# Page 10 | PandaDoc Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 10 - Is PandaDoc the right CPQ solution for you? Explore 1242 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/131735/PandaDoc/reviews

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PandaDoc

4.5 (1242)

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

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Last updated March 16th, 2026

# Page 10 - Reviews of PandaDoc

## Showing most helpful reviews

Showing 226-250 of 1242 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

ST

Samantha T.  
Office Manager  
Staffing and Recruiting  
Used the software for: 1-2 years

### "BEST SOFTWARE EVER!"

March 19, 2020

5.0

This is certainly my favourite software that I have implemented at my workplace. If i've ever had an issue (which is rare), the customer support team is incredible - they're so helpful and come back to you so quickly. The software itself is so easy to use and very user friendly. The templates and content is so easy to create and really adaptable, you can do a lot with it without trying too hard. Being able to share it all with my team as required was so great as well. PandaDoc have really thought of most things and have the user experience as smooth as possible. Our clients have also commented on numerous occasions how easy it is to access and use also in comparison to other platforms.

Pros

Love that you can switch between workspaces, easy to monitor the document return rate and how much my team are achieving, easy to track documents and follow up, so easy to set up documents and templates, looks great, easy to use, customisable. It's accessible as long as you have internet which just makes everything so much easier if you spend some time working from home as well as in the office.

Cons

It's quite tricky adding in custom fonts / increasing the list of fonts. Would be nice if there more design templates to chose from. More integrations - the CRM we use didn't work with PandaDoc. This didn't cause huge issues but would have been helpful and made the process slicker.

Review Source

CS

Charlotte S.  
COO  
Real Estate  
Used the software for: 1-2 years

### "Pandadocs review"

February 20, 2023

3.0

It is OK, not super intuitive, but it works - even though it takes some manual adjustments for the quote to come out nicely.

Pros

It is quite easy to create a quote, based on the template that we have set up. The digital signature is good as well.

Cons

The format is quite square, and it is bit hard to duplicate and move things to have it the way you would like to look. Sending multiple links to different people is a bit annoying as well. We had a previous integration that worked quite well. 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 go in manually.

Review Source

Maria Z.  
Marketplace specialist  
Apparel & Fashion  
Used the software for: 6-12 months

### "Very satisfied with PandaDoc"

July 19, 2023

5.0

Pros

PandaDoc makes it easy to sign contracts and any kind of documentation at any place and time even from the phone. It also saves a lot of time, effort and paper which makes it environmentally-friendly. I would continue using this online software as much as possible as it makes my working life millions time easier.

Cons

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

Review Source

Adam G.  
Chief Information Technology  
Information Technology and Services  
Used the software for: 1-2 years

### "PandaDoc, excellent integration for digital signatures"

January 23, 2023

5.0

Unlike other electronic signature software, pandadoc has a variety of predesigned templates that can be used immediately, on its website it has a help center with several articles and tutorials on how to use its tools, something that could stand out is the integration that you have with other applications such as slack, Monday.com, Google workspace and Salesforce, PayPal, among others.

Pros

I like pandadoc Since it is easy to use it is not a complex or confusing application, I have used it to create send and sign electronic documents, what I like about pandadoc is that I can follow up and see a detailed analysis of the documents, it is Useful to automate the creation of signature of the documents. PandaDoc is one of the software I've tried that integrates better with other applications I use constantly with Microsoft Word and Google docs.

Cons

Some things that it has to improve is the customization of its predefined templates, details like color and order.

Switched from

[Smallpdf](https://www.capterra.com/p/172606/Smallpdf/)

PandaDoc has integration with multiples software

Review Source

fH

friedman H.  
Musician  
Entertainment  
Used the software for: 6-12 months

### "PandaDoc is unique and such a game changer."

January 22, 2023

5.0

I love this app, it has helped me a lot in organizing my work and having it neat and professionally presented. It allows me to store documents for future use which is one of my favorite features because everything remains secure through its security system. I love PandaDoc and i will continue using it really.

Pros

I like how soft using the app is , converting the documents never takes time . One can store different types documents without worrying about the space as it is efficient.

Cons

I love everything about it really. Although sometimes it kicks me out, I think this is caused by the device's ram being used up.

Review Source

Brent W P.  
President  
Computer Software  
Used the software for: 2+ years

### "Great document and proposal management software along with reports"

June 27, 2022

4.0

We have used PandaDoc since it was Quote Roller and have found the customer support superior to everything in any other system. The templates allow for easy reporting and the export to PDF means you can let every customer see their report.

Pros

Great for creating templates that can be made into reports and proposals. Easy client management and workflows which allow the sales and project teams to create and manage documents

Cons

The tables are not easily manipulated by third-party apps. More integrations will help to manage data in grids

Reason for choosing PandaDoc

Central management

Review Source

MH

Masud H.  
Customer Support Manager  
Leisure, Travel & Tourism  
Used the software for: 1-2 years

### "A Great Way to Manage Documents With PandaDoc"

January 18, 2024

5.0

Pros

With PandaDoc, there is so much I like. Firstly, it makes signing easy and supports multi-party signing. The software comes with forms automation features and contract management is easy too. The software makes workflow and document management easy making it even better suited for business use.

Cons

Well, PandaDoc is the best I have used in my career

Review Source

Response from PandaDoc

June 6, 2024

Thank you for your feedback and support of PandaDoc!

Geoff Y.  
VP of Marketing  
Computer & Network Security  
Used the software for: Less than 6 months

### "Awesome Software to Automate the Proposal Creation, Delivery, and Execution Process"

June 18, 2018

5.0

Increased productivity, increased efficiency, significant time savings, faster approval process, centralized housing of proposals, simplified proposal creation

Pros

We transitioned to PandaDoc several months ago to automate our proposal software development, delivery, and execution. What used to take us several hours per proposal now takes us minutes. The user interface is easy to use and allows you to customize your proposals and add features in that were difficult before, such as video. Also, you can create your content library to drag and drop parts of your proposal that might be different or unique to each proposal, such as descriptions of products and/or services that you offer. The pricing library can be preloaded with your products and/or services so you can streamline and automate the pricing process, including the calculation of multiple items and sales tax. Finally, the integration that PandaDoc has with HubSpot is simply amazing. By having this native integration, we are able to pull most of the information about our customers or prospects directly from our CRM, pre-populating the fields that would otherwise be time consuming to manually enter.

Cons

The only negative that I have about PandaDoc is that when you create items in dropdown boxes, you don't have the ability to match the font of those dropdowns with the font that you use in the rest of your document. I have heard that this might be changing soon but it does make the proposal look a bit unprofessional to have 2 different fonts used.

Review Source

JM

Joel M.  
Sales Director  
Marketing and Advertising  
Used the software for: 1-2 years

### "Useful for sales proposal & contract presentation & tracking"

May 9, 2023

4.0

Overall it has been great. We've signed many clients through their platform

Pros

The templates, form creation, automatic saving, multiple party automatic signing are all great features. Also it is a reliable software, which is super important for us.

Cons

It would be great if they could integrate with our hubspot workflows more smoothly. Also formatting certain forms and fields can be difficult.Also not a huge issue but I have heard that the automatic reminders get annoying for our prospective clients - perhaps to make this option more readily apparent or "opt-in" would be useful. I've had to manually turn them off multiple times.

Review Source

Bill Laurel P.  
Medical Laboratory Technicians  
Hospital & Health Care  
Used the software for: 1-2 years

### "Panda Doc review"

March 17, 2023

4.0

Pros

PandaDoc is an incredibly useful asset for simplifying my document workflow. Its drag-and-drop editor enables me to modify documents swiftly, and the tracking and eSignature capabilities provide assurance that my documents are secure and my clients are content. On top of that, the user-friendly interface makes it easy to collaborate with colleagues and customers. I'm delighted with how effortless it is to create and share documents with PandaDoc.

Cons

The one thing I disliked about PandaDoc is that there are no free templates and features available. If you want to create a professional-looking document, you have to pay to access the more advanced features.

Review Source

AK

Adam K.  
Business owner  
Retail  
Used the software for: 6-12 months

### "Top shelf software "

September 26, 2023

5.0

Its user-friendly interface, which makes it easy to create, edit, and send documents. The platform's e-signature functionality is a standout feature, as it simplifies the signing process and offers tracking capabilities.

Pros

PandaDoc is its user-friendly interface. Many find it easy to navigate and use, making it accessible to a wide range of individuals and teams. Additionally, the robust customization options for document creation and the ability to streamline tasks such as e-signatures and document tracking

Cons

Pricing can be relatively high. PandaDoc relies heavily on an internet connection. Working offline or in areas with unreliable connectivity may pose challenges, as certain features may not be accessible without a stable internet connection.

Review Source

SB

Sarah B.  
VP, Director of Finance  
Marketing and Advertising  
Used the software for: 6-12 months

### "Pandadoc: its document organization system is amazing "

September 17, 2019

4.0

Pandadoc we liked from the beginning for its sales training system. To this end, the platform provides content managers, collaboration tools, and online documents. In addition, it has helped us a lot with the management of budgets with its document management system with prices and discounts. It is without a doubt a document handling tool of all kinds, it is very versatile. We have been quite satisfied with our experience of using pandadoc. There are a lot of advantages when investing in the service. This platform integrates correctly with services like OneDrive. The use of API is highly recommended, for reasons of practicality, recommendable.

Pros

It is used for the management of contracts, with tools that allow even reviewing the life cycle of the same, and control their different versions. Pandadoc allows you to manage documents within the platform without having to be connected to the internet, and has an excellent integrated calculator for taxes. Pandadoc is recommended for its wide range of tools for managing all types of documents, stores and workflows. Your business process automation is excellent, and your Dashboard is extensively customizable. In addition, you can track the progress of each task. The training for pandadoc end users has been very profitable from the start. Thanks to that, it is easy for us to manipulate the platform.

Cons

The pandadoc platform does not support the management of online payments, nor does it allow the billing of unforeseen expenses (emergencies). As a document manager, it fails to have optical character recognition, nor can it configure access controls for team members to stored documents.

Review Source

ST

Sonia T.  
Accountant  
Consumer Services  
Used the software for: 1-2 years

### "PandaDoc"

September 14, 2023

5.0

Great tool. Should be translated in more languages.

Pros

Any type of document can be created here. Templates can be used to save time and process documents faster.

Cons

No notifications option for expiring contracts. THis could be useful feature to be able to keep track of necessary renewals.

Review Source

PP

Phil P.  
Managing Director  
Marketing and Advertising  
Used the software for: 2+ years

### "Our favorite e-signature and proposal building platform"

March 12, 2021

5.0

Our company loves using PandaDoc to impress our clients with great proposals in a fast and effective manner. We will continue to license the product moving forward.

Pros

PandaDoc makes it very easy to create and templatize amazing looking proposals. The technology has helped us scale our business. It is way more than just an e-signature platform!

Cons

There really are no major cons here. As a SaaS company, at times it is hard to get a member of PandaDoc's support team on the phone, but their library of best practices is helpful.

Alternatives considered

[Docusign](https://www.capterra.com/p/121506/Docusign/)

Reason for choosing PandaDoc

More features

Review Source

YoYo F.  
Co-founder  
Marketing and Advertising  
Used the software for: 1-2 years

### "PandadDoc"

March 27, 2022

4.0

Digital e-signatures for the company. For proposals, authorization forms, interviews, etc.

Pros

Main advantage over Docusign is that it's free tier and also it's way easier for salespeople to use with it's interchanging block and templates. Makes it easier to send proposals and doc if you have more than one package. Easier to use than docusign which is a plus.

Cons

A lot of times when sending via email, it'll get lost in spam. And the worse part about it is, they know about this and they still put the sending from your own @company domain only at the highest pricing plan (Enterprise).

Switched from

[Docusign](https://www.capterra.com/p/121506/Docusign/)

Try out the product that a lot of people were using and recommending.

Review Source

AT

Atour T.  
Analyst  
Research  
Used the software for: Less than 6 months

### "It seems that there is outstanding involvement and eagerness to collaborate with clients."

November 11, 2023

5.0

We streamlined the user experience and expedited our document signing procedure by using this tool.

Pros

With the tool, I can easily create contracts and proposals that are consistent with our company's image. It also looks highly professional without having to pay a steep fee to have someone else handle it for me.

Cons

PandaDoc does a lot of things really well, therefore it's difficult to criticize it. It's not always a PandaDoc problem when consumers experience difficulties opening documents.

Alternatives considered

[Adobe Acrobat](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/)

Reason for choosing PandaDoc

More capability is available in PandaDoc's premium versions.

Switched from

[Proposify](https://www.capterra.com/p/133332/Proposify/)

When creating proposals, there are a few UI bugs.

Review Source

MK

Marcus K.  
Managing Director  
Marketing and Advertising  
Used the software for: 6-12 months

### "Switching to PandaDoc has made a big impact on our business"

June 26, 2023

4.0

We onboarded PandaDoc to upgrade our contract signing process from a simple Google Sheet that our clients had to print, sign and scan. So just that switch has made a huge difference. Since then we have also found many other use cases - such as employee contracts and performance review forms

Pros

Lots of really useful features that are really simple to use. Lots of integrations also available via Zapier which has saved us a tonne of time on processes

Cons

There are some features that are quite complex and take a bit longer to get used to or set up

Alternatives considered

[Adobe Acrobat](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/)

Reason for choosing PandaDoc

Features seemed a lot easier to use

Switched from

[Google Docs](https://www.capterra.com/p/160756/Google-Docs/)

Needed an online signature solution

Review Source

Bo K.  
Customer Service Ambassador  
Banking  
Used the software for: 2+ years

### "E-signing in minutes"

November 24, 2023

5.0

Have still using PandaDoc for follow-ups, gets the correct signature from the correct person once you get the setup done.

Pros

Can recognize signatures on images with mobile which makes the product unique, can create automated approval flow and ensures it gets signed correctly within bands, limits and in the correct order.

Cons

The main dashboard should be simplified, we do not need to see everything in the main screen. The simpler (and faster), the better.

Review Source

LH

Luiza H.  
Owner  
Newspapers  
Used the software for: 1-2 years

### "Documents powerhouse"

March 26, 2024

5.0

Is great in managing your documents, create and store them securely.

Pros

Account setup was easy and support was very fast and clear. I manage with PandaDoc all documents, document creation and signing. A real document manage powerhouse.

Cons

From my point of view the price could be a little smaller on monthly plans, but not a deal breaker.

Review Source

Response from PandaDoc

June 6, 2024

Thank you for your feedback and support of PandaDoc!

VR

Verified Reviewer  
Student in Industrial Maintenance  
Mining & Metals  
Used the software for: 6-12 months

### "PandaDoc Review"

February 18, 2023

5.0

I think that Pandadoc is an excellent choice for businesses that need to effectively manage their sales and document process. With a user-friendly interface, top-notch electronic signature functionality, and advanced workflow options, Pandadoc is a smart choice for businesses of all sizes.

Pros

As a user of Pandadoc for 9 months, I must say that I was impressed with the ease of use of this platform. Creating, customizing, and tracking documents such as contracts and invoices became a breeze thanks to the user-friendliness of Pandadoc. I also appreciated the electronic signature functionality that greatly improved transaction speed.

Cons

Regarding the negative aspects, I found that the customization options are somewhat limited, which can be a disadvantage for businesses that need to further customize their documents. Additionally, the cost of Pandadoc can be a bit high for small businesses with a tight budget.

Review Source

Lucas B.  
Director  
Information Technology and Services  
Used the software for: 6-12 months

### "Awesome digital signature platform with impressive features at a competitive price"

September 26, 2023

4.0

Pros

I really enjoy PandaDocs ease of use, Ive used many signature platforms include the large incumbent and found PandaDoc to be easier and lighter, with more and better features at a better cost.

Cons

Although the proposal generator/Document builder is robust, it can be a little tricky and can take some getting used to. However once you work out how it works it's plain sailing after that.

Review Source

Quratulain H.  
Head of Projects  
Information Technology and Services  
Used the software for: 1-2 years

### "Jump Start your Business"

February 18, 2021

5.0

PandaDoc has given me a sense of security when it comes to signing off on agreements & proposals with clients. Clients too feel confident and don't waste our time when they receive a proposal via PandaDoc. We also find it easy to create beautiful looking proposals that change with the industry and proposal type. I can't ask for more.

Pros

Their templates are what drew me in first. I started using PandaDoc templates a lot as a reference and then decided to take a shortcut and pay for it. Before I knew it I had subscribed to their individual (now called Essentials) plan and 15 months later, I'm still there. The next best thing is their pricing tables and online payments integration. These make proposal sign-offs so easy to implement and for work to begin. This all adds upto to time savings. Goes without saying that document signing is fantastic and easy to verify.

Cons

Adding collaborators is expensive! So is using content library. They call them advanced features, but I dont think they are worth $59/user/month. I think that content library should be allowed at the Essentials plan which is $25/month

Review Source

VR

Verified Reviewer  
Owner & Principal Consultant  
Marketing and Advertising  
Used the software for: 6-12 months

### "After six months of using Pandadoc"

August 15, 2019

4.0

I use Pandadoc for proposals and contract agreements for my Marketing consulting business. It allows clients to sign electronically and it notifies me when they have viewed the proposal which helps me track how engaged they are.

Pros

I like that Pandadoc notifies me when prospects view my proposals and it allows them to easily sign electronically without scanning and printing. I like that it gives me the ability to propose a pick list for clients and they can select which package or which services and it will automatically total them.

Cons

I can't clone whole pages, just content chunks. And I can't move entire pages, just content chunks. This is annoying. I find that a bit clunky. I also have not liked the visual aspect as much as designing on my own, and it hasn't let me compose in Landscape mode, so I have instead been designing my own proposal slides in InDesign and then when the client is ready to sign I just copy/paste them as images into an agreement. This is creating some double work for me, which is annoying and part of the reason I wanted a software in the first place was to minimize time spent on proposals.

Alternatives considered

[HoneyBook](https://www.capterra.com/p/162588/HoneyBook/)[Proposify](https://www.capterra.com/p/133332/Proposify/)[Nusii](https://www.capterra.com/p/138512/Nusii/)

Reason for choosing PandaDoc

It had more integrations with other software and I didn't want to have to do everything manually.

Review Source

Ugur B.  
IT Specialist  
Oil & Energy  
Used the software for: 1-2 years

### "It gives you an unfair advantage in the documentation game"

June 19, 2023

5.0

I would definetely recommend it to anyone looking for a document automation solution.

Pros

PandaDoc is so easy to use, even a caveman could do it. Plus, I lovethat I can customize PandaDoc to fit our business needs.

Cons

PandaDoc is a bit pricey. Small businesses may not be able to afford it.

Review Source

VR

Verified Reviewer  
jefe de tienda  
Defense & Space  
Used the software for: 6-12 months

### "La mejor herramienta para toda firma. "

January 1, 2023

5.0

Mi experiencia a sido grata es una excelente herramienta económica siempre es fiable de hecho yo pienso en utilizarla siempre en primera opción.

Pros

Me gusta ya que me resuelve muchos problemas de tiempo ya que no tengo tiempo para perder porque siempre siempre los contratos son de un momento a otro con esta herramienta me aseguro de que toda firma llegue a tiempo con seguridad.

Cons

Con esta herramienta estoy muy contenta no hay nada que no me guste todo es excelente.

Review Source

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