I really appreciate how PandaDoc makes the entire process from start to finish smooth. The templates are fantastic; they save a ton of time and keep everything consistent without the need to double-check every detail. Having a base to start from instead of constantly rebuilding documents is a huge time saver. The initial setup was super easy, especially with the onboarding, which I highly recommend. It's also great to work with HubSpot. Overall, I find PandaDoc super easy to work with! Review collected by and hosted on G2.com.

I would like to have the ability to place a PDF directly inline into an agreement. It would eliminate a step for the customer if they were able to see it visually right away. Review collected by and hosted on G2.com.

As a case manager, I use this system a lot, and it’s very easy to use. It cuts the time in half when landlords and clients need to sign and review documents, which means our clients can get their needs met faster. It also saves our documents so we can reuse them as templates instead of creating a new one each time, and it’s simple to assign fields to different individuals to complete. I really love using PandaDocs for the work I do. Review collected by and hosted on G2.com.

If I create a document and then want to add someone to the document, it is confusing and hard and so I end up creating a whole new document. Review collected by and hosted on G2.com.

I love the fact that I can see when I send a proposal out; the person I sent it to has received it and looked at it. I also love the AI tools that PandaDoc has. The templates you can build are really nice. It makes things a lot easier and much more efficient, as we no longer have to use just Word docs. Everything is saved as templates, which is a big plus. The initial setup of PandaDoc was very easy, with no complaints at all. I would definitely recommend it to all my colleagues and give it a 10 out of 10. Review collected by and hosted on G2.com.

Nothing Review collected by and hosted on G2.com.

I like PandaDoc for its ease of use and the ability to add tokens, which makes signing and filling out fields easy. It's handy to upload a document and use it multiple times without hassle and the time savings when adding documents to our CRM is significant. The ability to sign documents and save them effortlessly, while providing ease of signing to recipients and allowing for a consistent use of documents with all of our clients, is quite valuable. Review collected by and hosted on G2.com.

It is sometimes difficult when editing documents as it is not always easy to make changes without losing information. Deleting items can cause issues, particularly if updating an outline or anything requiring bullets. Copy/paste and adding pictures/images can be difficult as they do not always easily transfer over or get added to the document without problems. Review collected by and hosted on G2.com.

It helps organization to create templates and send to end user to capture signature which is end to end document management. It also speeds up to capture electronic signature, real time tracking and manage documents securely online.

It also helps us to integrate the feature in CRM applications. Very much user friendly Review collected by and hosted on G2.com.

I feel lack of control over the component customization, say for example - adding a normal table, visibility of text boxes using show and hide logics, visibility of signature boxes, UI arrangement of some components are getting misplaced sometimes when sent to end user and generated as PDF. Review collected by and hosted on G2.com.

I use PandaDoc to create patient consent forms and medical documents in my daily practice. It helps me prepare professional documents that can be shared digitally with patients. The e-signature feature saves time and makes documentation more organized during busy clinical work. Review collected by and hosted on G2.com.

In the beginning, it takes some time to understand all the features and settings. Also, when working with longer documents, loading may feel slightly slow. However, once familiar, it works well for regular documentation tasks. Review collected by and hosted on G2.com.

Pandadoc is very intuitive and links well with Google docs. It was easy to set up and the pricing is very competitive. I have not had any performance issues when using the application. Review collected by and hosted on G2.com.

I find Pandadoc to be a very easy tool to use, so there is nothing I dislike per se. Review collected by and hosted on G2.com.

We've had an excellent experience using PandaDoc at our law firm. The platform has made handling documents significantly easier, helping us streamline our workflows while reducing administrative time.

One of the features we value most is how it simplifies the entire document process—from drafting and sending documents to collecting electronic signatures. The timely notifications keep our team informed every step of the way, ensuring nothing falls through the cracks and allowing us to provide a more responsive experience for our clients.

The integration with our CRM has also been a major advantage. It keeps our client information synchronized, eliminates duplicate data entry, and makes our document management process much more efficient.

Overall, PandaDoc has become an essential part of our practice. We highly recommend it to any law firm looking to improve efficiency, simplify document management, and create a smoother experience for both staff and clients. Review collected by and hosted on G2.com.

Would like to see high level dashboard with on-going analytics. Review collected by and hosted on G2.com.

I like how easy it is to create, send, or track documents with PandaDoc. The interface is good, and the templates save us time. It's easy for users from different departments to learn quickly, and templates help us standardize documents instead of creating them from scratch. I really value the e-signatures and templates in PandaDoc. The UI setup and workspace setup are easy. Review collected by and hosted on G2.com.

Overall the platform works for what we need, but there could be some improvements to the advanced formatting.

The SSO portion could have used some work as there was not a specialist in that department which left us fending for ourselves or being told 'this won't work' when in reality that wasn't true. This is no longer the case though as they now have a dedicated tech for SSO that's extremely knowledgable. Review collected by and hosted on G2.com.

The products and services are easily searchable in the PandaDoc inventory. They can also be edited, which helps a lot. Review collected by and hosted on G2.com.

I'd like to be able to send the document via email the second or third time I have to send it vs. sending the link. Review collected by and hosted on G2.com.