# Page 7 | PandaDoc Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 7 - 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 7 - Reviews of PandaDoc ## Showing most helpful reviews Showing 151-175 of 1242 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Yasith P. CEO Computer Software Used the software for: 1-2 years ### "Best online platform for certified documents" December 31, 2023 5.0 I've liked using Pandadoc. It's really easy to use and easy for others as well. The templates and the user experience is what stands out for me Pros The default templates were really helpful to get started with certain documents The UI UX is really good Sharing with others is easy as well Cons I feel they could offer better pricing They are also not utilizing AI much where they could have made a good impact because most documents can be generated with few inputs. Alternatives considered [Docusign](https://www.capterra.com/p/121506/Docusign/) Reason for choosing PandaDoc DocuSign felt expensive and did not have templates that we wanted to use. I felt the Pandadoc user experience is better as well. Review Source Jose S. Project Manager Chemicals Used the software for: 2+ years ### "Everything we need to optimize our documents quickly and safely." May 17, 2023 5.0 We utilize this program to assist the translation of all our office archives, with dreary designs, such as letters, suggestions, contracts, etc. It could be a exceptionally valuable apparatus with numerous layouts that make our work much easier. Without a question, this program could be a extraordinary venture, since it has spared us a part of time in transcribing records, being able to form them naturally and without blunders, which produces a better execution in other exercises of the company. Communication with our clients has been enormously progressed by this program, because it permits us to quickly create reports with the visual plan apparatus, in genuine time. It makes a difference us make a cite or receipt with a symbol, plan, structure and more, rapidly. This can be program that has made our work simpler, since we have not as it were centralized all the client archives in a single framework, but from there with the office integration, ready to make the reports and have the database Of clients. Pros It contains a few customizable layouts, which offer assistance us to interpret records quicker and without mistakes, much appreciated to the questions that the framework inquires already. It moreover permits group preparing, to make records with the same arrange, changing only a few characteristics. It features a authorization control, so that as it were authorized individuals have get to to the documentation. It too permits the digitization of archives through its scanner, as well as the creation and confirmation of the electronic signature. Permits the capacity and organization of all client records counting solicitations, letters, etc. As well as the collection of information through diverse channels such as e-mail, informing, etc. Cons On a few events the framework has required me to enter information that I have as of now entered already, for the creation of the layout. It takes a significant sum of time to make unused layouts and spare them for future archives, as the method isn't as speedy as I'd like it to be. We've had issues with chat and informing, as messages do not arrive in genuine time and take a long time to send. A few of the emails we send out in bulk drop into the spam box, making it nearly outlandish for the client to see them. I would like you to grant us more data approximately guests to our site. Review Source LB Liberty B. Account Representative Marketing and Advertising Used the software for: 2+ years ### "Great for Proposals" May 2, 2024 5.0 Pros Great product for proposals. Once you customize your templates and create a library, it is very easy to use. Cons PandaDoc goes down a lot. It also seems to go down a lot at the end of the month, which is when I use it the most. Review Source Response from PandaDoc June 6, 2024 Thank you for your feedback and support of PandaDoc! YB Yevstakhii B. Teacher E-Learning Used the software for: Less than 6 months ### "My expirience of use PandaDoc" May 25, 2023 4.0 PandaDoc is generally regarded as a comprehensive and feature-rich document management and electronic signature platform. Here are some aspects that I have highlighted as positive experiences:Ease of document creation: I appreciate the user-friendly interface and intuitive document creation process in PandaDoc. The platform offers a wide range of customizable templates and drag-and-drop functionality, allowing me to quickly create professional-looking documents without extensive design or technical skills.2. Streamlined document collaboration: PandaDoc provides robust collaboration features, enabling multiple users to collaborate on documents in real-time. I can easily track changes, leave comments, and assign tasks within the document, facilitating efficient collaboration and reducing communication barriers.3. Simplified electronic signature process: I find PandaDoc's electronic signature capabilities to be a significant time-saver. I can easily send documents for signature, track the signing progress, and receive signed documents back, eliminating the need for printing, signing, and scanning physical copies.But also I had issues with limited template selection, mobile app limitations and support response time Pros 1\. Collaboration and workflow management: PandaDoc provides collaboration features that enable multiple team members to work on the same document simultaneously. I can track changes, leave comments, and assign tasks, facilitating efficient collaboration and streamlining the document review process.2. Electronic signature capabilities: PandaDoc allows me to request electronic signatures from recipients, eliminating the need for printing, signing, and scanning documents. I can easily send documents for signature, track the signing process, and receive signed documents back, saving time and simplifying the signing workflow.3. Document tracking and analytics: PandaDoc offers insights into document activity, allowing me to track when recipients open documents, view specific sections, or interact with embedded media. I can access analytics to gain a better understanding of recipient engagement and make data-informed decisions. Cons 1\. Limited template selection: While PandaDoc provides a range of templates, I have mention a desire for a larger and more diverse selection. Users in specific industries or with unique document requirements may find it challenging to find templates that suit their specific needs, requiring additional customization efforts.2. Mobile app limitations: I have encountered limitations or challenges when using PandaDoc's mobile app. I had Issues such as slower loading times, limited editing capabilities, or difficulty navigating the app on smaller screens.3. Support response time: I had delays or slow response times when seeking support from PandaDoc's customer service team. Review Source DB David B. Lead Pastor Religious Institutions Used the software for: Less than 6 months ### "Decent for a basic free plan" May 30, 2024 4.0 Pros Being part of a non-profit, I appreciated the free plan and being able to have 2 saved documents and multiple e-signatures. Cons I felt that it took way to long to select every area of the document and would have preferred it to be more intuitive. Alternatives considered [Jotform Sign](https://www.capterra.com/p/10014571/Jotform-Sign/)[Jotform](https://www.capterra.com/p/158456/JotForm-4-0/) Reason for choosing PandaDoc It initially seemed to offer more than competitors for the free plan. Review Source Response from PandaDoc June 6, 2024 Thank you for your feedback, it's helpful as we look to improve the user experience for customers. Thank you for your feedback and support of PandaDoc! Luis Enrique A. Lead Director, Retail Brand Marketing Health, Wellness and Fitness Used the software for: 1-2 years ### "With PandaDoc we create documents quickly and automatically" May 26, 2023 5.0 Since we have clients in other cities and countries, we use PandaDoc to create documents quickly and send them online, since it allows us not only to track the document, but also to create electronic signatures, which speeds up the closing of contracts and sales. Pros It has very useful templates to make all kinds of documents, from employment letters to contracts for any type of company, the best thing is that they are ready in 5 minutes automatically. It also allows you to track the document and check if it arrived at its destination, was opened and read. Cons I like everything about this program, if I had to say something, it would be that its free version does not have all the features you need, but the good news is that it is not an expensive program, so you can pay comfortably. I would like its customization to be more automatic and less manual, so that the documents come out ready and without corrections. Review Source Antonio G. Engineering Manager Automotive Used the software for: 2+ years ### "Easy to use and very customer friendly, it works perfectly for everything we need." May 14, 2023 5.0 Able to do our work online much obliged to this apparatus, which permits us to transfer our clients' records and effectively include signature and content areas for them to affirm. I can have clients total reports carefully which is speedier and simpler for both parties, they like to listen that PandaDoc could be a secure scrambled location, particularly when sharing installment data. The primary issue we unraveled was the time slack in completing a draft understanding, presently we may have to be plan a cite or just make and send the genuine understanding to the client so they can peruse and appreciate the terms and conditions, spares a parcel of migraines head afterward. A few of the foremost unmistakable benefits are, Virtual marks, questions and answers and, of course, trade and exchange of archives inside and to clients, it is basically utilized for B2B exchanges and contracts. It too makes it simple to exchange vital information to records, furthermore the formats are incredible and simple to customize. Pros I adore how simple it is to know when somebody has completed their records, and to send us the notice, our clients moreover adore that ready to do our work online thanks to this instrument. I truly like that you simply can customize what data you're searching for for the recipient to fill out, it's pleasant to have choices like checkboxes, mail, phone, CC information, dropdowns, etc., and to be able to check the specified boxes. The leading portion of the selection was the affect on our bottom line, the genuine advantage was the lessening in time to plan, assess and send bargains, presently we will customize on the fly and on the off chance that there's a issue or something that seem wreck the bargain, you'll be able alter it on the fly and not lose the energy or the bargain. Cons I do not like programmed close of reports, so I need to resubmit each archive, you'll likely lapse the record, but you've got the alternative to resubmit it. The format of the introduction is the most noticeably awful downside I can think of, the front pages are simple to customize, but the substance pages are frequently troublesome to oversee. I loved the live chat choice that PandaDoc used to have and now not offers, a few issues are not that huge and may well be settled lovely rapidly with the assistance of a live individual, and a few issues are as well pressing to e-mail a ticket. It's a highlight I've continuously told everybody approximately and highlighted as a reason to sign up for PandaDoc over competing electronic signature suppliers. It would be ideal if you bring back live individuals, not bots! Review Source Aman Preet S. Developer Retail Used the software for: Less than 6 months ### "Why PandaDoc Is beneficial ?" June 9, 2022 4.0 Overall experience with PandaDoc was well and good as it serves my purpose of customisation of forms and fields and providing the secure framework of documents storage. Pros The most rewarding and beneficial functionality of PandaDoc is managing data storage and customising the forms and fields as we as involved with multi purpose client in that case we need to be flexible with our security, storage and credibility in that case PandaDoc excels Cons The pricing and authentication is the least impressive field of area in PandaDoc where I feel the account is easily hackable and pricing in the long run is bit expensive. Review Source Brian S C. Project Coordinator Consumer Services Used the software for: 2+ years ### "Electronic signature software, document creation and collaboration, ready and easy to use." June 1, 2023 5.0 PandaDoc has spared a part of time, compared to our past application (Adobe Shapes), in making proficient recommendations, all inside our CRM application. The programmed updates have been a extraordinary offer assistance in liberating up time to spend serving clients and prospects, PandaDoc has been a advantageous device for our group to work on trade reports online from anyplace through its easy-to-use interfacing and thousands of pre-established report layouts to encourage a more dexterous and effective handle of collaboration and collection of electronic marks. Pros Our clients no longer need to rush to our office over lunch since we can send them a full document through email that they can electronically sign at their leisure. I like how you may save pages as templates to use in other templates; the example document library is enormous. I like how the dashboard shows the status of every papers, such as Sent, Read, Expired, and Closed, I appreciate its user interface's sleek design, which makes it simple to browse and explore even for inexperienced people. Cons Although some fundamental data is missing from the dashboard views, PandaDoc is quite responsive when it comes to introducing new features to the system. While PandaDoc is excellent for document production, collaboration, and electronic signatures, it lacks the extensive document editing and customization capabilities of Microsoft Word or Google Docs. Actually, I'd want the option to "send a reminder" to be on the front screen and more easily accessible. Review Source EL Elaine L. Director of Information Technology Individual & Family Services Used the software for: 6-12 months ### "Does the job but improvements needed" March 18, 2021 2.0 Easy to learn and use. PandaDoc support team does seem willing to listen and interested in suggestions. They say they will forward suggestions to the development team. Overall PandaDoc feels like it's still very young and needs its developers to pay more attention to some smaller details to improve user experience and polish some existing features. Pros Quick and easy to learn and train staff. PandaDoc support team is responsive, even if they don't have all the answers. Does some jobs well. If you just need to get a simple signature on a simple form, this is easy peasy. Cons No conditional logic on forms. For example a W-9 form requires either a SSN or EIN and only one check-box must be checked. No way to make conditional requirements like this. The editor is tedious when designing forms from scratch: making the slightest edit to a section that has many checkboxes, for example, will skew the whole document out of alignment. While viewing "Completed" documents, after opening a document to view it, then returning back to the list again, there's no indicator showing which document was last opened, so it's hard to know where you left off on the list of docs. This seems like such an obvious and simple feature. Published forms (forms embedded as code on on website) have the following issue: If a signature is needed from us (originator) and signer (website visitor), then signer must enter OUR email address before they can fill out the form. If we leave off our signature (as a workaround) then the signer will receive notification emails normally intended for originator (Your form has been viewed, etc) and there's no way to turn off those notifications. PandaDoc chat support staff was stumped on that one. There's no way to enable notification to another team member. This is a problem for teams that divide work. Example: team member #1 creates/modifies forms, team member #2 works with signed documents. Team member #2 can't be notified of newly arrived docs. Why limit who can be notified? Things like that. Improvements are needed. Reason for choosing PandaDoc It was experimental to try a slightly less expensive product at a promotional price for our nonprofit agency needs. Review Source VR Verified Reviewer Area Director Marketing and Advertising Used the software for: 2+ years ### "Great Proposal Software with Valuable Extras!" October 3, 2022 4.0 Overall my experience with PandaDoc has been very positive. All in all it is a great software to use for proposal management and creation. Pros I love the interface and how easy it is to navigate, it doesn't take very long to pick up but once you do, you realize it makes your proposal creation and management very very simple and efficient. Cons At times it can get a little confusing with some of the customization options, especially with templates. Review Source CG Caroline G. Executive Assistant/Marketing Associate Financial Services Used the software for: 1-2 years ### "Newbie to PandaDoc but already got the hang of it" March 28, 2022 5.0 PandaDoc is easy to navigate for a beginner and it is effortless to learn how to use. PandaDoc provides many options for users with questions - a help center, video tutorials, email support and a live chat (my favorite feature). Pros I am brand new to PandaDoc, unlike my team who has more experience, but have found it very easy to navigate as a novice. I love how effortless it is to upload the respective document and get it right to a client's computer within seconds. Yes, there is a level of work you must complete beforehand - prepping the document, editing the document, making sure it is good to go, but otherwise, it is as simple as uploading, formatting it correctly, and sending it to obtain signatures. We now have a binding agreement between client and team. I also am a huge advocate for Live Chat features on websites and lucky for me, PandaDoc provides that feature for its users. PandaDoc also serves as a place to keep track of previous agreements and records. Everything is preserved and safe within this software. The search feature comes in handy here to reference exactly what you are looking for. Cons Formatting issues - this may not be a PandaDoc issue, but if your third-party software such as PowerPoint has your brand font uploaded and downloaded from the internet, there is a chance the font may not upload exactly as is. This is a problem I face almost every single time I am using PandaDoc. Our brand font is called Catamaran, it has been downloaded to my computer, but when I go to upload to PandaDoc, 9 times out of 10, the font will not carry over as it is formatted via third-party software. Nothing else is affected besides the fact fonts become inconsistent with our brand. Review Source MA Marlon A. Intake Specialist Outsourcing/Offshoring Used the software for: 2+ years ### "My PandaDoc Review" November 23, 2022 5.0 As a customer service representative who helps clients with their application and it required to send documents through text or email and they need to sign it so the application will gonna be quick and faster it helps me expedite the process making clients life easier without them waiting for the documents mailed to them. I al very dependent with pandadoc when it comes to electronic signature of documents. Pros I love how it work. Electronic signature really help me to make my job easy and not sending documents through mail by just sending it to clients email or text the link they just need to sign it electronically and they can download their file. This is very useful at this difficult time of covid. Thank you Pandadoc. Cons Sometimes it is not applicable to all devices, they ask to login the client first but when the phone is updated it is very fast and easy to use. Review Source PH Peter H. Office Manager Legal Services Used the software for: 1-2 years ### "One of the bets E-signature softwares i demo-ed" November 23, 2021 4.0 Pros I like the ease of use for our staff and for our clients. Everyone seems to like the software and it just keeps improving. There was one point where we almost stopped using the software because of a bug, but it was fixed and has gone without a hitch since then. Cons I wish the software integrated with more payment gateways. Other than that the software has been great Alternatives considered [Google Forms](https://www.capterra.com/p/176571/Google-Forms/)[Formstack Forms](https://www.capterra.com/p/118892/Formstack/)[Docusign](https://www.capterra.com/p/121506/Docusign/)[Cognito Forms](https://www.capterra.com/p/138990/Cognito-Forms/) Reason for choosing PandaDoc We purchased it based off the features and pricing. It seemed to have the best of both worlds when comparing it to other software Review Source AD Ashley D. Designer Construction Used the software for: 1-2 years ### "Easy, Breezy, PandaDocs!" September 3, 2024 5.0 Overall, PanadaDoc has been successful in helping streamline our processes and contracts for remodeling projects. Pros Pandadoc has wonderful integrations with GMAIL, Salesforce and Quickbooks. Their ability to work with al three platforms greatly improves our sales process. Cons The backward-compatibility with Salesforce is very tricky to set up. Importing and exporting CRMs to link documents has proved to be a struggle in the beginning. Review Source Pedro A. Marketing & Growth Ops Financial Services Used the software for: 2+ years ### "Best tool to e-Sign" October 3, 2023 5.0 Very good! And the integrations and automations it provides are awesome Pros We use Pandadoc to close our final contracts with clients.This tool checks everything we want: - Send automated pandadocs via API; - See if the client opened the contract or when they sign and build automations around that- Send follow up reminders And of course, direct integration with Hubspot and Apis Cons The api could be easier to use. There are some things we can't do with the integration of hubspot and we need to use the API for that. Review Source CC Christine C. Independent contractor Retail Used the software for: 1-2 years ### "PandaDoc is more affordable & I receive same quality service." October 12, 2021 5.0 I was hesitant at first; however, it was easy to adapt to being familiar with Docusign. Customers have not had any issues completing the PandaDoc forms. Pros I like that PandaDoc is much cheaper than other other sales processing software. Transitioning was not as difficult as I thought it would be. Cons Time consuming to set up. I have been told there are other softwares at a better price. So far customers are not having please with the checkout process. Switched from [Docusign](https://www.capterra.com/p/121506/Docusign/) Price Review Source JM Jacob M. VP | Customer Value Computer Software Used the software for: Less than 6 months ### "If you will be processing payments via Stripe, this application is not for you!" January 12, 2023 3.0 The tool is easy and intuitive to use and looks flashy on the surface. Pull back the covers a bit and it becomes incredibly apparent that their product designers have not built a strong tool. Integrations that make life more difficult for users should be amended. On top of all that, PandaDoc support is among the worst I've ever encountered. Pros Ease of configuration and use. Creating new and amending existing documents is a dream. And the native CRM integrations make managing agreements at the customer level very straight forward. Cons The Stripe integration is inherently broken. A paid invoice will invariably result in a net-new customer being created in Stripe (even if the paying party already exists as a customer in your stripe account). This wrecks your stripe analytics and requires manual reconciliation. Worse, when notified of this issue, PandaDoc has stated that "the integration works as expected" and that they have no desire to resolve it. But to get that answer, I had to go through a month long battle with PandaDoc Support to figure out why it was messing up Stripe records.The support team is offshore (managed by a third party outsourcing company) and wildly ineffective. If you expect clear communications about the issues you're reporting and plans for resolution, look elsewhere. Your tickets will sit in unaddressed for weeks on end. When a support rep finally responds, they will likely not respond to the issues you've raised (I've literally had support reps provide guidance to me that was clearly meant to address another customer's challenges as it was entirely unrelated to mine). And only once you escalate to your AE will support finally take you seriously. In an age when we must all do more with less, managing another company's support team is the worst investment you can make. Reason for choosing PandaDoc Ease of use. After paying for the product and digging a bit deeper, I have realized PandaDoc's strengths are only UI deep. Review Source Heather C. Senior Marketing Communications Manager Accounting Used the software for: 2+ years ### "All-around great proposal software and automation tool." May 11, 2018 5.0 Pros PandaDoc has allowed us to streamline our proposal process tremendously. Because of the content library, template functions and ease of use, we've been able to double the number of proposals we put out in the same timeframe before implementation. The analytics reporting feature has assisted in increasing our win rates. We can hone in on the areas of our proposals that resonate with our prospects, allowing the follow-up meetings to be more focused - discussing targeted, relevant themes, services and needs. PandaDoc's development team is very open to feedback and ideas on how to improve the platform. It's refreshing to work with a company that takes your input and one-off special requests to not only deliver on those requests for you but roll out these changes across the board for all of their users. Having a say in the process of polishing and tweaking a product to work best for us is a value-added benefit. The various plug-ins for other software, such as CRM systems, is useful for collaboration between departments. The ability to customize the CSS to fit our brand is essential. We can customize templates with designs that fulfill each of our needs. Having multiple workspaces under one account is extremely helpful keeping documents separated for different departments and projects. Cons There are a few small issues that we've run into, however, the pros of this software heavily outweigh the cons. PandaDoc does not allow for multiple users to work in a document at the same time, but I believe this is something that is being addressed in the new editor or at least on the buildout updates for the future. From time to time we will run into small formatting issues due to a glitch in the coding. More often than not, they are isolated to one document. For a couple of issues we ran into, the development team was able to provide a timely fix, and the issues have been non-recurring. In the past few years that we've been using the platform, we have only had three instances where the software was down, two of those instances were for less than an hour. Even with the downtime, we have never missed a deadline to deliver a proposal, even in an industry where RFPs are common. Review Source JS John S. General Manager Fishery Used the software for: 1-2 years ### "Fantastic solution for digitizing your signed documents" December 3, 2023 5.0 We've been using Pandadoc for about two years, and it's been a fantastic tool for managing our e-sign docs on the cloud. We usually get about a few dozen docs signed every month and it was priced a lot better for that scale. It's also pretty easy to set up and maintain, and rarely causes issues where we have to intervene manually. All in all, I strongly recommend Pandadoc, especially if you're still on paper docs. Pros I like how easy it is to get it up and running. We used the document scanning a lot in the beginning to move our standard agreements to the system, and that saved us tons of time from having to draw everything up from scratch. But the template library is also a great addition to save time when you have to create a doc on the system. Cons I'd love to have the personalization tokens improved, like having the ability to automatically enter names and titles etc., based on the information of each contact. Alternatives considered [Docusign](https://www.capterra.com/p/121506/Docusign/)[SignFree](https://www.capterra.com/p/249685/SignFree/) Reason for choosing PandaDoc Pandadoc looked a lot more professional compared to some of the alternatives we evaluated, but it was still priced low enough where we didn't have to go over budget to get all the additional advanced features. Review Source Response from PandaDoc June 6, 2024 Thank you for your feedback and support of PandaDoc! AB Andrei B. Branch Manager Accounting Used the software for: 6-12 months ### "A complete documents solution" April 27, 2024 5.0 Panda Doc offered me complete documents solution for the business and the clients. Everything is stored on cloud and easy accessible for every parties. Pros Managing the contracts for all the clients and the new ones was very difficult. PandaDoc offered me a complete solution for managing contracts, getting them signed and shared with all all departments. The price is the best on the market and support team does his job. Cons Used a little over 6 month and no problems or cons encountered. 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 AQ Abdallah Q. Senior Project Engineer Civil Engineering Used the software for: 2+ years ### "An integrated solution for managing electronic signature procedures" March 12, 2023 5.0 With PandaDoc, we have been able to improve our capabilities in managing the review processes of contracts, offers, and other necessary documents by the officials of the organization, as well as the process of sending to subcontractors, suppliers, and customers to make the electronic signature done quickly and securely. Pros PandaDoc works great, and the interface is very easy to use. It is great how we can prepare contracts in full detail without complications, as the drag and drop feature helps to accurately locate personal information, the electronic signature area, and any other additional information, and it is good that we can make several copies of the same contract and customize it to suit the type and level of signatures and approvals that you need. I like the fact that we can track the contracts sent and know where they are actually located, which enables us to significantly speed up the processes. Cons I don't have too many problems with PandaDoc; all the tools are simple and easy to use, and the constant updates have greatly improved the automation. Review Source TC Thomas C. Marketing Lead Marketing and Advertising Used the software for: 2+ years ### "PandaDoc is the Best Solution for Contracts I Have Used" November 1, 2022 5.0 At my previous company I was using Pandadoc for all contracts and, at a point, document creation. It's great to be able to create a template and use it for every similar document going forward. Very easy to learn and comprehensive enough to let you create all sorts of documents. Pros PandaDoc is the easiest contract creator I've ever used. The drag and drop templates make it so anyone can create a contract in minutes. Its integrations are great too. Being able to auto-fill clients' names with their records on your CRM is a real time saver. Cons There's not much to dislike. It's a little pricey, but what isn't these days. And considering the functionality when compared to competitors, I'd say it's worth it. Review Source SA Steve A. GM Computer & Network Security Used the software for: 6-12 months ### "Good." January 9, 2018 5.0 Some efficiency and design options. Pros The analytic's built into it and the notifications we receive. Also, the somewhat easy configuration of each template. I would like to be able to create a document on a tablet though!! Unless thats an options now? :) The catalog section does need some work though. I would like to see other changes or options to us with regard to catalog items and how they document themselves as well as options for after a project has been completed and accepted by customer. It would be great to be able to edit the document without changing any words, items, quantities, options but rather be able to lets say re-add a column after the fact and print it to make it easier on purchasing to order the parts being approved by customer. Would be really cool too to integrate a calculator option. Like a pop-up calculator option while figuring our numbers. my two or three cents. :) Cons We are so used to other, stand-alone systems, that have features such as 'tab' to move to next field that it causes some frustration with our team when we are unable to do that within a pricing table or any table. the other nice thing would be to see line items show up in sequential order-- EX: If I label line item 1 as (Option A) it stays on top of the price list. then when I add a second row, section or catalog item, it defaults to being placed below the first item. Currently this does not happen. We can move them after the fact though...just kind of annoying how it auto-formats that way. Also, would like to see more fonts added in. The fonts available get the job done but still, there should be a larger library of them. Pricing/Cost---would be awesome to be able to have a price table have a back-end with actual item pricing and SKU's that can be printed after a document has been completed. Cant do this now. Duplication: Would be awesome to duplicate a document that you didnt know you would need again. Same line items and quantities and pricing. I know you can convert to Template but that's not really what we would like. We want it to be as easy as hitting, 'duplicate document' BUT it changes the quote.sequence number to be different than the original. Now all you have to do is change the customer information and BAM, quick turn-around for contractors looking for numbers on the same project we are bidding. Cant do this now. Otherwise, PandaDoc is awesome! 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