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

PandaDoc improves our proposal building process

PROS & CONS What are the best aspects of this product? I often use its drag-and-drop feature. I can check items from content library or catalog so I can add them to my current projects and to make the process even faster. I have long proposals and aility to use all its options that could make your work easier is very important. I usually start with template and then make it into proposal by using the blocks of content. What aspects are problematic or could work better? When ...

Great for quickly creating repeating documents

What do you like best? We use PandaDoc for our pricing indication documents and statement of works. The best part is how the system can get a certified digital signature on our contracts without requiring the customer to print, scan and email them back to us. The creation of your documents is easy and when you have settled on a template it is very quick to generate it again and again for your customers. It also links to our CRM system (Zoho CRM, which means that a "Send with PandaDoc" ...

Great for contract and document management

What do you like best? Easy and low-cost for e-signature of contracts for our team. It is fairly easy for our customers to manage and sign, I've never had any questions regarding the e-sig process which means its working great! What do you dislike? Wish it had more robust proposal management and ways to self-guide prospects through a process. So it will step them through a proposal, enter credit card, sign, etc. Also, the Hubspot integration went away Recommendations to others ...

Easy to use - way better than DocuSign

What do you like best? I think PandaDoc is an amazing platform for any team size. It allows you to save templates that can be edited on the fly - you can add in or take out portions of a contract that don't pertain to a deal. Unlike DocuSign, it's not a preloaded template - you can actually edit internally. What do you dislike? Nothing much to dislike about PandaDoc other than I really wish they would add more math abilities in every row you create. Would love open formatting where ...

Great way to send proposals

What do you like best? The catalogue and inventory are great. When set up properly can save a lot of time What do you dislike? The title page and its limitations regarding design Downloading to PDF really messes up the document layout. Even with page breaks its really time to consume to get it right. Maybe an indication of the A4 page whilst in the document would be handy. If a customer accepts the proposal but not through panadadoc, there is no way to change the doc to accept, ...

Simple and easy to use with almost all of the tools we need

What do you like best? It's very easy to create professional-looking proposals with just a few clicks. Also love the content library (which allows us to easily customize contracts with specific clauses that are used over and over. The approval workflow for contracts and proposals is also nice – other people on my team can create the documents, but I have the chance to approve or reject them (along with comments before they're sent off. What do you dislike? I wish there was a bit more ...

PandaDoc has been a game changer for our client agreements!

What do you like best? It's truly hard to limit to one -- I think my top three are: the ability to keep track of everything in one place rather than sorting through emails, the digital platform that saves me endless hours of scanning, saving, and emailing, and the option to set reminders so that followups are automatic, again saving me SO much time! What do you dislike? It's possible that this is user error, but I'd love to have a better filing system... Recommendations to others ...

Easiest and faster way to send and track quotations

What do you like best? The interface : it is easy to use, design friendly, the library and templates are amazing to save time. My collegues and I are use the same templates and library so we are sure we say the same thing to clients. The price tables are great with check box, our clients love them. What do you dislike? Some of my quotations arrive as a spam, so my futurs clients never receive them. There are bug with the typography (the size of the text change for no reason, the bold ...

Cut time managing contracts in half

What do you like best? I was able to cut my time managing contracts in half, and spend more time supporting client decision making and building relationships as a result! The consistency I was able to create not only the sales process and my team but for my fulfillment team was the most surprising part of using Pandadoc. Now our contracts with clients have become usable at each point in the client engagement and our team are more harmonized with what the client actually expects. This has ...

Transformative to our business. Dynamics integration good but could be better

What do you like best? We like the very good merge of data from dynamics, including the pricing table from our selected products. The drag and drop from the content library is brilliant and works very well. It also allows us to quickly create and send proposals from tablets as well as desktops. The chase function (send reminder is excellent. Using templates and rapidly generating proposals is very effective. The support on the rare occasions when we have needed it has been rapid and ...