---
title: PandaDoc Reviews
meta_title: 'PandaDoc Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 3600 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: 3600
  scale: '5'
date_modified: '2026-07-19'
parent_category:
  name: Quote Management
  url: https://www.g2.com/categories/quote-management
---

# PandaDoc Reviews
**Vendor:** PandaDoc  
**Category:** [Proposal Software](https://www.g2.com/categories/proposal)  
**Average Rating:** 4.7/5.0  
**Total Reviews:** 3,600
## About PandaDoc
PandaDoc is an all-in-one document management platform trusted by 50,000+ sales, legal, and operations teams to create, send, e-sign, and manage documents faster and with less manual work. Teams using PandaDoc close deals 30% faster and cut document turnaround time by up to 50%. Customers like Autodesk, Rakuten, and Sysco use PandaDoc to streamline their entire document process, from proposal to signed contract, and everything in between. PandaDoc helps your team: - Build and send professional proposals, contracts, and agreements using customizable templates and a drag-and-drop editor - Collect legally binding e-signatures from any device, anywhere, with no printing, scanning, or delays - Collaborate in real time with internal stakeholders and external signers simultaneously - Automate repetitive document tasks so reps and ops teams spend less time on admin and more time closing - Track document performance with analytics that show how recipients engage with every page PandaDoc integrates natively with the tools your team already uses, including Salesforce, HubSpot, Pipedrive, Stripe, and 30+ other CRM and payment platforms — keeping document processes inside your existing stack without adding friction or extra logins. Whether you're in sales, legal, HR, or finance, PandaDoc is especially popular with growing businesses that need enterprise-grade document processes without the added complexity or price tag. From first draft to final approval, PandaDoc centralizes the full document lifecycle with the compliance, security, and audit trail your team needs to operate with confidence. PandaDoc also supports notarization, payment collection, and document analytics in a single platform, reducing the need to manage multiple tools across your document process.



## PandaDoc Pros & Cons
**What users like:**

- Users love the **ease of use** of PandaDoc, finding it simple to navigate and set up for online signing. (718 reviews)
- Users value PandaDoc's **intuitive document management** tools, enhancing workflow efficiency and streamlining approvals seamlessly. (353 reviews)
- Users love the **intuitive editing tools** of PandaDoc, enhancing their workflow and document customization. (337 reviews)
- Users find PandaDoc to be **highly intuitive** , making document management and e-signatures easy and efficient. (307 reviews)
- Users appreciate the **simplicity and efficiency** of PandaDoc for obtaining e-signatures, enhancing their workflow significantly. (304 reviews)
- Time-saving (300 reviews)
- Templates (284 reviews)
- Efficiency (280 reviews)
- Features (273 reviews)
- Easy Setup (256 reviews)

**What users dislike:**

- Users are frustrated by the **missing features** in PandaDoc, such as document expiration controls and dynamic dates. (120 reviews)
- Users find PandaDoc **expensive** , especially for small teams needing affordable solutions for online form submissions. (109 reviews)
- Users find **signature issues** in PandaDoc, struggling with personal signature use and other document formatting challenges. (106 reviews)
- Users find **difficult editing** frustrating due to issues with document navigation and limited edit capabilities during collaboration. (98 reviews)
- Users find the **editing difficulty** in PandaDoc frustrating, especially with table formatting and live document changes. (87 reviews)
- Users find PandaDoc's **limited features** challenging, especially with complex layouts and missing live support options. (86 reviews)
- Users find **limited customization** options for templates in PandaDoc, making it difficult to tailor documents effectively. (85 reviews)
- Users face challenges with **insufficient document management** in PandaDoc, requiring manual invoicing and lacking key formatting features. (83 reviews)
- Learning Curve (79 reviews)
- Editing Difficulties (78 reviews)

## PandaDoc Reviews
  ### 1. Easy to Use, Helpful Support Team

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 29, 2026

**What do you like best about PandaDoc?**

Easy to use and support team when I got problem

**What do you dislike about PandaDoc?**

Now I still like to use PandaDoc so I have no comment

**What problems is PandaDoc solving and how is that benefiting you?**

It help me to get the signature easily

  ### 2. I'll never go back to DocuSign

**Rating:** 4.0/5.0 stars

**Reviewed by:** Ali D. | Manager of Strategy and Operations, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 13, 2025

**What do you like best about PandaDoc?**

I am the logistics and operations person for a nonprofit, and most of my time and work is spent trying to make things easier for our small team. Often, that work involves trying to automate or digitize many of our processes while acknowledging that our team has a WIDE variety of comfort levels with technology. We contract over 100+ artists a year, and our first platform was DocuSign. It was...fine. Pricy, cumbersome, ugly. We switched to PandaDoc a few years ago and like it so much more. I'm able to customize different themes that apply to different contracts based on business area, the template feature is so helpful, and I love how flexible the field integration is. It's been easier to get artists to actually sign their contracts, and it's way less intimidating, which means even our more lovingly luddite staff members can look at the basics.

**What do you dislike about PandaDoc?**

There are lots of little things, like features that exist in one place but not another. One example - I can duplicate a contract if I'm in "My Documents" but I can't duplicate a contract if I actually have it open. I wish there was a way to edit a document without erasing signatures - maybe it could send the signatory a message to approve or initial instead of making everyone start all over.

**What problems is PandaDoc solving and how is that benefiting you?**

I contract over 100+ artists every year, and PandaDoc makes it way easier to send those out, track them, and actually get artists to sign the paperwork

  ### 3. Enjoy using pandadoc

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 28, 2025

**What do you like best about PandaDoc?**

I’ve been using PandaDoc daily in my role as a head of finance, and it’s quickly become an indispensable tool in my toolkit. What stands out most is its cutting-edge technological foundation—think seamless automation for document generation, real-time tracking, and legally binding e-signatures. The platform’s integrations syncs effortlessly with my CRM HubSpot, pulling in data automatically and eliminating those tedious manual transfers that used to eat up hours.

**What do you dislike about PandaDoc?**

No editing of finalized documents without starting over
Once a document (like a contract or quote) is sent or completed, you cannot make even a tiny change — wrong date, client name, or amount. You have to delete it and rebuild from scratch. No quick edits, no “undo.”

**What problems is PandaDoc solving and how is that benefiting you?**

Concrete Benefits I Get
 - faster document cycles – From draft to signed contract in under 15 minutes.
 - fewer errors = less financial risk – Auto-filled crypto wallet addresses and payment terms prevent costly mistakes.
 - fully remote & global-ready – I close deals with partners in the EU, US, or Asia without ever leaving my desk.
 - stronger compliance – Every signature is timestamped, encrypted, and audit-ready.

  ### 4. Streamlines Proposal Workflow with HubSpot Integration

**Rating:** 5.0/5.0 stars

**Reviewed by:** Taylor J. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about PandaDoc?**

I have been using PandaDoc for a few years predominantly for creating business cases and handling proposals that lead to agreement signing. One of the reasons I chose PandaDoc over other solutions like HubSpot's quote tool, GetAccept, and DocuSign is its ability to quickly create visually appealing documents that extend beyond simple pricing quotes. I appreciate PandaDoc's seamless integration with HubSpot, where I can easily generate documents directly from HubSpot linked to deals, and any signed documents automatically attach there. This integration also ensures that amounts and line items flux effortlessly into HubSpot, enhancing the overall workflow. Another standout feature for me is the robust approval workflow, which significantly streamlines our processes, particularly when collaborating with our deal desk during document approval phases. Setting up PandaDoc was straightforward, requiring time primarily for creating our custom content library and legal terms. My overall experience with PandaDoc has been exceptional as it reliably delivers on its promises and offers the specific mix of integrations and user-friendly interface I require, which makes it an excellent tool for my needs. PandaDoc genuinely simplifies document creation and management tasks, provides a high level of usability, and effectively supports our operational requirements.

**What do you dislike about PandaDoc?**

I don't have any major issues with PandaDoc. However, I am aware that our operations person mentioned some minor features that could be improved to make tasks easier.

**What problems is PandaDoc solving and how is that benefiting you?**

PandaDoc helps us create proposals and business cases quickly, improving approval workflows and collaboration with our deal desk.

  ### 5. Effortless Proposal Customization with PandaDoc

**Rating:** 5.0/5.0 stars

**Reviewed by:** Krystin S.

**Reviewed Date:** October 27, 2025

**What do you like best about PandaDoc?**

I love how easy it is to maneuver PandaDoc and appreciate its effortless setup. It offers a ton of options for customization and modifying adjustments, which really helps in tailoring proposals to fit our company's needs. I greatly value the ability to draft and edit proposals quickly and efficiently, which streamlines our workflow. The feature that allows the saving and flexibility in managing templates and documents to meet client expectations is incredibly helpful. PandaDoc has significantly benefited my company by enabling quick and easy sending of proposals, and the editing efficiency it offers is unmatched. Overall, PandaDoc is an essential tool for my business operations, and I would definitely purchase it again. Additionally, my satisfaction with the product is such that I would highly recommend it to others, rating it a 10 out of 10 for recommendation likelihood.

**What do you dislike about PandaDoc?**

I don't like the lack of offline access, which restricts my ability to work without internet.

**What problems is PandaDoc solving and how is that benefiting you?**

I use PandaDoc to streamline sending quick, easy proposals and making efficient edits and adjustments. It offers many customization options, helping tailor proposals to client needs.

  ### 6. Effortless Transition, Impressive Workflow

**Rating:** 5.0/5.0 stars

**Reviewed by:** Romany W.

**Reviewed Date:** October 27, 2025

**What do you like best about PandaDoc?**

I prefer PandaDoc over other options because the functionality is very similar to what I was used to with DocuSign, but I particularly appreciate that the technology of PandaDoc is easier to handle in some aspects. This ease of use reduces the workload for my team by allowing us to send documents out quicker and more easily than before. Additionally, setting up PandaDoc was not difficult, even though it required adapting from our previous system. The learning curve was manageable, which is a positive aspect. I also find the streamlined layout of PandaDoc quite useful in our operations.

**What do you dislike about PandaDoc?**

There was a little bit of a learning curve when transitioning from the previous platform to PandaDoc. Although the process was not difficult, some features were different from the environment we were used to. This required some adjustment and adaptation on my part.

**What problems is PandaDoc solving and how is that benefiting you?**

PandaDoc doesn't solve a specific problem but eases workload by allowing us to send documents quicker and easier than before, improving efficiency.

  ### 7. Effortless to Use, Perfect for Client Contracts

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ashton K.

**Reviewed Date:** October 27, 2025

**What do you like best about PandaDoc?**

I really appreciate how PandaDoc offers an incredibly simple and straightforward setup process, making it easy for both myself and the clients I send documents to. I love that it simplifies sending client contracts, especially since I'm on the free plan that allows me to send up to 60 documents monthly—more than enough for my needs since I usually send just one or two documents every one to three months. I enjoy that I can easily insert more than just signature and dates into the forms, and I'm thrilled with the ability to create basic forms that I can customize based on individual client needs. These features make my workflow seamless and highly adaptable. The convenience and efficiency that PandaDoc provides are undeniable and are significant reasons why I continue to use it.

**What do you dislike about PandaDoc?**

Nothing

**What problems is PandaDoc solving and how is that benefiting you?**

PandaDoc simplifies client contract management with its ease of use and free plan. It allows customization of forms beyond signatures and dates, making it practical and efficient for my needs.

  ### 8. Easy Template Editing and Digital Contract Sending

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dominic B. | Technical Strategist, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 25, 2026

**What do you like best about PandaDoc?**

It’s easy to edit templates and digitally send contracts

**What do you dislike about PandaDoc?**

It can be clunky at times on the mobile but I’m not sure if there’s a mobile app yet or not

**What problems is PandaDoc solving and how is that benefiting you?**

Getting agreements signed very quickly…helps keep the sales momentum

  ### 9. Seamless Setup, Incredible Value!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jordan U.

**Reviewed Date:** October 27, 2025

**What do you like best about PandaDoc?**

I have been using PandaDoc for about a year since we started our business, particularly for creating proposals for new and prospective customers. It's been an absolute game changer, allowing us to streamline and automate workflows effectively, which has significantly elevated the relevance of our proposals. The setup was seamless, requiring only a few minutes to integrate our workflows and web flows, with no issues encountered since. PandaDoc has greatly alleviated the burden of manually creating proposals, saving us a substantial amount of time by enabling automation and template saving. This efficiency facilitates the drafting of compelling proposals that resonate with our clients, who can conveniently sign them directly on the platform. Furthermore, its ability to sync with QuickBooks for payment processing is a tremendous advantage. PandaDoc's integration capabilities are stellar, particularly with tools like Typeform, which allows us to automatically generate proposals based on filled forms, and its centralized management feature offers comprehensive oversight over document statuses. The value provided at its price point is unparalleled, yielding the best ROI within our tech stack. As an enthusiastic user and advocate, I appreciate its transformative impact, scoring it a perfect 10 on the recommendation scale.

**What do you dislike about PandaDoc?**

There is nothing I dislike about PandaDoc, it's been our favorite tool in our techstack since we've started using it!

**What problems is PandaDoc solving and how is that benefiting you?**

I use PandaDoc to automate proposal creation, saving us time and enhancing proposal quality. It integrates with Typeform and QuickBooks, streamlining processes and facilitating easy payments.

  ### 10. Simple Yet Effective for Document Signing

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jana M.

**Reviewed Date:** October 27, 2025

**What do you like best about PandaDoc?**

I find PandaDoc to be extremely easy to use, which has been a significant advantage for me. The setup process was seamless and free of any issues, making my experience straightforward right from the beginning. The overall usability of the software continues to be issue-free and straightforward, reinforcing my positive perception of its user-friendliness. Additionally, the ability to send reminders is a convenient feature that I appreciate about PandaDoc. It effectively fulfills its primary role for me by handling signatures, which is the main task I rely on it for. Given its consistent ease of use, I continue to like it and would consider purchasing it again just for this usability aspect.

**What do you dislike about PandaDoc?**

I find the process of assigning signature fields to specific users slightly cumbersome. It would be more efficient if, after initially selecting a person for a text or signature field, the subsequent fields could automatically default to the next assigned individual, streamlining the workflow for signing documents.

**What problems is PandaDoc solving and how is that benefiting you?**

I use PandaDoc for signatures, and it's easy to use without any setup issues, simplifying document signing.

  ### 11. The Best E-Sign Platform with Stellar Support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Josh D. | Chief Operating Officer, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about PandaDoc?**

I absolutely appreciate how PandaDoc simplifies the process of starting new documents and converting old ones, which makes setting up so straightforward that it's seamless right from the start. The platform's ability to streamline operations is unmatched in terms of efficiency, positioning it as the best e-signature platform I've ever used. The ease with which PandaDoc distributes e-sign capabilities across our team is invaluable, especially in a remote environment, ensuring legally binding documents without concerns about loopholes. The pricing model is beneficial because it allows distributing licenses to our entire team instead of limiting to just a few individuals. One feature I find particularly useful is the facility to convert and prefill documents easily, including having templates that are effortless to create. Additionally, PandaDoc’s customer support stands out as exceptional. They offer unparalleled assistance, helping with all business cases we've encountered, which is unlike any support we have received from other vendors. Moreover, I frequently recommend PandaDoc to others because every alternative solution I see pales in comparison to the robust and satisfying experience PandaDoc provides.

**What do you dislike about PandaDoc?**

I find the integration of PandaDoc with other systems to be somewhat cumbersome and costly. Specifically, while attempting to merge documents and maximize emailing, the overall cost becomes quite prohibitive. This complicates the process of integrating PandaDoc more tightly into our systems for producing renewal letters or other documents essential for our interactions with clients. It would be beneficial if there were more streamlined methods to draw information and templates from other systems without incurring high costs.

**What problems is PandaDoc solving and how is that benefiting you?**

I use PandaDoc to streamline e-sign capabilities for my entire team, making it easy to manage legal documents remotely and affordably distribute licenses, ensuring all agreements are legally binding and hassle-free.

  ### 12. Effortless Signature Collection with PandaDoc

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jim L. | Account Executive, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about PandaDoc?**

I appreciate how PandaDoc makes it incredibly easy to gain signatures on the agreements we send out, providing a seamless and efficient process compared to traditional PDF signatures, which often don't work as well for us. The software spells out exactly where signatures and information need to be captured on the agreements, ensuring that nothing gets left off a document, which is essential for maintaining comprehensive records. Furthermore, the ease of operation and the ability to support multiple users and facilitate signatures from various parties are significant strengths. The process of using PandaDoc was surprisingly straightforward, even with just a small tutorial; I found the navigation intuitive, allowing me to learn as I went along without much difficulty. PandaDoc's ability to consistently deliver the required information in a format that is convenient for my customers and those I solicit for signatures is something I find valuable. Additionally, the overall experience with PandaDoc has been smooth, and it remains our preferred method of obtaining signatures on contracts, which speaks to its effectiveness and user-friendliness.

**What do you dislike about PandaDoc?**

I wish PandaDoc made it a bit easier to send out reminders for signatures on emails. This feature could be improved to enhance efficiency in document management.

**What problems is PandaDoc solving and how is that benefiting you?**

I use PandaDoc to gain signatures on agreements easily, ensuring all necessary information is captured correctly, unlike traditional PDF methods, which are less efficient.

  ### 13. Intuitive, Effective, with Room for Improvement

**Rating:** 4.5/5.0 stars

**Reviewed by:** Hector R. | Director de ventas

**Reviewed Date:** October 27, 2025

**What do you like best about PandaDoc?**

I truly appreciate the ease and intuitive nature of using PandaDoc. The setup process was straightforward and the software's clear structure helped me get started without any setbacks. I value how PandaDoc addresses my quoting problems, enabling clients to easily accept my quotes. Although I wish creating quotes was more automated, the outcome of having clients accept them commercially is satisfying. The integration with HubSpot is another standout feature for me, enhancing the connectivity and overall workflow between systems. Additionally, the activity log functionality is extremely useful as it details who accessed a document and their interactions with it, providing valuable insights. The document styling and ease of use, together with its capability of connecting with other systems like HubSpot, further highlight the benefits of using PandaDoc.

**What do you dislike about PandaDoc?**

I find the customer service with PandaDoc to be not very personal, as the representatives seem disconnected from my specific needs and operations, which I believe limits the potential effectiveness of the service. Additionally, creating quotes is currently a manual process, and I wish there could be an automated way to handle this. The challenge of automating my quotes leaves me feeling stuck, as it complicates my workflow rather than simplifying it.

**What problems is PandaDoc solving and how is that benefiting you?**

PandaDoc streamlines quoting by allowing clients to accept quotes and supports e-signatures for contracts. Though creating quotes is a bit manual, the results are beneficial as they meet commercial acceptance, enhancing my workflow.

  ### 14. Effortless Payment Integration Boosts Conversion

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kareem D.

**Reviewed Date:** October 27, 2025

**What do you like best about PandaDoc?**

I find PandaDoc incredibly easy to set up, with its very simple and good guides making the process straightforward. The software’s payment and signature features in one place significantly enhance conversion rates by providing a smooth onboarding process. I particularly appreciate the clean and simple payment integration, which is a standout feature for me. PandaDoc’s compatibility with other software like Stripe and Square, as well as its ability to redirect links to banks, is amazing. Overall, everything about PandaDoc is really good, and I would 100% recommend it, rating it a perfect 10 for its efficacy and user experience.

**What do you dislike about PandaDoc?**

I feel that some features of PandaDoc that require additional payment should not require such payments. Even when paying, for instance, $65 a month, it seems unfair to have to pay extra for certain features. I believe that the majority of features should be accessible without needing to incur further costs. This can be frustrating as it feels like I'm not getting the full value from my initial subscription.

**What problems is PandaDoc solving and how is that benefiting you?**

I find that PandaDoc solves the problem of managing payments and signatures in one place, which boosts conversion rates and smooths the onboarding process.

  ### 15. PandaDoc Streamlines School Documents

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Primary/Secondary Education | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 14, 2023

**What do you like best about PandaDoc?**

We are a small independent school and were looking for a way to create electronic enrolment forms as well as other forms we need parents to sign and submit each year. I spent a lot of time looking at the options available and trying out free trials and PandaDoc was by far the most flexible and easy to use. I was also impressed by the responsiveness to my questions -- both during the trial and after signing up. The program is user-friendly, and when I wasn't able to figure out how to do something on my own, I could usually find it in the resources or by contacting support. Despite a few bumps in the learning curve, using PandaDocs has streamlined our enrolment process and we've been able to use it for additional purposes we hadn't originally foreseen (e.g., rental contracts, employee tax forms) . We're very happy with this program and customer support.

**What do you dislike about PandaDoc?**

Nothing that I dislike, but there are a few features I would like to see added to the program (e.g., a table that calculates) to streamline other processes.

**What problems is PandaDoc solving and how is that benefiting you?**

Primarily, streamlining our enrolment process by allowing us to send customized forms to parents with required fields and signature lines, as well as automated reminders. We have also been able to utilize PandaDoc for required permissions/authorizations related to student travel, and for contracts for our rental spaces.

  ### 16. Costly, but powerful contract management system that is ideal for small to mid-sized businesses

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about PandaDoc?**

Very powerful platform for maintaining contract flow through the organization. The templating, pricing and brand consistency are key strengths, but you must invest time into the platform before you'll begin to see the payoff. The cost per use is high, but the time saved ends up paying for the subscription fees when operating with a small footprint of users. We have begun using PandaDoc for all internal and external legal documents, contract change orders, statements of work, and other agreements. The templating features are powerful and relatively easy to use with a couple of days of practice. There are a lot of workflow automations available, however we have had some challenges with many that are available. Overall, PandaDoc saves us time, ensures consistency, and provides basic integration with the tools that matter to our workflow.

**What do you dislike about PandaDoc?**

The pricing makes it prohibitive to expand beyond a few core users, so it would be challenging to scale the contracts team with such a large per-user cost. The contract redline process is a big cause of inefficiencies in our business process leading to a lot of manual rework. Our customer's legal teams have no interest in using the PandaDoc native redline tools and will only use Word documents for legal reviews. The Pandadoc offline Word redlining feature rarely works, resulting in someone taking manual steps to merge contract changes back into the PandaDoc format.

**What problems is PandaDoc solving and how is that benefiting you?**

Pandadoc reduced the contract creation cycle from 3-4 days to 1-2 hours at most for nearly all our agreements.

  ### 17. Intuitive and Efficient

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about PandaDoc?**

As a company, we use PandaDoc very frequently, sending multiple contracts per day to our customer, so it has been well used since we started using it at the beginning of 2024. 

Pros of using PandaDoc include - 
Intuitive Layout  - easy to use. doesn't take long to pick up how to do what you need to.
Searching for contracts is quick, and you can use different information to the find the document - which not all systems are good for. 
Easy to set up new documents to send
Able to send quick reminders to recipient 
Very useful side column with updates on where the documents are up to (i.e. who is left to sign, when the last reminder email was sent)

I've not had to use the PandaDoc customer support, as I have not had any issues, so I will put this as a pro!

**What do you dislike about PandaDoc?**

So far, the only small issue I would have is that our systems operators have had an issue with linking PandaDoc to our CRM, and we have to manually transfer signed documents to customer profiles - which our previous document system use to do, but the pros of PandaDoc do outweigh this.

**What problems is PandaDoc solving and how is that benefiting you?**

We need to send contracts to customer to sign, in order to complete transactions - PandaDoc enables us to do this.

  ### 18. Streamlined Document Management, But Needs Enhanced Features

**Rating:** 4.5/5.0 stars

**Reviewed by:** Faith A.

**Reviewed Date:** October 27, 2025

**What do you like best about PandaDoc?**

I love how seamless the work becomes with the ability to upload up to 10 documents in one go. This feature significantly enhances my efficiency and makes the work process smoother. I also appreciate the straightforward setup process, just registering my account was all it took to get started. The option to change signers even after emails have been sent and before documents are signed is incredibly beneficial, allowing for flexibility and timely delivery of approvals. PandaDoc's frequent updates and upgrades are a testament to their commitment to improvement, and these updates have been advantageous for the type of work my firm does. I value the improvements and new features they bring, showing that they are constantly working to enhance their system. Overall, using PandaDoc has been a great experience, aligning well with my professional needs and expectations.

**What do you dislike about PandaDoc?**

I find the restriction of reminder notifications to once every 24 hours problematic, as it requires those awaiting approval to frequently check their emails. Returning to the previous unlimited reminder feature would be more effective. The document upload limit is another area that could be enhanced; increasing it from 10 to 50 documents at a time would significantly improve workflow efficiency. Additionally, the lack of a bulk approval feature is inconvenient. Having the ability to approve multiple documents with a single click would greatly reduce the tediousness of the current process.

**What problems is PandaDoc solving and how is that benefiting you?**

PandaDoc streamlines document approvals, offering features like bulk uploads and the ability to redirect signers, enhancing seamless workflow and timely delivery. However, the limited reminder functionality and lack of bulk approval capabilities make some tasks tedious.

  ### 19. Streamlined Contract Management with Room for Improvement

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 12, 2025

**What do you like best about PandaDoc?**

I love how PandaDoc has streamlined the process of sending contracts and agreements. It makes it super easy to get these documents in front of the required signers, and being able to track how many times the documents have been viewed adds a lot of value. I appreciate the feature that allows me to copy the link to the signature and include it in emails, creating another touchpoint with recipients. Additionally, the auto-population of fields when I input new templates is extremely helpful, saving me time and ensuring accuracy. Integrating PandaDoc with HubSpot has also enhanced its utility for me. Overall, it's a straightforward process to send documents, and this convenience makes me consider purchasing PandaDoc again in the future. The platform impressively simplifies a key part of my workflow, earning it a 10 out of 10 recommendation from me.

**What do you dislike about PandaDoc?**

I find that setting up templates in PandaDoc can be a bit cumbersome and time-consuming. It involves a lot of manual work to ensure that all the fields are correctly placed for agreement signatures, which can be quite a tedious process. Additionally, I would appreciate an editing feature that allows changes to be made directly on the uploaded template or contract without needing to upload a new one. This would simplify the process of making minor adjustments to wording or dates, avoiding the need for re-uploading and reconfiguring fields.

**What problems is PandaDoc solving and how is that benefiting you?**

I find PandaDoc makes sending contracts easy, tracks how often they are viewed, and streamlines the signing process. The auto-population of fields in new templates simplifies my workflow.

  ### 20. Effortless Proposal Sending, Minimal Bugs

**Rating:** 4.0/5.0 stars

**Reviewed by:** Nate H. | Sales Engineer, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about PandaDoc?**

I find PandaDoc extremely valuable for its overall reliability and performance. The software 'just works' effectively, unlike our previous solution, Proposify, which was plagued with interface bugs and usability issues. Since switching, I've experienced significantly fewer bugs and end-user problems, making my tasks smoother and more efficient. The user interface is intuitive and easy to navigate, contributing to faster implementation and usability. I particularly appreciate the template architecture and its seamless integration with HubSpot, which has facilitated a smoother workflow. The ease of copying text and manipulating data impresses me and positively impacts our proposal sending process. The excellent user experience provided by the lack of bugs is a compelling reason for me to continue using PandaDoc and consider purchasing it again in the future. Additionally, the overall ease of use and the efficient handling of proposals enhance productivity and streamline operations.

**What do you dislike about PandaDoc?**

Some of the HubSpot integration and data migration has been a little bit challenging to get through. We are figuring it out, but my marketing team has found some challenges figuring a few things out.

**What problems is PandaDoc solving and how is that benefiting you?**

I find that PandaDoc just works really well, with fewer bugs and an easier-to-navigate interface compared to Proposify, making proposal sending smoother.

  ### 21. Excellent Customer Service, Valuable for Compliance

**Rating:** 5.0/5.0 stars

**Reviewed by:** Shiraz M.

**Reviewed Date:** October 27, 2025

**What do you like best about PandaDoc?**

I appreciate PandaDoc's excellent customer service which has been consistent and supportive regardless of whether I was on a free or paid plan. This dedication to customer satisfaction is very important to me and stands out significantly because every time I had queries, their team was very forthcoming and positive in their responses. I also find PandaDoc's straightforward setup process appealing, as it allowed me to relate to its menu items easily due to my previous experience with another platform. Furthermore, the use of templates in PandaDoc suits my needs as it helps streamline my document handling without complications. This simplicity in functionality aligns perfectly with my requirements, considering that I have yet to use their more advanced features. Additionally, PandaDoc's role in aiding compliance with regulatory agencies is something I value highly. It has enabled me to share necessary data with bodies such as the CRA and my CPA body, facilitating a smooth compliance process without any pushback. Finally, despite having other financial considerations, my familiarity with PandaDoc, combined with its outstanding customer service, makes it a preferred option for me, further evidenced by my willingness to highly recommend it, as indicated by my perfect recommendation score.

**What do you dislike about PandaDoc?**

I find the lack of integration with key tools like Profile tax software and potentially QuickBooks problematic. Additionally, the fact that the subscription is priced in US dollars, while I'm based in Canada, means I have to contend with fluctuating exchange rates which can affect the cost-effectiveness of using the service.

**What problems is PandaDoc solving and how is that benefiting you?**

PandaDoc ensures compliance with client confirmations required by regulatory agencies, facilitating smooth interactions with bodies like CRA and my CPA organization without pushback.

  ### 22. Streamlines Document Processes with Seamless Integration

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dave C. | Director of Sales, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about PandaDoc?**

I have been using PandaDoc for over a year, and it has been a fantastic experience throughout. I appreciate its straightforward setup, which one administrator could handle seamlessly, requiring no additional training due to its intuitive nature. PandaDoc's capacity for handling agreements and important documents effectively has been amazing, providing an easy and seamless process for securing client documents and tracking their review stages, which helps us meet deadlines efficiently. I love the collaboration features that allow inviting others to documents and real-time editing with clients, enhancing teamwork and communication. The visibility feature that alerts when a document is opened and reviewed is particularly valuable for keeping track of every stage. Additionally, integrating PandaDoc with our HubSpot instance has turned it into an incredibly effective tool, positively impacting our business workflow. Its user-friendly, customer-centric design keeps me satisfied, and I'm delighted with our decision to switch from DocuSign to PandaDoc due to its impressive capabilities and pricing. I've even recommended PandaDoc to a few existing clients, giving it a rating of 10 because I find it indispensable and foresee continuing our subscription long-term.

**What do you dislike about PandaDoc?**

Nothing

**What problems is PandaDoc solving and how is that benefiting you?**

I find the product accelerates document processing, enabling seamless client agreements, improving tracking during reviews, and helping us close deals on time.

  ### 23. Elevated Presentations and Proposals

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 17, 2025

**What do you like best about PandaDoc?**

PandaDoc has proven to be an outstanding tool for creating our proposals and general client presentations. I really appreciate how easy it is to customize documents, as well as how impressively powerful the platform is. Whenever my colleagues and I want to experiment with something new or make a change, we usually discover that a solution is already built in, which greatly enhances our experience with the service. The signing process is effortless, and having access to data on how much time was spent on different sections of our documents provides us with valuable insights into what matters most to our clients.

We've successfully integrated PandaDoc into our sales process, and it has truly transformed the way we operate. It has streamlined and elevated our ability to communicate our position clearly and professionally. We rely on it every day!

**What do you dislike about PandaDoc?**

No, not really!  For our use case, PandaDoc is an absolute fit!

**What problems is PandaDoc solving and how is that benefiting you?**

PandaDoc makes it easy for us to create high-quality presentations and proposals, manage everything from a single platform, and track how people interact with our documents in real time. It is a significant advantage to save time on development by using ready-made templates, and it also helps us understand how effective our documents are.

  ### 24. Streamlined Document Management, Needs Better Design Flexibility

**Rating:** 4.0/5.0 stars

**Reviewed by:** Christy B.

**Reviewed Date:** October 27, 2025

**What do you like best about PandaDoc?**

I appreciate how PandaDoc minimizes the back and forth of emails by allowing clients to fill out information directly from proposals, streamlining the process significantly. This makes it easier to gather all necessary details for writing contracts, saving time and reducing errors that could occur through manual data entry or forgetting to ask specific questions over email. I find the digital signature feature incredibly beneficial, as it simplifies the signing process for clients, who no longer have to download documents, sign them, and re-upload them. This ease of electronic signing was a major factor in our decision to choose PandaDoc. The ability to customize and use templates across our organization is also a valuable feature, as it facilitates consistency and efficiency in document creation. Furthermore, the simplicity with which documents and information can be sent back and forth is highly appreciated as it supports smooth operations.

**What do you dislike about PandaDoc?**

{"I found the setup process quite difficult and not entirely intuitive. It required considerable effort to get accustomed to how different fields and sections on the form work. The structures and methods of doing things in PandaDoc are something you have to get used to, and it took me a bit of time to achieve the desired output.","I feel that designing documents within PandaDoc is cumbersome. It's not facilitated with a drag-and-drop feature, which complicates the creation of templates and makes the process feel a bit outdated compared to tools like Canva. We often have to design the background parts in Canva and then upload them as a page background in PandaDoc, which becomes annoying when changes are necessary. Managing the design aspect between these platforms feels inefficient.","The lack of integration with Salesforce due to the version we are using is a limitation. As a user who employs Salesforce alongside PandaDoc, not being able to integrate the two due to our Salesforce level restricts our workflow."}

**What problems is PandaDoc solving and how is that benefiting you?**

PandaDoc streamlines proposal and contract handling, reducing email exchanges and ensuring complete information from clients. It simplifies digital signing for our clients, improving their experience and efficiency.

  ### 25. Privacy and Real-Time Efficiency with PandaDoc

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jovanely A. | COLLECTION ANALYST BILINGÜE, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 10, 2025

**What do you like best about PandaDoc?**

I really like how PandaDoc facilitates the efficient and quick sending of documentation to our clients. I appreciate the ability to verify in real-time when a client receives, views, and signs the document, which significantly streamlines our processes. I also value the functionality of sending documents privately, ensuring that only the client and necessary parties have access, thus guaranteeing client privacy. Additionally, it is essential for me to be able to use the software alongside other basic tools like Word, as we generate documents in Word, save them as PDFs, and then integrate them into PandaDoc to be sent. The privacy benefits and real-time tracking capability are outstanding, and these are key aspects that would motivate me to purchase the tool again.

**What do you dislike about PandaDoc?**

I find it a bit complicated to understand how the program works initially. Although after using it several times it becomes easier, the familiarization process was a challenge. Also, I would like to be able to edit documents once they are entered as PDF, although I understand that it is somewhat difficult to do so directly due to the format.

**What problems is PandaDoc solving and how is that benefiting you?**

PandaDoc streamlines the sending of documents to our clients and allows real-time verification when the documents are received, viewed, and signed, which improves the privacy and efficiency of our process.

  ### 26. Time-Saving and Intuitive Document Management

**Rating:** 4.5/5.0 stars

**Reviewed by:** Samantha N. | Contracts Manager

**Reviewed Date:** October 27, 2025

**What do you like best about PandaDoc?**

I really appreciate PandaDoc for its simplicity and ease of use, which allows me to navigate the system without any difficulties. The straightforward setup process was unlike any other software I've used before, making it easy to assign staff access and start creating templates. That's important because we use it for a wide variety of documents like proposals, statements of work, and confidentiality agreements. The pre-prepared templates are extremely time-saving and the ability to use variables, especially for dates when documents are created or sent, is very useful for tracking document timelines and expirations. It's incredibly convenient that PandaDoc notifies me when customers have signed agreements, eliminating the need for constant checking, and showing our professionalism through well-presented documents. The standardization of templates helps maintain uniformity across sales team outputs, so I never have to worry about inconsistencies. Additionally, the ability to track analytics and view monthly activity keeps me informed and aware of how well we are performing. Overall, it significantly boosts efficiency and impact in document creation and management.

**What do you dislike about PandaDoc?**

I find the cost tables and rows somewhat rigid, offering little flexibility. It makes it challenging to customize them as needed. Additionally, it can be quite difficult at times to layout and format the page, as I would like more freedom to drag and adjust different items on the document.

**What problems is PandaDoc solving and how is that benefiting you?**

I find PandaDoc saves me time with template creation for agreements and notifications for signed documents. It enhances professionalism and standardization in my team, ensuring consistent, presentable documents.

  ### 27. Fair Pricing and an Easy-to-Use, Useful App

**Rating:** 4.5/5.0 stars

**Reviewed by:** Logan P. | Realtor, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 15, 2026

**What do you like best about PandaDoc?**

Incredibly fair Price, useful app & overall ease of use

**What do you dislike about PandaDoc?**

Only thing is I wish the app had all the same features for adding things like a checkbox to documents that the website has

**What problems is PandaDoc solving and how is that benefiting you?**

Signing documents

  ### 28. Streamlined Our Sales Process with Robust Integrations

**Rating:** 4.5/5.0 stars

**Reviewed by:** Fenil P.

**Reviewed Date:** October 27, 2025

**What do you like best about PandaDoc?**

I have been using PandaDoc for two to three years primarily to streamline our sales operations, and it has been a great journey. I appreciate the catalog management and CPQ features, especially for HubSpot, as they make the quote-making process easy and efficient, which greatly minimizes the need for technical team involvement during early sales operations. The proposal templates are also top-notch and significantly help manage contracts and proposals directly from HubSpot. I use PandaDoc's extensive API integrations with various tools like HubSpot, Slack, make.com, and Google Slides, which create a smooth workflow and ensure seamless data transitions across different platforms. This integration freedom truly enhances our operational efficiency. The product team's dedication to improving the solution over time and their involvement with us throughout has been commendable. I am so satisfied with PandaDoc that I am committed to a long-term collaboration and have even joined their community.

**What do you dislike about PandaDoc?**

I find the design components of the templates to be very limited, which restricts the options available for creating visually appealing documents. The analytics side is also quite lacking, and it would be beneficial if analytics were independent as well as synced into HubSpot for better cross-side insights. Moreover, there is a need for enhancements in the document design functionality, including dynamic background setups and additional design customization options. Adding functionality to pricing table margin calculation and bringing that to the quote system would also be a significant improvement.

**What problems is PandaDoc solving and how is that benefiting you?**

I use PandaDoc to streamline catalog management and code creation, reducing dependency on technical teams in sales operations. It integrates well with our systems, facilitating efficient data transfer across various platforms, improving workflow efficiency.

  ### 29. Effortless E-Signatures and Fast Document Completion

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 26, 2025

**What do you like best about PandaDoc?**

You can create custom contract templates that use e-signatures.  The ability for e-signatures is so helpful as it means people can sign from anywhere (even while they are on holidays!)  What makes it even easier is that there is the option to send a PandaDoc document link via text message instead of email so people know about the document even sooner.  Which translates into documents being completed sooner.

**What do you dislike about PandaDoc?**

It's a small thing but I wish the help-AI bot was a bit more flexible to work with.  I would like to be able to ask it if something is possible and brainstorm a solution but it seems to have limits that makes in not quite as flexible as other help-AI bots I use in other programs.  However, whatever answer the bot doesn't know it is always willing to transfer me to a human support perso.

**What problems is PandaDoc solving and how is that benefiting you?**

PandaDocs is about customisation.  You can create a document that suits your company's needs and includes all your company's branding.

  ### 30. Effortlessly Easy Document Handling with PandaDoc

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 03, 2026

**What do you like best about PandaDoc?**

I find PandaDoc incredibly simple to use, which is what I like the most about it. Sending documents for signature just takes 1 or 2 clicks, so you're quickly all set. The forms are straightforward, with clear indications on where to complete them, making that process smooth as well. The platform is easy for reviewing and resending documents, which is a huge time-saver since people often need to validate something digitally as soon as possible. The initial setup was straightforward, even though I wasn't there for it, learning to use it took only 5-10 minutes.

**What do you dislike about PandaDoc?**

Nothing

**What problems is PandaDoc solving and how is that benefiting you?**

PandaDoc makes it easier to send documents for signing quickly and efficiently. It's a simple platform for reviewing, sending, and managing documents, helping me save time.

  ### 31. User-Friendly Templates, but the New Layout Update Feels Confusing

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 18, 2026

**What do you like best about PandaDoc?**

Extremely user friendly, both the ablilty to set email and document templates has been great

**What do you dislike about PandaDoc?**

the new update change the layout which made it more confusing

**What problems is PandaDoc solving and how is that benefiting you?**

Helps close the gap between client and business

  ### 32. Streamlined Contract Management, Unlimited Power

**Rating:** 5.0/5.0 stars

**Reviewed by:** ISC - Edgar C.

**Reviewed Date:** October 27, 2025

**What do you like best about PandaDoc?**

I have been using PandaDoc for about 3 or 4 years primarily for signing contracts with my clients. I appreciate how easy it was to set up because the platform felt familiar to me. The convenience of administering and archiving contracts without the need for physical storage is a notable benefit. This digital solution not only eliminates the hassle of maintaining printed files but also significantly speeds up the signing process. I value the offer of unlimited contracts per year, as it allows for flexibility and scalability without unexpected charges cropping up. These advantages contribute to my decision to continue using PandaDoc.

**What do you dislike about PandaDoc?**

I would prefer if we could upload contacts without any limits.

**What problems is PandaDoc solving and how is that benefiting you?**

PandaDoc streamlines administering and archiving contracts, making it the best option over storing printed files physically. It speeds up the signing process, offers unlimited contracts per year, and is easy to use due to its familiarity.

  ### 33. Great Collaboration and Consistency, but Reuse and Email Delivery Need Work

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Staffing and Recruiting | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 15, 2026

**What do you like best about PandaDoc?**

Collaboration capability and ability to ensure consistent materials

**What do you dislike about PandaDoc?**

inability to simply copy prior proposals and reuse easily also that the emails to clients often go to junk

**What problems is PandaDoc solving and how is that benefiting you?**

inconsistent proposals, prior issues ensuring peer review processes

  ### 34. Very easy to use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Carlos G. | Billing manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 22, 2025

**What do you like best about PandaDoc?**

PandaDoc is a very easy to use platform, you can edit your documents inside PandaDoc or even upload a document from a PDF or DOC file which makes it very convenient. The platform is very reliable and it send directly to the client and also gives you the option to copy the document link to send to your clients.

**What do you dislike about PandaDoc?**

The only item that I would say needs to be reviewed is that when you paste an information when filling out a document it brings the format and it ends up messing up the document, so I have to paste it on a notepad, copy from the notepad and only than paste into the PandaDoc document

**What problems is PandaDoc solving and how is that benefiting you?**

PandaDoc is helping me in getting contracts singed by my clients, we build pools, so we need a contract to be signed whenever e client approves e new project.

  ### 35. Simplified Contract Management with PandaDoc

**Rating:** 5.0/5.0 stars

**Reviewed by:** Juan & Meagan F.

**Reviewed Date:** October 24, 2025

**What do you like best about PandaDoc?**

I have been using PandaDoc for four years for contracting, and what I love most about it is its ease of use and intuitive setup. Even though it took a bit of time to figure out the templates, the overall usage has been very smooth. The aesthetic of PandaDoc is highly user-friendly, especially in creating multiple templates and saving contacts, which allows me to access previous clients easily. The templated versions of contracts have solved the issue of having to manually create a contract for each guest and automatically provide copies of signed contracts, enhancing the professionalism of the experience for both myself and the contract signers. I also find the feature that allows me to copy and share a link very useful, alongside tracking document statuses and receiving notifications of when documents have been viewed, signed, and submitted. These capabilities significantly streamline the contracting process, improving efficiency and creating a seamless professional experience.

**What do you dislike about PandaDoc?**

I would maybe change the formatting of the dates, just give a little more options there.

**What problems is PandaDoc solving and how is that benefiting you?**

PandaDoc automates contract creation and distribution, using templates to improve efficiency and professionalism. It eliminates manual contract handling, provides automatic signed contract copies, and enhances the user experience.

  ### 36. Autofill Makes Repetitive Form Filling Fast and Easy

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 10, 2026

**What do you like best about PandaDoc?**

Autofill fields. Makes it easy to input a signers information once and fill out multiple fields.

**What do you dislike about PandaDoc?**

Sometimes navigating templated to create fields and properly format everything can be a little difficult.

**What problems is PandaDoc solving and how is that benefiting you?**

Getting documents (user agreements) signed efficiently.

  ### 37. Effortless E-Signatures, Needs Template Improvements

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jaime d.

**Reviewed Date:** February 10, 2026

**What do you like best about PandaDoc?**

I find PandaDoc easy to use, which is great because it simplifies the process of signing all my client contracts and managing both internal and external collaborations. I also really appreciate the help from the CSM team; they have been helpful several times in solving blockers and making things run smoothly. Plus, the initial setup was pretty easy, which made transitioning to PandaDoc seamless.

**What do you dislike about PandaDoc?**

I find the design of templates in PandaDoc to be limited. The formats, spacing, and colorings offer restricted customization options.

**What problems is PandaDoc solving and how is that benefiting you?**

I use PandaDoc for signing all my client contracts and tracking e-signatures.

  ### 38. Time-Saving Document Management with Stellar Support

**Rating:** 4.5/5.0 stars

**Reviewed by:** Kristina  K. | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 23, 2026

**What do you like best about PandaDoc?**

I use PandaDoc for signing documents and notary, and it saves both time and money. I like the easy template creating and the careful customer care. The notary service works well and fast, which is great. Also, the initial setup was easy because there is great support.

**What do you dislike about PandaDoc?**

I don't like the automatic filling in repeating fields (like initials).

**What problems is PandaDoc solving and how is that benefiting you?**

I use PandaDoc to save time and money on document signing and notary. It's great for creating easy templates, and the notary feature works fast. Customer care is careful and supportive.

  ### 39. Easy to Use, Room for Improvement

**Rating:** 4.0/5.0 stars

**Reviewed by:** Iris M.

**Reviewed Date:** October 22, 2025

**What do you like best about PandaDoc?**

I appreciate that PandaDoc was not difficult to set up, which made the transition from DocuSign smooth and uncomplicated. The platform excels at completing agreements efficiently, especially given the nature of my work, which involves a lot of documents that our clients need to sign and date. The ability to search through any and all documents within the history is incredibly valuable. Oftentimes, I need to refer back to documents that date back over a year, and PandaDoc allows me to find this information easily without remembering when or how the documents were initially sent. I find this historical search feature enhances my workflow significantly. In general, PandaDoc is very easy to use, and despite a few areas that could use improvement, it is a great app that I find reliable and practical for my document management needs.

**What do you dislike about PandaDoc?**

I notice that sometimes when I require both a signature and a date on documents, some dates do not get inputted. However, those documents are still considered complete even though they are missing the date. This can be problematic as it potentially overlooks a crucial part of the documentation process.

**What problems is PandaDoc solving and how is that benefiting you?**

I find PandaDoc helps complete agreements efficiently by handling client signatures and dates, and its document search feature enhances workflow by easily retrieving past documents.

  ### 40. Effortless Signatures, User-Friendly, and Affordable

**Rating:** 5.0/5.0 stars

**Reviewed by:** Imaginne .

**Reviewed Date:** October 22, 2025

**What do you like best about PandaDoc?**

I appreciate how PandaDoc simplifies the process of obtaining timely signatures for our applications and documents, which is essential for our insurance business. The setup was a breeze, thanks to the helpful involvement of both our IT department and PandaDoc's own support team, who were instrumental in helping us configure our policy documents. PandaDoc effectively solves the problem of collecting necessary signatures by making it straightforward to have them on file for important documents. I find the template setup feature invaluable, as it allows for easy saving, editing, and page adjustments, which aligns well with other software experiences I've encountered. I also enjoy the user interface, which is remarkably easy to navigate. Besides, the affordability and ease of use of PandaDoc make it a solid investment for ongoing use within our company.

**What do you dislike about PandaDoc?**

I want a better dashboard that shows us failed emails.

**What problems is PandaDoc solving and how is that benefiting you?**

I find PandaDoc facilitates getting signatures for required documents efficiently, ensuring our company maintains necessary records, benefitting from having important signatures on file.

  ### 41. Easy to Use with Great Redlining and a Straightforward Approval Process

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 06, 2026

**What do you like best about PandaDoc?**

Ease of use and helpful extra features. I really like the redlining capabilities, and the approval process is straightforward.

**What do you dislike about PandaDoc?**

Needing white labeling to get contracts to most clients and being charge for this.

**What problems is PandaDoc solving and how is that benefiting you?**

We need electronic signatures on our contracts, and PandaDoc handles this really well for us. It’s also helped us expand into other areas that used to be done manually, like proposals and quarterly business reviews.

  ### 42. Efficient Contract Management and Seamless Integration

**Rating:** 4.5/5.0 stars

**Reviewed by:** Naomi A.

**Reviewed Date:** January 19, 2026

**What do you like best about PandaDoc?**

I use PandaDoc for signing contracts with my customers and I like how it improves organization and provides signature validation. It's got a good workflow and editing capabilities, which I find to be a great feature. Being able to edit documents is especially useful if information gets updated during price negotiations. I like PandaDoc; I haven't faced any issues with it. We are integrating it with Salesforce, and the initial setup was easy thanks to my IT department.

**What do you dislike about PandaDoc?**

none

**What problems is PandaDoc solving and how is that benefiting you?**

I use PandaDoc for signing contracts with customers, which helps with organization and signature validation. Its editing capabilities are great for updating information, like negotiating prices.

  ### 43. Sleek UI/UX and Seamless HubSpot Integrations

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 29, 2026

**What do you like best about PandaDoc?**

The UI/UX design and Integrations with HubSpot.

**What do you dislike about PandaDoc?**

The pricing table is not flexible enough, and the data syncing is not flexible enough, and support is slow and not human.

**What problems is PandaDoc solving and how is that benefiting you?**

PandaDoc is generating our contract agreements with automated process and pre-defined templates.

  ### 44. Easy Template Builder and Amazing HubSpot Connection

**Rating:** 5.0/5.0 stars

**Reviewed by:** Bradley F. | Director of Sales , Mid-Market (51-1000 emp.)

**Reviewed Date:** June 10, 2026

**What do you like best about PandaDoc?**

Easy template builder and connection to HubSpot is amazing

**What do you dislike about PandaDoc?**

Can get glitchy once in a while. Never lasts more than a few minutes

**What problems is PandaDoc solving and how is that benefiting you?**

Panda keeps all our agreements organized in one place for leadership review.

  ### 45. Smooth, Easy-to-Use App with Well-Designed Organization Tabs

**Rating:** 4.0/5.0 stars

**Reviewed by:** Michael C. | sales executive, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 10, 2026

**What do you like best about PandaDoc?**

I really like the organization features. The tabs are well designed, and overall the app feels very smooth and easy to use.

**What do you dislike about PandaDoc?**

Having to go and find expired documents, along with dealing with the filter settings, is frustrating and makes the process more time-consuming than it should be.

**What problems is PandaDoc solving and how is that benefiting you?**

The organization for current customers could be improved.

  ### 46. Easy to Use with Great Templates and Document Tracking

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mike S. | Procurement Lead and Field Services PM, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 15, 2025

**What do you like best about PandaDoc?**

I appreciate how easy it is to use, along with the variety of templates available. The ability to track who has viewed my documents and manage the internal approval process is also very helpful. Additionally, I like that it integrates seamlessly with Salesforce.

**What do you dislike about PandaDoc?**

I find it frustrating that PandaDoc does not offer a simple, one-click option to refresh and resend an expired document. Instead, I have to edit the document and go through the entire internal approval process again before I can redeliver it to the client.

**What problems is PandaDoc solving and how is that benefiting you?**

Creating templates for quotes, sending electronic signature documents, tracking sales contracts, and ensuring all necessary parties are included in opportunities are all important aspects of the process.

  ### 47. Effortless E-Signatures Made Easy

**Rating:** 4.5/5.0 stars

**Reviewed by:** Irosha d. | Founder & CEO, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 10, 2026

**What do you like best about PandaDoc?**

I really like how easy to use PandaDoc is. The user-friendly interface makes it simple to get my documents signed with just a couple of clicks. Plus, the pricing is very competitive compared to other platforms, which is a great benefit.

**What do you dislike about PandaDoc?**

I don't really have anything to say because it's a great e-signature platform for us to get started with e-signatures. But maybe pricing wise, it could be a little cheaper comparatively.

**What problems is PandaDoc solving and how is that benefiting you?**

PandaDoc helps us get customer contracts and investor agreements signed easily through esignatures. It's user-friendly and we've used it for years.

  ### 48. Ease of use for document sending and creation of documents

**Rating:** 5.0/5.0 stars

**Reviewed by:** Denise H. | Senior Career Advisor, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 14, 2023

**What do you like best about PandaDoc?**

PandaDoc is easy to use, has speedy transmission to students.  The links always work very well.  It takes working in a University with students to a superior level of getting things signed and tracking is also a breeze.  All documents are stored in date order.  I use PandaDoc several days in the week.

**What do you dislike about PandaDoc?**

I have not had issues with PandaDoc.  We have been using it for at least 5 years.

**What problems is PandaDoc solving and how is that benefiting you?**

Electronic signatures easy to transmit to students and employers, very speedy as well.   Students and employers feel confident with ease of electronic signature.
Generally, it prompts the receiver to read and sign the document.

  ### 49. Free, Gets the Job Done Well

**Rating:** 5.0/5.0 stars

**Reviewed by:** Maurice W. | Founder, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 15, 2026

**What do you like best about PandaDoc?**

It's free and it gets the job done pretty well

**What do you dislike about PandaDoc?**

There's nothing that I dislike about it except for when you get into the paid features it can get a bit costly, and there are better alternatives on the market for what they are charging.

**What problems is PandaDoc solving and how is that benefiting you?**

Signing contracts, that makes it really easy and simple to just drop a PDF in and input the fields and send it off

  ### 50. Simple, Affordable, and Easy to Use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 15, 2026

**What do you like best about PandaDoc?**

Pricing and simplicity is what I like the best.

**What do you dislike about PandaDoc?**

I don’t like that I can’t copy blocks quicker when writing proposals.

**What problems is PandaDoc solving and how is that benefiting you?**

Distance issues and being able to have cloud based access.


## PandaDoc Discussions
  - [Is PandaDoc safe?](https://www.g2.com/discussions/is-pandadoc-safe) - 9 comments, 2 upvotes
  - [I have uploaded a document. How I can edit within the app?](https://www.g2.com/discussions/i-have-uploaded-a-document-how-i-can-edit-within-the-app) - 2 comments, 1 upvote
  - [What is the best way to send multiple documents in one pandadoc request having multiple signatures and answer forms?](https://www.g2.com/discussions/what-is-the-best-way-to-send-multiple-documents-in-one-pandadoc-request-having-multiple-signatures-and-answer-forms) - 1 comment, 1 upvote
  - [¿Se puede utilizar la plataforma para la firma digital de recibos?](https://www.g2.com/discussions/can-the-platform-be-used-for-the-digital-signature-of-receipts) - 1 comment, 1 upvote
  - [How do i create one document for multiple signatories or do i just have to create a different document for every individual?](https://www.g2.com/discussions/52245-how-do-i-create-one-document-for-multiple-signatories-or-do-i-just-have-to-create-a-different-document-for-every-individual) - 1 comment, 1 upvote

- [View PandaDoc pricing details and edition comparison](https://www.g2.com/products/pandadoc/reviews?page=8&section=pricing&secure%5Bexpires_at%5D=2026-07-19+01%3A55%3A55+-0500&secure%5Bsession_id%5D=69dc47a8-6b24-48d3-b6ba-1cb9e07e389d&secure%5Btoken%5D=4617eca603a87a86d76011068b7d045a48c91bb2ee4923497153597f7baf1546&format=llm_user)
## PandaDoc Integrations
  - [Actionstep](https://www.g2.com/products/actionstep/reviews)
  - [Adobe Acrobat](https://www.g2.com/products/adobe-acrobat/reviews)
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
  - [Airtable](https://www.g2.com/products/airtable/reviews)
  - [AppFolio](https://www.g2.com/products/appfolio/reviews)
  - [Applied Epic](https://www.g2.com/products/applied-epic/reviews)
  - [Attio](https://www.g2.com/products/attio/reviews)
  - [Authorize.net](https://www.g2.com/products/authorize-net/reviews)
  - [BambooHR](https://www.g2.com/products/bamboohr/reviews)
  - [Canva](https://www.g2.com/products/canva/reviews)
  - [Chargebee](https://www.g2.com/products/chargebee/reviews)
  - [Claris FileMaker](https://www.g2.com/products/claris-filemaker/reviews)
  - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews)
  - [Clio Manage](https://www.g2.com/products/clio-clio-manage/reviews)
  - [Freshsales](https://www.g2.com/products/freshsales/reviews)
  - [Google Drive & Docs for Confluence](https://www.g2.com/products/google-drive-docs-for-confluence/reviews)
  - [Google Workspace](https://www.g2.com/products/google-workspace/reviews)
  - [HighLevel](https://www.g2.com/products/highlevel/reviews)
  - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews)
  - [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews)
  - [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews)
  - [JazzHR](https://www.g2.com/products/jazz-co/reviews)
  - [JobDiva](https://www.g2.com/products/jobdiva/reviews)
  - [LeadSimple](https://www.g2.com/products/leadsimple/reviews)
  - [Make](https://www.g2.com/products/integromat-by-celonis-make/reviews)
  - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews)
  - [Microsoft Dynamics 365 Business Central](https://www.g2.com/products/microsoft-microsoft-dynamics-365-business-central/reviews)
  - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews)
  - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews)
  - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews)
  - [Microsoft Word](https://www.g2.com/products/microsoft-word/reviews)
  - [monday AI Work Platform](https://www.g2.com/products/monday-com/reviews)
  - [monday CRM](https://www.g2.com/products/monday-crm/reviews)
  - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews)
  - [Notion](https://www.g2.com/products/notion/reviews)
  - [Odoo ERP](https://www.g2.com/products/odoo-odoo-erp/reviews)
  - [PayPal Invoicing](https://www.g2.com/products/paypal-invoicing/reviews)
  - [Pipedrive](https://www.g2.com/products/pipedrive/reviews)
  - [Pipedrive CRM for Sales for G Suite](https://www.g2.com/products/pipedrive-crm-for-sales-for-g-suite/reviews)
  - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews)
  - [Revenue Hub](https://www.g2.com/products/revenue-hub/reviews)
  - [Sage CRM](https://www.g2.com/products/sage-crm/reviews)
  - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews)
  - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews)
  - [Slack](https://www.g2.com/products/slack/reviews)
  - [Square Point of Sale](https://www.g2.com/products/square-point-of-sale/reviews)
  - [Stripe Connect](https://www.g2.com/products/stripe-connect/reviews)
  - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/reviews)
  - [Zapier](https://www.g2.com/products/zapier/reviews)
  - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews)
  - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews)

## PandaDoc Features
**Signature Process**
- Document Signing
- Reminders and Expirations
- Sign-In Process
- Mobile Signatures
- Signature Workflow
- Bulk Digital Signatures 
- Reporting
- Signature Document Creation

**Configuration - cpq**
- Product Catalog
- Guided Selling
- Configuration Rules
- Price Configuration
- Visual Configuration

**Document Creation**
- Customizability: Variables and Fields
- Template Creation and Flexibility
- Rich Media
- Online Document Creation
- PDF Creation
- Custom Branding

**Contract Management Platform Features**
- Contract Creation
- Contract Templates
- Contract Editing
- Contract Attachments
- Contract Collaboration
- Approval Process
- Notifications & Reminders
- Contract Database
- Integrations / APIs
- Reporting & Dashboards

**Functionality**
- Remote Notarization
- Journal Entries 
- Integration

**Data Sources**
- Software
- Spreadsheets
- Documents

**Generation**
- Templates
- Branding

**Platform Basics **
- Data Extraction
- Contract Comparisons

**Customization**
- Custom Fields
- Conditional Logic
- Multi-page Forms
- Design

**Agentic AI - Salesforce AppExchange Apps**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Document Processing & Extraction - AI Proposal Generator Tools**
- Requirement Identification & Tagging
- Multi-Format Document Ingestion
- RFP & Questionnaire Parsing

**Pricing**
- Pricing Flexibility
- Discounting
- Commerical Rules
- Terms and Conditions
- Approval Workflow
- Renewals

**Workflow**
- Document Builder Interface
- Collaborative Creation
- Assembly and Approval Workflows

**Artificial Intelligence Capabilities**
- Text Analytics
- NLP
- OCR

**Additional Functionality**
- Embedded Forms
- Offline Capability
- Notifications
- Payments
- Mobile Forms

**Generative AI**
- AI Text Generation
- AI Text Summarization

**AI Response Generation - AI Proposal Generator Tools**
- Continuous Learning from Edits
- Response Personalization & Tone Control
- Contextual Answer Recommendations
- AI Draft Response Generation

**Quoting**
- Grouping
- Version Control
- Quote Document Generation
- Ordering
- Contracts

**Analytics**
- Engagement Tracking
- Proposal Effectiveness Reporting
- Reporting and Dashboards

**Delivery**
- Workflow
- Batch

**Contract Data**
- Data Import
- Data Export
- Custom Reporting
- Clause Identification and Mapping

**Agentic AI - Contract Management**
- Autonomous Task Execution

**Agentic AI - E-Signature**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Content Management - AI Proposal Generator Tools**
- Governed Content Library
- Content Versioning & Approval Controls
- Duplicate Detection & Content Optimization

**Admin**
- Configuration Ease of Admin
- Pricing Administration
- Workflow Management
- Document Management

**Administration and Platform**
- User, Role, and Access Management
- Alerts and Notifications
- CRM Integration
- E-Signature Integration
- CPQ Integration
- API / Integrations

**Generative AI**
- AI Text Summarization

**Generative AI**
- AI Text Generation
- AI Text Summarization
- AI Text-to-Image
- AI Image-to-Text

**Collaboration & Workflow - AI Proposal Generator Tools**
- SME Assignment & Task Routing
- Review & Approval Workflows

**Security and Scalability**
- Regulatory Compliance
- Signature History and Audit
- Enterprise Scalability

**Channels**
- Mobile User Support
- Channel Partner Support
- eCommerce

**Generative AI**
- AI Text Generation

**Agentic AI - Document Generation**
- Autonomous Task Execution

**Analytics & Performance - AI Proposal Generator Tools**
- Proposal Performance Analytics

**Platform**
- Custom Branding
- User, Role, and Access Management
- Internationalization
- Performance and Reliability
- Integration APIs

**Platform**
- CRM Integration
- Integration API
- Internationalization
- Scalability
- Reporting and Dashboards
- ERP Integration

**Generative AI - cpq**
- Dynamic Quoting
- Dynamic Pricing
- Personalized Sale Recommendations

## Top PandaDoc Alternatives
  - [Proposify](https://www.g2.com/products/proposify/reviews) - 4.6/5.0 (1,111 reviews)
  - [Qwilr](https://www.g2.com/products/qwilr/reviews) - 4.6/5.0 (897 reviews)
  - [GetAccept](https://www.g2.com/products/getaccept/reviews) - 4.6/5.0 (1,252 reviews)