# Page 8 | PandaDoc Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 8 - Is PandaDoc the right Contract Management 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

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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/)

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Last updated March 16th, 2026

# Page 8 - Reviews of PandaDoc

## Showing most helpful reviews

Showing 176-200 of 1245 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

PT

Priya T.  
Senior Data Analyst  
Information Technology and Services  
Used the software for: 2+ years

### "Luxury documents and budgets are what PandaDoc stands for"

October 19, 2023

4.0

We've found it incredibly useful for sending detailed quotations to potential clients. We have also used electronic signatures when necessary for the transaction at hand. Its reach has been significant for the records we maintain. This program is highly suggested as it is crucial for legalizing your business paperwork. The automated price estimates met my expectations, and you'll find them helpful.

Pros

Using PandaDoc, I don't have to worry about designating an employee to generate quotations and distribute them to potential hires. Having a database of electronic signatures is helpful because of my prior company. My team and I use the same library and templates to assure any client that we provide the same service level.

Cons

As a user, I would like the option of creating separate folders for different types of documents, inside which I might arrange things like price quotes by creation date.

Review Source

DC

David C.  
Administrativo  
Retail  
Used the software for: Less than 6 months

### "PandaDoc, Toma el Control y potenciando tu Negocio. "

February 7, 2024

5.0

En generalmente es solución para la gestión de documentos y firmas electrónicas. Es facil de utilizar y su capacidades de automatización la convierten en una opción para la gestión de documentación.

Pros

El interfaz intuitiva y fácil de usar PandaDoc, puesto que facilita la creación, edición y envío de documentos. y tambien el seguimiento de documentos.

Cons

La versión gratuita puede tener limitaciones de personalización y funcionalidades avanzadas en comparación con los planes de pago.

Review Source

Response from PandaDoc

June 6, 2024

Thank you for your feedback and support of PandaDoc!

Hafizah S.  
Assistant Manager Business Development  
Telecommunications  
Used the software for: 2+ years

### "Zoho Notebook is really the best"

June 2, 2021

5.0

Pros

Using Zoho Notebook on my desktop pc or on my mobile device, I can easily take notes or save my thoughts. Not only written material but also music and pictures can be added to the note. However, the file size is limited. Using a digital notebook to save my notes is more safer than using a real notepad.

Cons

It does not allow an offline setting since it requires constant internet connections to view my notes in the software. If the note may be saved on my desktops as a backup option, it will greatly assist me in recovering my note if I lose internet access. Overall, most of the feature is really useful for me as i really in needs for a good digital notepad

Switched from

[LibreOffice](https://www.capterra.com/p/158981/LibreOffice/)

LibreOffice do not have an option for cloud storing and i had to use other application for it.

Review Source

Halimatun Z.  
IT Manager  
Accounting  
Used the software for: 2+ years

### "Create business document easily"

October 28, 2021

4.0

Pros

PandaDoc is mainly focused on preparing business paperwork, such as invoice documents or documents that require signatures, because it has a function that allows you to add an e-signature field. It will enable the paperwork to be totally digital, eliminating any need to print the document. This program is accessible from anywhere as long as you have an internet connection, making it ideal for people who alternate between working remotely and from the workplace.

Cons

The new upgrades were a little challenging to adjust to. With the previous version, we could attach PDF files straight into the contract and have them seem like part of a contract. As a result, they can only be uploaded as an attachment, which means they're more likely to be overlooked in the process. This situation has resulted in additional methods for us, lengthening the time required to provide them to our clients.

Review Source

Haszilah A.  
Administrative Assistant  
Telecommunications  
Used the software for: 2+ years

### "My takes on PandaDoc"

June 15, 2021

4.0

Pros

I like that you can transition between work-spaces. PandaDoc offers a simple to measure document return rates but also how much my team accomplishes. Moreover, it is quick to track paperwork and follow it up. It's easy to put up papers and templates, and it looks nice, is simple to use, and can be personalized. This application is available as long as it is connected to the internet, making things a lot easier if you work remotely and in the office.

Cons

Adding custom typefaces and expanding the font collection might be difficult. There should be more layout templates to choose from. We needed more integration option because our CRM didn't operate with PandaDoc. This didn't create any significant complications, but it would have made the process go more smoothly.

Review Source

HC

Harris C.  
Owner  
Construction  
Used the software for: 1-2 years

### "Great Business Tool. Obvious, simple upgrades required"

December 13, 2016

4.0

PandaDoc has become an integral part of our business operations. The technological features, continual upgrades and enthusiasm are all reasons why we continue to support and use the service. Since this is a "review" that hopefully someone will read and acknowledge, I want to make clear that we are very happy with PandaDoc.. but since you are requesting feedback, I hope the following is taken into consideration. Please note that these are all points that have been previously expressed to PandaDoc/QuoteRoller staff: 1) Dashboard: Show us how we are doing. What % are we closing, simple reporting and graphs, etc. This is simple stuff most of your competitors are doing. 2) Win/Loss (In relation to #1): We NEED a button to track LOST proposals... along with a text/dropdown box to document the reason for "failure". Similarly, we need a WIN button. We have a TON of customers that either (a) refuse to e-sign or (b) can't for whatever reason. 3) Proposal Follow ups: Thank you for the recent upgrade to add this functionality. But it is very generic. There needs to be a sense of customization for the customer. 4) Email hosting: This is one of the biggest complaints I receive from customers. The typical scenario is: We have an email conversation ongoing about a project.. then a random PandaDoc email/proposal off-thread is sent (even with forewarning to expect said random email).. and then it's difficult for the customer to search for said random email down the line because it's not from "me". I understand you want to control email opens, etc. But, a link to the page where the proposal is hosted (as an alternative to the current process) would be a hugely effective sales tool to allow the sales team to stay "in thread" and continue the conversation organically. PS. We've been using your service for about a year and a half. We have sent approximately 2,500 proposals. I can probably count on 2 hands that number of customers that have used the "comments" functionality. 99.9% of customers simply reply to the email.. which then creates a disjointed conversation since inevitably people are not CC'd and I return to the point I started to make at the beginning of this paragraph. 5) Sales Team Control: Related to a few points above. Reporting, reminders, etc can be useful per employee. If you've made it this far, thank you again for reading. I hope you consider these integrations. I am available to discuss/clarify at any time.

Pros

Ease of use. Templates, content library, general organization

Cons

Noted in previous comments section

Review Source

MV

Mark V.  
CIO  
Higher Education  
Used the software for: 2+ years

### "If only it integrated with other products!"

December 1, 2022

5.0

Excellent overall - form creation, editing, distribution, and management were all very easy.

Pros

We used this software to process employment related forms for contractors and employees at the college and it was mostly great. The text boxes could be a little simpler for editing (you can't highlight text and change it, you have to use arrow keys to move to the text like you're working at a DOS prompt). But for document tracking, signatures, and security it's fantastic. If you don't have the need to integrate with enterprise systems you can't find a better document/workflow management software.

Cons

It doesn't integrate with much in the way of enterprise software. As time passed and our other software was updated it became more difficult to track some things because Panda didn't integrate with any of our critical systems. As a result we used Panda less because most of the new ERP systems (and HRIS, and Finance) include workflows, forms, and signatures today.

Review Source

SB

Sanjay B.  
Marketing Specialist  
Electrical/Electronic Manufacturing  
Used the software for: 1-2 years

### "Positive review"

February 24, 2023

5.0

I am really happy using this software and it really reduces my workload during my job

Pros

The most likely feature of this software is digital signature where using otp, it really provides secure and maintain trust and safety

Cons

The least about the software is content management feature because there are many other platforms. Which are particularly focusing that

Switched from

[docu tools](https://www.capterra.com/p/267417/docu-tools/)

I feel panda doc is more user friendly

Review Source

VR

Verified Reviewer  
Market Research Specialist  
Market Research  
Used the software for: 1-2 years

### "PandaDoc helped our team closed sales faster"

June 4, 2024

5.0

So far so good, customer support is also attentive to customer's needs.

Pros

I like that we can make revision to PandaDoc easily, and have multiple signatories in one document, which is critical to our organization.

Cons

Nothing really, but if there one thing we would like to improve is it's integration to CRM apps.

Review Source

Response from PandaDoc

June 6, 2024

Thank you for your feedback and support of PandaDoc!

VR

Verified Reviewer  
Marketing Director  
Computer Software  
Used the software for: 2+ years

### "Super slow recently - impossible to do simple tasks in PandaDoc"

October 29, 2021

4.0

Every week PandaDoc gives us a disclaimer that their service will be down to make it run faster. But really, it feels like every week PandaDoc gets slower and slower. Recently I spent 30 minutes just trying to duplicate one document and change a name of the recipient. The main reason why we decided for PandaDoc was efficiency - but recently it's actually making our jobs more difficult, not easier. Please fix this ASAP, turn off freemium accounts if you have to, but if we pay thousands of USD a year, we want the service to work smoothly.

Pros

Pretty much has all you need + HubSpot integration + document analytics are nice. But recently it's been lagging and simple tasks take forever to perform. It's frustrating.

Cons

Speed. Super slow to do anything. Also with more features, they keep adding, the product is becoming more complex to use and it's harder to find anything. We were forced to migrate to Editor 2.0. which was super painful as we had to redo all our templates and everything is more complicated in new editor.

Reason for choosing PandaDoc

Automation.

Review Source

Alys G.  
Social media manager  
Marketing and Advertising  
Used the software for: 6-12 months

### "Must have software for all social media managers"

June 23, 2022

5.0

Pros

After trying a number of tools to streamline my onboarding process I was feeling at a loss. They were all so difficult to set up and couldn’t be customised in the way I required. PandaDoc solved this problem allowing me to send my proposals, contracts and gather an initial payment from clients in one go! It has saved me so much time and makes my onboarding process look so professional.

Cons

There are some features only available on the paid plan which does limit what you’re able to do with some documents but there are often workarounds for this.

Alternatives considered

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

Switched from

[Dubsado](https://www.capterra.com/p/206389/Dubsado/)

Dubsado was expensive, difficult and time consuming to set up, and didn’t have the level of flexibility and customisation I needed in my business

Review Source

Andrew K.  
Chief Operating Officer  
Internet  
Used the software for: 1-2 years

### "Simplistic and Effective"

March 15, 2019

4.0

Overall, I like PandaDoc much better than other electronic document signature applications I have used. Their pricing is very competitive, especially considering the features offered. This will be a product we continue to use, as it takes the hassle out of the physical signature process and saves our sales team substantial time and effort. I would definitely recommend this product to any business that is heavily reliant on any form of signed documentation.

Pros

The PandaDoc user interface is very intuitive. The Dashboard display gives you an excellent breakdown of your outgoing documents, include Sent, Viewed, and Completed categorized. This feature helps our organized keep track of the current state of our contracts, and essentially lets us know which documents require reminders or further attention. Uploading a document to the application for signature is as simple as drag and drop, and the application is set up to send out notifications when the recipient has viewed the document, as well as signed the document.

Cons

Unfortunately, Panda Doc does not work well with non-PDF uploads, particularly MS Words documents. Uploading such formats often changes the layout or configuration of the document, causing extra work to adjust or simply redo. The admin panel is also challenging to navigate. Finding the correct path to adjust our company billing took some time; much longer than it should have. The template feature is nice to have, but if you need to make any adjustments, you essentially need to discard your entire template and re-upload, which is time consuming to a point where the feature is almost not worth using. It would also be beneficial to have automated reminders for unsigned documents, as opposed to having to complete this task manually.

Review Source

DF

DeVon F.  
VP & CFO  
Financial Services  
Used the software for: 6-12 months

### "PandaDoc is Near Perfect for Any Size Business"

September 6, 2022

5.0

Great, barring pricing and customer service.

Pros

I absolutely love the esthetic layout of Pandadoc's entire appearance for the end user, but especially the receiver's presentation and from what I've seen also lacks the "bugginess" which can be rather common place with other providers in this space. Pandadoc is incredibly professional looking and polished, which I strongly believe will ultimately translate those same attributes to your customer and their sense of your business and the offering or transaction being facilitated via Pandadoc

Cons

The pricing needs work along with their customer service response methods.

Alternatives considered

[Docusign](https://www.capterra.com/p/121506/Docusign/)[Xodo Sign](https://www.capterra.com/p/160894/eversign/)[Vinesign](https://www.capterra.com/p/219916/Vinesign/)

Review Source

mA

monica A.  
Commercial Director  
Architecture & Planning  
Used the software for: 1-2 years

### "Best Tool to Prepare proposals & contract Management"

September 7, 2022

5.0

Pandadoc gives as agility to prepare multiple proposals, and enables better collaboration.

Pros

The automation of creation of proposals saves time and minimizes mistakes. Also, the beauty of the outcome; I love the Tables for Pricing, and the possibility of including high quality images for cover page, videos, and for the content in general. I also love the content library, the fillable fields, and the templates management.

Cons

The edition of texts lack of formatting (inhering properties). Also the Bulleting does not work very well. Finally, I would like to have the possibility of duplicating a document from the document I want to duplicate itself. Nowadays this is not possible, and we need to go to the folder and duplicate from there.

Reason for choosing PandaDoc

Pricing and Overall features.

Review Source

VR

Verified Reviewer  
Market Research Specialist  
Market Research  
Used the software for: 1-2 years

### "Better than DocuSign"

June 4, 2024

5.0

Pros

PandaDoc gives us more flexibility when it comes to multiple signs needs for our contracts. It lets us edit and update the previous doc without having to create a new one.

Cons

Integration limitation with our current tech stack.

Review Source

SG

Sharath G.  
Finance Manager  
Electrical/Electronic Manufacturing  
Used the software for: 1-2 years

### "An Amazing Document Management Solution For Business "

June 3, 2024

5.0

Pros

I like the document management features of PandaDoc It comes with amazing electronic signature capabilities It handles workflow management really well

Cons

No issues with PandaDoc. It serves us right.

Review Source

Response from PandaDoc

June 6, 2024

Thank you for your feedback and support of PandaDoc!

Alexia R.  
Marketing coordinator  
Business Supplies and Equipment  
Used the software for: Less than 6 months

### "Great tool for sending personalized contracts in minutes"

November 4, 2022

5.0

I use PandaDoc for creating business proposals for my clients. I like that my proposal documents look professional and are full of interesting and clickable content such as Youtube videos, external links, etc.

Pros

The integration of PandaDoc with Hubspot is fantastic in my opinion. Because this integration pulls data from all of my customers' Hubspot accounts onto the document that I'm working on, I can quickly and easily customize the client contracts that I use. It significantly simplifies the process of sending files.

Cons

I do not like the restricted methods in which you can design a personalized proposal document. I find this to be very frustrating. In point of fact, they assert that you may import a Word document, and the software will immediately convert it into a PandaDoc document for you. I gave it a shot, and unfortunately, it did not work in the least. Both the written content and the visuals were jumbled up. In addition to this, you are unable to add custom HTML code, which, in my opinion, should be a feature that they offer.

Alternatives considered

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

Reason for choosing PandaDoc

I wanted to further personalize my documents and I feel PandaDoc gives me the most this option.

Switched from

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

I wanted to further personalize my documents and I feel PandaDoc gives me the most this option.

Review Source

CA

Carol A.  
Data Systems Manager/Project Manager  
Mental Health Care  
Used the software for: 6-12 months

### "PandaDoc saved us during the Pandemic"

July 21, 2022

4.0

This has really been a blessing to us - especially when the mandates are back in place for not allowing verbal signatues.

Pros

I love how easy it was to implement this product and all of the training we received. It was perfect to train the trainer and everyone we came in contact with at PandaDoc were so helpful and quick to lend a hand. Since there are still clients who aren't comfortable coming into the office, PandaDoc really helps us with obtaining the necessary signatures from our clients without having to have laptops or computers. They can easily sign from their phones.

Cons

It is a bit difficult if you don't use it for a bit and then try to set up a form to be signed. Or if we have turnover and we have to train a new person to use it.

Alternatives considered

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

Reason for choosing PandaDoc

PandaDoc was listed as an integrated program with Zoom - we were hoping to be able to have clients sign while in Zoom sessions.

Review Source

EA

Ekta A.  
Director  
Marketing and Advertising  
Used the software for: 2+ years

### "Latest software update is a debacle"

June 1, 2022

1.0

Customer support is excellent and the agents do everything in their capacity to assist. I give them 5 stars. Unfortunately the so called "Customer Success Team" gets 0 stars from me. They are the ones who assist with more complex issues. Unresponsive and unhelpful. A content library that I built over the course of 2+ years for my business was invaluable and a huge time-saver. PandaDoc just decided to delete it without any notice, or opportunity to back up. My order of quotes is in a mess as they are all dated 22nd May 2022.

Pros

Version 1 was relatively easy to set up and use. I could duplicate documents, build a library of images and commonly used sub-headings and sections, resize images. In Version 2 it is easier to create tables and page breaks.

Cons

Version 2 was launched without any communication and/or notice. The team decided that it was okay to delete my content library that I had built over the course of 2.5 years. All quotes were automatically updated to a single date. So I am unable to sort quotes and proposals based on newest to oldest. The functionality to resize images is lost. The documents are clunky and useless.

Reason for choosing PandaDoc

I chose PandaDoc over others because they were the most competitively priced.

Review Source

Michael F.  
President  
Insurance  
Used the software for: 1-2 years

### "Very Disapponting - TIME and MONEY Wasted"

March 3, 2019

1.0

I’m extremely frustrated with PandaDoc’s lack of support. The have taken absolutely NO ownership of their performance issues and claim they cannot troubleshoot my problem. Funny that this all started after they rolled out some product updates early in 2019. Stay away!

Pros

I purchased this software for its integration capabilities with Pipedrive. I spent weeks building out templates and entering tokens for seamless connection with our CRM.

Cons

This software has serious performance issues. All was working well until about 6 weeks ago, when the platform started to move painfully slow. I’ve literally had 50+ customer complaints as they are unable to use the software to sign documents that we send. At this point, we are using PandaDoc to merge the fields only. We then download the proposal and upload in DocuSign to send to our clients.

Review Source

Response from PandaDoc

March 30, 2020

Thank you so much for your honest feedback; we really appreciate you taking the time to reflect on your experience with us. In the past year, our team has introduced a brand new editor based on feedback like yours. With better performance overall and new features such as the ability to link an existing document to a deal in Pipedrive, 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. Thanks again, Michael, and have a great day!

Gianni R.  
Dirección  
Packaging and Containers  
Used the software for: I used a free trial

### "PandaDoc te ayuda con tus formularios para acceder fácilmente "

January 16, 2023

4.0

Me gusta pero no demasiado

Pros

Su uso gratuito y a través de la web y quise probar

Cons

Pocas funciones y poca personalización, debería ser un poco más personalizable

Alternatives considered

[Adobe Acrobat](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/)[Adobe Creative Cloud](https://www.capterra.com/p/48969/Adobe-Creative-Cloud/)

Reason for choosing PandaDoc

Gratis online y prueba en la web

Switched from

[Adobe Photoshop](https://www.capterra.com/p/229092/Adobe-Photoshop/)[Adobe Acrobat](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/)

Simplemente prueba

Review Source

Rudolph R.  
Managing Director  
Real Estate  
Used the software for: I used a free trial

### "PandaDoc beats out Docusign for the win!"

April 16, 2023

5.0

It helps me provide a service that I would normally have to pay a lot more for. In these times of economic uncertainty every dollar counts. I was introduced to this software by a bank. They sent me a document and I said "what the heck is PandaDoc". To my surprise it was not a bootleg version of Docusign which is what I thought it might be. Then I started to notice a few other began using it as well. After then I was sold.

Pros

It's free version is great! I really only ever used docusign for the signing features. This gives you this at no cost. It's a must for any business looking to add legitimacy to their business.

Cons

Nothing really. It did what I needed it to do, and for free no less. It's effective, and both in terms of cost and functionality.

Switched from

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

I switched for the cost and stayed for the functionality.

Review Source

JH

Jamie H.  
Head of Growth  
Computer Software  
Used the software for: 2+ years

### "The best for multi-signature contracts"

May 10, 2024

5.0

Overall PandaDoc saves us several hours a week creating detailed contracts; it integrates with our entire sales tech stack and I can’t recommend it enough.

Pros

Panda doc is super easy to set up and customise. The template creation process is also simple and they have lots of ready-to-use templates too. It makes getting signatures from multiple stakeholders easy and the integrations we’ve set up mean we can very quickly generate contracts from our Deals in Pipedrive

Cons

I’ve not seen anything I don’t like or any limitations of PandaDoc compared to other digital signature/document management tools I’ve used.

Alternatives considered

[Docusign](https://www.capterra.com/p/121506/Docusign/)[Adobe Acrobat](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/)

Reason for choosing PandaDoc

Partly cost and partly because of recommendations from peers.

Review Source

Response from PandaDoc

June 6, 2024

Thank you for your feedback and support of PandaDoc!

BA

Bimna A.  
Property Sales Advisor  
Real Estate  
Used the software for: 2+ years

### "Very practical for document exchange internally and with customers"

November 13, 2023

5.0

Makes it easy for me to add upsells and handle contracts for renewals.

Pros

The creation process is simple, easy to add fields to an existing document and import from another source. One format for all paperwork to go out.

Cons

In the beginning you need to setup a bit buts it’s great once it’s done.

Review Source

NK

Nina K.  
Onboarding Project Manager  
Computer Software  
Used the software for: 1-2 years

### "PandaDoc Review - great product!"

April 19, 2024

5.0

Overall its been a great experience! I use this several times a week and find it very reliable

Pros

The ease of creating new custom documents for the various clients/projects.

Cons

Sometimes the fields within the forms are finicky when moving them around the page

Review Source

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