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

Very pleased with PandaDoc and the efficiency it provides us in sending contracts

What do you like best? It integrates with our CRM so our Sales Reps can send a pre-populated Proposal without leaving the CRM What do you dislike? Once we sign a contract it doesn't automatically update the Quotes status in our CRM so we have to rely on the PandaDoc messages. We use ZohoCRM Recommendations to others considering the product Make sure it integrates with your CRM. If not, the Document creation is still better but is the cost of learning a new system for similar ...

Simple, straightforward, but robust

What do you like best? How easy it is to create templates, drag an drop elements we've built into documents to account for varied types of agreements and contracts. What do you dislike? There's a bit of a learning curve to it. Like I just recently found out about the 'self service' link option for customers to click on and fill out themselves. I also recently learned how/where to create message templates for the customer when you send off a document. Recommendations to others ...

OK, but not great

What do you like best? Results look nice, but it takes a while to get there. What do you dislike? Too slow, working over the web with a great connection and I still feel like I'm working over a 56K modem What business problems are you solving with the product? What benefits have you realized? Getting good looking contracts out quickly

Does not include an actual pdf and the original proposal expires.

PROS & CONS What are the best aspects of this product? Easy to use but be careful, it does not include a pdf copy. What aspects are problematic or could work better? It should include a pdf copy What features/services would you like to see in future versions of this product? A pdf copy What specific problems in your company were solved by this product? It didnt so much solve problems as cause them Are you a current user of this product? No

Does not include an actual pdf and the original proposal expires.

PROS & CONS What are the best aspects of this product? Easy to use but be careful, it does not include a pdf copy. What aspects are problematic or could work better? It should include a pdf copy What features/services would you like to see in future versions of this product? A pdf copy What specific problems in your company were solved by this product? It didnt so much solve problems as cause them Are you a current user of this product? No

Increase in the rates of profits. An excellent solution!

What do you like best? It is an excellent product because it allows us to generate a budget and reports with our completed elements. We can also scrape the date on which we sent the reports and the time when the clients saw the report. The CRM system that we are currently using is successfully integrated with PandaDoc. We have also greatly accelerated the process of creating financial proposals, the truth is we are very happy with this software. What do you dislike? It has been a bit ...

The best document management software

What do you like best? Super easy to use, but very powerful. They continually add features and make improvements, but not overwhelmingly. They are intelligent additions and the number of functional integrations continues to grow. It really is the best global solution and investment. We use PandaDoc for all our agreements with clients. We also used it for proposals, but we wanted more functionality, so we used it strictly for agreements. What do you dislike? Several customers have had ...

Needs some work, but overall a very useful business product

What do you like best? We use PandaDoc with CRM and I love using these two together, it's makes the invoicing process seamless for me and saves everyone lots of time! What do you dislike? A big problem is that with some of our clients, PandaDoc e-mails seem to go right to spam, which is really kind of odd and quite an inconvenience when you're sending an invoice that needs to be pad straight away. Recommendations to others considering the product Just know that everything will not ...

New and very useful app that will make your work much simpler: PandaDoc

What do you like best? PandaDoc is an innovative application, useful for our organization. We add that it is quite fast and accessible, thanks to its prices it adapts to small projects in development, it adapts to other CRM softwares which is an advantage for us. We like this new way of signing documents, it is totally online and reliable. What do you dislike? There is no greater criticism than the delays it had in updating itself, and that its electronic signatures function is a ...

Changed my life

What do you like best? I used to spend hours on every proposal and contract, and it was a huge waste of time. As an entrepreneur, I had to get more efficient. With PandaDoc, it takes minutes to tweak and send my contracts and proposals. Life changer! What do you dislike? As a designer, I’d love more customization and branding capabilities. But it’s sufficient for now. What business problems are you solving with the product? What benefits have you realized? Saving common templates ...