# Page 32 | PandaDoc Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 32 - Is PandaDoc the right Document Generation solution for you? Explore 1245 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 (1245) 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 32 - Reviews of PandaDoc ## Showing most helpful reviews Showing 776-800 of 1245 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Software Developer Health, Wellness and Fitness Used the software for: I used a free trial ### "Digital Documents" February 4, 2020 4.0 My overall experience was very satisfying, there is no more manual work on formatting the document. Very easy to use even doesn't have much knowledge. Pros In my office, they used to create an invoice in the manual format on MS Office but after trying this it was really nice to use because of consistent styling formating. Now they are planning to buy this product subscription for sales invoice, proposal, and quote. Cons I don't think a major drawback of this product. Maybe it fully depends on the Internet so we need to look for this one issue. Review Source AT Alex T. Senior Sales Executive Research Used the software for: 6-12 months ### "Party in the front, bit slow in the back " August 7, 2019 4.0 Pros Great design, relatively easy to use and good way to create sales proposals Cons Not the smartest program when it comes to doing back end heavy lifting but with the Salesforce integration that should change soon. Review Source TD Tatyana D. Customer Service Specialist Electrical/Electronic Manufacturing Used the software for: Less than 6 months ### "Brilliant" July 19, 2019 5.0 Pros Extremely easy to use on both sides of the sales pipeline .Documents get prepared and handled extremely efficiently as everything is done online . It also allows you follow the progress of documents you send ,which is immense . Cons Only good for handling pdfs ,which is limiting,but not fatal . Occasionally confirmation emails are not delivered on time or at all . Review Source VR Verified Reviewer UKI Sales Manager Computer Software Used the software for: 6-12 months ### "Solid product with efficient roll out" August 23, 2018 4.0 A solid product, some minor reliability issues but overall would implement again. Pros Easy to roll out, minimal training to get started Cons Tech support response is too often " we are not sure, will find out" then do not hear back. Review Source VR Verified Reviewer Co Founder and COO Used the software for: 6-12 months ### "Fantastic software to e-sign, share and send contracts of any kind." March 7, 2018 5.0 Pros I think is a winner when it comes to convenient document sharing, contract sending and e-signing. We use it all the time with clients and it has proven to be very successful as it allows you to track activity, collaborate on a document/contract, add notes and edit as well as most importantly get a signature. Obviously one of my favorite things is that you are no longer wasting paper and ink and you're able to have everything stored in one place when it comes to your important business contracts. Review Source VR Verified Reviewer Smc Marketing and Advertising Used the software for: 1-2 years ### "Great way to share pdf" December 8, 2019 5.0 Love it. It is great and how we have our clients sign sows Pros Easily editable pdfs to share for example as contract offers to clients. Integrated seamlessly with hubspot making it simple to track in our crm Cons Interface is great but there are some small challenges in the clock and drag that make it difficult to land each line. Sometimes you need to move to lines to move one Review Source AT Amy T. Sales Rep Consumer Services Used the software for: 1-2 years ### "Pandadoc Review" February 25, 2017 5.0 I love and use it for all the documents that I send for work. I love that the service is real time. It makes turning over jobs much quicker. Pros The fact it is real time let's me get quotes out quick and back even quicker. Cons The fields don't always create correctly. Review Source BP Brett P. General Manager, Vancouver office Used the software for: ### "Glad I found it" July 27, 2015 4.0 4 instead of 5 is because although said it integrated with Group edition of Salesforce, that wasn't the case when I signed up. So I couldn't use it as expected until later, when integration did happen. 4 instead of 5 also cause I haven't used it integrated into salesforce in any way so can't vouch for all of its functions. But I expect good things. My review: Was looking for something that made me WANT to create proposals rather than dread them and this does the trick. This feels more like playing a game than arguing with a spreadsheet until it unwillingly submits. I love how the proposals look when I send them to clients; I feel that alone builds peoples' confidence in my business. The analytics speeds up the sales cycle since I don't have to guess if they've looked at it or not and waste my time with a phone call to find out that piece of information. I use Group Edition of Salesforce and they didn't have that integration at first but worked to make it happen, then followed up with me to tell me it had gone through. Small customers become big ones someday and it feels like they want to help me become big by serving me well while I'm small. Thank you Pandadoc. Review Source LM Lauren M. Account Specialist Computer Software Used the software for: Less than 6 months ### "Decent product - Not for us" August 8, 2019 2.0 I wasn't able to solve the business problems that I was trying to accomplish with SugarCRM. We were pitched specific functionalities and wasn't able to perform. We ended usage of the software and started exploring more ways to utilize Sugar CRM. Pros I liked the ease of , it is very user friendly. Cons I didn't like that the format of the templates were basic, that you had to upgrade to get a Microsoft Word document, and you weren't able to email from a custom email. Review Source Response from PandaDoc March 30, 2020 Thank you so much for your honest feedback, and I apologize for this delayed response. In the past 6 months or so, our team has introduced a brand new editor based on feedback like yours. With better performance overall and new features, we are more equipped than ever to help your team close more deals, faster. We even added the ability to add features that you mentioned like email whitelabeling a la carte so that you can easily customize your plan. If you're still in the market for a document automation platform, drop us a line and our team would be happy to show you Editor 2.0. We hope for the opportunity to work with you again - happy selling! LT Lawrence T. Program Associate Used the software for: 6-12 months ### "PandaDoc" July 19, 2017 5.0 Pros Intuitive and very easy to learn. Also a little fun to drag the fields around. Makes it so much easier to get signatures, compared to using pen and paper! Cons If you start a document and send it out with the wrong email/name somewhere, that person/email becomes permanently associated with the document. Would be helpful if that wasn't a thing, but it's also extremely easy to start a new one. Review Source SL Shawn L. IT Manager Package/Freight Delivery Used the software for: Less than 6 months ### "Must have for businesses" October 31, 2023 4.0 Pros Easy user interface. Tons of great templates and very simple to have documents signed Cons The site sometimes glitch mid work and progress is lost Review Source LH Louis H. Manager, Business Development Marketing and Advertising Used the software for: 6-12 months ### "Use this to write proposals and contracts " June 7, 2017 5.0 Helps push out proposals faster Pros This helps streamline our proposal process from creating the design in Word to now hanging a drag and drop easy to use content library to pull in necessary components. Review Source MO Meredith O. Content Manager Electrical/Electronic Manufacturing Used the software for: 6-12 months ### "PandaDoc has been great so far! It integrates seamlessly with HubSpot, which is a huge help!" May 23, 2017 5.0 the ability to send quotes from HubSpot and have all information stored in one place. Also, being able to track quotes is very helpful! Pros The integration and plug in with HubSpot that allows everything to be in one place! It makes day to day tasks simple Cons It was a little difficult to get the tokens to behave properly at first, but after some finagling, I got it to work correctly. Instructional videos were a big help. Review Source lK lwazi K. Employee Construction Used the software for: Less than 6 months ### "Pandadoc best of online documents you can find.sign docs" December 20, 2020 5.0 It made my work easier.signing documents online.saved m time and money Pros It let's you sign documents online and its easy to use.user friendly.u dont have to print and scan papers.u just need . Cons Most easy file format needed is PDF so other documents are not convenient with Review Source SJ Simon J. Principle Retail Used the software for: 1-2 years ### "Fair" May 25, 2017 4.0 Sending of shipping 'Authority to Leave' forms. Limited quoting functionality. Pros Presentation ... Good for some of our customer communications/formwork. Does the job but have cut down usage due to deficiencies in other areas. Cons Quoting is very painful Have given up on trying to use price list/catalogue feature as the workflow is too cumbersome. We have reduced user account as a result as it too difficult for our small salesforce to use effectively. We have provided a youtube screencast with suggested improvements previously. .. That was quite a while ago not seen any changes since. Review Source Sean A. Founder Marketing and Advertising Used the software for: Less than 6 months ### "My favorite tool for contracts that look nice. " June 30, 2020 5.0 I had a great experience with and was able to use contracts to sign a few contracts and earn a bit of money from a previous digital marketing agency business of mine. Pros is great for creating contracts that look great. Instead of just a simple plain looking one with words, you can use drag and drop elements to make the contract look professional and appealing. Cons The only problem I had was once when I scheduled a support call they didn't show up on time, but they contacted me after, apologized and it never happened again. Review Source DO Dave O. CEO Marketing and Advertising Used the software for: 6-12 months ### "Sales enablement software for sales " November 9, 2016 5.0 has enabled me to completely automate my proposals and contracts and transition to a purely digital approach. Pros Ease of use in converting business process from paper to on-line Cons Needs setup. Ask a partner for help. Review Source HM Haley M. Schedule and Data Assistant Hospital & Health Care Used the software for: I used a free trial ### "Great for the Younger Audience" April 1, 2024 4.0 Great application if you don't already have or want to spend the money on Adobe products and have a younger workforce/collaborative audience. Pros Once you get familiarized with the format and navigation, it's pretty user-friendly. Cons My elderly Board members weren't able to easily navigate the prompts from email. Review Source Response from PandaDoc June 6, 2024 Thank you for your feedback and support of PandaDoc! BW Ben W. CEO Computer Software Used the software for: 6-12 months ### "Pandadoc has helped streamline our proposal and agreement process significantly" August 23, 2017 5.0 1\. Faster release of documents 2. Faster response on agreements 3. Single source of record for documents 4. Segregation of document types Pros was relatively simple to get started and the ability to send the document straight from Pandadoc has been great in keeping track of documents. Cons Working between workspaces can be a little clunky. It can be combersome to move templates and documents between spaces. Review Source Mike D. Managing Partner Used the software for: ### "An easy & cost efficient solution for digital document management & enhanced Sales intelligence" July 28, 2015 5.0 As a CRM implementation firm, we love the fact that easily plugs and plays with a variety of CRM platforms and immediately delivers an optimized document handling process for sales, operations and customer service teams. Feedback from clients who have deployed PandaDocs highlights the valuable "intelligence" that Sales teams have gained with Quotes and Proposal handling and Operations teams love the digital signature capability. Review Source GN Gina N. VP HR & Operations Hospitality Used the software for: Less than 6 months ### "Panda doc" July 8, 2020 3.0 Doesn't have all the features I am looking for, especially for the price. I will continue to use the product, but am looking for a replacement product. Pros Needed a product to have our customer sign documents online. The tool is easy for customers to sign and return the document. Cons The document to our customers comes from a panda doc email instead of our business email. This confuses some customers and some customers said the email went to spam. Also, there isn't a great way to edit the document once you upload it into panda docs. This would be a great feature. Review Source Caterina C. Fotografa Photography Used the software for: Less than 6 months ### "Validissimo" May 19, 2023 5.0 Pros Ho avuto la possibilità di provare tramite un dispositivo non mio, e devo dire che sono rimasta contenta della semplicità del programma; lo avevo sottovalutato moltissimo. Cons Avendolo usato non troppo spesso, non ho ancora incontrato un lato negativo del programma.. ma sembra affidabile. Review Source PM Paul M. CEO Used the software for: 6-12 months ### "Great Concept, Not there yet." May 23, 2017 3.0 Pros The drag n drop interface is great and makes it easy to manage templates. Haven't used beyond single licence but signing experience is also a plus. Nice security, definitely you program but better than most out there. Cons Limited functionality without coding knowledge. Autoformating isn't great. Over priced by a factor of 4.4x and customer service is almost non existent. Review Source AN Anders N. owner Accounting Used the software for: 6-12 months ### "PandaDoc Review" August 21, 2019 2.0 Cons Missing support for changing text in emails! No support for change language. no support for integromat. very exspensive Reason for choosing PandaDoc no Review Source Response from PandaDoc March 30, 2020 Thank you so much for your honest feedback, and I apologize for this delayed response. In the past 6 months or so, our team has introduced a brand new editor based on feedback like yours. With better performance overall and new features, we are more equipped than ever to help your team close more deals, faster. If you're still in the market for a document automation platform, drop us a line and our team would be happy to show you Editor 2.0. We hope for the opportunity to work with you again - happy selling! PG Petar G. Online Tax Team Financial Services Used the software for: 1-2 years ### "Great for efficiency ." May 26, 2018 5.0 Pros What I like best is that can be implemented to work with already established CRMs . It simplifies the process for both customers and employees .The E-sign and online tracking option make finalizing transactions seamless . Cons I use exclusively on a computer as I find the mobile app lacking . They can also take it a bit easy on the number of notifications ,but other than that it is great . 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.