No more typing reviews! Try our Samantha, our new voice AI agent.
RaulFernandez - PeerSpot reviewer
Account Manager at Bloomberg
Real User
Top 5Leaderboard
Feb 3, 2026
Digital workflows have reduced contract errors and save time across sales and HR teams
Pros and Cons
  • "Since using PandaDoc, we have been able to save costs and time, with estimated savings of 40 to 50 percent."
  • "The needed improvements for PandaDoc include that the workflow functionality is limited."

What is our primary use case?

PandaDoc helps us get contracts out to customers for our SLG product, which 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 easily.

We utilize PandaDoc to sign all of our services and our service agreements with our new clients. In addition to the service agreement, we also use PandaDoc for our agreements regarding recurring payments and our transportation agreement. We also have our new hires sign offer letters and job descriptions before they start employment. I have been using PandaDoc over the past four years, and we really enjoy using it.

We have unique ways to use PandaDoc by assigning open field reminders and creating new documents.

How has it helped my organization?

PandaDoc is very easy to use and integrates with Salesforce so finalized documents get attached to opportunities easily. It is also very easy to edit documents.

PandaDoc has impacted our organization positively because using it has only been beneficial for us since we are able to save a lot of time through the elimination of traveling costs where clients would have come in.

Since using PandaDoc, we have been able to save costs and time, with estimated savings of 40 to 50 percent.

PandaDoc also provides a paperless solution for employees and clients who could not meet in person, thereby saving a lot of costs and introducing a paperless process to many departments in my organization, thus increasing efficiency and reducing human error.

What is most valuable?

PandaDoc offers simple importing of existing PDFs, easy completion of forms, engaged support and development teams, and templates that are easy to standardize and reuse.

PandaDoc's template feature has helped our organization by allowing templates to be very easy to create and reuse, which enables us to save time, especially since we do not have to create other templates in order to send our agreements to be signed to our customers.

PandaDoc is a simple and effective document distribution and e-signature tool, which I appreciate.

What needs improvement?

The needed improvements for PandaDoc include that the workflow functionality is limited.

Buyer's Guide
PandaDoc
June 2026
Learn what your peers think about PandaDoc. Get advice and tips from experienced pros sharing their opinions. Updated: June 2026.
900,747 professionals have used our research since 2012.

For how long have I used the solution?

I have been using PandaDoc for the past four years.

What other advice do I have?

If others want to reduce errors, save time and cost, I recommend that they use PandaDoc as the best e-signature management solution. I would appreciate a short poem or haiku that summarizes this review. My review rating for PandaDoc is 9 out of 10.

Which deployment model are you using for this solution?

Private Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Last updated: Feb 3, 2026
Flag as inappropriate
PeerSpot user
Revenue Operations at a non-profit with 11-50 employees
Real User
Top 20
Apr 13, 2026
Automated contract workflows have transformed sales and payment processes and save hours weekly
Pros and Cons
  • "PandaDoc is one of the best tools available in the market, and I believe it is the best tool available in the market."
  • "The only problem I noticed with one of the automations I was creating was the ability for the customer to choose what product they want to add into their invoice."

What is our primary use case?

I use PandaDoc to create contracts and sometimes even send invoice estimates. Recently, I created an automation where I connected PandaDoc with Pipedrive, and once a deal is moved to a certain stage in Pipedrive, the contract is created and sent to the person.

What is most valuable?

The best feature that I love in PandaDoc compared to other tools is that it has variables that when filled up with values, they seem part of the contract, while other contract management companies use the drag and drop feature, which is sometimes good, but sometimes we just want the content to fit in the document.

Another feature that stands out for me would be the ability to pay right in the document, where a customer can pay using Stripe connected with PandaDoc, and that can help us smooth our payment processes.

PandaDoc has a major impact on our workflow. Previously, we had been creating contracts manually, and whenever a client was closed, we had to go to PandaDoc and create it manually. With the integration and the automation that we created, it has improved our workflow and has saved us so much time. I would say at least 10 to 15 hours per week is saved by this.

What needs improvement?

One thing that I wanted to do with PandaDoc and have not been able to do is allow the client to choose what they want to pay for. The only problem I noticed with one of the automations I was creating was the ability for the customer to choose what product they want to add into their invoice. For example, if they want to add a monthly or annual fee, there should be an option for that.

For how long have I used the solution?

I have been using PandaDoc for seven years.

What do I think about the stability of the solution?

I find PandaDoc stable in my experience.

What do I think about the scalability of the solution?

I don't have any problems with PandaDoc's scalability.

Which solution did I use previously and why did I switch?

I used DocuSign before and I used Simple Sign, but PandaDoc's UI is much easier for your eyes, and the variable feature that PandaDoc has is what I appreciate.

I was already using DocuSign before PandaDoc and had already tried Simple Sign, but after PandaDoc, I stayed at PandaDoc.

How was the initial setup?

The pricing for PandaDoc is good and very comfortable, and the setup cost is not very much. As soon as we create the contract, creating it on PandaDoc is very easy, so the setup cost does not really amount to anything. I have not used PandaDoc's licensing features yet.

What about the implementation team?

We use PandaDoc in the public cloud.

What was our ROI?

Each salesperson is saving almost 10 to 15 hours per month through the time saved.

What's my experience with pricing, setup cost, and licensing?

The pricing for PandaDoc is good and very comfortable, and the setup cost is not very much. As soon as we create the contract, creating it on PandaDoc is very easy, so the setup cost does not really amount to anything. I have not used PandaDoc's licensing features yet.

Which other solutions did I evaluate?

I used DocuSign before and I used Simple Sign, but PandaDoc's UI is much easier for your eyes, and the variable feature that PandaDoc has is what I appreciate.

I was already using DocuSign before PandaDoc and had already tried Simple Sign, but after PandaDoc, I stayed at PandaDoc.

What other advice do I have?

PandaDoc is one of the best tools available in the market, and I believe it is the best tool available in the market. I would rate this review as a 10 out of 10.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Last updated: Apr 13, 2026
Flag as inappropriate
PeerSpot user
Buyer's Guide
PandaDoc
June 2026
Learn what your peers think about PandaDoc. Get advice and tips from experienced pros sharing their opinions. Updated: June 2026.
900,747 professionals have used our research since 2012.
sales ops lead at a computer software company with 51-200 employees
Real User
Top 10Leaderboard
Mar 17, 2026
Streamlined agreement workflows have accelerated approvals and improved e-signature processing
Pros and Cons
  • "PandaDoc has positively impacted my organization by helping to move the approvals faster and get the agreements in."
  • "PandaDoc can be improved at the interface level, as it needs some improvement because it is not user-friendly."

What is our primary use case?

My main use case for PandaDoc is for agreements and e-signatures. I will be using PandaDoc to generate the agreements after deal closure, and after the agreement review internally, I will be sending it to the client. They will verify, and then we will be sending it out for a signature.

What is most valuable?

I appreciate the HubSpot connectivity with PandaDoc, as that is helpful for our team. In my opinion, the best features PandaDoc offers are e-signature, editing, and the connectivity with HubSpot.

PandaDoc has positively impacted my organization by helping to move the approvals faster and get the agreements in. The approvals are now one or two hours faster. The HubSpot integration specifically helps my team by saving time, as we can connect directly from HubSpot to PandaDoc.

What needs improvement?

PandaDoc can be improved at the interface level, as it needs some improvement because it is not user-friendly. The pulling from the content library is a little bit difficult. We want to update any content library and pull it back into the agreement, and that area makes it difficult.

For how long have I used the solution?

I have been using PandaDoc for the past eight months.

What do I think about the stability of the solution?

PandaDoc is stable.

What do I think about the scalability of the solution?

PandaDoc's scalability is good.

How are customer service and support?

The customer support is good.

How would you rate customer service and support?

Negative

Which solution did I use previously and why did I switch?

Before using PandaDoc, we used DocuSign, where we were facing many troubles with signature and those kinds of things. After PandaDoc, it has become streamlined. We previously used DocuSign in our company, which was not that great or user-friendly, so we moved to PandaDoc.

What was our ROI?

I have seen a return on investment, and it is time saved.

What's my experience with pricing, setup cost, and licensing?

The pricing experience is a little bit higher, and we want to reduce the pricing according to usage, so that is an area we want to focus on.

Which other solutions did I evaluate?

Before choosing PandaDoc, I evaluated other options such as DocuSign.

What other advice do I have?

All features are good, and I do not have much to add about them. My advice to others looking into using PandaDoc is that it is a great tool for a growing company. I would rate this product an 8 out of 10.

Which deployment model are you using for this solution?

Private Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Other
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Last updated: Mar 17, 2026
Flag as inappropriate
PeerSpot user
Miriam Wairegi - PeerSpot reviewer
Senior Software Engineer at HCL Technologies
Real User
Top 5Leaderboard
May 29, 2026
Digital signatures have streamlined proposals and are saving time and travel costs
Pros and Cons
  • "The polished, professional look of every PandaDoc never fails to impress our clients, so it's highly recommended."
  • "Sometimes the fillable don't automatically map properly and you have to manually adjust."

What is our primary use case?

We use PandaDoc in my organization to create quotes, proposals, and also data rooms for larger opportunities to share other documents such as security docs, accounting docs, and much more.

We also use it to send proposals to prospective clients, allowing us to get their e-signature and move to the invoicing way. This helps us save time and cost of traveling.

How has it helped my organization?

It has improved our way of signing documents through PandaDoc.

We have seen time saving and cost reduction. We have used pre-made templates for legal and onboarding docs.

What is most valuable?

PandaDoc offers a wide variety of templates.

It helps us to reuse docs and provides a professional, polished look to documents.

The e-signature capability, along with automatic reminders and expiration dates, are valuable features.

What needs improvement?

Sometimes the fillable fields do not automatically map properly, and I have to manually adjust them.

For how long have I used the solution?

We have used PandaDoc for a substantial period.

Which solution did I use previously and why did I switch?

We previously used QuickBooks Online.

PandaDoc is a more polished, professional, and legitimate software site than other solutions since it specializes in creating professional proposals, quotes, and invoices.

What's my experience with pricing, setup cost, and licensing?

The polished, professional look of every PandaDoc document never fails to impress our clients.

It is highly recommended.

Which other solutions did I evaluate?

We considered using Google Forms and HubSpot CRM.

What other advice do I have?

It is seamless and easy to collect e-signatures, which saves time and cost.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Last updated: May 29, 2026
Flag as inappropriate
PeerSpot user
reviewer2827446 - PeerSpot reviewer
Software Engineer at a consultancy with 11-50 employees
Real User
Top 20
Apr 27, 2026
Automated client onboarding has simplified document workflows and streamlined approvals
Pros and Cons
  • "PandaDoc is a very stable product, and I would definitely suggest it to anyone asking for a review."
  • "One aspect I would improve about PandaDoc is that the templating feature could be more expandable, such as allowing the ability to draw images."

What is our primary use case?

We have been developing their CMS application where we automate document creation and signature flows. I created a CMS application in which clients register, and we generate documents through PandaDoc. Multiple levels of signers approve documents, and at the end, either the client will be registered or we can inform them about missing information that needs to be provided.

What is most valuable?

The most important feature I appreciate about PandaDoc is that in most applications, we have to manually create the template file, but with PandaDoc, we can upload any PDF file and use that as a template. The second thing is that their SDKs for programming languages are excellent. I have used the Java SDK, which provides many features and removes the complexity overhead of using PandaDoc's API. The third feature is the notification structure they provide at every event that occurs in PandaDoc.

What needs improvement?

One aspect I would improve about PandaDoc is that the templating feature could be more expandable, such as allowing the ability to draw images. When we uploaded a PDF document, the image quality was diminished, and it was not displaying properly. However, we fixed it on our end, and it is now visible in PandaDoc. If that aspect could be improved, it would be beneficial.

What do I think about the stability of the solution?

I have not experienced any lagging, crashing, or downtime with PandaDoc; every time we received a proper response. PandaDoc is a very stable product, and I would definitely suggest it to anyone asking for a review. During development, I never felt that it was lagging, crashing, or throwing unknown errors, and their documentation is well-organized.

How was the initial setup?

During initial deployment, we faced some issues that I was assigned to debug. There were signing order issues while we were creating documents from the template using Java SDKs. However, we resolved them easily and received help mostly from PandaDoc's documentation.

Which other solutions did I evaluate?

I have not used any alternatives to PandaDoc. I have used other PDF generation tools, which include only PDF generation libraries that are open-source options such as Jasper Report and another option provided by the Java community. I am familiar with those alternatives.

What other advice do I have?

Regarding maintenance, we deployed the solution and handed it over to the customer approximately four to five months ago, and we have not encountered any issues. The client has requested some new features, and we are planning to integrate those. I would rate this product a 9 out of 10.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Last updated: Apr 27, 2026
Flag as inappropriate
PeerSpot user
reviewer2814084 - PeerSpot reviewer
Jr Legal Ops Anlyst at a tech services company with 11-50 employees
Real User
Top 20
May 5, 2026
Streamlined agreement workflows have improved automated contract management with intuitive tools
Pros and Cons
  • "The best features PandaDoc offers are the intuitive and visual interface, along with how organic the use is."
  • "I wish PandaDoc would be more affordable for automations, as the credits we have are very limited and expensive for the agreements sent by automations."

What is our primary use case?

We use PandaDoc to send agreements for signature. The agreements we share most frequently for signature in PandaDoc are Statements of Work, contracts, and Master Service Agreements.

What is most valuable?

I find the integration with HubSpot to have automated agreements particularly interesting. The best features PandaDoc offers are the intuitive and visual interface, along with how organic the use is. I really appreciate this aspect. Other signing platforms are not as intuitive as PandaDoc, and I value how it integrates with HubSpot for automations.

The design of the interface and the way things are displayed make it very intuitive for me compared to other platforms.

What needs improvement?

I wish PandaDoc would be more affordable for automations, as the credits we have are very limited and expensive for the agreements sent by automations.

For how long have I used the solution?

I have been using PandaDoc since I started my current job in June 2025.

What do I think about the stability of the solution?

PandaDoc is completely stable for me.

What do I think about the scalability of the solution?

We are receiving more agreements and are trying to automate our agreements with HubSpot as much as possible, so the increasing cost of credits for automated agreements is becoming a scalability problem.

What's my experience with pricing, setup cost, and licensing?

I am not the one responsible for costing as that is my boss's responsibility, but she has mentioned that it is somewhat expensive.

What other advice do I have?

My advice to others looking into using PandaDoc is to embrace it, as it is very easy to use. I have been with my company since I started, and we were already using PandaDoc at that time. I do not know how it was working with another platform in my company, but my peers have mentioned that PandaDoc has been working more seamlessly since the company switched to it. They mentioned that it was more intuitive and easier to use than other platforms. I would rate this review a 9 out of 10.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Last updated: May 5, 2026
Flag as inappropriate
PeerSpot user
reviewer2796066 - PeerSpot reviewer
Devops Engineer at a tech vendor with 51-200 employees
Real User
Top 5Leaderboard
Apr 11, 2026
Digital signing has transformed how I create agreements and now saves me time on every document
Pros and Cons
  • "The best features PandaDoc offers include the ease of creating a document and getting it signed, and the signed copies are also delivered to the parties, which is great."
  • "I think PandaDoc could be improved, especially in terms of the UI, which could be improved somewhat."

What is our primary use case?

My main use case for PandaDoc is for creating a document for signing and acknowledgement.

A specific example of a document I have created and sent for signing or acknowledgement using PandaDoc is an NDA document that needed to be sent to a vendor for signature.

When I sent that NDA to the vendor, I found the process smooth, and the workflow stood out positively to me.

What is most valuable?

The best features PandaDoc offers include the ease of creating a document and getting it signed, and the signed copies are also delivered to the parties, which is great.

What makes the document creation process easy for me in PandaDoc is that drafting the document is straightforward.

PandaDoc has positively impacted my organization by helping in creating the document and getting it signed, reducing the manual work of creating and sending it via mail, and sending the signed copies back again.

What needs improvement?

I think PandaDoc could be improved, especially in terms of the UI, which could be improved somewhat.

For how long have I used the solution?

I have been using PandaDoc for three years.

What do I think about the stability of the solution?

PandaDoc is stable.

What do I think about the scalability of the solution?

PandaDoc's scalability is good.

How are customer service and support?

The customer support for PandaDoc is good.

Which solution did I use previously and why did I switch?

We did not use a previous solution.

How was the initial setup?

I have seen a return on investment with PandaDoc, and I can share that time has been saved.

My experience with pricing, setup cost, and licensing for PandaDoc is that it is good, the setup is easy, and we can use it with ease.

What was our ROI?

Since using PandaDoc compared to my previous process, I have saved time, and it is completed in minutes.

PandaDoc helps with handling amendments to documents, making that process easier and saving time.

Which other solutions did I evaluate?

I did not evaluate other options before choosing PandaDoc.

What other advice do I have?

My advice to others looking into using PandaDoc is that it is a good product, so I recommend it. I would rate this product an 8 out of 10.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Last updated: Apr 11, 2026
Flag as inappropriate
PeerSpot user
Buyer's Guide
Download our free PandaDoc Report and get advice and tips from experienced pros sharing their opinions.
Updated: June 2026
Buyer's Guide
Download our free PandaDoc Report and get advice and tips from experienced pros sharing their opinions.