I find PandaDoc really easy for creating and sending contracts, and I love being able to see the status of who's viewed and signed them. I appreciate that it provides a lot of different options, allowing me to send contracts through PandaDoc directly if someone doesn't want to use an email hyperlink. The flexibility with variables is fantastic, helping me make contracts exactly how I want them. Integrating PandaDoc with HubSpot is great as it links contracts to deal records seamlessly. Getting started with PandaDoc was pretty straightforward, and after one training session, I was able to use it without any problems. Overall, these features have been really valuable for structuring our contracts flexibly, which helps drive strong business outcomes. Review collected by and hosted on G2.com.

We do experience a bit of lag here and there where sometimes when I'm trying to bang a contract out, there seems to be a little bit of downtime or buffering. It usually comes back online. It's just in the moment when I'm trying to run through my day sometimes it can be a bit challenging. Review collected by and hosted on G2.com.

I like how I can quickly access and drag documents into PandaDoc, and arranging them is super fast as well. It's also great that I can store my clients' names, so I can quickly access them and add them to documents. Plus, ease of use and pricing were big reasons for switching to PandaDoc. The initial setup was extremely easy, which was a big plus. Review collected by and hosted on G2.com.

I wish there was a way to attach PandaDoc to my CRM without a third party. Review collected by and hosted on G2.com.

I like the new layout systems, more akin to word but with all the variables tools the community has been asking for. Review collected by and hosted on G2.com.

Easier drop down or cog wheel access to tools like formating and color to speed things up. Also the dragging feature of some fields needs to be optimized. Review collected by and hosted on G2.com.

I appreciate how simple PandaDoc is to use, which simplifies my work. I find the template feature particularly useful, as it allows me to always include the basic positions in offers for heat pumps. The initial setup of PandaDoc was also very easy. Review collected by and hosted on G2.com.

When I access it via the phone or iPad, I often can't edit anything because the page keeps crashing. Review collected by and hosted on G2.com.

I highly recommend the platform because it's great for creating quick contracts on the fly and proposals right in front of my customers, so they can immediately say, "wow", I'll sign it today.' It's a great tool to keep a record of all signed contracts in one simple place. I like the fact that I can create new templates quickly and roll forward existing contracts from other clients for new clients. It's really easy for me to quickly open PandaDoc, duplicate an existing contract, and customize it right in front of their eyes. Review collected by and hosted on G2.com.

It would be nice if there were a way to have a core template document that's easy to use moving forward, like a master template. It would be helpful to manage master templates for various core packages as a quick pick list. The initial setup took more time than expected. Review collected by and hosted on G2.com.

I like that I can edit things without needing permission, which makes it super useful. It's also really convenient to use the variety of formats that PandaDoc offers and not having to keep saving my work. It's helpful that my whole company can see and edit the same documents, and I can send these directly to clients, which is useful. I think it's a good product overall. Review collected by and hosted on G2.com.

I wish it would save files faster to my computer because it takes a while, which is frustrating. Also, sometimes the format can be a little bit goofy, so I have to work around that. Review collected by and hosted on G2.com.

The control over design application, we used to have to email word documents around and inevitably someone would style things however they wanted or not have the correct version of fonts installed. This caused a lot of last minute reformatting that was rushed.

The library is an easy way to have lots of versions of commonly reused content, before we kept all the versions in the template and that file was huge.

Control on templates. I like that I can add blocks from the library for creators to choose from, since they're not likely to be aware of all the best options. I like the ability to make some blocks uneditable or locked. Review collected by and hosted on G2.com.

The inability for text to flow into content blocks on the next page so I manually have to adjust it. This leads into my next headache...

The hiccup that comments don't work if a page's content is too long, but only sometimes. This forces us to add page breaks even when we're early in creating a doc and may not have solidified the order we'll want content to appear in or how detailed we will or won't get. Being able to tag team members in comments is key to refining the content so that we can make a final formatting pass, but we end up having to do a lot of formatting early on so that comments save and are visible.

The UI to see page previews and number of pages is missed by most of my team. I have to remind them of this and explain it often so they can locate the area I need their support in.

Formatting on tables is pretty meh. The fact that I can style a regular table very specifically and I have extremely limited styling on pricing tables is a total miss. I can't format them to look similarly styled and there are pieces in the pricing table you can't change the font or sizing on AT ALL. Review collected by and hosted on G2.com.

End-to-end workflow: You can create, send, track, and sign documents all in one place. That cuts down on juggling multiple tools.

Real-time insights: It shows when someone opens a document, how long they spend on each section, and when they sign. That kind of visibility is surprisingly useful for sales follow-ups.

Templates and content library: Instead of rebuilding documents from scratch, you can reuse polished templates and drop in pre-approved sections. Huge time saver.

Integrations: It connects nicely with tools like Salesforce, HubSpot, and Slack, which makes it fit into existing workflows rather than forcing you to change everything.

E-signatures built in: No need for a separate signing tool—it’s native and legally binding in most contexts.

If there’s a downside, it can feel a bit heavy if you only need simple document signing. But for teams that deal with proposals or sales docs regularly, it’s quite powerful.

Are you looking at it for personal use, or for a team/business setup? Review collected by and hosted on G2.com.

1. It can feel restrictive and clunky

Even though it’s marketed as easy, some users say the editor becomes rigid and frustrating, especially for complex documents or heavy customization.

Template customization can feel limited

Layout/design flexibility isn’t “full freedom”

Editing glitches (like losing position or formatting issues) happen

From Reddit, one blunt take:

“The new template editor is painfully slow and clunky… you have to follow their exact steps or it breaks.” Review collected by and hosted on G2.com.

I like the idea that PandaDoc has different workspaces where we can divide up different workflows, especially since some of our work is financially sensitive and needs to stay separated for the finance team while other work is for our sales team and can be more widely viewed. I appreciate that in our current pricing package, we are not charged per user, but per document, allowing the entire company to edit and update proposals sent to our clients. Also, the initial setup was very easy. Review collected by and hosted on G2.com.

It's a little bit limiting in its integrations with other areas if we wanted to do workflows through Azure Logic Apps or things like that where we were to have fields fill out within a PandaDoc document, takes quite a bit of setup to get done. And then submitting through those automations to get files in there to be signed requires a bit of additional legwork to figure out. I'd appreciate a little bit more intuitive automation interface. Review collected by and hosted on G2.com.

I like that PandaDoc allows us to customize the way we create quotes, which is really useful. Templates can be created and boxes or sections can be added to the quote, and that is something I really value. Moreover, this helps me streamline my time by allowing the process to be faster. I don't have to spend much time on a new quote, as I sometimes simply copy from a previous quote for the same client and update it. This makes working with quotes much easier. I also think that filling in the predefined fields by our programming team has been simple. Review collected by and hosted on G2.com.

I have not used the electronic signature, I don't know if it's part of PandaDoc or if my company hasn't activated it, but we really haven't used it. I don't know if it's an internal problem or a PandaDoc issue. Review collected by and hosted on G2.com.