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

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

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

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

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

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

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

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

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

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

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

I find PandaDoc to be very user-friendly, which is crucial for my role in the business development team. It gives me the freedom to tailor each proposal correctly to my clients and prospects. I really like being able to easily access already existing tables and the ability to show and hide items that need editing. The library feature is another big plus, as it allows me to add additional information to my proposals. Moreover, it syncs seamlessly with my Gmail and Slack, which streamlines my workflow. It's the best proposal generation tool I've used in my career, and setting it up was super simple. I work in a company with over 300 employees, and I would rate my likelihood of recommending it as a 10 out of 10. Review collected by and hosted on G2.com.

There is an extra row that appears on our proposal when building that I always have to delete. Review collected by and hosted on G2.com.

I enjoy the easy to use platform to build documents/templates to increase efficiency. The dashboard is a life saver as it allows me to easily check where a client is at with a document and allows me to chase them when required Review collected by and hosted on G2.com.

I find that I some times have issues with numbering and tables, however I think is is moreso from me having an MS Office mentality and that it will just take some time to get used to PandaDocs instead Review collected by and hosted on G2.com.

The ease of use once inside a document or template. It is very user friendly and the web interface is simple and poignant. The process moves quickly and is consistent. I've never encountered any outages or downtime while using the platform. It's very affordable, especially for a small business. Review collected by and hosted on G2.com.

I don't like the main landing page. It feels cluttered with so many different options that if I haven't used it in a while it takes a few extra minutes for me to get where I want to go. I wish there were shortcuts I could create. If there is that capability, I surely could not locate it. I also don't like that you cannot download reports - they must be emailed to you. This is a huge miss for me. Review collected by and hosted on G2.com.

I love how easy it is to use PandaDoc; the UI is very simple and sleek. It makes editing fields a breeze. Navigating through documents to find specific information is straightforward, and the overall experience is great. I really value the visibility per page, as it helps me see how much time clients spend on each page, allowing me to identify and reduce bottlenecks when sending contracts out. The copy link button is also very useful for sending documents through other forms. Setting up PandaDoc was incredibly easy and took only about ten minutes, especially since I was previously a DocuSign user. Also, I appreciate the instantaneous setup with no problems at all. Review collected by and hosted on G2.com.

N/a Review collected by and hosted on G2.com.

I like that PandaDoc is easy to use, especially for getting contracts, leases, or purchase contracts done electronically and signed. It lets me create signable documents without needing to go back and forth, and I know if the client has viewed it. It saves me time because it's relatively intuitive, and I can figure out how it works by poking around since it uses common sense. I like that it allows me to make legally binding documents easily, even when I'm not sure what I'm doing. PandaDoc does some of the heavy lifting for me, which I really appreciate. One of the features I enjoy is that when sending a contract to someone already in the system, I can simply enter their email address, and it automatically recognizes them, saving me time. Also, when dealing with multiple documents, PandaDoc remembers the size of the fields from the first and applies it to subsequent ones, which I like a lot. Overall, I would recommend PandaDoc to a friend. Review collected by and hosted on G2.com.

What I don't like is when I'm sending the same lease paperwork over and over again, and the field sizes are always gonna be the same from the same PDF file that I put through PandaDoc. So when you start adding fields to a document for signature, it would be nice if I didn't have to have a field this big and shrink it down to this big every time. So it'd be nice if it had a more smaller default field size when laying down the fields on the signable document. Review collected by and hosted on G2.com.

I find PandaDoc incredibly useful as it makes onboarding new clients super easy. It instills trust as a very trusted software and is easy to use. I like the different templates available, making it simple to edit and send out contracts quickly. It also helps send reminders to clients, which speeds up their signing process. The feature that reminds clients to sign contracts is particularly valuable, as it allows me to prompt them without having to reach out physically. The ability to save templates is fantastic because it speeds things up for different departments to sign or send out contracts. Integrating with Salesforce is super easy and makes tracking contracts on actual opportunities super straightforward. Setting up was a breeze; I just logged in, and everything was ready with all templates at my disposal. I would highly recommend PandaDoc, rating it a nine or even a ten due to its ease of use. Review collected by and hosted on G2.com.

I honestly don't have any bad things to say about Panda Doc Review collected by and hosted on G2.com.