PandaDoc Reviews & Product Details

What I really appreciate about PandaDoc is how it streamline document workflows in a business environment. In my corporate role I use it mainly for creating client proposals, sending contracts and tracking approvals. The ease of use makes it simple to build documents using templates and the ease of implementation allowed our team to start using it without much technical effort. It also provides a strong number of features such as e signatures, document tracking, content libraries and workflow automation. Because I regularly deal with proposals and agreements my frequency of use is quite consistent. The ease of integration with CRM and other business tools helps keep everything aligned. Additionally the guides and customer support have been helpful whenever we needed assistance. Review collected by and hosted on G2.com.

One limitation I have noticed is that customising templates to match very specific branding or formatting requirement can take some time. Also some advanced automation features are only available in higher tier plans. Review collected by and hosted on G2.com.

As a case manager, I use this system a lot, and it’s very easy to use. It cuts the time in half when landlords and clients need to sign and review documents, which means our clients can get their needs met faster. It also saves our documents so we can reuse them as templates instead of creating a new one each time, and it’s simple to assign fields to different individuals to complete. I really love using PandaDocs for the work I do. Review collected by and hosted on G2.com.

If I create a document and then want to add someone to the document, it is confusing and hard and so I end up creating a whole new document. Review collected by and hosted on G2.com.

What I value most about PandaDoc is how it simplifies document creation and management in a professional environment. In my corporate work I often deal with proposals, agreements and approval documents and the platforms ease of use makes it very straightforward to prepare and send them. The ease of implementation is also impressive because our team was able to start using it quickly without a complicated setup. It offers a solid number of features like document templates, electronic signatures, tracking and workflow automation. My frequency of use is quite high because we regularly send proposals and contract to clients. Another advantage is the ease of integration with CRM and productivity tools which helps keep documents connected with other systems. Whenever we needed assistance the documentation and customer support were helpful and responsive. Review collected by and hosted on G2.com.

One thing that could be improved is that customising certain templates or layouts can sometimes take a bit of time especially for new users. Additionally some advanced features are only available in higher tier plans. Review collected by and hosted on G2.com.

The biggest advantage of this app is its ease of use which makes handling documents very simple even for someone new to the platform. The ease of implementation allowed our team to start using it without a long setup process. It also offers a strong number of features for document creation, tracking and approvals. Another great part is the ease of integration with other business tools we rely on. The customer support team has been reliable whenever we had question and due to its convenience my frequency of use has naturally become part of my daily worflow. Review collected by and hosted on G2.com.

One thing that could be improved is the loading speed when working with large templates. Additionally certain customisation setting take some time to understand especially for first time users exploring all the available options. Review collected by and hosted on G2.com.

I like how easy it is to create, send, or track documents with PandaDoc. The interface is good, and the templates save us time. It's easy for users from different departments to learn quickly, and templates help us standardize documents instead of creating them from scratch. I really value the e-signatures and templates in PandaDoc. The UI setup and workspace setup are easy. Review collected by and hosted on G2.com.

Overall the platform works for what we need, but there could be some improvements to the advanced formatting.

The SSO portion could have used some work as there was not a specialist in that department which left us fending for ourselves or being told 'this won't work' when in reality that wasn't true. This is no longer the case though as they now have a dedicated tech for SSO that's extremely knowledgable. Review collected by and hosted on G2.com.

What i like most about PandaDoc is its ease of use and clean interface. Even team members who are not very technical were able to get started quickly because of the ease of implementation. The platform offers a large number of features including document templates, e signatures, tracking and analytics, yet it does not feel overwhelming. I also appreciate the ease of integration with tools like CRM system and payment platforms which makes our workflow smoother. The customer support team has been responsive whenever we had questions and because of the platforms reliability our frequency of use is almost daily for proposals and agreements. Review collected by and hosted on G2.com.

One downside is that some advanced customisation options can feel slightly limited unless you are on a higher tier plan. Occasionally larger documents with many design elements can load a bit slowly. Pricing can also be a consideration for smaller teams or startups. Review collected by and hosted on G2.com.

What i like most about PandaDoc is its ease of use and clean interface. The ease of implementation is great because I was able to set it up quickly without much technical help. It has good number of features like templates, signature and tracking which i use frequently in my daily work. The ease of integration with tools like CRM and payment systems saves a lot of time. Also their customer support is responsive and helpful whenever i get stuck. Review collected by and hosted on G2.com.

Sometimes the pricing feels a bit high for small teams. A few advanced features take time to understand and loading large documents can occasioanally be slow. Review collected by and hosted on G2.com.

What i like best about Pandadoc is its ease of use and clean interface which makes creating and sending documents very simple. The ease of implementation was impressive because we were able to start using it without a long training period. I also appreciate the strong customer support which is responsive and helpful whenever we have questions. The platform offers a great number of features from templates to automated workflows and the ease of integration with CRM and payment tools make our process smooth. Because of its efficiency my frequency of use is almost daily especially for proposals and cotracts. Review collected by and hosted on G2.com.

One downside is that some advanced features can feel slightly overwhelming at first. The pricing can also be a bit high for small teams, especially if you want access to premium features. Occasionally formatting complex documents requires extra adjustments. Review collected by and hosted on G2.com.

As a small company with 21 employees, we can’t afford to waste time learning overly complex software or paying for features we’ll never use. PandaDoc’s balance of usability and functionality fits us perfectly. Anytime we’ve run into questions—whether about templates, integrations, or billing—the PandaDoc support team has been responsive, knowledgeable, and genuinely committed to helping us succeed Review collected by and hosted on G2.com.

The only downside we’ve experienced is the annual billing structure. Plans are billed for the full year upfront, and seat counts are locked in for that period. A monthly billing option or more flexible seat adjustment policy would make PandaDoc even better for small businesses. Review collected by and hosted on G2.com.

I love how PandaDoc has made our transition to annual contracts extremely seamless. It helps us generate contracts much quicker using templates and distribute them to clients easily, whether via email or links. This simplicity and speed are just what we need, especially since annual contracts are new to us, and so far, it's been great. The process is simplified, ensuring consistency across the board. I find it really makes things very fast. The contract templates are the best - they allow us to input signer information and have it mostly filled out, making it very quick and easy for someone to know exactly where they need to sign. The integration with HubSpot is also good, and setting up PandaDoc was very quick and easy. Review collected by and hosted on G2.com.

Nothing! Review collected by and hosted on G2.com.