PandaDoc is similar in many ways to other services I've used in the past but it has been more reliable. You can actually send documents for signature collection via email or you can grab a link which works great for some folks that can't ever find it in their email after you've sent it so you can just text out the link. Also you can save whatever message you want to send to signers as a template that will get added before sending it out. They’ve advanced the product to include invoicing & so much more. Awesome features that would take way to long to type it all out. Highly recommend checking them out for your e-signature needs. Review collected by and hosted on G2.com.

I haven't ran into any downsides yet at the moment and I've been using them since the end of 2019. I've sent hundreds of documents out for signatures and haven't had one issue. Review collected by and hosted on G2.com.

My clients can sign documents from anywhere in the world

The receipt of the signature certificate that can prove the authenticity of the signatures

Easy integration with different tools. (hubspot for example)

The user-friendly interface

Many options fit all kinds of documents

Saving so much paper

Saving time spent on tracking signed documents and keeping a tight archive

Might be the best tool for digital documents on the market at this present moment Review collected by and hosted on G2.com.

The option for bulk send - I wish there was a customized option to bulk send hundred of documents at the same time (for contract renewal periods)

Preview options on dash board

Even more broken-down dashboard

More time-saving reactivation feature for expired documents Review collected by and hosted on G2.com.

PandaDoc completely transformed our contract and payment workflows. We can send agreements and collect signatures and payments in a single, seamless flow; no juggling multiple tools or chasing clients for docs. The integrations with HubSpot and automation options are reliable and fast, and the templates make it easy to maintain consistency across teams. It’s helped us shorten deal cycles and reduce friction for both staff and customers. Review collected by and hosted on G2.com.

The editor can feel clunky when managing large templates or forms with complex conditional logic Review collected by and hosted on G2.com.

I am a dermatologist and certified dietitian, and I use PandaDoc regularly to create and manage treatment plans, diet charts, follow up instructions, and procedure packages for my patients. It is very easy to use and requires no complicated setup. I can select a template, add patient details, treatment steps, pricing, or consent sections, and the document is ready to share in minutes.

What I like most is that it’s not just for signatures. I can prepare complete documents including tables, instructions, clinic logo, and care guidelines in one place. Integration with Google Drive works smoothly, so all completed or signed files are automatically saved. Tracking who has opened or viewed a document is also very helpful when managing multiple patients or treatment plans.

I use it several times a week, especially for laser procedures, long-term skincare programs, and diet plans. Implementation was smooth, it fits perfectly into my workflow, and I haven’t needed customer support so far. Overall, PandaDoc helps me keep my patient documentation professional, organized, and efficient, without adding any complexity to my daily clinic work. Review collected by and hosted on G2.com.

Sometimes, when I work with large treatment plans or multi-page documents with images and tables, the editor can slow down slightly. Tracking multiple pending documents for different patients could be clearer, especially during busy clinic hours. Also, occasionally adding very specific medical instructions or custom sections in templates can be a bit limited, so I need to adjust manually. These are minor issues, but improving them would make daily documentation even smoother. Review collected by and hosted on G2.com.

I have been using PandaDoc for approximately four years for my work, primarily to send important documentation to clients and parents. I love that it provides a separate confirmation letter stating when the document was sent, reviewed, and signed. The ease of setting up PandaDoc was a pleasant surprise; it was very smooth and straightforward to get started. The software significantly helps in overcoming scheduling conflicts by allowing me to create, send, and receive e-signatures efficiently, which is extremely beneficial. I appreciate the document editing features, which include signing, dating, and entering information manually, which are crucial for my business use. It integrates well with Google Docs, which I use frequently in my work processes. Navigating the website is easy, which contributes to my productivity by allowing me to get a lot done within PandaDoc. Due to these advantages, I would definitely consider purchasing it again and recommend it to other vendors and business owners. I would rate it 10 out of 10 and highly recommend it to others. Review collected by and hosted on G2.com.

I wish that PandaDoc allowed me to edit documents after a client has returned signatures, rather than having to redo the entire document. Review collected by and hosted on G2.com.

What I like best about PandaDoc is how streamlined and user-friendly the platform is. It allows me to manage, send, and track documents all in one place, which saves a huge amount of time. I especially appreciate the ability to create reusable templates and monitor real-time progress, ensuring documents are signed quickly and compliantly. Review collected by and hosted on G2.com.

Overall, PandaDoc is a great platform, but I find that the template editor can occasionally be a bit clunky, especially when aligning fields or formatting complex documents. It would also be helpful if there were more flexibility with fillable fields and better integration options for advanced workflows. Review collected by and hosted on G2.com.

PandaDoc has a lot of great features that make managing contracts simple and efficient. One thing I like best is the real-time notifications — they let me know exactly when a customer has opened or viewed the contract. It’s a small detail, but it really helps me stay on top of follow-ups and gives me confidence that nothing slips through the cracks. Review collected by and hosted on G2.com.

Sometimes editing contracts can be a bit challenging, especially when multiple sections need to be updated or when formatting shifts unexpectedly. It can take some extra time to make sure everything stays aligned and looks clean. Review collected by and hosted on G2.com.

I really appreciate how user-friendly PandaDoc is. It makes creating, sending, and tracking documents incredibly efficient. The ability to use templates, collect e-signatures, and monitor document status in real time helps streamline our workflow and saves a lot of time. It keeps everything organized and reduces back-and-forth, which is especially helpful in a fast-paced office setting. Review collected by and hosted on G2.com.

While PandaDoc is very efficient overall, there are times when the platform can lag or take a bit longer to load documents. Additionally, some customization options can feel slightly limited when trying to format more complex documents. These aren’t major issues, but improvements in speed and formatting flexibility would make the experience even better. 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.

We use PandaDoc for all our video production proposals and retainers, and it’s been a game-changer. Before, sending proposals felt like a clunky back-and-forth — now it’s polished, fast, and seamless.

The templates are way more visually appealing than my last proposal platform and make it easy to maintain consistent branding. As a video production company, ability to embed videos is a key feature and massive upgrade over sending PDFs. Clients love how professional it looks, and the e-signing process removes all friction.

We also use it for retainers and renewals, so having recurring templates and signature tracking in one place saves a ton of time. The notifications and audit trail make it easy to stay on top of who’s viewed or signed.

If you send proposals, contracts, or renewals regularly, PandaDoc is absolutely worth it. It’s one of those tools that quietly makes your whole business feel more buttoned-up and efficient. Review collected by and hosted on G2.com.

Can't figure out how to turn off expiration date. They unnecessarily gatekeep some features for Enterprise plans. Price has definitely gone up over the years. Review collected by and hosted on G2.com.