PandaDoc Reviews in July 2026: User Ratings, Pros & Cons

Polished Proposals - Sometimes difficult to configure

What do you like best? PandaDoc is useful for sales reps if you first create templates that will be used over and over. I like that we are able to use existing PDF files that have been created by our marketing team. What do you dislike? It requires knowledge of CSS in order to configure the styling of the templates beyond entering info in specific fields. Sometimes it can be difficult to adjust. There are some pricing table limitations that can be frustrating. It's also easy for ...

Great for streamlining our prospecting!

What do you like best? PandaDoc has been great to streamline our prospecting! We can easily send proposals and contracts. The best part is that we can add customization for our proposals so prospects can easily select the package they are interested in. Better yet, it send reminders to complete the document, so we don't need to follow up. It also integrates with our CRM, PipeDrive. What do you dislike? Not much, it has been working great for us so far! What problems are you ...

Customer Survey

What do you like best? I like the ease of use the best when compared to other aspects. What do you dislike? Not being able to send a document to multiple people at once without an upgrade. What problems are you solving with the product? What benefits have you realized? It helps with time management and efficiency.

Blown away

What do you like best? The integration with HubSpot is of huge value to me. Love that you can create templates just once, and when you use them all the client data is pulled through. Also, the eSignature process is so easy and clear (I have tried so many tools before). Love it What do you dislike? Still discovering, but so far nothing I dislike What problems are you solving with the product? What benefits have you realized? eSignatures, proposals, sales quotes... all ...

From three weeks to 24 hours.

What do you like best? Simple design feature, easy to use, very intuitive. The best part of PandaDocs is that it offers a basic level service that is really all we need FOR FREE! I've used many software subscription based services and many asks for a lot more money for basically the same service. What do you dislike? The signature field is a little small. My signature is confined in a tiny box that is made to fit on the paperwork. However, we all sign outside of the box on paper ...

Highly recommended!

What do you like best? It has a very generous free tier. Alongside this, it is feature rich. It is both more cost effective and much better than our last platform. What do you dislike? The UI can be slightly unusual at times. But that is just something that you get used to. What problems are you solving with the product? What benefits have you realized? It also allows us to manage the value of contracts which is something I've never seen before.

PandaDoc makes sales both professional and easy!

What do you like best? I love, love, love the library within PandaDoc. This allows me to create branded and robust pricing blocks that can be optionally selected and roll these out easily for multiple clients. It allows me to build each section of our services modularly and put a custom proposal together for a client with the modules that I think will serve that client best... quickly and easily! What do you dislike? I'm not a huge fan of how the pricing works for teams but also ...

User-friendly layout and easy to use

What do you like best? The fact that I can personalise my own template What do you dislike? I keep receiving reminders to upgrade my plan What problems are you solving with the product? What benefits have you realized? I used to use a different software that had a standard layout. With Pandadoc I can present my proposal in such a way I can impress my potential client.

Great automation, support, standardization and metrics

What do you like best? PandaDoc has helped our team standardize and simplify our proposal creation process, and provides visibility into client interaction with the proposals. It also integrates with our CRM to further automate our sales process and internal tracking. Creating proposals is faster, and collecting signatures with the esign option is great. What do you dislike? So far there's nothing that we dislike. As a feature request it would be great to be able to connect items ...

Great UI/UX and smart linkings

What do you like best? CRM integration with Hubspot, easy email signs What do you dislike? wish it had more HTML CSS features in the editor What problems are you solving with the product? What benefits have you realized? easy contract signing and tracking