PandaDoc Reviews & Insights

Score9 out of 10

556 Reviews and Ratings

Community insights

TrustRadius Insights for PandaDoc are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Ease of Template Creation: Users have appreciated the simplicity of creating and managing templates for various documents, streamlining their document creation process.

Integration with HubSpot: Some users have found the integration with HubSpot to be valuable, enhancing the overall user experience especially for those less tech-savvy.

User-Friendly Interface: The user-friendly interface of PandaDoc has been praised by users, enabling them to navigate efficiently and complete tasks easily.

Customizable Templates: Users highlighted the customizable templates as a key strength of PandaDoc, allowing for tailored document creation processes based on individual needs. Additionally, the ability to combine multiple documents in one go was mentioned as a time-saving feature by some users.

Reviews

328 Reviews

PandaDoc for SaaS

Rating: 8 out of 10

Incentivized

February 25, 2025

Use Cases and Deployment Scope

In our company we use PandaDoc for two purposes: The first is to sign contracts with clients. These contracts usually require signatures of at least four people. On the other hand, we also use it to sign the contracts with employees, the warnings, the agreements we have with them, etc. PandaDoc is the tool we use in general to have legally valid signatures in our company.

Pros

Sending options: links, sms and emails
Reports on the reading and viewing of the documents
Reminders on the documents

Cons

Signing in an specific order
A paid plan with 10-15 documents monthly, like an entry level plan
Alerts on the time happening between each signature

Likelihood to Recommend

creating automatic documents is very easy in the basic plan, I would recomend this to a friend who needs to create and sign more than 30 documents per month.
In the scenario that you need fewer documents, the basic plan is not affordable and I would prefer to use other platforms.
If someone wants to replace docusign, I believe PandaDoc has most of the features with an easier setup

Verified User

C-Level Executive in Finance and Accounting (11-50 employees)

Vetted Review

2 years of experience

Love It, Like It & Improvements Needed

Rating: 6 out of 10

February 24, 2025

Use Cases and Deployment Scope

We use PandaDoc to create our custom event budgets for our services. It has assisted us in having all our budgets and paperwork in one spot for the team to access and have input on. We use this daily to manage budgets, and client approvals.

Pros

Ease to user management
Input of photos and videos for proposals
Catalogue
Content Library

Cons

Layout of tables/documents. The new update is horrendous and I can't guarantee the whole team will set it up properly.
excel functions in which is says it can do, do not work. For example, we should be able to do =sum(table sum + table sum) *20% = Not just in an individual pricing table but in the summary table option as well.
Currently when adding our custom font or branding, it disappears on each log in and have to redo it.
We have all notifications turned off to clients and they are still sending.
Shifting tables around the page and they overlap or trying to move them to a new page doesn't work. Page breaks don't work to help that cause.

Likelihood to Recommend

We use to LOVE and RAV about PandaDoc and we still really like it. But the new updates have been frustrating to say the least so that's why I didn't score as high as I normally would which would have been a 9 or 10.

Verified User

C-Level Executive (1-10 employees)

Vetted Review

4 years of experience

The only e-signature and contract management solution you need

Rating: 10 out of 10

Incentivized

February 20, 2025

Use Cases and Deployment Scope

We use PandaDoc for all our contract management. As a startup, we need strong value for money, efficient and professional solution. We also need a solution with a strong mobile application as we travel a lot. What we love most about PandaDoc is how efficiently it manages the process of obtaining signatures, its workflows and its click drag and drop interface.

Pros

Click and drag interface
Mobile application
great value for money including a free version!
excellent auditing features

Cons

If you want to add another recipient or change recipients during the process of creating a document, you have to start the entire process over. this is a time waste and the only thing I would want changed.
I would like a way of verifying the signature that it IS in fact the person who is signing.
I would like a way of syncing with Microsoft 365

Likelihood to Recommend

As a start up we need strong value for money. We needed intermittant contract management and e-signature capabilities but we didn't want to pay for a solution YET. PandaDoc's free version is big enough that I an actually use it during this season of our start up (without feeling mega restricted) and by doing this, PandaDoc is building trust with its users. When we allocate budget to a contract mgmt and esignature platform, you can rest assured we won't look elsewhere because we are v comfortable with the app and its philosophy.

Verified User

Administrator (1-10 employees)

Vetted Review

4 years of experience

PandaDoc is as cool as a panda bear is, but less endangered

Rating: 10 out of 10

Incentivized

February 20, 2025

Use Cases and Deployment Scope

We use PandaDoc to create, send, and sign agreements with our customers. It saves us immense amounts of time because we can use templates and customize them for each customer if needed. it's also a super easy way for us to keep track of all agreements and ensure the data of agreements is synced with our customer profiles in our CRM system.

Pros

Templates
Identity Verification
Integrations with existing technology stack
Support

Cons

I want to be able to que up an invoice from quickbooks to be sent to the signatory when they complete the document, but right now I have to use a specific type of quickbooks transaction

Likelihood to Recommend

PandaDoc is well suited for our multi year agreements, saving time by creating templates and easily generating those templates with client information pulled from our CRM. It's a powerful tool, and would be less well suited for a small organization that needs very basic document signature and creation needs.

Samuel Robinson

Director of Partnerships in Sales at myQuest (11-50 employees)

Vetted Review

5 years of experience

View profile

PandaDoc - the Best E-Signature Solution on the Market.

Rating: 10 out of 10

Incentivized

February 19, 2025

Use Cases and Deployment Scope

We often need to have clients execute documents - from retainers to settlement agreements. Having clients come into our office simply to sign documents these days is an enormous waste of time for both our clients and our staff. PandaDoc enables us to email our clients quickly and easily to e-sign their documents while also providing us with tracking so that we can see the progress - whether they've opened the document to review it and when they've signed it. The dashboard makes the process simple.

Pros

Allows clients to remotely execute documents.
Tracks the progress of document execution.
Emails clients to remind them to sign documents so we don't have to follow up.
Emails us when documents have been fully executed.
Provides an easy-to use interface to place signatures, dates, and other information on our forms.

Cons

Sometimes, the automatic placement of fields is just plain wrong.

Likelihood to Recommend

As an alternative to other electronic signature mechanisms, I can't recommend PandaDoc more highly. It works, plain and simple. It is less costly - by a lot - than most alternatives, stores signed documents online for easy access, is simple to use by both our staff and our clients, and makes our lives far easier.

Phil Goldberg

Attorney in Legal at Caring Planner (1-10 employees)

Vetted Review

3 years of experience

View profile

Must Have

Rating: 10 out of 10

Incentivized

February 19, 2025

Use Cases and Deployment Scope

quick signatures to allowing clients to fill short responses and signatures in one go

Pros

customization of signatures, dates and free text
ease of use
simplicity from the recipients side of things

Cons

if it could detect text similar to a pdf editor that would be awesome

Likelihood to Recommend

easy 10

Verified User

Employee in Sales (11-50 employees)

Vetted Review

4 years of experience

PandaDoc provides efficiency and reliability!

Rating: 10 out of 10

Incentivized

February 18, 2025

Use Cases and Deployment Scope

We use PandaDoc for electronic signatures that need to be coordinated across from different business units. PandaDoc makes it possible to collaborate and coordinate among people. It's reliable and functioning to fulfill the needs.

Pros

PandaDoc stores historical files
PandaDoc allows easy alignment of textboxes, etc.
PandaDoc's platform is easy to navigate

Cons

Sometimes after uploading a Word file, a notification is already sent out without me having the opportunity to insert an e-sign box

Likelihood to Recommend

PandaDoc has been utilized heavily for e-signatures. No major complaints.

Verified User

Strategist in Corporate (10,001+ employees)

Vetted Review

2 years of experience

Simple Software with Customization to Help with Contracts

Rating: 7 out of 10

Incentivized

June 30, 2024

Use Cases and Deployment Scope

PandaDoc helps us get contracts out to customers for our SLG product. The product enables our sales team to update and edit contracts per the agreed terms with the customer and allows our finance team to approve customer contracts.

Pros

templates that are easy to standardize
integrates with salesforce so finalized docs get attached to opportunities
easy to edit documents

Cons

the approval functionality is lacking. there are limited approval workflows which can make it difficult if a contract is highly customized
not easy to do redlines
some small limitations to customization through the saleforce opps

Likelihood to Recommend

great for an SLG company that needs to be able to send out contracts to customers but has some minor limitations for approval workflows

Verified User

Employee in Finance and Accounting (201-500 employees)

Vetted Review

1 year of experience

PandaDoc Rocks!

Rating: 10 out of 10

Incentivized

June 20, 2024

Use Cases and Deployment Scope

We utilize PandaDoc to sign all of our service agreements with our new clients. Not only the service agreements but also our agreements such as recurring payments, our transportation agreements as well. We also have our new hires to sign offer letters and job descriptions before they start employment. We have been using PandaDoc for over 5 years and we really enjoy it.

Pros

Creating new documents
Assigning open fields
Text reminders
eas of use

Cons

I need to figure out more easily how to have saved documents with you.

Likelihood to Recommend

It's suited for us to have our service agreements signed without having to meet the client at there home. Much easier.

Thad Eldredge

Owner in Corporate at HomeWell Care Services of Salt Lake City (11-50 employees)

Vetted Review

5 years of experience

View profile

PandaDoc is a simple and effective document distribution and eSignature tool.

Rating: 7 out of 10

Incentivized

June 20, 2024

Use Cases and Deployment Scope

We use PandaDoc primarily for the e-signature functionality it provides. It is part of many workflows requiring a validated signature, such as external and government forms.

Pros

Simple to import an existing pdf.
Easy to complete a form.
Engaged support and development team.

Cons

The workflow functionality is limited.
Doesn't integrate with sources of data.
Forms can't be edited once initiated.

Likelihood to Recommend

PandaDoc is well-suited to simple document signing with single or multiple parties involved. Contracts, waivers, etc., are perfect in this tool. Pandadoc is unsuited for situations where multiple parties can modify the form or the routing is variable.

Verified User

Analyst in Information Technology (501-1000 employees)

Vetted Review

3 years of experience

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