers is unmatched. Overall, PandaDoc is an essential tool for my business operations, and I would definitely purchase it again. Additionally, my satisfaction with the product is such that I would highly recommend it to others, rating it a 10 out of 10 for recommendation likelihood. **What do you dislike about PandaDoc?** I don't like the lack of offline access, which restricts my ability to work without internet. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to streamline sending quick, easy proposals and making efficient edits and adjustments. It offers many customization options, helping tailor proposals to client needs. ### 41. Effortless Transition, Impressive Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Romany W. **Reviewed Date:** October 27, 2025 **What do you like best about PandaDoc?** I prefer PandaDoc over other options because the functionality is very similar to what I was used to with DocuSign, but I particularly appreciate that the technology of PandaDoc is easier to handle in some aspects. This ease of use reduces the workload for my team by allowing us to send documents out quicker and more easily than before. Additionally, setting up PandaDoc was not difficult, even though it required adapting from our previous system. The learning curve was manageable, which is a positive aspect. I also find the streamlined layout of PandaDoc quite useful in our operations. **What do you dislike about PandaDoc?** There was a little bit of a learning curve when transitioning from the previous platform to PandaDoc. Although the process was not difficult, some features were different from the environment we were used to. This required some adjustment and adaptation on my part. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc doesn't solve a specific problem but eases workload by allowing us to send documents quicker and easier than before, improving efficiency. ### 42. Effortless to Use, Perfect for Client Contracts **Rating:** 5.0/5.0 stars **Reviewed by:** Ashton K. **Reviewed Date:** October 27, 2025 **What do you like best about PandaDoc?** I really appreciate how PandaDoc offers an incredibly simple and straightforward setup process, making it easy for both myself and the clients I send documents to. I love that it simplifies sending client contracts, especially since I'm on the free plan that allows me to send up to 60 documents monthly—more than enough for my needs since I usually send just one or two documents every one to three months. I enjoy that I can easily insert more than just signature and dates into the forms, and I'm thrilled with the ability to create basic forms that I can customize based on individual client needs. These features make my workflow seamless and highly adaptable. The convenience and efficiency that PandaDoc provides are undeniable and are significant reasons why I continue to use it. **What do you dislike about PandaDoc?** Nothing **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc simplifies client contract management with its ease of use and free plan. It allows customization of forms beyond signatures and dates, making it practical and efficient for my needs. ### 43. Easy Template Editing and Digital Contract Sending **Rating:** 5.0/5.0 stars **Reviewed by:** Dominic B. | Technical Strategist, Mid-Market (51-1000 emp.) **Reviewed Date:** March 25, 2026 **What do you like best about PandaDoc?** It’s easy to edit templates and digitally send contracts **What do you dislike about PandaDoc?** It can be clunky at times on the mobile but I’m not sure if there’s a mobile app yet or not **What problems is PandaDoc solving and how is that benefiting you?** Getting agreements signed very quickly…helps keep the sales momentum ### 44. Seamless Setup, Incredible Value! **Rating:** 5.0/5.0 stars **Reviewed by:** Jordan U. **Reviewed Date:** October 27, 2025 **What do you like best about PandaDoc?** I have been using PandaDoc for about a year since we started our business, particularly for creating proposals for new and prospective customers. It's been an absolute game changer, allowing us to streamline and automate workflows effectively, which has significantly elevated the relevance of our proposals. The setup was seamless, requiring only a few minutes to integrate our workflows and web flows, with no issues encountered since. PandaDoc has greatly alleviated the burden of manually creating proposals, saving us a substantial amount of time by enabling automation and template saving. This efficiency facilitates the drafting of compelling proposals that resonate with our clients, who can conveniently sign them directly on the platform. Furthermore, its ability to sync with QuickBooks for payment processing is a tremendous advantage. PandaDoc's integration capabilities are stellar, particularly with tools like Typeform, which allows us to automatically generate proposals based on filled forms, and its centralized management feature offers comprehensive oversight over document statuses. The value provided at its price point is unparalleled, yielding the best ROI within our tech stack. As an enthusiastic user and advocate, I appreciate its transformative impact, scoring it a perfect 10 on the recommendation scale. **What do you dislike about PandaDoc?** There is nothing I dislike about PandaDoc, it's been our favorite tool in our techstack since we've started using it! **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to automate proposal creation, saving us time and enhancing proposal quality. It integrates with Typeform and QuickBooks, streamlining processes and facilitating easy payments. ### 45. Simple Yet Effective for Document Signing **Rating:** 4.0/5.0 stars **Reviewed by:** Jana M. **Reviewed Date:** October 27, 2025 **What do you like best about PandaDoc?** I find PandaDoc to be extremely easy to use, which has been a significant advantage for me. The setup process was seamless and free of any issues, making my experience straightforward right from the beginning. The overall usability of the software continues to be issue-free and straightforward, reinforcing my positive perception of its user-friendliness. Additionally, the ability to send reminders is a convenient feature that I appreciate about PandaDoc. It effectively fulfills its primary role for me by handling signatures, which is the main task I rely on it for. Given its consistent ease of use, I continue to like it and would consider purchasing it again just for this usability aspect. **What do you dislike about PandaDoc?** I find the process of assigning signature fields to specific users slightly cumbersome. It would be more efficient if, after initially selecting a person for a text or signature field, the subsequent fields could automatically default to the next assigned individual, streamlining the workflow for signing documents. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc for signatures, and it's easy to use without any setup issues, simplifying document signing. ### 46. The Best E-Sign Platform with Stellar Support **Rating:** 5.0/5.0 stars **Reviewed by:** Josh D. | Chief Operating Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2025 **What do you like best about PandaDoc?** I absolutely appreciate how PandaDoc simplifies the process of starting new documents and converting old ones, which makes setting up so straightforward that it's seamless right from the start. The platform's ability to streamline operations is unmatched in terms of efficiency, positioning it as the best e-signature platform I've ever used. The ease with which PandaDoc distributes e-sign capabilities across our team is invaluable, especially in a remote environment, ensuring legally binding documents without concerns about loopholes. The pricing model is beneficial because it allows distributing licenses to our entire team instead of limiting to just a few individuals. One feature I find particularly useful is the facility to convert and prefill documents easily, including having templates that are effortless to create. Additionally, PandaDoc’s customer support stands out as exceptional. They offer unparalleled assistance, helping with all business cases we've encountered, which is unlike any support we have received from other vendors. Moreover, I frequently recommend PandaDoc to others because every alternative solution I see pales in comparison to the robust and satisfying experience PandaDoc provides. **What do you dislike about PandaDoc?** I find the integration of PandaDoc with other systems to be somewhat cumbersome and costly. Specifically, while attempting to merge documents and maximize emailing, the overall cost becomes quite prohibitive. This complicates the process of integrating PandaDoc more tightly into our systems for producing renewal letters or other documents essential for our interactions with clients. It would be beneficial if there were more streamlined methods to draw information and templates from other systems without incurring high costs. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to streamline e-sign capabilities for my entire team, making it easy to manage legal documents remotely and affordably distribute licenses, ensuring all agreements are legally binding and hassle-free. ### 47. Effortless Signature Collection with PandaDoc **Rating:** 4.5/5.0 stars **Reviewed by:** Jim L. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** October 27, 2025 **What do you like best about PandaDoc?** I appreciate how PandaDoc makes it incredibly easy to gain signatures on the agreements we send out, providing a seamless and efficient process compared to traditional PDF signatures, which often don't work as well for us. The software spells out exactly where signatures and information need to be captured on the agreements, ensuring that nothing gets left off a document, which is essential for maintaining comprehensive records. Furthermore, the ease of operation and the ability to support multiple users and facilitate signatures from various parties are significant strengths. The process of using PandaDoc was surprisingly straightforward, even with just a small tutorial; I found the navigation intuitive, allowing me to learn as I went along without much difficulty. PandaDoc's ability to consistently deliver the required information in a format that is convenient for my customers and those I solicit for signatures is something I find valuable. Additionally, the overall experience with PandaDoc has been smooth, and it remains our preferred method of obtaining signatures on contracts, which speaks to its effectiveness and user-friendliness. **What do you dislike about PandaDoc?** I wish PandaDoc made it a bit easier to send out reminders for signatures on emails. This feature could be improved to enhance efficiency in document management. **What problems is PandaDoc solving and how is that benefiting you?** I use PandaDoc to gain signatures on agreements easily, ensuring all necessary information is captured correctly, unlike traditional PDF methods, which are less efficient. ### 48. Intuitive, Effective, with Room for Improvement **Rating:** 4.5/5.0 stars **Reviewed by:** Hector R. | Director de ventas **Reviewed Date:** October 27, 2025 **What do you like best about PandaDoc?** I truly appreciate the ease and intuitive nature of using PandaDoc. The setup process was straightforward and the software's clear structure helped me get started without any setbacks. I value how PandaDoc addresses my quoting problems, enabling clients to easily accept my quotes. Although I wish creating quotes was more automated, the outcome of having clients accept them commercially is satisfying. The integration with HubSpot is another standout feature for me, enhancing the connectivity and overall workflow between systems. Additionally, the activity log functionality is extremely useful as it details who accessed a document and their interactions with it, providing valuable insights. The document styling and ease of use, together with its capability of connecting with other systems like HubSpot, further highlight the benefits of using PandaDoc. **What do you dislike about PandaDoc?** I find the customer service with PandaDoc to be not very personal, as the representatives seem disconnected from my specific needs and operations, which I believe limits the potential effectiveness of the service. Additionally, creating quotes is currently a manual process, and I wish there could be an automated way to handle this. The challenge of automating my quotes leaves me feeling stuck, as it complicates my workflow rather than simplifying it. **What problems is PandaDoc solving and how is that benefiting you?** PandaDoc streamlines quoting by allowing clients to accept quotes and supports e-signatures for contracts. Though creating quotes is a bit manual, the results are beneficial as they meet commercial acceptance, enhancing my workflow. ### 49. Effortless Payment Integration Boosts Conversion **Rating:** 5.0/5.0 stars **Reviewed by:** Kareem D. **Reviewed Date:** October 27, 2025 **What do you like best about PandaDoc?** I find PandaDoc incredibly easy to set up, with its very simple and good guides making the process straightforward. The software’s payment and signature features in one place significantly enhance conversion rates by providing a smooth onboarding process. I particularly appreciate the clean and simple payment integration, which is a standout feature for me. PandaDoc’s compatibility with other software like Stripe and Square, as well as its ability to redirect links to banks, is amazing. Overall, everything about PandaDoc is really good, and I would 100% recommend it, rating it a perfect 10 for its efficacy and user experience. **What do you dislike about PandaDoc?** I feel that some features of PandaDoc that require additional payment should not require such payments. Even when paying, for instance, $65 a month, it seems unfair to have to pay extra for certain features. I believe that the majority of features should be accessible without needing to incur further costs. This can be frustrating as it feels like I'm not getting the full value from my initial subscription. **What problems is PandaDoc solving and how is that benefiting you?** I find that PandaDoc solves the problem of managing payments and signatures in one place, which boosts conversion rates and smooths the onboarding process. ### 50. PandaDoc Streamlines School Documents **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2023 **What do you like best about PandaDoc?** We are a small independent school and were looking for a way to create electronic enrolment forms as well as other forms we need parents to sign and submit each year. I spent a lot of time looking at the options available and trying out free trials and PandaDoc was by far the most flexible and easy to use. I was also impressed by the responsiveness to my questions -- both during the trial and after signing up. The program is user-friendly, and when I wasn't able to figure out how to do something on my own, I could usually find it in the resources or by contacting support. Despite a few bumps in the learning curve, using PandaDocs has streamlined our enrolment process and we've been able to use it for additional purposes we hadn't originally foreseen (e.g., rental contracts, employee tax forms) . We're very happy with this program and customer support. **What do you dislike about PandaDoc?** Nothing that I dislike, but there are a few features I would like to see added to the program (e.g., a table that calculates) to streamline other processes. **What problems is PandaDoc solving and how is that benefiting you?** Primarily, streamlining our enrolment process by allowing us to send customized forms to parents with required fields and signature lines, as well as automated reminders. We have also been able to utilize PandaDoc for required permissions/authorizations related to student travel, and for contracts for our rental spaces. ## 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=8§ion=pricing&secure%5Bexpires_at%5D=2026-08-05+21%3A29%3A15+-0500&secure%5Bsession_id%5D=4cb17341-8711-486f-988f-de1b8fd6ae7d&secure%5Btoken%5D=7639c1c5533058f4f356b9ce562b4b9579fcdcfa41b29e7bb90e02a8fcc50347&format=llm_user) ## PandaDoc Integrations - 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[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 - 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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 **** - 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 **** - 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 **** - 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 **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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