--- title: PandaDoc Reviews meta\_title: 'PandaDoc Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 3652 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: 3652 scale: '5' date\_modified: '2026-08-11' parent\_category: name: Quote Management url: https://www.g2.com/categories/quote-management --- ### PandaDoc Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users love the **ease of use** of PandaDoc, finding it simple to navigate and set up for online signing. [(718 mentions)](https://www.g2.com/products/pandadoc/reviews?filters%5Bsentiment_snippet%5D=1640374&qs=pros-and-cons#reviews) Users value PandaDoc's **intuitive document management** tools, enhancing workflow efficiency and streamlining approvals seamlessly. [(353 mentions)](https://www.g2.com/products/pandadoc/reviews?filters%5Bsentiment_snippet%5D=1643902&qs=pros-and-cons#reviews) Users love the **intuitive editing tools** of PandaDoc, enhancing their workflow and document customization. [(337 mentions)](https://www.g2.com/products/pandadoc/reviews?filters%5Bsentiment_snippet%5D=1641000&qs=pros-and-cons#reviews) Users find PandaDoc to be **highly intuitive** , making document management and e-signatures easy and efficient. [(307 mentions)](https://www.g2.com/products/pandadoc/reviews?filters%5Bsentiment_snippet%5D=1641982&qs=pros-and-cons#reviews) Users appreciate the **simplicity and efficiency** of PandaDoc for obtaining e-signatures, enhancing their workflow significantly. [(304 mentions)](https://www.g2.com/products/pandadoc/reviews?filters%5Bsentiment_snippet%5D=1644466&qs=pros-and-cons#reviews) Users are frustrated by the **missing features** in PandaDoc, such as document expiration controls and dynamic dates. [(120 mentions)](https://www.g2.com/products/pandadoc/reviews?filters%5Bsentiment_snippet%5D=1643969&qs=pros-and-cons#reviews) Users find PandaDoc **expensive** , especially for small teams needing affordable solutions for online form submissions. [(109 mentions)](https://www.g2.com/products/pandadoc/reviews?filters%5Bsentiment_snippet%5D=1641641&qs=pros-and-cons#reviews) Users find **signature issues** in PandaDoc, struggling with personal signature use and other document formatting challenges. [(106 mentions)](https://www.g2.com/products/pandadoc/reviews?filters%5Bsentiment_snippet%5D=1642674&qs=pros-and-cons#reviews) Users find **difficult editing** frustrating due to issues with document navigation and limited edit capabilities during collaboration. [(98 mentions)](https://www.g2.com/products/pandadoc/reviews?filters%5Bsentiment_snippet%5D=1642600&qs=pros-and-cons#reviews) Users find the **editing difficulty** in PandaDoc frustrating, especially with table formatting and live document changes. [(87 mentions)](https://www.g2.com/products/pandadoc/reviews?filters%5Bsentiment_snippet%5D=1643094&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of PandaDoc ##### 1. Ease of Use Users love the **ease of use** of PandaDoc, finding it simple to navigate and set up for online signing. [ See 718 mentions ](https://www.g2.com/products/pandadoc/reviews?filters%5Bsentiment_snippet%5D=1640374&qs=pros-and-cons#reviews) See Related User Reviews ![Perdina B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Perdina B.") PB Perdina B. Mid-Market (51-1000 emp.) 4.5/5 "Streamlined Document Management with Convenient Features" What do you like about PandaDoc? I like how convenient PandaDoc is. I'm able to text or email a document for parents to review and sign according to their preference. I appreciate tha ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 5.0/5 "Such a time saver!" What do you like about PandaDoc? I love the ease of use. You setup a template and use it over and over. The autofill (variables) help you not miss any pertinent data. You can add coll ##### 2. Document Management Users value PandaDoc's **intuitive document management** tools, enhancing workflow efficiency and streamlining approvals seamlessly. [ See 353 mentions ](https://www.g2.com/products/pandadoc/reviews?filters%5Bsentiment_snippet%5D=1643902&qs=pros-and-cons#reviews) See Related User Reviews ![Perdina B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Perdina B.") PB Perdina B. Mid-Market (51-1000 emp.) 4.5/5 "Streamlined Document Management with Convenient Features" What do you like about PandaDoc? I like how convenient PandaDoc is. I'm able to text or email a document for parents to review and sign according to their preference. I appreciate tha ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 5.0/5 "Such a time saver!" What do you like about PandaDoc? I love the ease of use. You setup a template and use it over and over. The autofill (variables) help you not miss any pertinent data. You can add coll ##### 3. Simple Users love the **intuitive editing tools** of PandaDoc, enhancing their workflow and document customization. [ See 337 mentions ](https://www.g2.com/products/pandadoc/reviews?filters%5Bsentiment_snippet%5D=1641000&qs=pros-and-cons#reviews) See Related User Reviews ![Perdina B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Perdina B.") PB Perdina B. Mid-Market (51-1000 emp.) 4.5/5 "Streamlined Document Management with Convenient Features" What do you like about PandaDoc? I like how convenient PandaDoc is. I'm able to text or email a document for parents to review and sign according to their preference. I appreciate tha ![Rachel S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rachel S.") RS Rachel S. Small-Business (50 or fewer emp.) 4.0/5 "Streamlined Document Signing with Minor Template Navigation Issues" What do you like about PandaDoc? I like that I can upload a document and add the text boxes, signature, and date boxes easily. It's all fairly easy and intuitive, helping me get it do ##### 4. Intuitive Users find PandaDoc to be **highly intuitive** , making document management and e-signatures easy and efficient. [ See 307 mentions ](https://www.g2.com/products/pandadoc/reviews?filters%5Bsentiment_snippet%5D=1641982&qs=pros-and-cons#reviews) See Related User Reviews ![Perdina B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Perdina B.") PB Perdina B. Mid-Market (51-1000 emp.) 4.5/5 "Streamlined Document Management with Convenient Features" What do you like about PandaDoc? I like how convenient PandaDoc is. I'm able to text or email a document for parents to review and sign according to their preference. I appreciate tha ![Rachel S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rachel S.") RS Rachel S. Small-Business (50 or fewer emp.) 4.0/5 "Streamlined Document Signing with Minor Template Navigation Issues" What do you like about PandaDoc? I like that I can upload a document and add the text boxes, signature, and date boxes easily. It's all fairly easy and intuitive, helping me get it do ##### 5. E-Signatures Users appreciate the **simplicity and efficiency** of PandaDoc for obtaining e-signatures, enhancing their workflow significantly. [ See 304 mentions ](https://www.g2.com/products/pandadoc/reviews?filters%5Bsentiment_snippet%5D=1644466&qs=pros-and-cons#reviews) See Related User Reviews ![Perdina B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Perdina B.") PB Perdina B. Mid-Market (51-1000 emp.) 4.5/5 "Streamlined Document Management with Convenient Features" What do you like about PandaDoc? I like how convenient PandaDoc is. I'm able to text or email a document for parents to review and sign according to their preference. I appreciate tha ![Rachel S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rachel S.") RS Rachel S. Small-Business (50 or fewer emp.) 4.0/5 "Streamlined Document Signing with Minor Template Navigation Issues" What do you like about PandaDoc? I like that I can upload a document and add the text boxes, signature, and date boxes easily. It's all fairly easy and intuitive, helping me get it do ### 5 Cons or Disadvantages of PandaDoc ##### 1. Missing Features Users are frustrated by the **missing features** in PandaDoc, such as document expiration controls and dynamic dates. [ See 120 mentions ](https://www.g2.com/products/pandadoc/reviews?filters%5Bsentiment_snippet%5D=1643969&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 4.5/5 "PandaDoc: simple, affordable, and effective even in the free version" What do you dislike about PandaDoc? We can send many pages to sign and it is good JH Joel H. Small-Business (50 or fewer emp.) 4.0/5 "Intuitive Platform That Streamlines Quoting" What do you dislike about PandaDoc? I would like it if we could set up a delivery checklist form that can be duplicated and just, kinda filled in each time. ##### 2. Expensive Users find PandaDoc **expensive** , especially for small teams needing affordable solutions for online form submissions. [ See 109 mentions ](https://www.g2.com/products/pandadoc/reviews?filters%5Bsentiment_snippet%5D=1641641&qs=pros-and-cons#reviews) See Related User Reviews ![Perdina B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Perdina B.") PB Perdina B. Mid-Market (51-1000 emp.) 4.5/5 "Streamlined Document Management with Convenient Features" What do you dislike about PandaDoc? Something on PandaDoc that doesn't always work the best is when families are signing documents. Sometimes the signature is not saved all the way throu ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 4.0/5 "Good to know" What do you dislike about PandaDoc? .I am concerned about the publicity they are asking me to pay for, because it does not seem clearly justified or aligned with the value I would realis ##### 3. Signature Issues Users find **signature issues** in PandaDoc, struggling with personal signature use and other document formatting challenges. [ See 106 mentions ](https://www.g2.com/products/pandadoc/reviews?filters%5Bsentiment_snippet%5D=1642674&qs=pros-and-cons#reviews) See Related User Reviews ![Precious T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Precious T.") PT Precious T. Small-Business (50 or fewer emp.) 5.0/5 "Very User Friendly" What do you dislike about PandaDoc? Downside is some clients are unsure about using electronic sign ... Nothing on PandaDoc just working with clients ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 5.0/5 "Efficient Signatures, Minor Inconvenience Post-Update" What do you dislike about PandaDoc? Since the most recent update, I don't like that you cannot copy the email address of the recipients when you're on the screen where you've generated a ##### 4. Difficult Editing Users find **difficult editing** frustrating due to issues with document navigation and limited edit capabilities during collaboration. [ See 98 mentions ](https://www.g2.com/products/pandadoc/reviews?filters%5Bsentiment_snippet%5D=1642600&qs=pros-and-cons#reviews) See Related User Reviews ![Perdina B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Perdina B.") PB Perdina B. Mid-Market (51-1000 emp.) 4.5/5 "Streamlined Document Management with Convenient Features" What do you dislike about PandaDoc? Something on PandaDoc that doesn't always work the best is when families are signing documents. Sometimes the signature is not saved all the way throu JH Joel H. Small-Business (50 or fewer emp.) 4.0/5 "Intuitive Platform That Streamlines Quoting" What do you dislike about PandaDoc? I would like it if we could set up a delivery checklist form that can be duplicated and just, kinda filled in each time. ##### 5. Editing Difficulty Users find the **editing difficulty** in PandaDoc frustrating, especially with table formatting and live document changes. [ See 87 mentions ](https://www.g2.com/products/pandadoc/reviews?filters%5Bsentiment_snippet%5D=1643094&qs=pros-and-cons#reviews) See Related User Reviews ![Perdina B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Perdina B.") PB Perdina B. Mid-Market (51-1000 emp.) 4.5/5 "Streamlined Document Management with Convenient Features" What do you dislike about PandaDoc? Something on PandaDoc that doesn't always work the best is when families are signing documents. Sometimes the signature is not saved all the way throu JH Joel H. Small-Business (50 or fewer emp.) 4.0/5 "Intuitive Platform That Streamlines Quoting" What do you dislike about PandaDoc? I would like it if we could set up a delivery checklist form that can be duplicated and just, kinda filled in each time. ![Mateo L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mateo L.") ML Mateo L. Talent Acquisition Manager Small-Business (50 or fewer emp.) 8/11/2026 "Smooth, professional offer and onboarding workflows for Talent Acquisition" 5/5 What do you like best about PandaDoc? I really like how easy it is to upload a document, see it immediately, and add signature, date, and text fields exactly where they’re needed. The alignment tools help everything look clean and professional, which matters a lot for candidate-facing documents. Document tracking is also a big win for me—I can see whether a document has been viewed, who viewed it, and where it is in the signing process, so I know when to follow up or send reminders to different signers. Being able to share a direct link via Slack or email makes it simple to coordinate with candidates and internal stakeholders, and PandaDoc works well across devices so candidates can sign from almost anywhere. I’ve even used it while traveling in Costa Rica, and it felt just as smooth as working from home. Review collected by and hosted on G2.com. What do you dislike about PandaDoc? I wish it were easier to set and adjust the signing order, especially when there are multiple signers involved. I also wish that if a signer makes a minor mistake when filling out a document, I could have them redo just that section instead of needing to restart the entire document. I haven’t explored any direct integration with Breezy HR yet, and I’d be interested in learning more about how those tools could work together. Review collected by and hosted on G2.com. What problems is PandaDoc solving and how is that benefiting you? PandaDoc makes my offer extension and onboarding process much smoother and more efficient, especially when juggling multiple candidates and vendor agreements. The combination of easy document setup, professional presentation, and clear tracking reduces back-and-forth and helps keep hiring and onboarding moving forward. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Rachel S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rachel S.") RS Rachel S. Business owner Small-Business (50 or fewer emp.) 3/2/2023 "Streamlined Document Signing with Minor Template Navigation Issues" 4/5 What do you like best about PandaDoc? I like that I can upload a document and add the text boxes, signature, and date boxes easily. It's all fairly easy and intuitive, helping me get it done quickly. It's really easy to send it out to a client, get it signed, and then receive the confirmation in my email quickly without any fiddling around. I think the tool for getting documents signed by my customers is my favorite because adding extra text or signatures is just so simple and easy. The initial setup of PandaDoc was fairly simple, and I found it easy to use. Review collected by and hosted on G2.com. What do you dislike about PandaDoc? I seem to always have trouble finding where the templates of my documents are. For some reason, I just sometimes keep going into trying to create a new one, and I just wanna go straight to the last one that I created. So I find that a bit fiddly. I don't know where to look for it on the menu. If it was really clearly marked, and even if it just offered it to you on the front page, or if there were different boxes on the front page where you could choose and you can see what you're choosing, that would help. Review collected by and hosted on G2.com. What problems is PandaDoc solving and how is that benefiting you? PandaDoc helps me get documents signed by clients quickly and easily during my programs. Review collected by and hosted on G2.com. Show More 8/11/2026 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Jasleen M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jasleen M.") JM Jasleen M. Account Executive Small-Business (50 or fewer emp.) 8/10/2026 "Streamlined Document Creation and Signing" 4/5 What do you like best about PandaDoc? What I like most about PandaDoc is how simple it makes the entire document-signing process. It’s intuitive for both our team and our clients, and it lets us create professional proposals and contracts quickly, track document status in real time, and get notifications when recipients view or sign. Being able to use reusable templates, collect legally binding e-signatures, and automate reminders has greatly reduced manual follow-up and helped us finalize agreements faster. Review collected by and hosted on G2.com. What do you dislike about PandaDoc? One area that could be improved is document editing and formatting. Although the templates are very useful, making layout adjustments can sometimes feel less flexible than in a traditional word processor. It would also help to have more advanced reporting and analytics, simpler management for large template libraries, and more intuitive controls when updating documents that have already been sent. At times, the notification system can generate more emails than necessary, which makes it harder to spot the most important updates. Review collected by and hosted on G2.com. What problems is PandaDoc solving and how is that benefiting you? PandaDoc has streamlined our contract and proposal process by replacing manual document creation, emailing, printing, and chasing signatures with a single digital workflow. It allows us to quickly generate standardized agreements using templates, send them for e-signature, track recipient engagement in real time, and receive completed documents much faster. This has reduced administrative work, improved the client experience, shortened our sales cycle, and given us better visibility into where documents are in the approval process. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Emily W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Emily W.") EW Emily W. Charity Partnership Manager Small-Business (50 or fewer emp.) 8/10/2026 "Simple, Efficient Document Management with Templates, E-Signatures, and Tracking" 5/5 What do you like best about PandaDoc? Simple and efficient it makes creating, sending and managing documents and agreements. Having templates, e-signatures and document tracking all in one place saves a lot of administrative time, while the ability to see when documents have been viewed or completed makes it much easier to keep on top of follow-ups. Review collected by and hosted on G2.com. What do you dislike about PandaDoc? One drawback is that some of the more advanced features can feel less intuitive and take time to learn, particularly when creating or editing more complex templates. It can also sometimes feel like there are more steps than necessary for making small changes to documents that have already been created. Review collected by and hosted on G2.com. What problems is PandaDoc solving and how is that benefiting you? PandaDoc helps streamline the document and agreement process, reducing the time spent creating, sending, chasing and storing paperwork. Having templates, e-signatures and tracking in one place makes administration much more efficient, provides a clear audit trail, and makes it easier to monitor outstanding agreements and follow up when needed. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![R K B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "R K B.") RB R K B. Admin Mid-Market (51-1000 emp.) 7/20/2026 Business partner of the seller or seller's competitor, not included in G2 scores. "Smooth File Integration, Fast Support, and a Feasible UI" 4.5/5 What do you like best about PandaDoc? The file integration process is smooth, and the user interface is feasible, but it can be improved, the support team is quick. Regarding AI I see need some betterment Review collected by and hosted on G2.com. What do you dislike about PandaDoc? Account creation process. As employee who onboard, the account creation completes after their acceptance, which slow down our internal activity to invite member to created workspace by respective team. So we spend double efforts. Invite a user to "Welcome" workspace and wait until user accept and account is created with licence activated. Here, in general, the services should be started in time before user joined with necessary enabled, and it should be a formal login to service via an SSO or from an integration application. But here we work on second time to invite users to other workspaces created internally, this can be avoided. Review collected by and hosted on G2.com. What problems is PandaDoc solving and how is that benefiting you? I use this service as admin, an admin and work only licensing and few document signature. Cannot comment on the above question/feedback Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Valeria B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Valeria B.") VB Valeria B. Deputy Head of Marketing Information Technology and Services Mid-Market (51-1000 emp.) 7/15/2026 "PandaDoc gives marketing control without slowing sales down" 4.5/5 What do you like best about PandaDoc? The Content Library is probably where PandaDoc has made the biggest difference for our marketing team. We keep approved service descriptions, methodology pages, FAQs, case studies, and commercial terms there, so sales can move quickly without pulling copy from whatever old proposal happens to be sitting on someone’s desktop. We learned that lesson the annoying way after discovering an outdated service description had been reused for weeks. It wasn’t a catastrophic mistake, but it created enough inconsistency that every new proposal started turning into yet another round of copy review. Now the team can drop in an approved block, adjust only what actually needs to change, and keep moving. The editor handles text, images, videos, pricing tables, variables, and signatures without needing someone from design or development to step in. For commercial proposals that need to look polished, survive several edits, and still reach the client the same afternoon, it gives us the right amount of structure without making the document painful to maintain. Review collected by and hosted on G2.com. What do you dislike about PandaDoc? The pricing model is where the rollout became less straightforward. The Starter plan covers basic documents and signatures, but the features we actually needed for a controlled sales process—like the Content Library, CRM integration, custom branding, and approval workflows—are in the Business plan. At $49 per user per month when billed annually, it didn’t make much sense to give everyone a license. We ended up splitting access between the people who actively build and manage proposals and those who only need to review pricing, legal language, or campaign details occasionally. That approach worked for us, but it does add some planning to the implementation and makes the value harder to justify for a smaller company that only sends a few proposals each month. Review collected by and hosted on G2.com. What problems is PandaDoc solving and how is that benefiting you? A campaign had already cleared our internal review when the client asked us to split the scope across three markets, change the payment schedule, and send a revised proposal before the end of the day. Sales duplicated the approved template and pulled the opportunity data from the CRM, while marketing swapped out the generic proof section for a case study that actually matched the client’s industry. Finance reviewed the updated discount within the approval flow, rather than approving it through a separate email thread that nobody would be able to track down later. During the final check, we caught a broken variable that was inserting the company name where the contact name should have appeared. We fixed it before the document went out and then corrected the template so the same mistake wouldn’t quietly repeat itself in the next ten proposals. A few hours later, the client removed one market, which would normally have resulted in several PDFs with nearly identical filenames and a small internal debate about which version was final. Instead, we updated the same proposal, routed it back through approval, and sent it from the existing workflow. PandaDoc didn’t remove the pressure or make the client stop changing their mind. What it did change was our ability to respond quickly without losing track of content, approvals, pricing decisions, or document versions along the way. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Justin T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Justin T.") JT Justin T. VP Revenue Mid-Market (51-1000 emp.) 8/10/2026 "Standardizing Contract Workflows" 4/5 What do you like best about PandaDoc? What I like best about PandaDoc is how easy it is to standardize and automate our contract workflows. The HubSpot integration has been particularly valuable, allowing our team to generate and manage agreements directly from our existing sales process while reducing manual work and keeping our data consistent. Review collected by and hosted on G2.com. What do you dislike about PandaDoc? I’d like to see stronger AI-driven insights across our contract data. We have a lot of valuable information within our agreements, and it would be helpful to more easily surface trends, risks, key terms, and actionable insights across contracts without having to manually review them. Review collected by and hosted on G2.com. What problems is PandaDoc solving and how is that benefiting you? PandaDoc helps us standardize our contracting process through its integration with our CRM. We can generate agreements using consistent templates and CRM data, which reduces manual entry, improves data accuracy, and creates a more consistent process from deal creation through signature. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Jyeshat S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jyeshat S.") JS Jyeshat S. Partner Onboarding specialist Mid-Market (51-1000 emp.) 7/6/2026 "PandaDoc Streamlines Secure Partner Onboarding" 4/5 What do you like best about PandaDoc? What I like most about PandaDoc is how it streamlines and automates our entire partner onboarding process while still keeping confidential information secure. As a Partner Onboarding Specialist in an OEM organization focused on identity management, access control, and physical security, I work with distributors, system integrators, vendors, and technology partners across Europe, North America, the Middle East, India, and Asia. Our workflow typically begins with an NDA, then moves to a Partner Information Form, and ends with a Partner Agreement. PandaDoc’s reusable templates, automated reminders, and document tracking have greatly reduced manual follow-ups and improved completion rates. I also really appreciate the dashboard, which makes it easy to see who has viewed a document, how much time they spent on each page, and what still needs action. It’s also simple to replace a signer, search documents by company or email, and organize files by region. Because we often share confidential APIs, SDKs, and integration documentation with OEM partners, PandaDoc delivers a secure, reliable, and highly efficient document management experience that I depend on every day. Review collected by and hosted on G2.com. What do you dislike about PandaDoc? My experience with PandaDoc has been very positive overall, and any dislikes I have are really just minor areas for improvement rather than true issues. When I’m managing a high volume of partner documents across multiple regions (Europe, North America, the Middle East, India, and Asia), the search and filtering could be a bit more refined. It works well as-is, but faster advanced filters—or smarter suggestions when partner or company names are similar—would make it even more efficient. I also think the reporting and analytics could be more customizable. The current dashboard already provides strong visibility into document views, time spent, and page engagement, but having additional exportable insights or more trend-based reporting would be especially helpful for larger onboarding programs. Lastly, while signer replacement works smoothly, it would be great to have more automation or intelligent recommendations when roles change within partner organizations, so workflows stay streamlined with less manual effort. Overall, these are small enhancements. PandaDoc still supports our NDA, Partner Information Form, and Partner Agreement processes effectively, particularly when we need to maintain confidentiality for OEM integrations involving APIs, SDKs, and technical documentation. Review collected by and hosted on G2.com. What problems is PandaDoc solving and how is that benefiting you? PandaDoc helps solve key challenges in our partner onboarding and contract management by improving efficiency, visibility, and confidentiality. As a Partner Onboarding Specialist in an OEM organization focused on identity management, access control, and physical security, I manage NDAs, Partner Information Forms, and Partner Agreements across Europe, North America, the Middle East, India, and Asia. Previously, our biggest pain points were manual follow-ups, limited real-time visibility, and delays in getting signatures from external partners. PandaDoc addresses these issues with automated reminders that reduce the need for constant chasing and keep documents moving on schedule. The tracking dashboard is especially useful because it shows document status, time spent on pages, and engagement levels, which helps me prioritize follow-ups more effectively. It also strengthens organization by enabling structured storage and fast searching by partner name, company, or region—something that’s essential for a large, global partner ecosystem. In addition, because we share confidential APIs, SDKs, and integration documentation only after agreements are signed, PandaDoc supports a secure, traceable, and compliant workflow. This reduces risk and noticeably improves onboarding speed and overall operational efficiency. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Cecilia R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Cecilia R.") CR Cecilia R. Director of Business Operations Staffing and Recruiting Enterprise (\> 1000 emp.) 7/1/2026 "Intuitive, Reliable Document Workflows with Strong Integrations" 4/5 What do you like best about PandaDoc? UI / UX What I like best is how intuitive and easy the platform is to use. The interface is clean, and creating, editing, and sending documents is quick with very little learning curve. Integrations What I like best is it fits well into our workflow and helps automate document creation. Zapier also gives us additional flexibility for custom automations. It is also a native HubSpot integration, although we aren't currently using it as it was added after we operationally set up Performance What I like best is that it's reliable for our day-to-day document workflows. Documents are generated, sent, and signed efficiently, making it easy to scale our processes. Pricing / ROI What I like best is that the Business Starter plan provides solid value for the features included. It allows smaller teams to automate document workflows without a significant upfront investment. Support / Onboarding What I like is having access to an account manager. While our experience hasn't always been perfect, it's helpful to have a direct point of contact when we need assistance. AI / Intelligence Since we don't currently use the AI features, there's nothing specific I'd call out here. If required, I'd simply say: N/A. We are not currently using PandaDoc's AI capabilities, so we don't have enough experience to evaluate this area. Review collected by and hosted on G2.com. What do you dislike about PandaDoc? UI / UX There aren't many issues with the interface. The only improvement I'd suggest is making it easier to understand the impact of template changes, as editing templates can unintentionally affect existing automations, which affected over 100 documents being sent. Integrations The biggest drawback is reliability with Zapier. We've experienced occasional issues where changes to templates or document structure caused automations to fail, requiring manual troubleshooting. Performance Performance is generally good, but when integrations fail, it's not always easy to identify the root cause, which can increase the time spent resolving issues. Pricing / ROI The jump from the Business plan to Enterprise is significant. For organizations that don't need every Enterprise feature, it can be difficult to justify the cost, especially when the upgrade is positioned as the primary solution. Support / Onboarding Our account management experience has felt more sales-oriented than consultative. We were encouraged to upgrade to Enterprise, which would have increased our costs by over $2,000 per year, instead of exploring solutions within our existing plan or better understanding our operational needs. AI / Intelligence We haven't used the AI features, so I can't provide meaningful feedback on this area. Review collected by and hosted on G2.com. What problems is PandaDoc solving and how is that benefiting you? PandaDoc has helped us standardize and automate our document workflows. We use it to generate agreements directly from Zapier, reducing manual work, improving consistency, and speeding up the time it takes to send documents to clients. PandaDoc has helped us build a more efficient and scalable document process while reducing administrative effort. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Iris J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Iris J.") IJ Iris J. Finance Administrator Mid-Market (51-1000 emp.) 10/10/2025 "Effective for Document Tracking, but Needs Improvements" 4.5/5 What do you like best about PandaDoc? I like how PandaDoc allows me to see the timeline of multiple reviews and signers of a document. I also appreciate the email notifications that inform me when a document is opened and reviewed, and when it has been signed by all parties. These features are especially helpful for ensuring documents are submitted on time, as they tell me who has signed and who hasn’t, so I can follow up accordingly. Review collected by and hosted on G2.com. What do you dislike about PandaDoc? I see the deletion feature has been removed. If I upload a document that is not the right font or the margins are off, I want to be able to delete the document and start over. I would also like a feature that notifies the person who needs the document that they have opened and received it. I would like the audit trail put back on the main page. Some of the team did not like it at first, and some still do not use it. Review collected by and hosted on G2.com. What problems is PandaDoc solving and how is that benefiting you? PandaDoc helps track document timelines and signatures. Email notifications alert me to needed actions, ensuring timely submissions. It addresses our past issue of tracking document status with DocuShare. Review collected by and hosted on G2.com. Show More 6/15/2026 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ## Top-Rated Alternatives [ ![Proposify](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Proposify") Proposify 4.6/5(1,143) ](https://www.g2.com/products/proposify/reviews) [ ![Qwilr](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Qwilr") Qwilr 4.6/5(915) ](https://www.g2.com/products/qwilr/reviews) [ ![GetAccept](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "GetAccept") GetAccept 4.6/5(1,267) ](https://www.g2.com/products/getaccept/reviews) [ View All Alternatives ](https://www.g2.com/products/pandadoc/competitors/alternatives) ##### Categories on G2 [Online Form Builder](https://www.g2.com/categories/online-form-builder)[Salesforce AppExchange Apps](https://www.g2.com/categories/salesforce-appexchange-apps)[E-Signature](https://www.g2.com/categories/e-signature) [Online Form Builder](https://www.g2.com/categories/online-form-builder)[Salesforce AppExchange Apps](https://www.g2.com/categories/salesforce-appexchange-apps)[E-Signature](https://www.g2.com/categories/e-signature)[Document Generation](https://www.g2.com/categories/document-generation)[Contract Management](https://www.g2.com/categories/contract-management)[Proposal](https://www.g2.com/categories/proposal)[Document Management](https://www.g2.com/categories/document-management)[CPQ](https://www.g2.com/categories/cpq)[AI Proposal Generator Tools](https://www.g2.com/categories/ai-proposal-generator-tools)[Contract Analytics](https://www.g2.com/categories/contract-analytics)[E-Notary](https://www.g2.com/categories/e-notary) [Show MoreShow Less](javascript:void(0);) ##### Explore More [Which MBaaS solutions provide databases, APIs, and authentication for mobile applications for growing teams?](https://www.g2.com/discussions/which-mbaas-solutions-provide-databases-apis-and-authentication-for-mobile-applications-for-growing-teams)[Which education finance software has proven implementations at 200-plus person campuses managing billing, records, and compliance simultaneously?](https://www.g2.com/discussions/which-education-finance-software-has-proven-implementations-at-200-plus-person-campuses-managing-billing-records-and-compliance-simultaneously)[What quote to cash consulting firms are best for optimizing revenue recognition and sales processes?](https://www.g2.com/discussions/what-quote-to-cash-consulting-firms-are-best-for-optimizing-revenue-recognition-and-sales-processes) [Which sales onboarding app is rated highest](https://www.g2.com/discussions/which-sales-onboarding-app-is-rated-highest)[Which Acumatica consulting firms have dedicated specialists for manufacturing, accounting, and inventory modules?](https://www.g2.com/discussions/which-acumatica-consulting-firms-have-dedicated-specialists-for-manufacturing-accounting-and-inventory-modules)[Pros and Cons Details](https://www.g2.com/products/pandadoc/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)