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

Sales processes faster, safer and with related firms.

What do you like best? Undoubtedly PandaDoc is a great software, and what I like the most is to be able to link other softwares with this one in order to speed up our sales process by providing the best experience, its library features, contacts and templates are excellent What do you dislike? I would like to have more power of personalization, I like how your design is but I do not rule out the possibility of improving it. Recommendations to others considering the product We made a ...

PandaDoc - Simplifying Proposals

What do you like best? The easy drag and drop interface and pre-made blocks make creating a tailored document a breeze. What do you dislike? Because it is so easy to drag and drop, customization is a bit harder to obtain. What business problems are you solving with the product? What benefits have you realized? My business uses PandaDoc to send proposals to clients that lay out our entire system, with customization based upon the particular client. The ease of creating a template ...

Ok document platform, but your data is locked in

PROS & CONS What are the best aspects of this product? Digital signatures, easy to use, basic content library, simple templating What aspects are problematic or could work better? Beware of autorenewal - even if they invoice you net 30 they will still run your card without warning. Beware of any platform with no capability to export your content and data. Beware of the pricing tiers if you plan to add more users in the future. There is no discounted rate for additional users. ...

Pandadoc Reveiw

What do you like best? I like the analytics functionality. I can see which areas of my proposal prospects read the most. It allows me to improve them. I also know what they are most interested in followup meetings. What do you dislike? I don't like the fact I cannot synchronise my contacts with Pandadoc. This means I have to create a new contact every time. What business problems are you solving with the product? What benefits have you realized? I use it for consulting proposals, ...

Great for contracts, not terrible for proposals

What do you like best? The content library is really helpful and fairly easy to create new elements for, tagging system is useful for finding work across clients What do you dislike? Ability to do nice layouts and designs is pretty limited. It can be a little clunky to harvest and update proposal components in the content library. Recommendations to others considering the product Great tool for creating and sending contracts. Little bit of a learning curve to get the content library ...

Contracts closed in seconds!

What do you like best? PandaDoc allows me to send contracts to clients one time! Because I get to dictate where all the initials, signatures etc ago, they never miss a spot and I never have to resend and ask for things to be completed. What do you dislike? The app is a little funky on Apple and I can't upload via the App. No pre set message option, I work in sales, and often time use a standard script. Recommendations to others considering the product uploading via the app What ...

It's a must-have tool for proposal management.

What do you like best? One of the best features of Pandadoc is providing you to track documents with detailed analytics after sent. You can track easily, who viewed the document, when, and how much time spent on which section of the document. The company keeps developing the software and adding new features continuously. What do you dislike? There is almost nothing to dislike. But it would have been better to be able to add some rich media content like slideshows or other kind of ...

Brilliant product to use for a new business.

What do you like best? The functionality of the system and the ability to track our customer interaction is excellent. The standard templates have saved us a lot of time along with the library of items that we uploaded. We have been able to upload multiple documents and the added features they bring out only enhance the experience of using PandaDoc. What do you dislike? The main one is that when we win an order we want to be able to export the cost tables and then use this as part ...

PandaDoc is great for customer experience

What do you like best? I love that the proposal and contract can go together! The updates are so easy and the e-sign is also easy! My clients always mention how user friendly it is for them, which is super important to me! The customization is really important to me, as well. What do you dislike? The only thing that bothers me has been a few times when I wanted to save a proposal, but remove the client because they had decided to book someone else, and that's not an option. ...

Early adopter who has seen PD grow

What do you like best? Slick-looking. Creates marginal improvement to our workflow. What do you dislike? Tons of problems with clients not being able to sign due to browser issues. We've had to create our own resource that tells people how to clear their caches. Recommendations to others considering the product Make sure you completely understand the workflows and technical issues. Not for very unsophisticated end customers/users. That said, PD is moving in the right direction and ...