# PandaDoc Software 2026: Features, Integrations, Pros & Cons | Capterra > Capterra's in-depth exploration of PandaDoc Software's capabilities reveals its suitability for various software needs and provides a comprehensive overview of PandaDoc Software pricing, features, integrations, and potential alternatives. Source: https://www.capterra.com/compare/131735-173305/PandaDoc-vs-HarmonyPSA --- # PandaDoc Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 25, 2025 Written byShubham Gupta Shubham Gupta Shubham is a writer at Capterra, specializing in project management. His research for Capterra is informed by nearly 200,000 authentic user reviews and more than 10,000 interactions between Capterra software advisors and project management sof... [See bio & all articles](https://www.capterra.com/resources/author/sgupta/) Edited byParul Sharma Parul Sharma Parul is an editor at Capterra with over half a decade of experience curating news, IT, software, finance, lifestyle, and health content. She excels at simplifying complex terms into engaging content for SMBs. Parul has worked as a feature wri... [See bio & all articles](https://www.capterra.com/resources/author/parul-sharma/) Written by [Shubham Gupta](https://www.capterra.com/resources/author/sgupta/) Shubham is a writer at Capterra, specializing in project management. His research for Capterra is informed by nearly 200,000 authentic user reviews and more than 10,000 interactions between Capterra software advisors and project management software buyers. Edited by [Parul Sharma](https://www.capterra.com/resources/author/parul-sharma/) Parul is an editor at Capterra with over half a decade of experience curating news, IT, software, finance, lifestyle, and health content. She excels at simplifying complex terms into engaging content for SMBs. Parul has worked as a feature writer for DNA India, India’s premier media portal. She was also the highest scorer in her English literature graduation and post-graduation class. [Key takeaways](#key-takeaways)[Our verdict](#our-verdict)[Alternatives](#alternatives)[Users](#users)[Pros and Cons](#pros-cons)[Interface](#interface)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) PandaDoc PandaDoc Overview: ### Key takeaways Insights from verified Capterra reviews PandaDoc helps small businesses manage contracts, proposals, and e-signatures with speed and consistency. It stands out for its drag-and-drop document builder and multi-party signing, though editing sent documents can be limiting. Advanced features like CPQ and recurring billing support growing teams with complex workflows. ### Our verdict PandaDoc suits teams handling high volumes of contracts and proposals where speed and automation matter. Advanced quoting and billing tools streamline sales and finance workflows, but buyers should weigh ease of use against control, especially for complex permissions or editing sent documents. Overall rating Based on 1,242 user reviews Reviews sentiment Positive 91% Neutral 6% Negative 3% Pros & cons Secure and flexible e-signature tools Streamlined proposal creation workflow Limited document management features Email delivery and spam issues Starting price $19 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## PandaDoc alternatives PandaDoc may not suit every team, especially those needing deeper integrations, granular permission controls, or a simpler interface for occasional users. If your priorities differ, explore alternatives that better match your workflow and budget. Highest Rated [4.7 (9,256)](https://www.capterra.com/p/121506/Docusign/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.7 (4,165)](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/reviews/) Starting price $19.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.2 (983)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $61.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [4.6 (5,720)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/131735/PandaDoc/alternatives/) ## Who uses PandaDoc? Based on Capterra reviews from the past 2 years Talk to a software expert to get a free software list tailored to your business needs ## Pros and Cons Secure and flexible e-signature tools 93% positive reviews out of 168 Most reviewers find electronic signatures simple, secure, and customizable, expediting approvals and reducing manual steps. Adam K Business owner , 1 employee. "The platform's e-signature functionality is a standout feature, as it simplifies the signing process and offers tracking capabilities." Limited document management features 45% negative reviews out of 74 Some users report document management lacks mobile compatibility, bulk actions, and smooth file conversions, causing workflow delays. Pathan K Project and Program Consultant, 10,001+ employees. "Sometimes, the platform can feel slow, especially when handling larger documents." Streamlined proposal creation workflow 93% positive reviews out of 157 Most reviewers describe proposals as easy to customize, automate, track, and send, improving efficiency and professionalism. Atour T Analyst, 51 - 200 employees. "With the tool, I can easily create contracts and proposals that are consistent with our company's image." Email delivery and spam issues 83% negative reviews out of 65 Most reviewers indicate email sending often results in messages landing in spam, confusing recipients and hindering communication. Jonathan J CXO, 11 - 50 employees. "A lot of people were not familiar with PandaDoc so it would go unopened in their inbox or would go to spam." Comprehensive document tracking analytics 96% positive reviews out of 72 Most reviewers indicate document tracking provides real-time status updates, engagement metrics, and secure monitoring. Yevstakhii B Teacher, 51 - 200 employees. "Document tracking and analytics: PandaDoc offers insights into document activity, allowing me to track when recipients open documents, view specific sections, or interact with embedded media." Challenging document formatting options 70% negative reviews out of 56 Most reviewers describe formatting as inconsistent, with frequent font, layout, and template issues requiring extra manual adjustments. Emily T CEO, 2 - 10 employees. "Sometimes importing documents from word can lose their formatting, and I am very particular about that." ## PandaDoc's interface The interface is structured around a drag-and-drop editor with customizable templates, which users find practical for creating and sending documents quickly. While most describe the layout as organized and easy to navigate, some note friction when editing sent documents or importing complex Word files. 2+ Shubham Gupta PandaDoc’s layout supports fast drafting and signature workflows, but once a document is sent, edits require starting over, a common friction point. Reviewers also mention formatting loss when importing Word files, which can slow down legal or compliance-heavy tasks. Ease of Use 4.4 (1,226) 4.4 Based on 1,226 reviews ## Key features View by: These features have been rated as most important by users based on their reviews. View by: Get Advice We can help you find the software with the features you need. Shubham Gupta PandaDoc’s top-rated features simplify contract workflows, reduce turnaround time, and support remote collaboration. The combination of fast signing, document creation, and secure sharing helps teams stay aligned and move deals forward efficiently. Features 4.3 (1,170) 4.3 Based on 1,170 reviews The PandaDoc features below were rated the highest by our reviewers. Our commentary is based on reviewer sentiment and collective feedback from reviews published in the past two years. Electronic signature 4.6 (289) 289 reviewers rated this feature Supports legally binding signatures with drag-and-drop setup, multi-party routing, and real-time notifications. Buyers value its ease of use across tech skill levels and its ability to reduce paperwork. Digital signature 4.6 (67) 67 reviewers rated this feature Enables fast, secure contract completion without printing or scanning. Reviewers highlight its one-click signing, remote accessibility, and identity verification, making it a reliable choice for onboarding and project workflows. Document generation 4.5 (29) 29 reviewers rated this feature Allows quick creation and editing of documents using customizable templates and a drag-and-drop editor. Reviewers mention faster approvals and deal closures, though bulk updates can be challenging. Secure data storage 4.5 (32) 32 reviewers rated this feature Stores metadata, activity logs, original files, and customer data across encrypted locations. PandaDoc uses AES-256 encryption at rest, SOC 2 Type II certified infrastructure, and AWS-hosted environments to ensure enterprise-grade protection and compliance. File sharing 4.4 (96) 96 reviewers rated this feature Facilitates secure document distribution across teams and clients, often integrated with CRMs. Users note time savings and practical sharing formats, though some raise cost concerns for company-wide licensing. Multi-party signing 4.4 (163) 163 reviewers rated this feature Supports sequential signing and progress tracking for contracts involving multiple stakeholders. Reviewers find it useful for remote collaboration, though assigning fields can be complex. CPQ (configure, price, quote) 0 reviewers rated this feature Enables dynamic pricing and quoting directly within documents. You can build product catalogs, apply conditional logic, and auto-calculate totals based on selected options—ideal for sales teams managing complex proposals. Workflow automation 0 reviewers rated this feature Lets you create automated document flows using triggers and conditions. You can route documents for approval, send reminders, and update CRM records without manual intervention, reducing delays and repetitive tasks. Smart content 0 reviewers rated this feature Supports reusable content blocks that auto-update across templates. You can maintain consistency in branding, legal language, and product descriptions while minimizing manual edits across multiple documents. API access 0 reviewers rated this feature Provides developers with full control over document creation, status tracking, and integration with external systems. You can embed PandaDoc into custom workflows or sync data with internal platforms securely. CPQ for Pipedrive 0 reviewers rated this feature Enables guided selling and dynamic quote creation directly within Pipedrive. Sales teams can build accurate quotes using synced product catalogs and pricing rules, reducing errors and speeding up approvals. QuickBooks Online integration 0 reviewers rated this feature Lets users generate invoices and estimates from PandaDoc contracts with automatic syncing to QuickBooks. This reduces manual entry and ensures accurate financial records across the quote-to-cash cycle. Recurring payments via Stripe 0 reviewers rated this feature Allows businesses to collect recurring payments directly from PandaDoc documents. Users can set billing cycles and reduce administrative overhead while offering flexible payment options. Expanded API endpoints 0 reviewers rated this feature Adds capabilities like image updates, SMS consent tracking, and template creation from URLs. These upgrades support faster integration development and reduce manual setup for developers. All key features (149) Define levels of authorization for access to specific files or systems 43.55% of 62 reviewers that rated this feature as important or highly important Integrate with a third-party accounting system 0.00% of 2 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities 100.00% of 5 reviewers that rated this feature as important or highly important Track and document all activities across devices, networks, and other systems 0.00% of 1 reviewers that rated this feature as important or highly important The use of AI to automate the process of reviewing, identifying and marking changes in contracts 0% of 0 reviewers... Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges 65.52% of 29 reviewers that rated this feature as important or highly important Application programming interface that allows for integration with other systems/databases 0.00% of 1 reviewers that rated this feature as important or highly important Provides developers with full control over document creation, status tracking, and integration with external systems. You can embed PandaDoc into custom workflows or sync data with internal platforms securely. 0 reviewers rated this feature Manage the process of evaluating documents or requests submitted for approval 100.00% of 2 reviewers that rated this feature as important or highly important Route documents and other data through one or more stakeholders for review and approval 0% of 0 reviewers... Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes 66.67% of 21 reviewers that rated this feature as important or highly important Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws 0% of 0 reviewers... A record of all activities within the system, including user access, changes made, etc. 25.93% of 27 reviewers that rated this feature as important or highly important Verify the identity of users/devices to enable secure access 40.54% of 74 reviewers that rated this feature as important or highly important Generate rule-based quotes for clients automatically 0.00% of 1 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers 40.00% of 5 reviewers that rated this feature as important or highly important Gateway through which end users can view past bills and pay current invoices 0% of 0 reviewers... Upload multiple documents at once 0% of 0 reviewers... Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes 100.00% of 3 reviewers that rated this feature as important or highly important Create and manage digital catalog of products/services with their details, specifications, and price 0% of 0 reviewers... Provides a channel for team members to share media files, communicate, and work together 73.33% of 45 reviewers that rated this feature as important or highly important Track the current status and completion of activities, tasks, goals or deliverables via progress indicators 50.00% of 28 reviewers that rated this feature as important or highly important Track and manage adherence to policies for any service, product, process, or supplier 64.71% of 17 reviewers that rated this feature as important or highly important Track and report regulatory data to either internal management or external stakeholders 26.67% of 15 reviewers that rated this feature as important or highly important Configure existing workflows to meet your organization's needs 0.00% of 1 reviewers that rated this feature as important or highly important Centralized database of stakeholders and their contact information such as names, address, phone number etc. 80.00% of 5 reviewers that rated this feature as important or highly important Manage, organize, and store contact information 41.67% of 12 reviewers that rated this feature as important or highly important Centralized repository to store content and assets 66.67% of 3 reviewers that rated this feature as important or highly important Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving 66.67% of 9 reviewers that rated this feature as important or highly important Create, edit, and revise contracts/written agreements 68.42% of 38 reviewers that rated this feature as important or highly important Track, store, and access client contracts or licenses 50.00% of 8 reviewers that rated this feature as important or highly important Enables dynamic pricing and quoting directly within documents. You can build product catalogs, apply conditional logic, and auto-calculate totals based on selected options—ideal for sales teams managing complex proposals. 0 reviewers rated this feature Enables guided selling and dynamic quote creation directly within Pipedrive. Sales teams can build accurate quotes using synced product catalogs and pricing rules, reducing errors and speeding up approvals. 0 reviewers rated this feature Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system 66.67% of 3 reviewers that rated this feature as important or highly important Integration with third-party CRM systems 0% of 0 reviewers... A collection of customer information such as contact details, demographics, previous interactions, etc. 100.00% of 1 reviewers that rated this feature as important or highly important Add customized logos and colors to align with company branding 40.00% of 5 reviewers that rated this feature as important or highly important Alter the layout and content of dashboards 0% of 0 reviewers... Customize data fields to support various needs and use cases 66.67% of 78 reviewers that rated this feature as important or highly important Customize contracts and forms to collect specific information 60.00% of 25 reviewers that rated this feature as important or highly important Invoices that can be tailored according to company's branding, payment terms and personalized information 100.00% of 1 reviewers that rated this feature as important or highly important Alter the layout and content of reports 150.00% of 2 reviewers that rated this feature as important or highly important Pre-designed layouts that can be customized to match preferences and requirements 73.44% of 64 reviewers that rated this feature as important or highly important Automatically retrieve and pull information from documents, websites, images, data sets, and other sources 0.00% of 1 reviewers that rated this feature as important or highly important Import and export data to and from software applications 81.82% of 22 reviewers that rated this feature as important or highly important PandaDoc helps you keep sensitive documents and information secure with robust encryption and privacy controls. Reviewers appreciate the strong protection for confidential data, feeling confident in sharing contracts and personal details through the platform. 60.84% of 143 reviewers that rated this feature as important or highly important Enables fast, secure contract completion without printing or scanning. Reviewers highlight its one-click signing, remote accessibility, and identity verification, making it a reliable choice for onboarding and project workflows. 67 reviewers rated this feature Track products that are for sale at a reduced price or part of coupon promotions 0.00% of 1 reviewers that rated this feature as important or highly important Automated or logic-based workflows that assist in the creation of electronic documents 0% of 0 reviewers... Scan, move or upload electronic files within the software's repository 83.33% of 6 reviewers that rated this feature as important or highly important Assign categories, labels, tags, or attributes to documents for organization, search and storage 55.56% of 9 reviewers that rated this feature as important or highly important Allows quick creation and editing of documents using customizable templates and a drag-and-drop editor. Reviewers mention faster approvals and deal closures, though bulk updates can be challenging. 29 reviewers rated this feature Store, manage, and track all electronic documents in a centralized location 63.37% of 101 reviewers that rated this feature as important or highly important Review and analyze existing information across documents 0.00% of 1 reviewers that rated this feature as important or highly important With PandaDoc’s document storage, you can securely save, organize, and access files in the cloud. Reviewers indicate it’s easy to find documents, offers strong security, and provides ample space, though some mention navigation and integration with HubSpot could improve. 53.85% of 117 reviewers that rated this feature as important or highly important Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file 0.00% of 1 reviewers that rated this feature as important or highly important Assemble applications and processes by dragging over and arranging pre-built components 100.00% of 4 reviewers that rated this feature as important or highly important Electronically collect payments for goods or services 0% of 0 reviewers... Supports legally binding signatures with drag-and-drop setup, multi-party routing, and real-time notifications. Buyers value its ease of use across tech skill levels and its ability to reduce paperwork. 289 reviewers rated this feature Manage, store and organize emails within the system or via third-party apps 57.14% of 7 reviewers that rated this feature as important or highly important Create and send email blasts/campaigns 0% of 0 reviewers... Electronic storage of staff/employee contact information and job status in a centralized repository 0% of 0 reviewers... Track employee schedules, availability, and performance across projects and tasks 0% of 0 reviewers... Tracks metrics that provide insight into how a user interacts with any interface or product 0% of 0 reviewers... Adds capabilities like image updates, SMS consent tracking, and template creation from URLs. These upgrades support faster integration development and reduce manual setup for developers. 0 reviewers rated this feature Manage or track sales completed by field teams/employees 0% of 0 reviewers... Convert files to a different format 73.33% of 15 reviewers that rated this feature as important or highly important Create, save, and store files 100.00% of 1 reviewers that rated this feature as important or highly important Facilitates secure document distribution across teams and clients, often integrated with CRMs. Users note time savings and practical sharing formats, though some raise cost concerns for company-wide licensing. 96 reviewers rated this feature Primarily serving architecture, engineering, and construction industry professionals 0% of 0 reviewers... Form predictions based on past and present data/trends 0% of 0 reviewers... Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system 55.56% of 18 reviewers that rated this feature as important or highly important Store, manage and track all forms in a centralized location 0.00% of 1 reviewers that rated this feature as important or highly important Search for specific words or phrases within a document or database 50.00% of 18 reviewers that rated this feature as important or highly important A process designed for sellers to guide them through the entire selling process 0% of 0 reviewers... Compliant with HIPAA, which sets standards for sensitive patient data protection 0% of 0 reviewers... Automates core HR functions such as talent management, employee evaluation and learning management 0% of 0 reviewers... Create invoices from scratch or have recurring invoices 59.09% of 22 reviewers that rated this feature as important or highly important Store and view prior invoices for each account/client 66.67% of 9 reviewers that rated this feature as important or highly important Creation, processing, verification, and execution of invoices till the payment is made 0.00% of 1 reviewers that rated this feature as important or highly important Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support 0% of 0 reviewers... Ability to chat online in real time 0% of 0 reviewers... Access software remotely via mobile devices 50.00% of 2 reviewers that rated this feature as important or highly important Access the system via a mobile application 0% of 0 reviewers... Clients can submit payments via mobile devices 100.00% of 3 reviewers that rated this feature as important or highly important PandaDoc gives you the ability to capture signatures on mobile devices, making signing on the go simple and efficient. Users think it’s easy to use across devices, convenient for remote work, and valuable for clients needing quick mobile access. 55.86% of 111 reviewers that rated this feature as important or highly important Observe and track the demand, usage, progress or quality of a system, product, or user 0% of 0 reviewers... Manage and handle various international currencies 0% of 0 reviewers... Supports sequential signing and progress tracking for contracts involving multiple stakeholders. Reviewers find it useful for remote collaboration, though assigning fields can be complex. 163 reviewers rated this feature Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service 0% of 0 reviewers... Create, send, and view electronic invoices 50.00% of 20 reviewers that rated this feature as important or highly important Track all opportunities for potential sales and convert them into recurring revenue 0% of 0 reviewers... Accept, record, and reconcile financial transactions 50.00% of 18 reviewers that rated this feature as important or highly important Organize and manage the accomplishments and development of employees or performance of applications or systems 0.00% of 1 reviewers that rated this feature as important or highly important A set of indicators that tracks the performance of networks, applications, systems, teams, etc. 0% of 0 reviewers... Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. 100.00% of 2 reviewers that rated this feature as important or highly important Pre-defined templates within a library for common cases such as contracts, websites, emails, and more 33.33% of 9 reviewers that rated this feature as important or highly important Calculate rule-based prices for a product/service 0.00% of 1 reviewers that rated this feature as important or highly important Track and manage the profit margin between the cost of a product and its selling price. 0% of 0 reviewers... Calculate rule-based prices for a product/service 0.00% of 2 reviewers that rated this feature as important or highly important Tool used to determine accurate pricing and product eligibility for borrowers 50.00% of 4 reviewers that rated this feature as important or highly important Streamlining repetitive tasks and activities through automated and predefined workflows 25.00% of 4 reviewers that rated this feature as important or highly important Present a catalog of inventory that customers can view 0% of 0 reviewers... Customize the specifications of a finished product to meet the particular needs of a customer 100.00% of 1 reviewers that rated this feature as important or highly important Reporting on how each user, task or process has advanced since its initiation 25.00% of 4 reviewers that rated this feature as important or highly important Create, manage, or update project workflows. 0.00% of 1 reviewers that rated this feature as important or highly important Estimate or forecast of a future scenario based on the study of present trends 0% of 0 reviewers... Create proposals based on costs of labor and materials 75.00% of 4 reviewers that rated this feature as important or highly important Creating, submitting, and tracking a sales proposal or bid submitted in response to a request for proposal. 0% of 0 reviewers... Lets users generate invoices and estimates from PandaDoc contracts with automatic syncing to QuickBooks. This reduces manual entry and ensures accurate financial records across the quote-to-cash cycle. 0 reviewers rated this feature Generate quotes or estimates for customers 53.33% of 15 reviewers that rated this feature as important or highly important Receive data and information in real time 33.33% of 3 reviewers that rated this feature as important or highly important Notifications that are delivered to users as soon as an event occurs 0.00% of 1 reviewers that rated this feature as important or highly important Active reporting of data and metrics 50.00% of 2 reviewers that rated this feature as important or highly important Allows businesses to collect recurring payments directly from PandaDoc documents. Users can set billing cycles and reduce administrative overhead while offering flexible payment options. 0 reviewers rated this feature Automated process of charging customers at regular intervals for repeated access or use of a product or service 0% of 0 reviewers... Log and store the source of contacts/leads 0% of 0 reviewers... Timed notification for any upcoming task, deadline, appointment, or activity 40.00% of 5 reviewers that rated this feature as important or highly important Manage and track the renewal process for various services, subscriptions, contracts, or licenses 0% of 0 reviewers... Collection, analysis, and representation of numerical data and generation of reports to understand various patterns 100.00% of 2 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data 66.67% of 6 reviewers that rated this feature as important or highly important Manage and process incoming documents detailing requests for proposals 0.00% of 2 reviewers that rated this feature as important or highly important Set & manage permission levels based on user roles and restrict access to only authorized individuals 0% of 0 reviewers... Define, track, and/or automate sales activities and sales processes 0% of 0 reviewers... Automate processes to manage leads, contacts, opportunities and sales activities 0% of 0 reviewers... Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. 0% of 0 reviewers... Search and filter data across systems to locate required information by entering keywords or certain criteria 60.00% of 5 reviewers that rated this feature as important or highly important Stores metadata, activity logs, original files, and customer data across encrypted locations. PandaDoc uses AES-256 encryption at rest, SOC 2 Type II certified infrastructure, and AWS-hosted environments to ensure enterprise-grade protection and compliance. 32 reviewers rated this feature Secure online viewing of sensitive documents 0% of 0 reviewers... An agreement between a buyer and a seller for the sale and delivery of goods or services 0% of 0 reviewers... Allow users to access multiple services after entering their login credentials once 0% of 0 reviewers... Supports reusable content blocks that auto-update across templates. You can maintain consistency in branding, legal language, and product descriptions while minimizing manual edits across multiple documents. 0 reviewers rated this feature An agreement that's only valid if signed by all involved parties, sealed, and delivered 0% of 0 reviewers... Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access 57.14% of 7 reviewers that rated this feature as important or highly important Track the status over time for a request, process, asset, or transaction 83.33% of 6 reviewers that rated this feature as important or highly important Attach digital tags to documents and assets for identification, search, or monitoring purposes 0% of 0 reviewers... Create, manage and track all task activities and progression 62.96% of 27 reviewers that rated this feature as important or highly important Calculate tax and make deductions on gross income from sources like wages, investments or self-employment 100.00% of 1 reviewers that rated this feature as important or highly important Allow multiple team members to edit and work on the same document 52.00% of 25 reviewers that rated this feature as important or highly important Create, save, and re-purpose templates for emails, forms, etc. 0.00% of 2 reviewers that rated this feature as important or highly important Sample files or documents that could be customized as needed or used as is 55.17% of 29 reviewers that rated this feature as important or highly important Set up connections to third-party platforms to improve business processes 65.00% of 40 reviewers that rated this feature as important or highly important Track employee/learner's progression through training programs 0% of 0 reviewers... Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks 0% of 0 reviewers... Track revisions and updates made to files and navigate between different versions 25.00% of 12 reviewers that rated this feature as important or highly important Web form that allows users to enter data that is sent and processed for different reasons 0% of 0 reviewers... Lets you create automated document flows using triggers and conditions. You can route documents for approval, send reminders, and update CRM records without manual intervention, reducing delays and repetitive tasks. 0 reviewers rated this feature Alter the default workflow to meet your organization's needs 62.50% of 8 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks 54.55% of 11 reviewers that rated this feature as important or highly important Get Advice We can help you find the software with the features you need. Shubham Gupta PandaDoc’s top-rated features simplify contract workflows, reduce turnaround time, and support remote collaboration. The combination of fast signing, document creation, and secure sharing helps teams stay aligned and move deals forward efficiently. Features 4.3 (1,170) 4.3 Based on 1,170 reviews ## Pricing Value for money 4.3 (957) PandaDoc’s Starter plan begins at $35 per seat, per month, which is below the average legal management software budget at $93 per user, per month. Pricing scales by tier, with advanced features such as CPQ and API access in higher plans. The tool offers a free eSign plan to send unlimited documents. It also provides a free trial for 14 days. Free Trial [View pricing plan details](https://www.capterra.com/p/131735/PandaDoc/pricing/) Starter $19.00 Per User,Per Month It includes: - Unlimited Document Uploads and e-Signatures - Templates - Real-time Tracking and Notifications - Rich Media Drag and Drop Document Editor - Document Analytics - Email and Chat Support - User Management - GDPR Compliance Business $49.00 Per User,Per Month It includes: - CRM Integrations - Rooms - Content Library - Custom Branding and Themes - Approval Workflows - Forms - Bulk Send - Embedded Videos Value for money 4.3 (957) 4.3 Based on 957 reviews ## Integrations PandaDoc integrates with various native and third-party tools across CRM, productivity, and payment platforms. Our analysis of user reviews and vendor data highlights the most commonly used and supported integrations. Popular integrations [ Google Docs](https://www.capterra.com/p/160756/Google-Docs/)[ Google Drive](https://www.capterra.com/p/161425/Drive/)[ PayPal](https://www.capterra.com/p/207944/PayPal/)[ Slack](https://www.capterra.com/p/135003/Slack/)[ Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)[ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[ Gmail](https://www.capterra.com/p/202338/Gmail/) Shubham Gupta Senior Content Analyst Connecting PandaDoc with CRM and payment systems helps your sales team auto-fill quotes, track deal status, and collect payments—all from one document. These links reduce manual entry and speed up approvals for your finance lead. 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. ## Support, customer service and training options Customer Service 4.3 (937) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.3 (937) 4.3 Based on 937 reviews ## User reviews Overall rating 4.5 Based on 1,242 reviews Filter by rating 5(786) 4(347) 3(74) 2(17) 1(18) Mentioned topic Sorted by most recent CB Craig B. Owner Accounting ### "Not for small offices anymore" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 6/10 March 19, 2026 Used the free version for a few years - then they took away unlimited signatures - tried to buy 1 but would not allow it - so we find a better alternative. Pros Quality product that works every time. We need signatures for tax filings but do not need templates or have a need to upload contracts. Cons Now charge for more than 5 signatures a month. Tried to buy their package, but since we had 2 they would not let us downgrade to one subscription. We are a 2 man shop that only needs 1 subscription. Switched from [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) QuickBooks was more costly and did not provide any further benefits than PandaDoc Alternatives considered [Xodo](https://www.capterra.com/p/210439/Xodo/) [Xodo Sign](https://www.capterra.com/p/160894/eversign/) Reasons for choosing PandaDoc Migrated away from Panda Doc in favor of an alternative Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User CEO Health, Wellness and Fitness ### "Pandadoc is a good option for some " 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 March 15, 2026 Good experience. The cost outweighed the convenience, especially when you have a multi page document. Good product for simple documents. Pros PandaDoc is a fairly low cost and easy to use platform. I was able to upload my documents and navigate the platform quickly. Cons Not as intuit as some other sites. For instance, I have check boxes and had to add the boxes to each line. A little labor intensive. Switched from [Docusign](https://www.capterra.com/p/121506/Docusign/) Price. Docusign was too high and limited to number of documents that could be signed. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. NL Norm L. Lawyer Law Practice ### "Best Alternative to E-signing platforms" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 13, 2026 Excellent. It was very easy to use, easy to upload. It was satisfying to myself and my clients. There was no confusion. Pros It is a great alternative to DocuSign. I do not use e-signing very often for my business and PandaDoc is very user friendly for my clients as well as flexible to my budget. Cons There was not anything I didn't like about PandaDoc. I've never had a problem with the program or their customer service. Switched from [Docusign](https://www.capterra.com/p/121506/Docusign/) DocuSign was too expensive for the value. PandaDoc did the same and a lot more. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. PG Patricia G. Customer Service Lead Hospitality ### "How to win our hospitality event contracts." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 March 9, 2026 As a customer-service head, it is essential to complete group bookings as quickly as possible. I work with PandaDoc when managing contracts and proposals. It is very intuitive, yet it is quite costly to scale it to the whole staff of the hospitality. Pros The interface is extremely clean and the process of signing a document is painless to the corporate clients who reserve big hotel conference rooms. Cons The per-user licensing is a bad value-proposition to our customer-service team and customer support is too slow to fix image- and video-management errors on custom templates. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. HL Hikmet L. Medical Assistance Specialist Hospital & Health Care ### "Obtaining patient consent and hospital accords." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 February 23, 2026 Medical evacuations are a legal issue that should be handled strictly. I employ this in management of contracts. It also simplifies the management of documents to a great extent but is very costly. Pros The interface is also very clean and therefore the signing of the documents by the patients who have to sign the forms of transporting them by an emergency vehicle is so easy when under stress. Cons The per-user charges are not very lucrative since our medical coordination team will expand, and customer support is too long to fix the errors of the custom templates. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User Senior Project Specialist Market Research ### "Pandadoc for clients contracts" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 February 21, 2026 We used to use Pandadoc at my company for signing contracts with our clients and for storing them there. Pros Easy for signing contracts with our clients with an electronic signature. We also stored all our contracts in Pandadoc. Cons The software is not necessary available in all countries (that's a case for a lot of software nowadays though). Some countries that are under sanctions cannot use Pandadoc without VPN. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User Managing Partner Real Estate ### "Conquer Real Estate PandaDoc review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 14, 2026 Pros PandaDoc is a very helpful and easy to use software with a clear interface. We use it for document and contract signing and managment. Cons Overall it work really well and i have not had any issues. sometimes the language was bugging, but thats because we work in multiple languages. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. GT GRANT T. President Events Services ### "PandaDocs removes key feature unannounced " 3.0 Overall Rating 3.0 3.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 February 9, 2026 Usually pretty good service, but now just getting "I understand the frustration about losing the feature you previously used." Not good just pulling the rug out from under us with no advance notice. Pros We have used PandaDocs for about 6 years and it has been incredibly helpful in sending and signing contracts. Allows you to copy and download the files, and allows you a lot of creative ability to design and customize the contracts. Good integration with other apps. Cons PandaDocs removed a key feature that is essential in our business without any warning, which now creates additional time and effort to reenter all the same information that PandaDocs ALREADY has in it's system. We paid for an annual license and with the understanding that the features we pay for and use will be available. The TRANSFER DATA feature, would allow you to send the information in the contract to different templates. We do live events so that was very helpful in creating gig sheets for warehouse staff and event managers with all the key elements: Client, Contact name, phone, venue, date, timeline, what they have confirmed, etc. Now, we have to manually re-enter over 30 data fields that were in the original contract. Also, we used that to send invoices for payments. Once again creating more work for the office staff. Switched from [Goodshuffle Pro](https://www.capterra.com/p/167364/Goodshuffle-Pro/) Good Shuffle was more of inventory control with contracting features. I didn't need inventory control. Also it didn't have ability to just use links, each proposal has to be send in a separate email, which is challenging if you are sending multiple quotes to a client. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CM Connor M. Account executive Financial Services ### "Solid contract management platform " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 January 28, 2026 Overall I love the platform. It’s cost effective and offers the same benefit as any other provider in the space. Pros PandaDoc is a clean and easy to use platform to easily sign clients onto your platform or to your service! Cons The only thing I’ve come across as far a small issue is people aren’t familiar with the platform but that is changing as it becomes more popular. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. David V. Lead Developer Information Technology and Services ### "A Seamless Tool For Getting Documents Signed" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 January 12, 2026 It's made the sale closing process very simple for our team and taken away a lot of technical headaches that we used to deal with when it came to getting signatures needed to close a deal. Pros PandaDoc makes our contract closing process straightforward and simple, while helping our team keep momentum and get to a running start with new contracts. Cons It's hard to beat the value PandaDoc provides compared to other alternatives for signing and sending contracts. All of our clients, from tech savvy to non-tech savvy have been able to use it with ease. Alternatives considered [Docusign](https://www.capterra.com/p/121506/Docusign/) Reasons for choosing PandaDoc PandaDoc seemed to have less friction for our clients. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/131735/PandaDoc/reviews/) ## FAQs Yes. PandaDoc offers a free eSign plan that allows users to send unlimited documents for legally binding e-signatures. Recipients can sign without creating an account, and no credit card is required to start. Yes. PandaDoc integrates with CRMs like HubSpot, Salesforce, Zoho, and Pipedrive. These integrations allow users to auto-fill documents with CRM data and track deal progress directly from their CRM. Yes. PandaDoc supports payment collection via Stripe, PayPal, and QuickBooks. Users can embed payment requests directly into documents and set up recurring billing options. Yes. PandaDoc offers mobile apps for iOS and Android. Users can create, send, track, and sign documents on the go using their phone or tablet. Yes. PandaDoc allows businesses to set up recurring payments using Stripe. This feature supports flexible billing cycles and reduces manual invoicing. Yes. Recipients do not need a PandaDoc account to sign documents. They can sign from any device at no cost, making it easy for clients and partners to complete agreements. ### Have more questions? Connect with one of our advisors for a free consultation and save time in your software search. ## Sources - **Capterra reviews data**: Capterra reviews are collected from verified users for individual software products. [Learn more about how we source our data](https://www.capterra.com/resources/proprietary-data-research/). - **Capterra Shortlist**: Capterra Shortlist identifies the top products in our software categories based on a proprietary blend of user ratings and popularity. [Read the complete methodology here](https://www.capterra.com/resources/proprietary-data-research/#capterra-shortlist-methodology). - This product information came from PandaDoc’s own online content in August 2025, including the product's website and its social media channels. ## Related reading ### [5 Key Contract Management Software Features and Top Products That Offer Them](https://www.capterra.com/resources/key-contract-management-software-features/) Published November 28, 2023 by [Barkha Bali](https://www.capterra.com/resources/author/bbali/) ### [Capterra Value Report: A Price Comparison Guide for Contract Management Software](https://www.capterra.com/resources/contract-management-software-pricing-report/) Published October 19, 2023 by [Akriti Sharma](https://www.capterra.com/resources/author/akriti-sharma/) ### [5 Key Forms Automation Software Features and Top Products That Offer Them](https://www.capterra.com/resources/key-forms-automation-software-features/) Published May 8, 2024 by [Saumya Srivastava](https://www.capterra.com/resources/author/ssrivastava/) ### [5 Key Survey Software Features and Top Products That Offer Them](https://www.capterra.com/resources/key-survey-software-features/) Published July 23, 2024 by [Saumya Srivastava](https://www.capterra.com/resources/author/ssrivastava/) and [Lindsay Page](https://www.capterra.com/resources/author/lindsay-page/) ### [Top 3 Legal Document Management Software](https://www.capterra.com/resources/top-legal-document-management-software/) Published February 27, 2023 by [Ashish Upadhyay](https://www.capterra.com/resources/author/aupadhyay/) Popular comparisons [Docusign vs PandaDoc](https://www.capterra.com/compare/121506-131735/Docusign-vs-PandaDoc)[Adobe Acrobat vs PandaDoc](https://www.capterra.com/compare/131735-251329/PandaDoc-vs-Adobe-Acrobat-DC) [Bitrix24 vs PandaDoc](https://www.capterra.com/compare/113540-131735/Bitrix24-vs-PandaDoc)[Seismic vs PandaDoc](https://www.capterra.com/compare/131735-140225/PandaDoc-vs-Seismic)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)