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 We learned that lesson the annoying way after discovering an outdated service description had been reused for weeks.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.

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 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.

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 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.

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.

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.

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.

My clients can sign documents from anywhere in the world

The receipt of the signature certificate that can prove the authenticity of the signatures

Easy integration with different tools. (hubspot for example)

The user-friendly interface

Many options fit all kinds of documents

Saving so much paper

Saving time spent on tracking signed documents and keeping a tight archive

Might be the best tool for digital documents on the market at this present moment Review collected by and hosted on G2.com.

The option for bulk send - I wish there was a customized option to bulk send hundred of documents at the same time (for contract renewal periods)

Preview options on dash board

Even more broken-down dashboard

More time-saving reactivation feature for expired documents Review collected by and hosted on G2.com.

I use PandaDoc for my web design agency, especially for client agreements and signing contracts with employees. I find it so much more flexible compared to DocuSign, and it's cheaper too. I appreciate that it has more features and is more accessible. One of the things I like most is the ability to change the size of the signature in my documents, allowing me to expand it horizontally or vertically without having to do both at once. This feature is really important to me because it lets the signature box fit perfectly into my documents. The initial setup was also really easy, with everything laid out for me, so I could start right away. I would 100% recommend PandaDoc to anyone, it's much more convenient and amazing. Review collected by and hosted on G2.com.

nothing yet to be honest. its satisfied all my needs Review collected by and hosted on G2.com.

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.