# Page 8 | PandaDoc Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 8 - 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 8 - Reviews of PandaDoc ## Showing most helpful reviews Showing 176-200 of 1242 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Manish Singh B. Digital Marketer Marketing and Advertising Used the software for: 6-12 months ### "Pandadoc: Simplifying Electronic Document Management and E-signatures" February 19, 2023 4.0 Overall, my Experience with Pandadoc has been positive. Pandadoc is a comprehensive and user-friendly platform for electronic document management and e-signatures, and it has received high ratings and positive reviews from many users. Pros I can easily create professional-looking documents using customizable templates, and drag-and-drop editing. I can send documents for signature via email, SMS, or a direct link and track the document's status throughout the signing process.It provides a secure platform for e-signatures, including two-factor authentication and encryption, to ensure that electronic signatures are legally binding and tamper-proof.Also, I can track document activity and performance with real-time analytics and reporting, including open rates, time spent on each page, and completion rates. Cons The pricing for Pandadoc is relatively high, especially for smaller businesses or individuals who only need to use the platform infrequently.There is a bit of a learning curve to using Pandadoc, especially for those who are not very familiar with electronic document management and e-signature technology.Issues with the quality of customer support provided by Pandadoc, including slow response times or unhelpful support staff. Review Source PR Pierre R. Sales Manager Environmental Services Used the software for: 2+ years ### "Pandadoc feedback from france" October 2, 2019 5.0 The product is really good and suitable for a daily basis use. I have still some fears to move from pdf to 100% digital quotes in France because of spam barrier but I know this would open a 50% rise in customer experience with many other possibilities as videos in templates, directly chating with customer inside the doc, all status change... Pros The features are very well minded. It is very egronomic and efficient with pipedrive integration. I appreciate the posibilities to get folders, drag and drop, managing many templates with libraries is very useful to set up a new one as easy as a drag and drop. To be honest I would love to be able to use pandadoc using more features included in my package Cons definitively the 5 licences as a minimum. This is the second company I implement pandadoc for less users than 5 and I am not happy to pay for nothing. I am not happy with the date format with YYYY/MM/DD. As most of the european people we do use DD/MM/YYYY. So I have to select 2 date fields to get around this format in each document I edits from pipedrive (quotes with date of edition and date of expiration) Reason for choosing PandaDoc The pipedrive integration was more efficient. I had a prior experience admin and using pandadoc Review Source Response from PandaDoc October 17, 2019 Hi Pierre, Thanks for the feedback -- I shared your comment about date formatting with the Product Team. As for the concern about spam barriers in France, we have a few solutions for dealing with that while maintaining the digital document experience (along with tracking, etc. for you). 1. You can "white-label" your email delivery address so that documents are sent from your domain. - https://support.pandadoc.com/hc/en-us/articles/360007816574-Whitelabel-your-PandaDoc-delivery-emails) 2. You can generate a direct link for each recipient and email that directly to them. I'd recommend sending the document via PandaDoc first and then generating the document link(s) and sending as a fail-safe. - https://support.pandadoc.com/hc/en-us/articles/360009912654-Share-document-link-with-your-recipients) Hope this helps. Thanks again for taking the time to share your feedback! SG Sonya G. Accounting operations Consumer Services Used the software for: 2+ years ### "PandaDoc" September 7, 2023 5.0 I love PandaDoc, it expedited my work a lot. Pros The customizable templates and fields. Different types of documents can be created with ease. Cons No report can be pulled by signer's name in order to monitor the number of contracts signed by each, for example. Review Source Habibah M. Information Technology Support Assistant Telecommunications Used the software for: 1-2 years ### "Good document editor with e-sign feature" May 20, 2021 4.0 I use Pandadoc to create plans and contract agreements. It enables clients to sign digitally and immediately notify me when they see the proposal, which allows me to watch their level of engagement. Pros I appreciate the fact that Pandadoc notifies me as prospects see my proposals and enables them to sign digitally without scanning or printing. I like that it allows me to present a pick list to customers, from which they can choose which package or service they want, and it will instantly complete them. Cons I am unable to replicate whole sections, just some of the content parts. This is infuriating. That strikes me as a little clumsy from the developer side. The document didn't allow me to write in Landscape mode, so I've been drafting my proposals slides in InDesign and afterwards copying/pasting them as photographs into the document, and this has resulted in some duplication of effort on my side, which is inconvenient given that one of the reasons I choose this software because I need a system to help reduce time wasted on drafting proposals. Switched from [Docusign](https://www.capterra.com/p/121506/Docusign/) DocuSign is too expensive and has feature that I don't need. Review Source Alex D. UI Designer Computer Software Used the software for: Less than 6 months ### "PandaDoc Review" November 27, 2023 5.0 It's easy to create professional-looking documents without any coding knowledge, and the drag-and-drop functionality makes it quick and simple to add images, logos, and other elements. I've also found the templates to be a valuable resource, and the ability to track document activity has been helpful in gauging client engagement. Pros As a UI designer, I was particularly impressed with PandaDoc's user-friendly interface and drag-and-drop functionality, which made it easy to create visually appealing documents without any coding knowledge. The platform's extensive library of templates and customizable fields further streamlined the document creation process, allowing me to quickly generate professional-looking proposals, contracts, and other business documents. Cons I found PandaDoc's interface to be a bit cluttered and overwhelming, especially for first-time users. The abundance of features and options, while comprehensive, can make it difficult to navigate and find the tools you need. Review Source Luke M. CEO Hospital & Health Care Used the software for: Less than 6 months ### "Extremely disappointing software" July 25, 2021 1.0 This has been one of the worst experiences with a B2B software solution that I've ever experienced. Pros Thus far, nothing has delivered as per my expectations. Cons When I signed up for PandaDoc, I was assessing it against a range of competitors. I agreed with the sales rep that I would sign up on an annual plan, on the condition that he would organise an onboarding session (this was documented via email). Once I joined, I experienced a range of issues (which I'll explain) and in every email to the sales rep asking to do the onboarding he continued to avoid answering. He then advised that they do not offer onboarding and if I wanted it, I would need to pay extra. Issues that i have experienced so far: - Spent 6 hours building my first form, only for it to disappear. After speaking with customer support, they advised that there had been a tech issue that day and that the work could not be retrieved. - Uploading PDF documents to to create a new form, there were severe glitches for special characters like "", which made our legal terms in the pdf faulty. - Forms cannot be created with merged cells, or different columns for new rows (as would otherwise be very standard in a form). Tables must be the exact same number of columns for every row. - The overall UX is very glitchy. - When a customer receives a form, all the form fields that are to be completed are highlighted in red, even once they're filled in. This is extremely confusing UX, as it signals to the user that there is an error with a field that has been filled in correctly. - The software is currently 100% down for 5 hours while they do an upgrade. Review Source Helene V. Director, Content Public Relations and Communications Used the software for: 6-12 months ### "PandaDoc is the new way to close deals online" June 7, 2022 5.0 This is a tool that all companies should use, especially in these times of pandemic. It has helped us enormously to sign agreements and close deals with our clients in other states and countries. You can also follow up on the documents. It is a software that I highly recommend, simply because it is the most efficient way to close contracts, sign agreements and generate more sales remotely. A very easy to use software, with all the tools you need to be a complete signature digitalization program and in this time of pandemic is the best option. Pros Very intuitive and easy to use software, even in its mobile version. The signature capture with mobile devices, makes it with precision and image quality and the electronic signature is also very clear. The integration with google applications makes it easier to use. Cons It does not have a good technical support, although they are really friendly, it responds very late to requests. When loading a document to send, I have had some problems, because the software becomes heavier, perhaps because of the size of the document. Some signatures suggested by the system were not accepted by the institutions when validating the document. Review Source Jora Jessica G. Kundenbetreuerin Information Technology and Services Used the software for: 1-2 years ### "Dokumente einfach mit Finger oder Stift unterschreiben" January 9, 2023 5.0 Ich finde, das Pandadoc optimal für Vertragsabwicklungen geeignet ist. Es gibt Vorlagen, die man kinderleicht anpassen kann. Einfacher kann das Unterschreiben von Vertragsdokumenten nicht sein. Die Software ist sehr übersichtlich und gut strukturiert. Pros Ich hatte eine Software gesucht, mit der man Dokumente ganz einfach mit einem Finger oder mit einem Touchpen unterschreiben kann. Pandadoc unterstützt diese Funktion sowohl über Smartphone als auch über Tablet. Die Dokumente werden in einer redundaten Cloud abgelegt, worauf man jederzeit und quasi von überall drauf zugreifen kann. Cons Es gibt Unternehmen, die akzeptieren das Unterschreiben mit dem Finger nicht. Vielleicht gibt es einen Weg, auch die letzten Unternehmen zu überzeugen. Ansonsten habe ich nichts zu bemängeln Alternatives considered [Dropbox Sign](https://www.capterra.com/p/144797/HelloSign/) Reason for choosing PandaDoc Pandadoc war meine und somit beste erste Wahl, ein anderes Alternativprodukt hatte mich mir gar nicht mehr angeschaut. Review Source Noorhidayu S. Human Resources Executive Hospital & Health Care Used the software for: 2+ years ### "PandaDoc works fine" June 7, 2021 4.0 Pros The ease of use of the online document generation software is my favorite feature. PandaDoc's is quite intuitive once you learn the basics, thanks to its user-friendly layout. This software does not require substantial user training, which I appreciate as the PandaDoc administrator at my organization. This makes it easy to implement across the firm. Cons PandaDoc's price table can be inconvenient because it isn't designed to work as an Excel spreadsheet. Our sales representatives would voice their dissatisfaction with this regularly. In many circumstances, it restricts our capabilities or significantly increases the amount of time and work we must devote to certain documents, such as sales orders. Review Source Prudencia F. Technician in Energy and Thermal Engineering Research Used the software for: 2+ years ### "Amazing tool" March 19, 2023 4.0 It's easy to use, has a lot of features, and is incredibly helpful for managing documents and contracts. It also allows me to easily collaborate with other people and make sure that everyone is on the same page. It's definitely improved my workflow and I'm very happy with it. Pros PandaDoc proved to be a great asset for me due to its user-friendly interface. I was able to craft documents that were both presentable and properly formatted in a short amount of time, thanks to the helpful templates available. Moreover, the platform allows me to store my documents securely and monitor their progress, giving me a sense of security. Cons At this point, I have not found anything that I dislike. Review Source 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 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 Hrach G. CEO Marketing and Advertising Used the software for: 1-2 years ### "Helpful for contract signing and many other document-related transctions" March 25, 2024 5.0 Pros PandaDoc's intuitive interface simplifies document management and e-signatures. The customizable templates and collaboration features streamline the document creation process, while the e-signature functionality expedites approvals and closes deals faster. Cons Occasional glitches in document formatting or sending processes can be frustrating. But that's not happening every day. Review Source Response from PandaDoc June 6, 2024 Thank you for your feedback and support of PandaDoc! 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 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 Talk to a Capterra advisor for free and get results within 15 minutes.