# Compare PandaDoc vs Square 9 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Square 9 and PandaDoc based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/131735-161845/PandaDoc-vs-Square-9

---

# Square 9 vs PandaDoc Features and Cost Comparison

Last updated March 19th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

Square 9PandaDoc2/4 selected

[Square 9](https://www.capterra.com/p/161845/Square-9/)[4.5 (141)](https://www.capterra.com/p/161845/Square-9/reviews/)

[PandaDoc](https://www.capterra.com/p/131735/PandaDoc/)[4.5 (1,254)](https://www.capterra.com/p/131735/PandaDoc/reviews/)

[## Square 9](https://www.capterra.com/p/161845/Square-9/)[4.5 (141)](https://www.capterra.com/p/161845/Square-9/reviews/)

Starting Price

$50.00/month

Value-for-Money

4.3

Functionality

4.4

Ease of Use

4.3

Customer Service

4.4

Reviews Sentiment

Based on [141 reviews](#user-reviews)

Positive

132

Neutral

6

Negative

3

[## PandaDoc](https://www.capterra.com/p/131735/PandaDoc/)[4.5 (1,254)](https://www.capterra.com/p/131735/PandaDoc/reviews/)

Starting Price

$19.00/month

Value-for-Money

4.3

Functionality

4.3

Ease of Use

4.4

Customer Service

4.3

Reviews Sentiment

Based on [1,254 reviews](#user-reviews)

Positive

1,144

Neutral

75

Negative

35

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## Summary

* * *

Key features rated by users

Features selected based on 29,625 reviews from document management software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

\--%Fit

Missing features

Not enough reviews

Feature ratings

Document Editing

NA

Secure Data Storage

4.7

Document Storage

4.7

Email Management

\--

Mobile Access

5.0

72%Fit

Missing features

Feature ratings

Document Editing

NA

Secure Data Storage

4.7

Document Storage

4.6

Email Management

4.6

Mobile Access

4.5

User satisfaction

User satisfaction

4.5

User reviews[141](https://www.capterra.com/p/161845/Square-9/reviews/)

Ease of use

4.3

Functionality

4.4

Value for money

4.3

Customer support

4.4

User satisfaction

4.5

User reviews[1,254](https://www.capterra.com/p/131735/PandaDoc/reviews/)

Ease of use

4.4

Functionality

4.3

Value for money

4.3

Customer support

4.3

Price starts from

Price starts from

$50Per User, Per Month

-   Free version
-   Free trial

Price starts from

$19Per User, Per Month

-   Free version
-   Free trial

Best for

Best for

With Square 9, your work flows freely across critical areas like AP, Order Processing, Customer and Vendor Onboarding, and Contracts Management. The result is faster decisions and fewer errors

Best for

PandaDoc is designed for businesses in professional services, education, healthcare, construction, sales, HR, marketing, technology, and other industries.

## User reviews

Pros & cons

GC

Greg C.

Vice-President of Finance and Administration

> "Its performance is solid, and since we primarily use it for the retrieval of finalized AP and AR documents, it has..."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___7075633)

KL

Karen L.

Accounts Payable - Agronomy

> "This can cause delays in the amount of time invoices reach their destination to be worked. But, overall, I don't..."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___6562702)

VR

Verified Reviewer

Administrative Clerk

> "I love Square 9 software as I can prepare all my documents without any issues. Plus if I am out of office I can..."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___7085194)

RS

Rita S.

System Analyst

> "Too much time was spent covering low-level concepts such as X button being used to exit the screen."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___6717462)

KL

Karen L.

Accounts Payable - Agronomy

> "I like Square 9 for the main purpose of getting the invoices entered and directed to the correct personal to work..."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___6562702)

AjAM

Ar-jay Angelo M.

System Adminstrator

> "The user interface feels a bit outdated, and the initial configuration process can be time-consuming."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___6808783)

JT

Jeremy T.

Chief Financial Officer

> "Our experience with Square 9 has allowed paperless invoice storage with automated workflows customized to our..."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___6837214)

MD

Meredith D.

Finance Specialist

> "The worst part of Square9 is that we are not completely reliant on it for our Accounts Payable processing, so when the..."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4834934)

NM

Nikki M.

Office Manager

> "It has been a useful tool for everyone in our office for filing, invoice processing, and research. "

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___6869079)

SB

Shawn B.

Mgr of Mfg Technology

> "There have been times the screen is unresponsive, but not clearly because the application has locked up either. "

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___6004039)

MH

Matt H.

IT Manager

> "The setup costs and yearly maintenance is very reasonable expaecially compared to other products. "

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___7114727)

CA

Chris A.

.NET Developer

> "Training can be outdated and sometimes answers can be flat out wrong on quizzes."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___5073256)

CR

Candice R.

Member Service Representative

> "Overall, the program has allowed for us to efficiently improve our imaging/documentation routine to better assist the..."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___6610505)

SB

Shawn B.

Mgr of Mfg Technology

> "I have found the connection to the server to be very slow and unresponsive at times. "

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___6004039)

MH

Matt H.

IT Manager

> "Havent needed to contact support very much but when I do, they have resolved our issues quickly"

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___7114727)

GM

Gauravi M.

Learning Designer

> "Mobile features are less than what we get on laptop."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4965539)

KL

Karen L.

Accounts Payable - Agronomy

> "I also like the fact that it finds duplicate invoices so reducing accidental duplicate payments."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___6562702)

KL

Kathie L.

Corp. Finance Mgr

> "Integration when purchasing a new scanner was not all that easy"

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4928308)

JB

John B.

System Administrator

> "User and group management provides robust access control while remaining easy to configure."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___7055242)

TD

Tammi D.

Assistant to CFO

> "The time it takes to "pull" up the document is frustrating. "

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4980346)

AF

Ashley F.

Administrative Assistant

> "Overall, Square 9 has been a welcome addition to our office, helping us organize large volumes of data which is easily..."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___6580430)

Adrian A.

Dir of IT

> "Server sometimes crashes / administration"

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4980765)

CM

Candace M.

Administrative Assistant

> "Its user-friendly interface, robust features, workflow automation, integration capabilities, and excellent customer..."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___6294120)

KK

Kristen K.

Accounts Payable/ Business Analyst

> "It seems to lag a bit at times."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4936585)

GS

Gisele S.

Manager

> "The system is easy to use and access, and the AI feature is a plus."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___7102240)

CD

Caladonia D.

Office Manager

> "Honestly, it can be a bit intimidating. "

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___5074418)

VR

Verified Reviewer

Administrative Clerk

> "This software is great value for money and the customer support is excellent"

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___7085194)

MD

Marsha D.

Office Manager/Bookkeeper

> "I do not like or use the QR code sheet, it is too time consuming and uses too much extra paper"

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4777841)

MG

Melissa G.

Lead IT Support Specialist

> "I like that Square 9 can not only store our documents and separate them into convenient archive folders, but we also..."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___5036625)

TE

Timothy E.

CEO

> "No, I don't have any document management needs that the Square 9 products don't solve."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4761085)

RS

Rita S.

System Analyst

> "It's very interactive and allows for the user to follow along with the tutorials"

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___6717462)

MD

Meredith D.

Finance Specialist

> "Fixes for those urgent problems do not happen as quickly as we need them done."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4834934)

FA

Frank A.

IT Production Support Lead

> "They're a good team to work with."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___7091398)

TJ

Tracey J.

Administrative

> "I really can't think of an issue that I dislike."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4980601)

DS

Deneen S.

HR Manager

> "The Square 9 system itself is laid out efficiently and stays up to date/modern."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___6593233)

KK

Kristin K.

Finance and Admin Assistant

> "Can't think of any issues. "

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4988838)

KP

Kim P.

Director of Communications

> "It also has allowed us to implement district-wide procedures across all of our buildings that we were not able to do..."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4980270)

JG

Janine G.

Director of HR

> "Most of the cons are related to how our IT department has implemented the solution. "

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4840974)

TL

Trevis L.

Managed IT and Solutions Specialist

> "Square 9 is an remarkable document management solution that has significantly streamlined our customer's workflow and..."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___6370434)

JB

Jennifer B.

VP; Information Technology

> "There are some hurdles when it comes to JSON, etc. when you have not had experience with the language. "

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4761528)

TR

Tom R.

IT Director.

> "Creation if workflow automation makes us very productive."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___6837255)

LR

Liliana R.

HR Support Specialist

> "Even though the product is easy to use, it's not fit for employee files."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4854128)

ST

Sarah T.

Accounts Payable

> "There are times that our IT department has to go in and fix some things but overall, it is good. "

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___6562245)

MM

Matthew M.

IT Manager

> "Things happen, stuff may not be configured correctly, etc."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4781550)

GM

Gauravi M.

Learning Designer

> "This ensures that the documents are tagged with relevant information, making searching and sorting a breeze."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4965539)

LR

Liliana R.

HR Support Specialist

> "It does not provide like subfolders."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4854128)

AR

Amry R.

Receptionist

> "It's easy to find your document once it's scanned into square 9."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___6413307)

LR

Liliana R.

HR Support Specialist

> "The files themselves are not easy to manage or find the documents easily."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___4854128)

ST

Sarah T.

Accounts Payable

> "I also like how you can customize every aspect of it."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___6562245)

CB

Chris B.

IT

> "Cocky and conceded staff, poorly written code, support unable to provide help for the simplest things."

[See full review](https://www.capterra.com/p/161845/Square-9/#Capterra___3167887)

[View Reviews](https://www.capterra.com/p/161845/Square-9/reviews/)

AS

Arunmurugan S.

Project Manager

> "I also like the e sign functionality and the ability to see when recipients open or view a document."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7162152)

MA

Mallory A.

Director of Operations

> "I do not love that it is not easy to edit a sent contract and also contracts expire which creates issues with having to resend and confusing..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7142186)

FH

Fletcher H.

Renewable Energy Plant Specialist

> "PandaDoc offers an efficient editor that uses drag and drop functions making it very easy to create forms. Since no coding skills were needed,..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6803008)

PF

Ping F.

Operations Analyst

> "The navigation is not flexible and the system has periodic error which is not the best reliable platform on a daily basis"

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7137999)

Elias W.

marketing and finance

> "It is a software that has facilitated my entire work style, it helps me a lot to be able to let my work flow better in a more organized way,..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6589287)

VH

Vontavius H.

CEO

> "What I don’t like about panda Doki is there sometimes clients find the interface a bit difficult to use in comparison to DocuSign as far as..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7051136)

LA

Luis A.

Process Manager

> "It simplifies the entire document process—from creation to e-signature—and gives you visibility into how people interact with your documents."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6602933)

VR

Verified Reviewer

sales director

> "I also dislike how copy/paste into the tool doesn't always hold my font."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7152916)

AW

Amber W.

IT Project Manager

> "I liked how I could collaborate easy with my team with PandaDoc and create virtually any type of document that I needed."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7166610)

PO

Patrick O.

Sr. Marketing Specialist

> "I find that editing any documents with a combination of graphics and text can be a bit clunky."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6861108)

SA

Sara A.

Social Media Manager

> "Managing documents has become easier with PandaDoc, editing, formatting, adding digital signatures and documentation are done from the same..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6408770)

AB

Alex B.

Managing Director

> "We have ended up with 100s of templates and content blocks in multiple currencies and at times can be a little overwhelming."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6593097)

BS

Bernadette S.

Event Logistics Coordinator

> "PandaDoc also offers automations which help speed up the repetitive form creation and management tasks while eliminating the common human..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6810075)

LA

Luis A.

Process Manager

> "The inability to make edits after sending and the learning curve for certain features can slow you down occasionally."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6602933)

RO

Ryan O.

Wholesale Account Director

> "I like it as a tool it works well, and I have not had issues with using it on the daily as a solution for business to business contracts"

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7160719)

MR

Michael R.

President

> "It has unfortunately not improved over time, but rather the glitchiness has gotten worse, and the support has really gone down in the past 1-2..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7000242)

AB

Alexis B.

Cultural Director Of Cinema And Live Performance

> "Also has smooth electronic signature tool and customizable templates."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7177816)

GT

GRANT T.

President

> "Usually pretty good service, but now just getting "I understand the frustration about losing the feature you previously used." "

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7092887)

AS

Arunmurugan S.

Project Manager

> "Its a reliable platform that makes document management and electronic signatures much easier."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7162152)

VR

Verified Reviewer

Founder, Owner

> "There's no way to edit a document if it's not in a PandaDoc template format."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6460577)

OP

Oleg P.

BA

> "I hope next time I have to sign documents it is offered, since its a lot simpler and user friendlier than anything similar, I've used before."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7123414)

VR

Verified Reviewer

Marketing Director

> "As a marketer it's an absolute pain when your operations team asks you to help them make their legal or sales documents more pretty."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6612336)

TW

Thomas W.

COO

> "It allows use to showcase professional contracts/agreements, as well as help with branding many areas of our business."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6676000)

FN

Fariha N.

Director, ICT Operations

> "For team members who must evaluate or approve documents while on the fly, this might be a hassle."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6459409)

SG

Sauve G.

Sales Representative

> "Overall is a user friendly tool with sleek template design important for creating and signing documents digitally."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7170157)

JJ

Jonathan J.

CXO

> "A lot of people were not familiar with PandaDoc so it would go unopened in their inbox or would go to spam."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6649627)

PG

Patricia G.

Customer Service Lead

> "As a customer-service head, it is essential to complete group bookings as quickly as possible."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7109745)

DF

Drew F.

Director

> "The customer service is not excellent they are all overseas and I had to beg them to setup a call with me to help me figure out some of their..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6614322)

AB

Alex B.

Managing Director

> "Creating a fixed, but customisable quote builder that allows for accurate costings, clearly defined and looks professional."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6593097)

PI

Pathan I.

Project and Program Consultant

> "Sometimes, the platform can feel slow, especially when handling larger documents."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6585724)

BA

Bashir A.

Developer

> "I liked the cross-platform availability of PandaDoc as we can use it on a laptop as well as on our mobile phones."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7035248)

SR

Stephanie R.

HR Manager

> "I do have issues with the email not going through sometimes but that might be our company email, and you can send a link instead."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6654885)

CH

Carmen H.

Marketing Executive

> "Smart document generation make our business proposal more alive with its stunning design option and interactive design element."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6776182)

AM

Alex M.

Sales Operations Manager

> "I had to change them to PDFs before bringing in, otherwise I would lose the punctuation."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6633055)

JG

Jeremy G.

Game Developer

> "The security that PandaDoc provides during the whole process of creating, storing, and then sending out and receiving signatures makes the..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6502561)

MG

Michel G.

business developper and manager

> "the tables are not so easy to modify: some troubles using the format "EURxxx" or sometimes it is "€xxx""

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6552644)

AS

Arunmurugan S.

Project Manager

> "It makes it easier to create, send and track documents electronically."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7162152)

Meghann O.

Manager, Customer Success

> "It didn't integrate with our system and reps had too much flexibility."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6545497)

AP

Abid P.

IT Director

> "Easily allows us to sign and track document approvals digitally so that we don't have to manually manage these items."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6843664)

HM

Harshal M.

Technical Project Manager

> "it had a costly API, so actual software implementation is hard"

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6654419)

VR

Verified Reviewer

COO

> "It’s reliable, integrates smoothly with Google Drive, and offers great customization options."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7013005)

JF

Jill F.

Office Administrator

> "Not as smoothly run as competitors."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7069979)

AM

Ashley M.

Compliance

> "At the time support was great when we initially started - creating documents and having the ability to send documents in bulk"

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7047916)

MH

Mathew H.

CIO

> "The templates feature is confusing and can be simplified"

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6713702)

RR

Rebecca R.

Production manager

> "The platform has made document management much faster, more organized, and easier to handle."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7155121)

VR

Verified Reviewer

Business Development Manager

> "All the sections which you had to remove or add, too many steps to take"

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6694797)

EB

Emma B.

Community Manager

> "Ready-made document templates that make standardisation easier."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7178137)

AK

Adam K.

Business owner

> "Working offline or in areas with unreliable connectivity may pose challenges, as certain features may not be accessible without a stable..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___5044765)

SA

Sara A.

Social Media Manager

> "It is great that everything is done on the same page, and you can also request approval or review from the officials directly and document..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6408770)

LA

Luis A.

Process Manager

> "Also PandaDoc isn’t the cheapest option out there."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6602933)

BG

Brian G.

Director, Marketing

> "Having a web based product, including an app has allowed our lawyers and sales team the ability to important and timely steps!"

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6546500)

SO

Steve O.

OWNER

> "Pandadoc did not have the functionality that we required."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6657383)

FH

Fletcher H.

Renewable Energy Plant Specialist

> "Creating forms is crucial part of my work and PandaDoc has helped me to streamline my form creating tasks."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6803008)

SO

Steve O.

OWNER

> "We made the mistake of signing up for a yearly subscriotion."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6657383)

VH

Vontavius H.

CEO

> "Would I like most about panda dock is it’s ease of use for us to be able to sign client contracts, especially purchasing sale agreements."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7051136)

RR

Rupert R.

CEO founder

> "The pricing is the biggest drawback."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6800008)

BA

Bashir A.

Developer

> "This helped us save time, which was utilized in the manual tracking of the updates previously."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7035248)

JG

John G.

Head of Business Development

> "I've had issues creating the quotes."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6784671)

PI

Pathan I.

Project and Program Consultant

> "Its templates save time, and the tracking feature helps monitor document status."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6585724)

SC

Santiago C.

Operations Analyst

> "The thing I liked the least about PandaDoc is the limitations on the roles I can assign to users."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6289394)

RK

Randall K.

CEO

> "I liked that I could send out professional looking proposals with more than just a line item and a price."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6884907)

CS

Charlotte S.

COO

> "We now have an integration with Salesforce that's not as seamless, Pandadocs is not icking up clinet name, deal number etc, and it all has to..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___4605330)

PC

Paolo C.

HR Assistant

> "Unlike DocuSign, PandaDoc offers great features for document management including electronic signing."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6479774)

SG

Stella G.

Founder

> "Some of our users cannot submit their signature successfully for some reason and we'd love to see a way to generate a unique signing link for..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___3701956)

SA

Sara A.

Social Media Manager

> "I liked the ease of requesting the addition of a digital signature as it is done securely and easily and without the need for the other party..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6408770)

Alex D.

UI Designer

> "I found PandaDoc's interface to be a bit cluttered and overwhelming, especially for first-time users."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6046291)

SJ

Sheryl J.

FIELD ESTIMATOR

> "Overall a good software — Once the user is fully acclimated to the program, it eventually saves the user from manual work time from all of..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6694370)

Bill Laurel P.

Medical Laboratory Technicians

> "The one thing I disliked about PandaDoc is that there are no free templates and features available. If you want to create a..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___4667115)

KW

Kayla W.

Franchise Owner

> "I have used DocuSign and SignNow for similar jobs in the past- and PandaDoc is the easiest, most intuitive, and most cost-effective solution..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6403469)

RW

RANDALL W.

COO

> "The package is way overkill for what we need to support our small sales team. "

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6054621)

AK

Ali K.

Developer

> "The ability to create, send, and track documents all in one platform is incredibly convenient."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6551144)

JH

Jamie H.

Head of Growth

> "I’ve not seen anything I don’t like or any limitations of PandaDoc compared to other digital signature/document management tools I’ve used."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6295785)

OP

Oleg P.

BA

> "It is extremely user friendly and highlights the parts it wants you to sign or initial."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7123414)

Maria Z.

Marketplace specialist

> "As every online platform, I am afraid that PandaDoc may share my personal information with other parties."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___4925001)

FH

Fletcher H.

Renewable Energy Plant Specialist

> "PandaDoc helps me to create beautiful forms that meets every need that i have."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6803008)

YB

Yevstakhii B.

Teacher

> "Users in specific industries or with unique document requirements may find it challenging to find templates that suit their specific needs,..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___4815291)

PC

Paolo C.

HR Assistant

> "I like the automation and workflow features and it ensures a smooth way of handling documents."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6479774)

JM

Jacob M.

VP | Customer Value

> "Your tickets will sit in unaddressed for weeks on end. When a support rep finally responds, they will likely not respond to the issues you've..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___4469039)

VR

Verified Reviewer

COO

> "The improved pricing model makes it an even stronger choice for smaller teams."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7013005)

VR

Verified Reviewer

Student in Industrial Maintenance

> "Regarding the negative aspects, I found that the customization options are somewhat limited, which can be a disadvantage for businesses that..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___4600753)

[View Reviews](https://www.capterra.com/p/131735/PandaDoc/reviews/)

## User interface

4.50 (141)

4.50 (1,254)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

Access Controls/Permissions

207

Important

Access Expiration Management

150

Important

Activity Dashboard

120

Important

Square 9

Top features

44/47

-   Access Controls/Permissions
-   Access Expiration Management
-   Activity Dashboard
-   Activity Tracking
-   AI Copilot
-   Alerts/Notifications
-   Annotations
-   API
-   Approval Process Control
-   Archiving & Retention
-   Audit Trail
-   Collaboration Tools
-   Commenting/Notes
-   Compliance Tracking
-   Content Management
-   Customizable Branding
-   Customizable Templates
-   Data Import/Export
-   Document Automation
-   Document Capture
-   Document Classification
-   Document Editing
-   Document Generation
-   Document Review
-   Document Storage
-   Drag & Drop
-   Electronic Signature
-   Email Management
-   File Conversion
-   File Recovery
-   File Sharing
-   Forms Management
-   Full Text Search
-   Generative AI
-   Metadata Extraction
-   Mobile Access
-   Offline Access
-   Optical Character Recognition
-   Reporting & Statistics
-   Search/Filter
-   Secure Data Storage
-   SSL Security
-   Tagging
-   Task Management
-   Third-Party Integrations
-   Version Control
-   Workflow Management

[See all features](https://www.capterra.com/p/161845/Square-9/#features)

PandaDoc

37/47

-   Access Controls/Permissions
-   Access Expiration Management
-   Activity Dashboard
-   Activity Tracking
-   AI Copilot
-   Alerts/Notifications
-   Annotations
-   API
-   Approval Process Control
-   Archiving & Retention
-   Audit Trail
-   Collaboration Tools
-   Commenting/Notes
-   Compliance Tracking
-   Content Management
-   Customizable Branding
-   Customizable Templates
-   Data Import/Export
-   Document Automation
-   Document Capture
-   Document Classification
-   Document Editing
-   Document Generation
-   Document Review
-   Document Storage
-   Drag & Drop
-   Electronic Signature
-   Email Management
-   File Conversion
-   File Recovery
-   File Sharing
-   Forms Management
-   Full Text Search
-   Generative AI
-   Metadata Extraction
-   Mobile Access
-   Offline Access
-   Optical Character Recognition
-   Reporting & Statistics
-   Search/Filter
-   Secure Data Storage
-   SSL Security
-   Tagging
-   Task Management
-   Third-Party Integrations
-   Version Control
-   Workflow Management

[See all features](https://www.capterra.com/p/131735/PandaDoc/#features)

### Recognition

Square 9 is recognized as a top-rated tool in 3 Capterra Shortlist reports

PandaDoc is recognized as a top-rated tool in 1 Capterra Shortlist reports

### Deployment & support

Square 9

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

PandaDoc

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Square 9

-   By Square 9 Softworks
-   Located in United States
-   Founded in 2001

PandaDoc

-   By PandaDoc
-   Located in United States
-   Founded in 2013

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Contact vendor for pricing

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