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

Wonderful proposal software

What do you like best? Your client can sign and pay on one screen. What do you dislike? Every time you make an edit before anyone signs, you have to resend the document- I wish it was a live document, like good docs. What business problems are you solving with the product? What benefits have you realized? Faster payment

Pandadoc has streamlined our billing & contract process

What do you like best? We love that you can capture payment information and make it viewable to only the accounting department. Also, the signature capture has shaved weeks off of our process. We have this integrated with Hubspot. What do you dislike? Sometimes the design is a little wonky - certain things aren't as user friendly to design as you would think it should be and you have to get a Pandadoc expert to look at it. Recommendations to others considering the product Easier ...

Love it!

What do you like best? PandaDoc makes it so easy to get sign off on any area that needs that. Easy to send reminders out to those who are slow in signing. Also easy to create custom documents from the templates and content. What do you dislike? Doesn't have many fields for Contacts to be able to feed into documents. Cannot have an either/or signature option. What business problems are you solving with the product? What benefits have you realized? Getting sign off happening! and ...

Easy to use and integrate!

What do you like best? We use it for a few of our businesses. One is integrated with Salesforce and another we use to send out corporate docs. It's easy to setup and use and we never have problems with users who are receiving the documents opening and signing! That's the best experience for us - that the clients and businesses we work with can easily access and sign without issues or delays! What do you dislike? We honestly have not had any issues or concerns. Recommendations to ...

Pandadoc - Great e-Sign solution

What do you like best? I really like their UI and ease of use. Templates are very easy to build, and very professional looking right out of the box. The Salesforce integration is very good as well. It can automatically update Opportunities based on the document status, and automatically attaches a copy of the executed document to the Opp once it's signed. What do you dislike? It's a little on the expensive side, but you get what you pay for, the functionality if top notch. ...

Solid Companion

What do you like best? Overall, Pandadoc is definitely a great product. It has made the process of writing, sending and signing proposals very simple. I also like the fact that they are stored in one place just in case I ever need them again. It isn't very buggy and works smoothly most of the time. However, there are a few features I would love for them to add. What do you dislike? Sometimes, the templates don't offer much flexibility and options. Working with tables is frustrating ...

Less expensive option than DocuSign

What do you like best? Pricing is better than their competitors and there are a lot of options so the system is pretty flexible. What do you dislike? I find the interface confusing and touchy. For example, when you're filling in pre-set blocks with details of what a customer purchased and you click in the wrong area, then all of the blocks move around and you have to start all over again or drag and drop all of the blocks into their correct places. What business problems are you ...

Works quite well, and saves me a ton of time

What do you like best? I love how I can use and re-use templates to cut down on repetitive work when sending documents to clients. What do you dislike? There are some minor usability issues if you have a lot of folders or are a power-user that loves common keystrokes to move through tabular data. Recommendations to others considering the product Take the time to create and thoroughly vet templates to use and re-use. What business problems are you solving with the product? What ...

Panda Doc Web App Review

What do you like best? Functionality is superior over competitors What do you dislike? How long it takes to pick it up. Other non-users that we send it to do not know how to use it. What business problems are you solving with the product? What benefits have you realized? Streamlining SOWs and Contracts. Quickness of turnaround

PandaDoc standardizes our proposals

What do you like best? Integration with our CRM (Zoho that semi-automate the drafting of proposal. What do you dislike? Limitations on which contacts can be associated with a proposal. What business problems are you solving with the product? What benefits have you realized? Standardized proposals. Speeding drafting.