# Page 15 | PandaDoc Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 15 - 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 15 - Reviews of PandaDoc

## Showing most helpful reviews

Showing 351-375 of 1242 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

RW

RANDALL W.  
COO  
Medical Devices  
Used the software for: 1-2 years

### "Good software if you need all the features"

December 1, 2023

4.0

We're looking for lower cost alternatives to meet our needs.

Pros

Lots of features and capabilities for all aspects of CPQ as well as signatures

Cons

Continued price increases. The package is way overkill for what we need to support our small sales team. Can't justify the cost for just basic CPQ functions.

Review Source

Osiano Z.  
Gestion clientèle  
Import and Export  
Used the software for: Less than 6 months

### "Une plateforme d'automatisation des documents tout-en-un"

October 12, 2023

5.0

Mon expérience avec PandaDoc est simplement impeccable. C'est un logiciel très important et facile d'utilisation

Pros

PandaDoc est un logiciel très efficace qui permet de créer, envoyer, suivre et classer des documents dans une seule interface intuitive offrant plusieurs fonctionnalités très robuste que j'adore bien

Cons

Pas de points négatifs enregistrer, c'est un logiciel qui répond parfaitement aux besoins

Review Source

VR

Verified Reviewer  
Vice President/CSO  
Information Technology and Services  
Used the software for: 1-2 years

### "Amazing development team & support"

January 24, 2019

5.0

The most amazing thing about this company is the responsiveness of their support and development team! I have been blown away by the service I have received anytime I reach out. Best of all, the company is constantly updating its' software based on customer feedback. Several of my requests have been implemented, which has made the product many more times useful for my team. You can't beat a company that adapts to its customers' needs!

Pros

PandaDoc has helped my team significantly reduce the turnaround time on customized documents like contracts, proposals, quotes, and invoices. It allows us to maintain the consistency and professionalism of our branded materials while still giving employees sufficient autonomy.

Cons

Sometimes the drag-and-drop builder can be finicky, but I believe this has more to do with the limitations of that technology rather than the PandaDoc software.

Review Source

HC

Harry C.  
Web designer  
Retail  
Used the software for: 1-2 years

### "A lot of features but the user experience should be improved"

June 3, 2023

4.0

In my opinion, PandaDoc is a robust tool for signing documents. Although new users may encounter a learning curve, once the user is familiar with the features, it can be an effective tool to utilize.

Pros

I opted for PandaDoc among several other competitors primarily based on its reasonable pricing. As a landlord, the software provides me with all the necessary features, and once you become familiar with it, it is very easy to use.

Cons

In my opinion, there is room for improvement in the user experience for new users. While the software does have some automated features, it can be confusing for those who are unfamiliar with the system. Unfortunately, during my initial leasing signing using this software, I made a mistake due to this confusion. Additionally, the online customer service leaves something to be improved, as I experienced multiple disconnections.

Review Source

TB

Tina B.  
CEO - Customer Experience Officer ;-)  
Events Services  
Used the software for: 1-2 years

### "PandaDoc Accelerates the Sales/Solution Process "

September 27, 2019

5.0

We are able to effectively communicate about the pain points we solve for our clients. Being able to insert videos directly into the proposal and tailer each template so it applies for each target audience is a huge benefit. Love the "drag and drop" functionality. Our clients are actually able to comprehend the value of the services we offer when we can send them a proposal that tells a story rather than just lists prices and descriptions for services they don't understand.

Pros

Robust features are easy to understand and implement, even for a code-avoider like me!

Cons

Can get a little clunky and slow when inserting design items and I often have to exit the program and then restart it to get the formatting to stick.

Switched from

[QuoteWerks](https://www.capterra.com/p/135691/QuoteWerks/)

April 2018

Review Source

Marian H.  
Information Security Coordinator  
Computer Software  
Used the software for: I used a free trial

### "Not for us but, might be right for you"

December 4, 2019

2.0

Our contracts & documents vary greatly. Most of our contracts come from outside to us, so the vast template library doesn't apply to us at all.

Pros

Very little. The response from the sales rep was good but, this is just not a good fit for our needs.

Cons

Formatting changes when importing existing documents. Inability to edit .pdf

Alternatives considered

[Concord](https://www.capterra.com/p/144154/Concord/)[Agiloft](https://www.capterra.com/p/101273/Agiloft/)[CMx](https://www.capterra.com/p/149573/CMx/)[ContractWorks](https://www.capterra.com/p/141131/ContractWorks/)[Conga Contracts](https://www.capterra.com/p/88389/Conga-Contracts/)

Reason for choosing PandaDoc

There wasn't a minimum number of users required.

Review Source

Response from PandaDoc

December 20, 2019

Hi Marian, Thank you for taking the time to leave us some feedback! Essentially, there are two types of documents within PandaDoc - uploaded (from an existing file), and what we like to call "editable," which are created or converted to be able to edit within the PandaDoc editor. When you upload a PDF, it will upload as a static image file to add fields on top of for your recipient to fill in, while our system can convert Docx files automatically. A great workaround if you need to edit a PDF inside of PandaDoc would be to convert the PDF to a Docx file outside of PandaDoc, and then upload it and choose to convert. We also offer conversion services in which our team will convert your existing PDF files into editable PandaDoc templates to get you started! If you like, you can learn more about how other software companies like you have used PandaDoc successfully here: https://www.pandadoc.com/customers-case-study/ Again, thank you for your feedback, and have a great day!

IL

Ilario L.  
CEO  
Management Consulting  
Used the software for: 2+ years

### "Lean proposal"

June 8, 2022

5.0

the level of integration with our crm allows us to have complete process traceability from the crm

Pros

our organization uses hubspot as crm software and pandadoc integrates perfectly with hubspot making the management of the deal process complete

Cons

at the moment we have no difficulty with the use we make of it

Switched from

[Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/)

because we wanted to standardize the process

Review Source

CD

Christopher D.  
Loan officer  
Accounting  
Used the software for: Less than 6 months

### "PandaDoc is always on point!! "

October 27, 2022

4.0

I have had no issues with this product I recommend it and I still use it currently

Pros

The ease of creating a document and the ease of having to get multiple signatures on one document at the same time

Cons

It shows too much sometimes when other party sign documents

Review Source

Giuseppina E.  
Moderatrice e Consulente Chat  
Public Relations and Communications  
Used the software for: 2+ years

### "Il migliore"

July 2, 2023

5.0

Pros

PandaDoc è un software semplice da utilizzare; le sue molteplici funzioni sono utili in ogni foglio di lavoro, e la semplicità dell'interfaccia lo rende accessibile a tutti!

Cons

Credo che un'opzione per rendere il programma in modalità grafica notturna sarebbe ottima per chi lavora la sera, ma per il resto mi ci sono sempre trovata egregiamente!

Review Source

Stella P.  
Chief Of Operations  
Automotive  
Used the software for: 1-2 years

### "It is perfect for creating, modifying and signing documents reliably."

December 21, 2018

5.0

Customers who do not have the possibility to contact the company are very satisfied when signing documents with PandaDoc. The company generates, modifies if necessary and signs long-distance contracts. It is ideal for customers and for the company.

Pros

I love how easy it is to find information about our clients and how quickly we track contracts. PandaDoc is a product that gives us a very high ROI, thanks to which we managed to reduce the time of contract signings. We sign all documents quickly and very securely. The clients are satisfied thanks to the speed with which we sign the documents. It does not matter where we are.

Cons

We have not had problems since PandaDoc implemented. It is very suitable for company. Significantly increase the number of documents we sign. It is a reliable, fast and efficient.

Review Source

Jorge M.  
CEO  
Human Resources  
Used the software for: 2+ years

### "Expensive for the value it provides"

June 12, 2020

2.0

You can see and send documents for clients, you may encounter some bugs in the platform or things that you wan to use. Things that in my point of view are very simple. For example you can not send a reminder for a document unless you put a signer. (This is just an example)

Pros

The suport team is very responsive and kind. They answer very very quickly and they are willing to help. However the tool as a system has some bugs and it is not always working.

Cons

Functionality. In some things the tools is very rigid.

Reason for choosing PandaDoc

Becuase it was one of the first in the market. If I choose to change it would be complicated becasue I will loose many documents.

Review Source

JMD

John Mark D.  
Intake Specialist  
Insurance  
Used the software for: 6-12 months

### "Pandadocs Review"

November 23, 2022

5.0

It's all about electronic signature. The benefit of this is, it makes easier for the claimants' to sign their docs compare to other app/s.

Pros

It makes it easier for my claimants to do their e-signatures.

Cons

I can't say that there is cons about this because it is really easy to use.

Reason for choosing PandaDoc

Because it is easier to use compare to Adobe which we always use for our claimants to do their electronic signatures.

Switched from

[Adobe Acrobat Reader](https://www.capterra.com/p/170833/Acrobat-Reader-DC/)

It's easier to use Pandadocs.

Review Source

LK

Lena K.  
Account Manager  
Financial Services  
Used the software for: 1-2 years

### "PRO Panda Doc "

October 23, 2019

5.0

We will continue to use PandaDoc for our contract clients because it is easy and efficient for us and allows us to spend minimal time creating a contract, which allows us to focus on increasing sales.

Pros

For my job, I have to write multiple contracts for our clients daily. While our product/service doesn't change, each clients' contract can vary on a case to case basis. MY favorite part about PandaDoc is that you can choose specific words or phrases that can be modified per case, while keeping the body of the contract the same. It makes sending contracts efficient and my patients receive their contracts in a timely manner to speed up business.

Cons

It does take the documents (depending on the size) a while to load sometimes. So I wish that was a bit quicker, but once it has loaded you can navigate through it with no problems.

Review Source

DT

Desmond T.  
PartershipsnCoordinator  
Computer Software  
Used the software for: 1-2 years

### "Pretty good!"

December 28, 2016

4.0

I use PandaDoc to create proposals and contracts for my company. It's pretty easy to use (especially over the last few months). I love the templates you can create, from full documents all the way to small pieces that you can drag into another document. My only two problems: 1) It gets a little buggy sometimes and doesn't do what I want when editing a document 2) when I send contracts out, they usually end up in someone's spam folder.

Pros

I love being able to create ready to go templates for proposals and contracts that I use often. It also makes the proposals look BEAUTIFUL.

Cons

1) Sometimes when I'm editing a document, it bugs out. Like it will delete text or rearrange text or won't create an unordered list in the correct way. When this happens, I close out of the window and come back to it. 2) when I send contracts out to people through panda, it typically ends up in their spam folder because it's coming from a panda email that is being flagged as spam. I usually have to download the document and send it which kind of defeats the purpose of using the software

Review Source

Jérôme Y.  
Gestion clientèle  
Telecommunications  
Used the software for: Less than 6 months

### "Suivi des documents de vente"

September 18, 2023

5.0

PandaDoc est un logiciel de création et de suivi des documents, facile à utiliser avec un interface intuitive et dotée de fonctionnalités fiable et robustes permettant aux entreprises de créer un flux de travail automatisé .

Pros

J'apprécie beaucoup sa facilité d'utilisation et de stockage des document. Il simplifie les processus de vente, securise les documents et améliore également le flux de travail.

Cons

C'est un excellent logiciel que j'apprécie bien avec des fonctionnalités innovantes. Je recommande vivement

Review Source

Eunice Merveille D.  
Assistante  
Computer & Network Security  
Used the software for: 6-12 months

### "Logiciel de création "

October 21, 2023

3.0

Pros

Le logiciel est est adéquat et conforme pour la création des différents documents et leur suivieAccrochez vous a cet application et vous ne serez pas déçu

Cons

Je n'ai probablement rien à reprocher au logiciel pour le moment en tout cas

Review Source

VR

Verified Reviewer  
Business Development Manager  
Information Technology and Services  
Used the software for: 1-2 years

### "PandaDoc is super useful!"

September 8, 2018

4.0

We require signatures on contracts and PandaDoc has proven to be a good tool for this.

Pros

The most attractive feature was how it has an integration with Hubspot, this allows our sales deals & contracts that need signing to be tied closely together in Hubspot.

Cons

I would say that when you have multiple users in the same account that it can cause a bit of confusion and can lead to extra time spent looking up docs.

Review Source

CB

Cheryl B.  
Owner, Copywriter & Writing Coach  
  
Used the software for:

### "Easy + Quick + Refreshing"

July 27, 2015

5.0

Before I switched to PandaDoc, I was spending a lot of money on managing my online documents -- with software that was frustrating & difficult to use (despite being considered the industry leader). Sometimes, I would even skip the contract-signing part of my client intake process, just because I knew it was going to take so much time + cause headaches. When it came time to renew my account, I instead started researching other options. PandaDoc had some great reviews, though it seemed like it was still fairly new on the scene. I decided to do the Free Trial... and was hooked. Didn't need to look at any other options out there. When I started using PandaDoc, I was amazed at how simple + quick + refreshing it was to use. I kept expecting it to get more difficult, like all the other document management software I'd used in the past. Even my team & clients are pleasantly surprised at how easy PandaDoc is compared to everything else they'd encountered. (When I walked my virtual assistant through the process, she kept saying, "Wait, that's it?" and "That's all I have to do? That was too easy.") Customer service is fantastic -- quick, friendly, & very knowledgable. (To be honest, though, I've only had one or two instances where I even needed help. Seriously. It's super easy to use.) The only 2 places where I've seen people get a little confused are... - Adding people to the "send to" list. They keep thinking that, once they type in the person's name or email, that person is automatically added, and they forget to click the "Add" button. - When adding fields to documents (contracts specifically), it's easy to drag n' drop a field where you want it... But then it's not readily apparent how to get BACK to all the field options. (You have to click the word "Fields" up top, but it doesn't necessarily look clickable or obvious. Maybe a tiny change to "< Back to Fields" would make that easier?) So far, I've only used PandaDoc for my client contracts, but I'm sure I'll be exploring the rest of the options soon. Thanks so much for making something that human beings can use without a ton of frustration!

Review Source

WC

Wilber C.  
Owner  
Marketing and Advertising  
Used the software for: 2+ years

### "My Only and Go to Proposal Platform"

May 8, 2020

5.0

I have been using PandaDoc for more than 3 years and I haven't been able to find anything like it.

Pros

What I love about this platform is the functionality and how it allows you to charge your client. It makes it very easy for your client to sign and pay right there and there.

Cons

I don't like the fact that you have to send reminders, manually.

Switched from

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

PandaDoc is always improving and finding ways to make the whole user experience always better.

Review Source

Jeff G.  
Web Developer  
  
Used the software for: 2+ years

### "Contract Signing tool"

January 17, 2018

3.0

Legally binding agreement signing.

Pros

Pandadoc is Great for client signatures on contacts, proposals and any other legally binding document.

Cons

The API is only available at the highest level of pricing and needs more endpoint. Support is slow.

Review Source

HKgH

Hari Krishna goud H.  
Team lead  
Construction  
Used the software for: 6-12 months

### "I would recommend this to others "

January 11, 2023

5.0

I can blindly recommend this software for others

Pros

Electric signing feature in this software

Cons

Nothing much to unlike everything is going good

Review Source

pH

peter H.  
managing director  
Architecture & Planning  
Used the software for: Less than 6 months

### "Thinking of using panda doc?? Read this first! "

February 7, 2017

1.0

We used it for a surveying company and I am extremely disappointed. We are based in the UK. Although the so-called support seem very friendly before you sign up I've been telling them about the following bugs which have yet not been resolved 2 months after notifying them. \*The document does not save spelling mistake changes. \*The document does not register the space bar so my typing is one continuous line of text when I look up at the screen. \* Various other things like adding pictures - when you upload them and they are straight their system uploads the pics so they are sideways..?? Its really annoying and I'm seriously frustrated as i paid upfront for the whole year! They say they are looking into it, two months later I've contacted them many times and nothing. I would not sign up again based on my experience, there are a few other options we are going to look in to for next year now. I am really disappointed the idea is great.. Sorry panda doc. I hope you take note of this... Im speaking out-out of annoyance you've caused me...

Pros

the idea

Cons

it doesn't work

Review Source

Response from PandaDoc

March 30, 2020

Hi there, Peter! I realize this response is long overdue, so first and foremost thank you for your honest feedback; although this is our first public response, I can assure you that our team took your feedback to heart. The truth is that we are not the company or the product that you once knew. Since 2017, we have introduced a brand new editor built on feedback like yours, significantly scaled our global support team to 24/7 coverage, and we're still pushing to improve every day to help teams close more deals faster. If you're still in the market for document automation software, drop us a line and our team would be happy to show you Editor 2.0. We hope to have the opportunity to work with you again, and I sincerely apologize for your previous experience with us.

Katie S.  
Vice President  
Public Relations and Communications  
Used the software for: 6-12 months

### "Great tool for contract management and visibility"

March 23, 2019

5.0

Since a significant part of my job is pitching and securing new business, I use PandDoc multiple times per week. Not only do I appreciate the visibility into the status of contracts, but I appreciate how easy it is to digitally sign and store documents.

Pros

I love, love that I can see when my clients are viewing my contracts. If I notice that they haven't looked at a contract I sent over, I can remind them. If a client has viewed but not signed, I know there could be a holdup in the approval process. If a client looks at their contract mid-term, it's an indication that they may be unhappy or reconsidering terms. I also appreciate that PandaDoc integrates with HubSpot.

Cons

I find it easy to make contracts based on templates, but I still struggle a bit with fields and tokens when creating templates. Also, sometimes the formatting of fields change, which means I have to edit the document and recirculate through the approval process.

Review Source

VR

Verified Reviewer  
Hôtesse d'accueil  
Retail  
Used the software for: 1-2 years

### "Simplicité "

December 23, 2022

5.0

Pros

Facilité à faire la facturation, les devis, ainsi qu'a la signature électronique.

Cons

Petit point faible au niveau de la conversion de fichier , qui nous fait perdre certains morceaux de documents lors de la conversion.

Review Source

Zack B.  
Sr. Bus. Dev. Manager  
Computer & Network Security  
Used the software for: 1-2 years

### "it works but could be a lot better - better integrations with CRM systems"

August 17, 2017

4.0

easy quote generation

Pros

fairly easy to use for basic features, basic integration works OK with Hubspot CRM. I do like that it uses css for the formatting and that can be customized

Cons

some of the features are clunky - no tools to do things like calculate margin on a line item or apply and discount from list price to come up with a unit price. No ability to duplicate line items.

Review Source

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