# Page 23 | PandaDoc Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 23 - Is PandaDoc the right CPQ solution for you? Explore 1252 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/131735/PandaDoc/reviews --- PandaDoc 4.5 (1252) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 16th, 2026 # Page 23 - Reviews of PandaDoc ## Showing most helpful reviews Showing 551-575 of 1252 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Jeff B. Co-founder Consumer Services Used the software for: 1-2 years ### "Decent software but a bit on the pricey side" November 20, 2018 5.0 Pros I love the HubSpot integration and the fact I can pull data from the CRM into my documents. I like the analytics area to see what pages people have viewed and for how long. Cons The ONLY thing I don't really like about the software is the price. Considering there are many e-sign software options available, the pricing model make it hard to justify. Review Source DK David K. CEO Used the software for: 2+ years ### "Great Product and a huge help to our business" May 8, 2018 4.0 Pros It's a fantastic SAAS solution for Small and Mid sized business. The ease of use and he functionality offered are fantastic and in general has made our company more efficient in our operational processes. Cons They could update the software slightly faster, some basic functionalities that have been missing for years and recently we have felt the software very slow . Also the quality of the Customer service is sometimes lacking! Review Source Abdelaziz A. Finance Accounting Used the software for: Less than 6 months ### "Outil de signature électronique " October 15, 2023 5.0 Pros est un puissant logiciel facile à utiliser, très fiable et permet de faire des signatures électroniques ainsi que de la publicité par mail Cons Je n'ai rien constaté de négatif chez Review Source Tristan D. Director Of Technical Services Information Technology and Services Used the software for: 6-12 months ### "Clunky but a step in the right direction." January 10, 2019 3.0 was a good step in the right direction. We definitely needed to be using a content library and standardising our process, but it needs to be very fluid and usable for salespeople. They just weren't thrilled with the experience. Pros It gave us a way to easily template out our contracts process and use a library of content to help shape the contracts. Cons The UI was very clunky and ended up turning our salespeople off. They reverted to using other software so that they could get their contracts out on time since the UI cost them too much time to manage. Review Source JW Jill W. Success Specialist Computer Software Used the software for: 2+ years ### "Very Convenient" March 1, 2019 3.0 Pros is very convenient and is very intuitive. It breaks down the status of each document, allows you to make great, easy to follow templates. Cons The templates are great and convenient, but it isn't always easy to type in them. Review Source PB Paulo B. Owner Renewables & Environment Used the software for: 6-12 months ### "Great CPQ SW this Pandadoc" December 13, 2016 4.0 I have been using for Proposals since 6 months from now. I love the platform. Just missing some better features on pricing tables that would allow transport of cell values from one table to another inside the same document. Also some additional Multiplication Factors, like Taxes and Discounts, Uplifts, Markups would help in order to build pricing. Overall, verfy impressed with progress so far...but Pricing Tables must improve. Pros Easy to use, nice look and feel of proposals. Integrations with CRM and Zapier... Cons Pricing Table flesibility must improve. More fields, more multiplication factors, More taxes, More discount, uplifts... Review Source SI Silvia I. Filing Specialist Financial Services Used the software for: 1-2 years ### "A lifesaver ! " April 9, 2019 5.0 Pros A lot of programs are just as good with handling forms online ,but what makes stands out is how easily incorporated it is with whatever CRM you happen to use . Filing tax returns involves a lot of paperwork and being able to sort it online dramatically decreases the time it takes for everything to be done . Cons It's a bit pricey and the interface isn't very user-friendly . Review Source RS Rube S. General Manager Information Technology and Services Used the software for: Less than 6 months ### "Hands down the best proposal builder" May 4, 2020 5.0 We had been waiting years for our previous quoting tool to implement a content library, eSignature capabilities, live quote amendments. This was up and running in a matter of minutes. Pros It’s intuitive and easy to use. Being able to customise our design to suit and branding and style guide. Cons Native integration with Xero and cost however you get what you pay for. Also, you have to pay in USD. Alternatives considered [Docusign](https://www.capterra.com/p/121506/Docusign/)[Proposify](https://www.capterra.com/p/133332/Proposify/)[Conga Composer](https://www.capterra.com/p/228164/Conga-Document-Generation/) Reason for choosing PandaDoc The demonstration and the time they took to understand our business pain points and requirements. Switched from [ITQuoter](https://www.capterra.com/p/145129/ITQuoter/) Lack of innovation and support Review Source DS Darla S. CSR Internet Used the software for: 1-2 years ### "PandaDoc is user friendly" May 12, 2023 5.0 Pros Customers can easily open and sign the documents we send. Cons The name is a little strange and it asked the signer to create an account at the end and that is confusing to some people. Review Source Selim D. Inside Sales Specialist Information Technology and Services Used the software for: 1-2 years ### "Perfect for Proposal Management" April 9, 2023 5.0 I was very happy with it. Hope to use it again sometime Pros It made our sales processes easy by allowing us to digitally share our proposals and the customers can digitally sign it easily as it is very intuitive and actually guides you through the parts you need to sign. It also makes it very easy to prepare templates and you can work from that template, so you don't have to prepare a completely new document every time Cons The box setting feature makes it hard to design it however you can sometimes Review Source Moira B. Business Management Accounting Used the software for: Less than 6 months ### "Documentation made easy" April 15, 2019 4.0 Pros is a super easy to use documentation filing system. You can generate and fill out documents as well as format and create templates with ease. Most of the boring repetitive tasks are automated which increases the overall efficiency of PandaDoc. The high amount of documentation that is required today is a breeze with PandaDoc and without it, I think small to medium businesses would be drowning in paper. Cons Some of the templates on are a little bit buggy on their mobile app. Review Source JK Joshua K. Managing Staffing Coordinator Hospital & Health Care Used the software for: 6-12 months ### "It's made a world of difference in how we handle paperword and credentialing. " August 17, 2017 4.0 Streamlined paperwork process. Pros In healthcare there's a plethora of different forms to be completed in order to stay compliant when working in a clinical setting. With PandaDocs, we've been able to streamline the process for a lot of that paperword and keep more of our nurses working with fewer interruptions. Cons There are definitely still some kinks to be worked out in terms of the initial set up of documents. In forms where there are many, many fields to be created, the start-up time investment can be quite intense and off-putting. Review Source PW Pawel W. Operations Manager Hospitality Used the software for: 1-2 years ### "Go paperless !" March 16, 2022 4.0 Pros We use this software for all our new hire paperwork and it has proven to be very helpful. It is easy to send documents and it is good for everyone ( not only for people working with it everyday ) Cons Every time I tried to contact customer service for whatever reason it ended up with them trying to sell me something. Not cool. Switched from [Docusign](https://www.capterra.com/p/121506/Docusign/) Price. Review Source BA Brian A. Director, NA Sales & BD Used the software for: 6-12 months ### "This platform provided integration with Insightly CRM and flexibility with creating sales quotes." June 5, 2017 5.0 Pros gave us a great tool to create sales quotes that were custom to our business. It was great to have the option to brand our documents. as well. The mobile app is very easy to use and tracking quotes has been very valuable. Overall, very happy with this platform. Cons The integration with Insightly could be a little better. The document name does not transfer to Insightly. All are posted with the generic template name. could also provide better a better search engine. I would like to search by the name of the person it was sent to or their email address. I would also like to see it use our business email server for all sent emails. Sometimes the PandaDoc email ends up in the SPAM folder. Review Source VR Verified Reviewer MD Investment Banking Used the software for: 6-12 months ### "Pandadoc save our office hours every month" May 24, 2019 5.0 Pros saves our staff hours every month in preparing quotes and proposals. Cons Sometimes the loading time of the website/dashboard is slow. Review Source Julien N. Chargé de développement commercial Facilities Services Used the software for: 6-12 months ### "Great interface" November 5, 2018 5.0 Pros Very friendly software to make customers or partners sign contracts Cons Not a lot of features available but they are evolving and growing fast Review Source IM Ilanit M. COO Health, Wellness and Fitness Used the software for: I used a free trial ### "Disappointed in PandaDoc" April 6, 2021 3.0 I wasn't impressed with the product at all. I attempted to create a template using a form I had already created and I found it challenging to correct mistakes that I was making. I contacted customer service via chat and I found the response time to be long and not very helpful. Eventually I gave up and tried a different product. Pros I liked the pricing for and it seemed that it would be a good alternative to higher-priced e-signature products. I also tried it because it's HIPAA-compliant which is critical and a must-have in my industry. Cons Creating templates was not easy at all. It wasn't intuitive and I spent a lot of time correcting mistakes that I had made. I did not find the support service (I was chat) to be very helpful or responsive to the point where I gave up and didn't even continue with the free trial. Review Source SL Shelly L. Partner/Director of Technology & Accounting Accounting Used the software for: 1-2 years ### "Powerful Tool" March 11, 2019 5.0 Very good experience working with , they are always updating and making great changes to the product. Pros The multiple options for making and sending proposals. The system is easy to navigate and once you build a catalog you can use your items over and over again. Cons The cost is high per user so it is a little sticker shock at first, but once you use the product you can see the value. Review Source Andreas L. Sr. Vice President Telecommunications Used the software for: 6-12 months ### "PandaDoc" November 20, 2018 5.0 A team that knows their software inside and out and are wiling to customize and fit to your companies requirements. Pros Best in class proposal software used! This company was born from QuoteRoller and they have taken itto the next level while adding signoff's and inventory SKU's that can control the pricing adjstments down to multi-levels (Parent-child relationship). Customer service is first rate with answers Cons Learning curve might be higher than most proposal software however well worth teh effort put in. Review Source MM Matthew M. Fleet Performance Analyst Telecommunications Used the software for: Less than 6 months ### "Excellent " March 29, 2023 5.0 Can produce professional documents for customers and easily and greatly improves the workflow process. Pros Very useful for producing and using templates easily to produce quality documents for yourself and customers easily. Cons There's a lot of different options to choose from when working on documents and potentially and clearer hub could be beneficial. Review Source SM Stuart M. Sales Manager Design Used the software for: Less than 6 months ### "Proposals" June 5, 2023 4.0 Very pleased with Pandadocs it integrates with CRM's which is great Pros Panda docs is great for setting up templates. I use it for all my sales quotes, its very easy to modify a document. Cons takes a bit of time to set up and customize templates but great once its done. Review Source VR Verified Reviewer CEO Internet Used the software for: 2+ years ### "Good tool for designed templates" November 27, 2018 4.0 Pros The look and feel once you send out a document feels and represents you well. Cons The pain that most b2b customers want to use something lame like docusign Tracking redlines Review Source RM Rick M. Sales Marketing and Advertising Used the software for: 1-2 years ### "PandaDoc rakes in the revenue for our sales team!" December 13, 2016 4.0 We needed a digital document management tool and hit all the marks. After trying DocuSign, we realized that PandaDoc had more flexibility and overall better usability for our team. We see clients signing contracts twice as fast as they had before and it is really easy for our sales team to use, with minimal training. I'm sure there are functionalities that we'd like to see added in time, and PandaDoc seems to offer the most flexibility to add those "extras" as you go, and become more comfortable with the platform. Pros flexible & easy to use Cons I don't like the way some images are managed in the system. Sometimes requires some photoshopping, to get them "just right." Review Source MT Mario T. Technical Account Manager Computer Software Used the software for: Less than 6 months ### "Good, not great tool for virtual document signs" July 3, 2018 4.0 \- Time saving when working with well organized and curated templates - Great way to follow your document views and edits, as well as feedbacks Pros \- it's great it has templates so you don't have to start from scratch - great way to organize your folder to keep your docs organized - nice dashboard, to have info that matters at glance - great way to follow all documents stages by a nice project timeline view is a good product, it has great feature that will definitely make your manager life easy, if you are patient. To work on extended/complicated document it will require a lot of time to compose. Cons \- it's hard to collaborate, for a doc that require a lot of hands at the same time I would better recommend to create a google doc and when done copy paste to Panda... Collaboration often remove changes or you have to refresh the page a lot losing your changes. - copy/paste not always work, sometimes the doc creator gets messy and it is hard to get the text just like how you see it on a doc. - lack of image tool, you have to crop or add simple image effects elsewhere - table management is awful, there is no easy way to edit a table. You have to create everything from scratch, there is no table copy/paste feature Review Source VR Verified Reviewer Founder and Publisher of Albany.com | Saratoga.com | LakeGeorge.com | Adirondack.net Marketing and Advertising Used the software for: 2+ years ### "Time saving software for proposal writing" November 20, 2018 5.0 Pros It's easy to use, it's easy to see when your proposals have been viewed. Cons There is not currently an option to develop landscape (horizontal) page view presentations. Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.