# Page 16 | PandaDoc Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 16 - 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 --- 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/) * * * Last updated March 16th, 2026 # Page 16 - Reviews of PandaDoc ## Showing most helpful reviews Showing 376-400 of 1242 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Sr. Manager, Marketing & Sales Operations Computer Software Used the software for: 1-2 years ### "The best e-signature tool I've used!" February 12, 2019 5.0 Pros I love the breadth of PandaDoc's functionality. I've used several other e-signature tools before, and none come close to offering what PandaDoc does. It's integration with our Salesforce CRM is so seamless, and we save so much time creating order forms using the PandaDoc "tokens." Cons From the Salesforce CRM integration standpoint, I don't like that you can't switch workspaces from within Salesforce, so every time I need to sign a contract for a different workspace (for us that's each product line and region), I need to login to the PandaDoc website and switch workspaces and then go back and refresh my CRM page. It's not a huge deal, but it's a waste of a minute just about every single time I create a document. Review Source O Kelvin K. Copywriter Internet Used the software for: 1-2 years ### "Saved A Couple Of Bucks With The Help Of Panda Doc" April 23, 2019 5.0 Pandadoc helps me save money with drafting legal documents. Pros I will go straight to the point here, there was a time I needed a few contract agreements made, didn't want to hire a lawyer for the job so I went online in search for solutions, Pandadoc came up in the first page and I clicked. What I got was a template with all the necessary clauses and conditions for a standard contract agreement, what a sigh of relief it was. All I had to do was to hire a freelance legal writer to review the document and have it cleaned up. Overall, I received a standard and professional contract agreement, some dollars saved, cool, right? Yeah! This is how I get most of my legal documents now. Cons More document templates should be added, overall, everything else is fine. Review Source VR Verified Reviewer Business Development Manager Information Technology and Services Used the software for: 6-12 months ### "Makes your sales proposal looks professional and beautiful" March 4, 2019 5.0 Helps me save time Pros Best part of this software is that its easy to use , very intuitive and super fast. Best part which I like is that I can add video to document . You can email track them and know if your user opened the document or not. The other feature which I use is digital signature and last but not the least integration with stripe , I mean you can send proposal , get them signed and take payments also ... all under one roof .. perfect software Cons sometimes its buggy but I think there is not a single perfect software Review Source GP George P. sales rep Telecommunications Used the software for: 6-12 months ### "Panda doc makes life easy " April 12, 2023 5.0 brilliant. Very user friendly and makes the whole sales process easier Pros It makes life very easy in sales. Sending quotes and order forms is very easy and it does a lot of the work for you Cons Sometimes you have to refresh a few times to be able to edit the document but apart from that i have no complaints Review Source LK Lisa K. Director of Operations Computer Networking Used the software for: 1-2 years ### "Good product " September 19, 2022 5.0 Overall the product is easy to work with and their customer service is great Pros The ease of creating quotes and sending them to customers for signatures. I also like how it works seamlessly with Hubspot Cons You can't collect payment for quotes without adding a 3rd party Review Source Roxana C. Account Manager Used the software for: 1-2 years ### "It's a great platform that makes closing opportunities much easier. " May 8, 2018 5.0 Pros PandaDoc allows you to integrate with your CRM so that it creates proposals based on the information that you have of your clients in the CRM. You can monitor when your clients view the proposals. Cons Can't think of anything! Everything works very well and it's easy to manage and keep track of all the proposals you've sent. Makes the sales cycle a breeze. Review Source KM Katie M. Fitness Instructor Health, Wellness and Fitness Used the software for: 1-2 years ### "Very Quick Option for Digital Signatures " February 14, 2023 5.0 My overall experience has been very positive. Especially appreciate the fact that you don’t have to manually email the document back to the original sender once filled out, but that the document gets automatically relayed back to them once complete. Saves an extra step, unlike other similar software. Pros This software provides an incredibly quick option for sending and receiving digital signatures on documents. I’ve used it many times when filling out on boarding documents for short term gig work, and the prompts take you straight to the areas that need a signature or text. Very user friendly. Cons I haven’t ran into any issues with this software. All of my experiences with it have been positive, don’t have any negatives to share. Review Source VR Verified Reviewer Head of Sales & Marketing Operations Construction Used the software for: 1-2 years ### "Overall PandaDoc is great software." May 9, 2018 5.0 Flexible proposal generation. Pros Our sales team finds it to be flexible enough for the various proposal requirements they deal with and the look and feel we've been able to create is a differentiator for us. Cons If the prospect requires you to send a PDF and doesn't execute the agreement via PandaDoc there is no way to change the status of the proposal in PandaDoc. Review Source Raj S. Software Developer Computer Software Used the software for: 1-2 years ### "Effective and professional digital signature tool" December 1, 2022 5.0 Pros It is convenient and easy to use. Various Customer Relationship Management (CRM) software can be integrated with PandaDoc. Different media files like images and videos can be inserted into the document. Cons The templates and documents can be organized in a better way. Apart from this, I find PandaDoc a very useful tool for creating and signing documents. Review Source JC Jeff C. Bid Manager Construction Used the software for: 6-12 months ### "Will be great when the industry catches up" January 6, 2017 5.0 Easy to make a proposal with templates and price lists. I could often do one in 5 minutes. Love the feature to make line items optional with a checkbox. Also love the feature to make form fields required or not. Great product with great potential, therefore I've given it mostly 5 stars. That being said, I've moved onto something else for the time being due to the cost for something that just really does one thing being high for a small business. Built in CRM, project management, etc would make it more viable. Also seemed hit or miss as to whether clients "received" the files, though I'm sure this was on the client end. As a residential/commercial contractor, not everyone in our customer base is tech savvy, so our industry customer base will need to catch up also to make viable. Our staff ended up just sending a PDF version as attachment most the time which negates read receipt features that make the software great. Also, very few clients used the digital signature feature. "Ease of use" for client could be better, therefore, but can see as a great tool in a more technology oriented customer base. Pros Easy document creation with drag and drop pre-saved components. Price list and templates are great. Like how can make some line items optional with a check box. Cons Price high if not getting the most out of it. Customers who are used to just receiving an email attachment had trouble reconciling it and very few used the digital signature feature, so was too much for us to spend for just a good document creator. Review Source Aviva R. COO Civic & Social Organization Used the software for: Less than 6 months ### "Great Pipedrive integration, better experience than Docusign" August 25, 2019 4.0 Overall, the customer success team has been very responsive, and PandaDoc keeps rolling out new products to improve their offerings. I definitely prefer this to uploading a PDF to Docusign - the fact that it syncs with Pipedrive, and offers an easy Slack integration are both enormously helpful. Pros We had previously built our own hacked together proposal automation system using Zapier, Google Docs, and Pipedrive's open APIs. This has simplified things so much - now, whenever a customer requests a proposal or contract, we can very easily turn out a customized document to send over for their exact use case. I also like that unlike sending PDFs, PandaDoc gives you real analytics around when people viewed the document and what pages they read - this has helped us improve our proposals overall. Cons The template features - especially the word processing ones - could still use a bit more work. For example, for contracts, you can't use easily use an automated outline format (I., A. 1.) and sometimes the bullet points/numbering systems they do have can be a bit buggy. Review Source DC Dave C. Director Design Used the software for: 1-2 years ### "Best Document Creation, Management & Signing Tool out there." November 13, 2018 5.0 PandaDoc has saved us a ton of time in document creation and gathering signatures. Pros Over the years I have used and tested many of the document collaboration products out there and this rises to the top. The ability to create tokenized documents that pre-fill with information from your CRM is priceless. This alone will save you a ton of time. Also, the fact you can easily drag and drop modules to quickly create or modify documents is a huge benefit. Some modules allow for a certain level of interaction with the end receiver, so they adjust the proposal to their needs. For example, you can add optional pricing variables which a user can select or deselect. Cons Love PandaDoc, but I wish the Zapier integration was available on the Individual plan. Review Source Olabintan A. Customer Service Representative Used the software for: 6-12 months ### "Perfect for digital signatures. " January 22, 2018 4.0 Pros Whenever we have needed faraway clients to sign contract offers, Pandadoc always comes to the rescue, allowing our customers to sign contracts digitally.Thereby saving us days of waiting for documents to be delivered via post or courier. It integrated perfectly with our CRM, thereby enabling us to send contract offers to leads already generated on our CRM. Cons I wish we could search for documents directly on the main dashboard, without the need to switch to the document or contact section. Review Source KC Kevin C. Owner Information Technology and Services Used the software for: 2+ years ### "I no longer hate writing Proposals!" March 12, 2019 5.0 I'm very happy with PandaDoc and it's integration to Zoho CRM. There's nothing equivalent in the Zoho Suite. It presents a professional appearance to the Prospect and makes a positive impact. Pros I've reduced Proposal writing time from 8 hours to 2 hours on average, by having it merge key paragraphs from my Zoho CRM, pull in pricing tables with radio buttons that permit the Prospect to choose the best retainer level to fit their budget, and ensure the Proposal gets read through via requiring they initial key points and sign the proposal. I immediately know that they've read it, and how much time they spent on each page. Cons It takes a little work to add other fonts to the font library, and it takes a little knowledge of HTML if you want to set styles beyond what's included. Review Source MP Mischa P. President Accounting Used the software for: 2+ years ### "Great Product" March 8, 2019 5.0 Overall, I really love PandaDoc and will continue to use it Pros I really love the e-sign feature of PandaDoc amount other things. I can send forms to be completed or attachments to be reviewed and initialed. The possibilities are endless. Cons One area of improvement is the Contact area. It would help to have a middle name or initial field as most people have multiple names. Also, the ability to share templates with other PandaDoc users and when downloading a template from PandaDoc have it not be a pdf. Improving search features is another area that needs improvement as well. Review Source JL Justin L. IT Manager Telecommunications Used the software for: 1-2 years ### "Decent Software that could be great with improvements" March 8, 2019 3.0 Pros We like being able to send documents to people and have them sign them. Cons It's extremely time-consuming to download all the documents we send and save them into our files. We also have problems I'd say once a month where we are unable to send documents in bulk for different reasons. Review Source Response from PandaDoc September 20, 2019 Hi Justin! Thanks for your review. I wanted to let you know we have recently released bulk download for documents so you're able to download as many docs as you'd like at once. Additionally, we have a few ways to automatically send documents to your cloud storage, attach them to CRM records or auto-attach a PDF copy to the document completion email. It sounds like implementing one of those solutions would save you and your team some time and effort! More info on automating tasks like that available here: https://unleashed.pandadoc.com/admin-edition-automate-tasks/ NG Natalia G. Dueña Luxury Goods & Jewelry Used the software for: 2+ years ### "Firma Digital" November 3, 2022 5.0 Muy buena me ha resultado muy util para mi empresa Pros La opcion de almacenar lo que quiero es util. Cons No es muy facil de usar y rapido. Agiliza todos los tramites Review Source DS Dhillon S. Operations Director Consumer Services Used the software for: Less than 6 months ### "I am a more than happy customer." December 15, 2022 4.0 It was great i would come back but we created our own system Pros The ease of use and implantations. For the time i was able to get doc signed and sent out properly. Cons As i was an eraly adpopter i didnt get as many features. I would have like to have more features for the form. Alternatives considered [Docusign](https://www.capterra.com/p/121506/Docusign/)[DigiSigner](https://www.capterra.com/p/151821/DigiSigner/) Review Source Connor W. SEO / Content Marketing Expert Used the software for: 6-12 months ### "Excellent software for creating templated forms and tracking opens / commenting." May 3, 2018 5.0 Tracking documents, commenting, templating audits and proposals, digital signing. Pros Super easy to use and makes setting up beautiful forms a breeze. Adds professional style to my business. Great seeing when people view documents and the ability to comment directly in each one and keep them organized. Cons The biggest issue I've found is that there's no easy way to resize images in the forms. I'd love to be able to click and drag or enter dimensions to make my own custom image sizes for theming documents. Review Source AJ Abhijeet J. President Information Technology and Services Used the software for: 6-12 months ### "Cost Effective Yet Feature Rich" December 7, 2022 5.0 PandaDoc helps us with Contract management and has eliminated the hassle of dealing with paperwork. This saves us time and is easy to manage with template creation. Also helpful for filling out common forms like W-9, Card authorization Form, etc. Pros PandaDoc has all features of other Digital signature products yet is priced much lower. Comes with unlimited documents for signature in a year (unlike other products that cap the total number of documents). Also offers a referral / Partnership program. Cons Only has sales specific tools - perfect for startups and small businesses but could be missing features for mature businesses that have departments other than sales. 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 Cost and unlimited documents available for signature Switched from [Docusign](https://www.capterra.com/p/121506/Docusign/) Cost Review Source BM Brian M. Operations Used the software for: 2+ years ### "Great software with a great team" July 18, 2018 4.0 Pros These guys are responsive. There's alot of e-contracting software's out there. Many are larger corporations that you can't even speak to anyone on the phone about. PandaDoc is the complete opposite, they are smaller in sizer and incredibly receptive of feedback and offering solutions. They helped us build a zendesk integration which we use every day. Cons We sometimes have downtime issues very early in the morning. By the time you write an email to support, its already fixed. But this is the only thing I could really think of and its not that often. Review Source Candice E. Chief Marketing and Business Development Officer Used the software for: 1-2 years ### "Execution of agreements increased drastically" May 14, 2018 5.0 Pros This software assists us in procuring more business and provides us visibility as to what people are focused on during contract reviews. It allows us valuable insight and as a result we are able to close deals faster. Cons There is nothing negative that I can think to provide about the software, it provides us such value. Review Source jL jafet L. supervisor Civil Engineering Used the software for: Less than 6 months ### "plataforma muy potenete " December 16, 2022 5.0 muy buena me gusta su funcionabilidad y como queda el docuemnto final Pros su visualizacionde area de trabajo es muy profecional y amigable da gusto de utilizarlo Cons altenativas de paga extra en sus distintas ventanas Reason for choosing PandaDoc me llamo la atencion el nombre y color de emblema aparte de leer alguno comentarios buenos sobre el producto Review Source EO Ely O. Intake Internet Used the software for: 2+ years ### "Pandadoc " December 4, 2022 5.0 Pros Pandadoc is very helpful and easy to use and helps me in documents Cons Pandadoc is very helpful But sometimes has downtimes. Review Source Ashly E. Co-Founder Computer Software Used the software for: 6-12 months ### "A great alternative to conventional document preparation process" November 29, 2018 4.0 PandaDoc had made it easy for us to create and share various documents with our clients. Pros The one thing we admire about PandaDoc is that it has all the needy features we are looking for like creating a doc, sending it and saving them for future. All the three needs are fulfilled by PandaDoc and we are more over happy to use it as our primary client docs designing tool ! Cons The document saving on Google drive has a lot of issues, we faced this issues while saving our docs to Google Drive ! Review Source Talk to a Capterra advisor for free and get results within 15 minutes.