# Page 18 | PandaDoc Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 18 - 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 18 - Reviews of PandaDoc

## Showing most helpful reviews

Showing 426-450 of 1242 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Cristina I.  
Marketing Director  
Food & Beverages  
Used the software for: Less than 6 months

### "Game changer for agencies owners!"

February 7, 2023

5.0

Our ability to grow the agency has also been thanks to PandaDoc.

Pros

The process is quite simple, even enjoyable for both us and the clients, thanks to the user-friendly design, straightforward procedures, and seamless connection with other programs. Good-looking proposals are also simple to develop and customize with PandaDoc.

Cons

Some integration fields are required even if you don't need them, so you must truly train your brain hamster to innovate and overcome that challenge.

Review Source

VR

Verified Reviewer  
Kenya Business Lead  
Internet  
Used the software for: 6-12 months

### "Awesome Software for Document Creation & Automation"

December 6, 2018

5.0

In PandaDoc, my colleagues and I have an efficient software for proposals and any other document clients may request for during our sales activities.

Pros

What I find most amazing about PandaDoc is how it makes it easy to create quite complex documents with a list of tools and features while enabling collaboration.

Cons

I would prefer an offline version too so that without internet, I can still work on any document and sync it when I have access to internet.

Review Source

VR

Verified Reviewer  
Accounts Executive  
Education Management  
Used the software for: 1-2 years

### "PandaDoc is a great tool for Sales Proposals and more!"

April 2, 2019

5.0

PandaDoc is great software for sales proposals, its really helped us look much more professional and secure longer term contracts.

Pros

\-Easy to use -Great analytics, will prompt you via email when a customer has viewed your document or signed it, not only that but will ALSO tell you have long they spent looking at certain pages, can become so useful. -Gives you all the tools to create a really professional sales proposal -Good customer support

Cons

There is nothing I can think of in which I dislike about PandaDocs, perhaps making it easier and more obvious when deleting documents however I would be really nitpicking by using this as a con.

Review Source

Brendan O.  
Sales and Partner Enablement Lead  
Information Technology and Services  
Used the software for: 2+ years

### "Value for a growing sales team, great layers of customization"

December 3, 2019

4.0

Overall experience was very positive, some small nitpicks on the editing of documents. Would recommend to growing sales teams.

Pros

Great experience to use as a sales rep, the pre-set blocks to drop into quotes or invoices made it simple to get documents ready to go. Tracking opens and comments being built in was a great experience, especially sending reminders via the app.

Cons

Sometimes the mapping to Salesforce was tough to reconcile and formatting text could be cumbersome at times.

Review Source

VR

Verified Reviewer  
Co-Founder & Managing Partner  
  
Used the software for: 1-2 years

### "Pandadoc is a great tool that has helped us get business over the line. "

May 11, 2018

4.0

Pros

Intuitive and web-based. Pandadoc enables us to quickly create statements of work and facilities a smoother sign-off process than we had before.

Cons

Sometimes a bit slow. Way more functionality than we use. Their auto emails often get stuck in Clutter folders.

Review Source

VS

Vijay S.  
Senior VP, Digital and Security Transformation  
Financial Services  
Used the software for: 1-2 years

### "Easy to use online document management platform"

December 3, 2023

5.0

Pros

PandaDoc is an all-in-one solution for our internal online document management requirements from which we benefit alot.

Cons

I am not able to say that PandaDoc is the most cost effective online document management solution in the market.

Review Source

BH

Ben H.  
Owner  
Real Estate  
Used the software for: 2+ years

### "Ease with e-signature"

July 5, 2023

4.0

Easy to use for out of state/town clients when time is of the essence.

Pros

PandaDoc is super easy to use and upload documents to.

Cons

Should be an auto click to fill in the signature blanks.

Review Source

Dallin K.  
Incentives Coordinator  
Renewables & Environment  
Used the software for: 6-12 months

### "Great functionality, sometimes has bugs"

November 1, 2022

4.0

Pros

I love how there are preset boxes for dates, initials, text, signatures and more. It makes creating signable documents easy.

Cons

It sometimes has issues when I try and use it through Insightly, as in sometimes it doesn't load the documents properly after they've been edited in a PDF editor.

Review Source

Dan S.  
President  
Information Technology and Services  
Used the software for: 2+ years

### "Good product overall"

December 2, 2018

4.0

Simplifies my getting contracts signed, but really doesn't allow me to make changes easily.

Pros

There are a lot of features that can be useful. It is designed for many situation, therefore I would consider is a jack-of-all-trades software, master-of-none.

Cons

The interface is not very intuitive. It's simple... almost too simple.And things aren't clear on what is available. All these apps and upgrades... makes it very irritating if you just want to find one thing.

Review Source

MR

Mbonjo R.  
Network Engineer/Web developer  
Computer & Network Security  
Used the software for: 6-12 months

### "Amazing and outstanding automation software for Businesses "

February 5, 2023

5.0

Using Pandadoc has been one of the best thing I have used for business..It's so reliable efficient and save automation of businesses

Pros

It Streamlines document management techniques and saves time

Cons

I have used Pandadoc for a while now and I have had no negative experiences on it..

Switched from

[Google Docs](https://www.capterra.com/p/160756/Google-Docs/)[Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/)

For an easier user interfacing

Review Source

EG

Eric G.  
COO  
Public Safety  
Used the software for: 2+ years

### "SaaS based electronic order processing that is great for a SaaS based product company or startup"

March 9, 2019

4.0

We provide SaaS-based conversational AI solutions helping victims of crime, and our customers are government agencies and non-profits. Purchasing workflows vary greatly with our subscribers, but PandaDoc has enabled use to be effective and efficient in helping our customers purchase our technology. We appreciate the continued enhancement and refinement of PandaDoc features, and have no plans to move off of this platform any time soon.

Pros

User-centered design evident across company and customer facing user interfaces Good time-saving integrations with other apps like CRM’s (HubSpot, etc.) Automatic reminders to recipients in workflow a time-saver Option to upload manually signed docs also helpful Gives a complete and effective way to handle agreement and order processing with minimal lift

Cons

Hard to recall any cons Data privacy in the cloud is always a concern, but PandaDoc creates no worse risk that I know of.

Review Source

HH

Helen H.  
Event Sales Manager  
Events Services  
Used the software for: 2+ years

### "Working with multiple locations, this software gives me exactly what I need! "

May 11, 2018

5.0

Super easy to send out what I need and love seeing what time to the customer viewed, signed, and paid the document.

Pros

Super easy! It only takes a view seconds to send out an agreement. Everything is already set up in a template and all I have to do is fill in like 2 items. I also LOVE how I can see when the customer views it, signs it, and pays it. Also love how I can see how long they spent on each page and how many times they viewed it.

Cons

The only dislike I have is sometimes I don't get replies from the customer to the email with the document (hopefully that makes sense). No problem at all though! I just send an email and say not to reply to that one, but my work email. Super easy.

Review Source

VR

Verified Reviewer  
AWS Developer( works for Coca-cola Company)  
Computer Software  
Used the software for: 1-2 years

### "PandaDoc is most reliable software for online documentation."

June 30, 2020

5.0

Overall PandaDoc is best software which will reduces all the cost associated with physical documents. it has a limited free trial to checkout.

Pros

PandaDoc really helped our organization as our organization need lots of documents that need to be sign but customer and us. PandaDoc reduced printing all physical papers and time taken for signatures and return back to system.it is very easily integrated with our CRM application.

Cons

PandaDoc has lot positives than negatives but sometime when customers used to report documents were not opening bust most of the time they were solved by re sending or waiting for sometime.

Review Source

Howard C.  
Operations and Marketing Analyst  
Computer Software  
Used the software for: 6-12 months

### "PandaDoc For HR and Sales Contracts"

September 16, 2018

5.0

Overall I have been really impressed with PandaDoc because of its ability to be leveraged in many different ways. For example we use PandaDocs for all of our HR documents from offer letters to compensation plans, company policies and even workplace compliance records. We also use PandaDocs for all of our sales documents from order forms, to renewals to scope of work documents. PandaDoc's ease of use paired with its capabilities has made it a company-wide staple.

Pros

My favorite part of the PandaDoc software is how easy it is to use. Once you understand the basics, PandaDocs is incredible intuitive primarily due to its user friendly interface. As my company's PandaDoc administrator I like that PandaDoc doesn't require extensive training to users. This makes it easier to roll out company wide.

Cons

PandaDoc's pricing table can be frustrating because it doesn't function like a typical excel-like spreadsheet. Our sales reps will constantly express their frustration about this. In many cases it limits are capabilities or greatly increases the time and effort we have to spend on certain documents specifically sales orders.

Review Source

Kristy W.  
Software Developer  
Internet  
Used the software for: 1-2 years

### "Number one software for efficiently streamlining proposal processes"

September 16, 2019

4.0

This system has bundle of features that are immense helpful in maintaining workload on daily basis particularly the templates and the content blockers available in this product are providing me huge support and ease of use.

Pros

This application is a helping hand in managing sales, marketing finance and different legal operations all together at one place for my convenience. Apart from that I can easily create contracts, proposals and different legal documents through its variety of function.

Cons

I don't think of anything major that could be a disturbance or any bad effect of this particular product on my workflow. I am a totally satisfied user of this awesome tool.

Review Source

Andrew M.  
CEO  
Marketing and Advertising  
Used the software for: 6-12 months

### "Pandadoc streamlines document management "

September 2, 2019

5.0

Pandadoc is recommended for its automated quoting, for its online invoice processor, and because it includes even a convenient tax calculator, with which it is easier to keep finances without having to leave the platform and use another one that specializes in treasury.

Pros

Pandadoc is stable, and that makes it a reasonable option to work with digital signatures, since their information will remain secure. There are many customizable models for signature formats, and allows for inclusion in many documents, including several for audit records.

Cons

In terms of electronic commerce, this platform has been of little use when wanting to work with self-service portals or inventory databases, as it does not even have an integrated product configurator. In conclusion, it does not work for it.

Review Source

VR

Verified Reviewer  
Chief Commercial Officer, Co-Founder & Futurist @ ChannelSight.com  
Internet  
Used the software for: 6-12 months

### " Very happy with the solution overall and the power it brings to the sales team."

January 9, 2018

4.0

Easy personalisation at scale of marketing and sales materials.

Pros

Excellent solution, easy to setup, administer and use. Flexible templates and many integrations. Easy integration with our CRM and extensible through 3rd party connectors like IFTTT and Zapier

Cons

Some limitations on standard integrations with CRM solutions but they can be overcome by leveraging 3rd party services like Zapier

Review Source

SG

Sofoklis G.  
COO  
Marketing and Advertising  
Used the software for: 1-2 years

### "A great product for automating work flows"

October 3, 2019

5.0

Pros

We have been using PandaDoc for over a year and a half and we are truly satisfied with its features. We have automated the internal and external processes for the creation of quotations and proposals based on the content library and the templates creation features. Also, it offers an easy way to get electronic signatures for documents and agreements. What we like most is the ease of use. We highly recommend it!

Cons

We find PandaDoc slow to load sometimes or when downloading a document. Also, the pricing table is pretty restrictive. Other than these, we do not have any other issues or concerns.

Review Source

VR

Vincent R.  
Marketing Manager  
Insurance  
Used the software for: 6-12 months

### "Increase productivity"

April 21, 2023

5.0

Pros

Pandadoc helps us to improve our productivity by facilitating customer process.

Cons

In our solution, a little bit challenging to implement

Review Source

sK

sanu K.  
researcher  
Education Management  
Used the software for: 1-2 years

### "PandaDoc is a document automation software designed for small to mid-sized businesses."

January 31, 2023

5.0

We have had a great experience with PandaDoc so far. We have been using it for just under a year and have never had any issues with their platform

Pros

The most impactful features in PandaDoc are its templates, electronic signatures, automation, and analytics. PandaDoc is user friendly and easy to use, making it simple for anyone to get started. It is also highly customizable to allow for integration with existing business processes. PandaDoc makes it easier to streamline and automate document management, providing better insights and performance.

Cons

One feature that is missing from PandaDoc that would be very useful is a way to check the version history of a document. It would be helpful to have a view of all the previous versions of a document, so we can more easily access older versions and compare the changes.

Review Source

Fortunato B.  
Photographer  
Photography  
Used the software for: 6-12 months

### "It's perfect"

November 17, 2023

5.0

Pros

Pandadoc digital signature is really easy and quick to use, I am really impressed.

Cons

Lovely software, but would appreciate if I could personalize the software more by changing its colours to help with my poor eyesight.

Review Source

BM

Brian M.  
Operations Manager  
Marketing and Advertising  
Used the software for: 1-2 years

### "PandaDoc - From the admin perspective"

December 13, 2016

5.0

PandaDoc is a great company to do business with. They listen to your needs and even helped us built a custom integration. Very happy with the service and responsiveness. When we first launched with them the product seemed very young, lots of features to get built out. Now, the features continue to roll out and our lives just get easier and easier. Love them, would recommend them for anyone, especially for custom solutions as they were one of the few companies who were even interested. Our reps are the best.

Pros

Flexible, I really like the templates and tokens. We are able to pass data from systems right into the docs.

Cons

Recently, not much besides we are stuck with some pandadoc branding for emails etc...

Review Source

AG

ANTONIO G.  
AVVOCATO  
Law Practice  
Used the software for: Less than 6 months

### "INTUITIVO E COMPLETO"

February 26, 2024

4.0

Pros

La creazione e la successiva gestione dei documenti (contratti preventivi ecc) è davvero semplice e intuitiva. Anche la firma digitale funziona molto bene.

Cons

Allo stato nulla da segnalare. Non ho riscontrato difetti degni di nota.

Review Source

Response from PandaDoc

June 6, 2024

Thank you for your feedback and support of PandaDoc!

Rosanna P.  
Photographer  
Photography  
Used the software for: 1-2 years

### "Valid and useful"

February 24, 2024

4.0

Pros

PandaDoc is a simple user-friendly software, and while still having such a friendly interface, it surely has a lot of options to choose from; you can do multiple useful things on each sheet in a few clicks, and it never wronged me so far.

Cons

Never had any issue, except for a few crashes, but that depends on the document weight and on my pc RAM.

Review Source

Response from PandaDoc

June 6, 2024

Thank you for your feedback and support of PandaDoc!

Jose Manuel P.  
CEO  
Printing  
Used the software for: Less than 6 months

### "Utilizamos PandaDoc diariamente, ya que nos sirve para firmar documentos de manera sencilla y nos ayuda con las gestiones de nuestros clientes."

December 4, 2023

5.0

Pros

Nos facilita la firma documentos de manera sencilla y ayuda con las tramites con los clientes

Cons

Tenemos poco tiempo de uso pero vemos que tienes una gran variedad de herramientas y puede hacer que se sea un poco complicado al principio.

Review Source

Response from PandaDoc

June 6, 2024

Thank you for your feedback and support of PandaDoc!

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