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

PandaDoc Rocks!

What do you like best? I love the ability to send clients clean and beautiful service agreements that they can e-sign. The product works well and clients are able to use it easily. What do you dislike? I disliked that the product didn't connect with my accounting software, Xero, but that's no longer the case as they completed the integration and it works great. Recommendations to others considering the product This is a great product for sales and service. I use this product to have ...

More efficient, and makes you money.

What do you like best? Easy to use platform which significantly reduces the time it takes our firm to create new proposals. It becomes as easy as tabbing through "tokens" or data entries and entering the required information. We can see when it has been reviewed, answer questions from the client, and get things closed quicker. We close a higher percentage of jobs as singing becomes as easy as a click whereas in the past clients would have to print, scan, email, or snail mail. All of the ...

Time Saver and Small Business Life Saver

What do you like best? That I can upload current documents and create a standard template to use each time a client signs up. I also love that I can add on pages so when a client signs up to send their dog here they can also fill out the form for all the feeding and emergency contact info. No need to send a separate document anymore. What do you dislike? It doesn't put the box where you want it always places it high on the page and you have to drag each box to the location you want it ...

Great for digital docs and signatures

What do you like best? The look and feel of docs coming from Pandadocs is very nice and the reviewer/signer experience is professional and easy. I have set up a number of templates for both sales and service. Once templates have been created, sales (or whoever can create specific documents for review and signature. The Salesforce merge is also nice for pre-populating fields. The tracking is also a great indicator of when docs are viewed and signed. What do you dislike? There were some ...

Very Time-Saving

What do you like best? The interface is great. There are a couple very small quirks, but overall it is fast and easy to use and set up. We integrate it with Pipedrive to make data entry happen only once. What do you dislike? It is not a true word processor. It's not like I need a fully-functional word processor, but there are some minor things that are lacking, such as using the tab key for indenting. Also, not being able to have outside people review your documents is a hassle. ...

Excellent for proposals and contracts, less useful for collaborative documents

What do you like best? We love the template functionality. Once I have a contract template set up, it's very easy to generate a new contract for a client based on that template. It's also easy to modify and update. Clients also seem to like the electronic signature functionality and I trust it more than other e-sig contract systems. What do you dislike? We can't use this product to 100% of it's potential because you can't add text area fields for clients to fill in, just small text ...

PandaDoc is way better than the rest

What do you like best? The analytics are incredible. I can see exactly when someone views a doc as I get notification when they view it and when they sign it. I can also view how long they look at a certain page of a document. I use Zoho CRM and it integrates with my database so less typing of a client's name and email in order to send a doc. And what's somewhat surprising is that with all of the features that are offered it's extremely affordable. My company is small so not having to go ...