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PandaDoc

Cloud-based tool for creating, editing and signing documents

Last updated: March 2025

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PandaDoc - 2025 Pricing, Features, Reviews & Alternatives

What is PandaDoc?

PandaDoc is a cloud-based document management solution that streamlines the creation, approval, tracking, and electronic signing of business documents. The platform offers document generation capabilities that allow users to create custom agreements and proposals using a drag-and-drop editor and pre-built templates. Its Configure Price Quote (CPQ) feature enables the generation of error-free, personalized quotes tailored to each buyer's needs. PandaDoc also provides deal rooms for seamless collaboration, as well as smart content tools to adapt documents to recipient requirements.

The solution also enables users to streamline workflows through approval workflows, workspaces, and automation features, reducing manual tasks and eliminating errors. PandaDoc's tracking and analytics capabilities offer valuable insights into user engagement and document performance. Additionally, it is compliant with industry standards including SOC 2, HIPAA, and GDPR, and provides legally binding electronic signatures, two-factor authentication, and granular permissions for enhanced security and compliance.

Benefits of using PandaDoc

Streamline document workflows with drag-and-drop editor to easily create custom agreements

Collaborate in real-time with workspaces, rooms, and built-in eSignature

Automate manual tasks with CRM integrations, API, and automation features

Ensure security and compliance with SOC 2 certification, SSO, and granular permissions

Get actionable insights with document tracking, audit trails, and usage analytics

Starting from

/user

Per month

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PandaDoc’s pros and cons based on 1,208 verified reviews

To identify what users like and dislike about PandaDoc, our data scientists apply advanced modeling techniques to our proprietary reviews data. We've sorted the resulting list of pros and cons based on the percentage of users who expressed positive sentiment toward the given topic in their reviews.

To determine these pros and cons insights, we analyzed responses from 1,208 verified reviews

Real-time document tracking

97% of reviewers feel positive about PandaDoc’s document tracking. Users think the ability to track document views, engagement, and completion rates in real-time is highly beneficial. They appreciate receiving notifications when documents are viewed or signed, which helps monitor transactions and client interactions efficiently. Reviewers also value the audit trail feature, which provides insights into how long recipients spend on each page, enhancing their understanding of customer behavior.

See related user reviews

“Document tracking and analytics: PandaDoc offers insights into document activity, allowing me to track when recipients open documents, view specific sections, or interact with embedded media.”

Yevstakhii Bytkivskyi

Teacher

“The audit tracking is one of our favorite features in PandaDoc, it allows us to see when a client views a proposal, how long they spend on each page of the document, and digitally sign.”

Dustin Eddy

COO

Streamlined proposal creation

93% of reviewers feel positive about PandaDoc’s proposal creation. Users think the software significantly streamlines the proposal process, allowing for quick customization and professional presentation. They appreciate the use of templates and content libraries, which save time and reduce errors. Reviewers also highlight the integration with payment solutions and CRM systems, which helps close deals faster and track proposal status effectively.

See related user reviews

“It definitely helped streamline the sales proposal process by allowing us to quickly create proposals, customize them so that the messages resonates with our potential clients.”

Julia Dmn

Owner

“It has given me the professional face on my proposals that I have wanted/needed and found missing on every other proposal software tried - it also allows me to create and mix and match modules quickly for professional yet personal proposals.”

Derek Archer

CTO

Convenient electronic signatures

93% of reviewers feel positive about PandaDoc’s electronic signatures. Users report that the e-signature feature simplifies the signing process, eliminating the need for printing and scanning. They appreciate the security measures, such as two-factor authentication and encryption, ensuring legally binding and tamper-proof signatures. Reviewers also value the customizable templates and the ability to manage signatures on various devices, which enhances workflow efficiency.

See related user reviews

“It helps our team to easily create, manage and store information with regards to the employment contracts; especially handy with the ease it brings with the digital signatures.”

Amit Bhatia

Community Manager

“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.”

Manish Singh Bisht

Digital Marketer

Efficient workflow management

93% of reviewers feel positive about PandaDoc’s workflow management. Users think the software improves workflow efficiency by allowing real-time edits and comments, facilitating better collaboration. They appreciate the automation features and task management capabilities, which streamline document handling and increase productivity. Reviewers also mention the ease of integrating PandaDoc into their existing processes, reducing the number of steps needed to complete tasks.

See related user reviews

“It improves workflow efficiency and collaboration on documents by allowing for real-time edits and comments, which results in better teamwork and productivity.”

Christian Alaban

Manager

“I loved PandaDoc's comprehensive and user-friendly interface the most as the Director of ICT Operations since it greatly expedites the workflow and document management operations.”

Fariha Nur

Director, ICT Operations

Quick contract signing

88% of reviewers feel positive about PandaDoc’s contract signing. Users find the digital signing process intuitive and time-saving, allowing for quick turnaround on contracts. They appreciate the immediate notifications when contracts are viewed or signed, which helps track client engagement. Reviewers also highlight the integration with CRM systems, which ties contract management closely with sales processes, enhancing overall efficiency.

See related user reviews

“It made our sales processes easy by allowing us to digitally share our proposals and the customers can digitally sign it easily as it is very intuitive and actually guides you through the parts you need to sign.”

Selim Devirek

Inside Sales Specialist

“By using PandaDocs for our sales team, we are able to send contracts to clients in just a matter of minutes and we get those SIGNED contracts back very quickly. ”

Roark Ashie

Inconsistent document formatting

70% of reviewers feel negative about PandaDoc’s document formatting. Users report issues with text and font inconsistencies, especially when importing documents from other software. They find that formatting errors, such as misplaced bullet points and unexpected text changes, can be time-consuming to fix. Reviewers also mention difficulties with maintaining formatting when converting documents to PDF, which can reflect poorly on their professional image.

See related user reviews

“Our brand font is called Catamaran, it has been downloaded to my computer, but when I go to upload to PandaDoc, 9 times out of 10, the font will not carry over as it is formatted via third-party software.”

Caroline Gaddi

Executive Assistant/Marketing Associate

“Legal documents with their various clauses and punctuation are not easy to bring into Pandadoc as the formatting gets lost during the cutover if you are bring Word docs into Pandadoc.”

Alex Menzies

Sales Operations Manager

Email notification issues

70% of reviewers feel negative about PandaDoc’s email notifications. Users report that emails sent via PandaDoc often end up in spam folders, causing confusion and delays. They also mention that the inability to send emails from their own domain can appear unprofessional. Reviewers find the bulk sending feature inefficient and note that automatic reminders can be annoying for recipients.

See related user reviews

“It makes us look unprofessional and I've even lost a prospect completely because I had to try and walk them through finding the proposal email in spam. When I contacted PandaDoc support, they pointed the finger back at me and said I should upgrade if I want the feature to send from my own email domain (which still might not fix the issue of being marked as spam). ”

Tim Coleman

President

“A lot of times when sending via email, it'll get lost in spam. And the worse part about it is, they know about this and they still put the sending from your own @company domain only at the highest pricing plan (Enterprise).”

YoYo Fu

Co-founder

Slow issue resolution

66% of reviewers feel negative about PandaDoc’s issue resolution. Users report experiencing bugs and glitches that disrupt their workflow. They find the response time from customer support to be slow and unhelpful, with some issues taking weeks to resolve. Reviewers also mention a lack of follow-up from the support team, leading to persistent problems and frustration.

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“The amount of time it took someone to respond to a question I had while there was a glitch was a little too long.”

Elizabeth Jeter

Intake Specialist/SEM/SEO

“Every time I called, I had to submit a NEW bug ticket for the same issue.”

Kathryn Krueger

owner

Limited form field functionality

52% of reviewers feel negative about PandaDoc’s form fields. Users find the form fields to be glitchy and difficult to manage, with issues such as unregistered space bars and misaligned fields. They also report a lack of advanced features, such as text wrapping and field alignment help, which makes creating complex forms challenging. Reviewers mention that the inability to move large amounts of data between documents adds to their frustration.

See related user reviews

“No security features for sensitive input (e.g. masking SSNs or credit cards), cannot "draw" initials, no real field "alignment" help, signature fields do not adapt with placement upon editing (unless in table).”

Ryan Sheppard

Partner

“The document does not register the space bar so my typing is one continuous line of text when I look up at the screen. ”

peter higgs

managing director

Subpar document management

49% of reviewers feel negative about PandaDoc’s document management. Users report difficulties with uploading and formatting images, as well as slow document loading times. They find the organization of files cumbersome and mention issues with saving documents to external drives like Google Drive. Reviewers also highlight problems with mobile optimization, making it hard to manage documents on the go.

See related user reviews

“I can't rely on a product for contracts and document management which don't have business continuity plan for periods of servers downtime.”

Dmitriy S

CEO

“The document saving on Google drive has a lot of issues, we faced this issues while saving our docs to Google Drive !”

Ashly Eldhose

Co-Founder

PandaDoc's key features

GetApp's analysis of 107 verified user reviews collected between August 2021 and January 2025 identified PandaDoc's most critical features and how it performs according to users.

Document Storage

4.6

Reviewers appreciate PandaDoc's document storage capabilities for its security and ease of access. They report that it allows them to safely store and back up client contracts and proposals in the cloud, ensuring documents are protected from loss and prying eyes. Users find it easy to navigate and refer back to stored documents. However, some mention that tracking down saved documents can be messy and suggest improvements in the user interface, potentially inspired by Google Drive. Of the 18 PandaDoc users who gave detailed accounts of their use of Document Storage, 100% rated this feature as important or highly important.

See related user reviews

“Panda gives us the capability to upload documents that are to be sent out as proposals to clients. Whenever we are ready to have any documents signed, I know they are safe in the vault in drafts to be sent out and completed. It is easy to navigate and refer back to documents that clients have signed. ”

Caroline Gaddi

Executive Assistant/Marketing Associate

“PandaDoc provides a secure document storage vault with search function that make it easy to locate a document.”

Joe Fore

Associate Professor of Law

Electronic Signature

4.7

Reviewers highlight PandaDoc's electronic signature capabilities as highly efficient and user-friendly. They report that it integrates seamlessly into the document management process, with intuitive drag-and-drop functionality for adding signature fields. Users appreciate the ability to customize signature placements and the secure, verified signing process. They find it saves time and reduces the need for physical paperwork. Some users mention that it works well even for less tech-savvy clients, although a few older users found it complicated. Of the 68 PandaDoc users who gave detailed accounts of their use of Electronic Signature, 97% rated this feature as important or highly important.

See related user reviews

“This is the feature we use most, so it is most important to us. We work with a lot of contracts, and having this option allows for our clients and partners to easily and quickly sign (and to sign in all of the right places)”

Alexis Wren

President

“I appreciate how PandaDoc's electronic signature feature seamlessly integrates into the overall document creation and management process. The intuitive interface and drag-and-drop functionality make it effortless to add signature fields, ensuring a smooth and efficient signing experience for both senders and recipients. ”

Alex Dmitriev

UI Designer

Data Security

4.7

Reviewers feel confident in PandaDoc's data security, noting its importance for protecting sensitive information such as banking details and contracts. They report that the software provides a secure framework that prevents unauthorized access and ensures data is well-protected from security threats. Users appreciate the encryption and security measures in place, making them feel safe sharing information and signatures. Some suggest an additional login option for enhanced security. Of the 22 PandaDoc users who gave detailed accounts of their use of Data Security, 95% rated this feature as important or highly important.

See related user reviews

“Sometimes we have to capture sensitive information, including banking details, credit card particulates and other transactional items. So we much be able to relay on Pandadoc's commitment to protect both us "the customer" as well as our clients. ”

DeVon Fyffe

VP & CFO

“Our contracts are a very important part of our business and having secure data allows us to be efficient with time by using digital contracts that our clients can feel great about using because their data is safe. ”

Ashley Day

Designer

Multi-Party Signing

4.7

Reviewers find PandaDoc's multi-party signing capabilities valuable for projects requiring multiple signatures. They report that it allows for easy document sharing and signing among various parties, ensuring everyone is on the same page. Users appreciate the ability to set signing orders and track signatures without issues. However, some mention that the system can be finicky with multiple signees and suggest improvements in assigning fields. Overall, they find it convenient for obtaining multiple signatures remotely. Of the 33 PandaDoc users who gave detailed accounts of their use of Multi-Party Signing, 88% rated this feature as important or highly important.

See related user reviews

“I like that the multi party signing allows you to transfer the document to multiple people when it needs signing and it saves the hassle of being up and personal to do it.”

Martisha Caradine

CEO

“We use PandaDoc to send our contracts and agreements. Being able to have multiple people sign, in order and have this track is vital and PandaDoc does this without issues, everytime.”

Lucas Burnett

Director

Mobile Signature Capture

4.7

Reviewers appreciate PandaDoc's mobile signature capture for its convenience and ease of use. They report that it allows for fast and efficient signature exchanges on the go, with a clean and understandable interface on mobile devices. Users find it works well on almost any device and is particularly useful for clients who need to sign documents remotely. Some note that it may not be as user-friendly for older audiences, but overall, they find it a helpful and user-friendly capability. Of the 16 PandaDoc users who gave detailed accounts of their use of Mobile Signature Capture, 88% rated this feature as important or highly important.

See related user reviews

“I appreciate PandaDocs eSign features. It makes for fast and convenient signature exchanges when on the go. ”

Cerenity Streiff

Teacher

“Having a mobile sign option is crucial, and PandaDocs is so simple”

Candice Riddle

Senior Office Administrator

All PandaDoc features

Features rating:

4.3

(1.2K)

Content Management

4.2

(9)

Real-Time Data

4.0

(3)

Contact Database

4.8

(5)

Reminders

3.8

(5)

Reporting/Analytics

4.3

(6)

Pipeline Management

4.0

(1)

Drag & Drop

5.0

(1)

Search/Filter

4.8

(5)

Business Process Automation

4.3

(3)

Document Capture

4.3

(4)

Customer Database

5.0

(1)

Status Tracking

4.3

(6)

Proposal Generation

5.0

(4)

Mobile Payments

5.0

(1)

Tax Calculation

5.0

(1)

Progress Tracking

4.5

(4)

Price/Margin Management

(0)

Approval Process Control

5.0

(2)

Customizable Invoices

5.0

(1)

Customizable Reports

5.0

(2)

Workflow Configuration

4.5

(8)

Activity Dashboard

4.3

(3)

Product Configurator

3.0

(1)

Document Generation

4.7

(27)

Invoice Creation

4.7

(21)

Digital Signature

4.8

(61)

Secure Data Storage

4.7

(31)

Customizable Fields

4.5

(66)

Forms Creation & Design

4.5

(16)

Alerts/Notifications

4.5

(20)

Document Management

4.5

(86)

Invoice History

4.8

(9)

Customizable Templates

4.4

(48)

File Conversion

4.3

(15)

Collaboration Tools

4.5

(37)

Contract Drafting

4.4

(32)

Online Invoicing

4.8

(20)

Templates

4.2

(27)

Email Management

4.5

(6)

File Sharing

4.7

(90)

Completion Tracking

4.8

(21)

Team Collaboration

4.3

(24)

Customizable Forms

4.4

(21)

Access Controls/Permissions

4.4

(61)

Compliance Management

4.6

(11)

Document Classification

4.6

(9)

Data Import/Export

4.6

(12)

Archiving & Retention

4.7

(19)

Content Library

4.0

(3)

CRM

4.7

(3)

SSL Security

4.4

(7)

Pricing Management

4.5

(4)

Task Management

4.5

(25)

Authentication

4.7

(76)

Full Text Search

4.3

(18)

Payment Processing

4.4

(17)

Third-Party Integrations

4.2

(33)

Quotes/Estimates

4.4

(13)

Pre-built Templates

4.4

(9)

Workflow Management

4.5

(11)

Real-Time Reporting

4.0

(2)

Contact Management

4.4

(12)

Contract/License Management

4.3

(8)

Customizable Branding

4.4

(5)

Reporting & Statistics

5.0

(1)

Billing & Invoicing

4.8

(4)

Mobile Access

4.5

(2)

Audit Trail

4.7

(27)

Compliance Tracking

4.4

(15)

Performance Management

3.5

(2)

Version Control

4.8

(12)

Accounting Integration

5.0

(2)

Activity Tracking

5.0

(1)

Web Forms

(0)

Recurring/Subscription Billing

(0)

Referral Tracking

(0)

Configurable Workflow

5.0

(1)

Renewal Management

(0)

User Management

(0)

Training Management

(0)

RFP Management

4.5

(2)

Role-Based Permissions

(0)

Sales Activity Management

(0)

Sales Automation

(0)

Sales Trend Analysis

(0)

Catalog Management

(0)

Bulk Uploading

(0)

Secure File Viewer

(0)

API

4.0

(1)

Sell Side (Customers)

(0)

Single Sign On

(0)

Specialty Contracts

(0)

Billing Portal

(0)

Approval Workflow

(0)

Tagging

(0)

Template Management

5.0

(2)

Automated Quoting

5.0

(1)

Audit Management

(0)

Real-Time Notifications

3.0

(1)

Email Marketing

(0)

Onboarding

(0)

Multi-Currency

(0)

Employee Database

(0)

Knowledge Base Management

(0)

Invoice Processing

4.0

(1)

Employee Management

(0)

Engagement Tracking

(0)

HR Management

(0)

HIPAA Compliant

(0)

Guided Selling

(0)

Field Sales Management

(0)

Forms Management

3.0

(1)

File Management

(0)

Forecasting

(0)

For AEC Industry

(0)

Proposal Management

(0)

Projections

(0)

Project Workflow

3.0

(1)

Customizable Dashboard

(0)

Data Extraction

5.0

(1)

Product Catalog

(0)

Process/Workflow Automation

5.0

(1)

Discount Management

5.0

(1)

Pricing and Cost Calculations

5.0

(2)

Document Automation

(0)

Price and Cost Calculations

1.0

(1)

Document Review

5.0

(1)

Document Templates

5.0

(1)

Performance Metrics

(0)

Electronic Payments

(0)

Opportunity Management

(0)

PandaDoc awards

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PandaDoc pricing

Value for money rating:

4.3

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PandaDoc integrations (106)

Integrations rated by users

We looked through 1,208 user reviews, to identify which products are mentioned as PandaDoc integrations, and what is the users perception.

Salesforce Sales Cloud

Integration rating: 4.3 (6)

“Salesforce is our main server, and the integration to have PandaDoc and Salesforce speak to each other and share variables allows us to pre-populate templates with client information to save time from repetitive typing. ”

“This integration is important because we store all of our customer data in our Salesforce instance and data regarding billing frequencies, contract durations, etc. is being pushed into our Salesforce from PandaDoc.”

“We collect and measure all sales activities in Salesforce, but Pandadocs is where we create our quotes so they need to work seamlessly together.”

“Ability to manage our pipeline in Salesforce and track proposals with our sales reps”

Ashley Day

Designer

1/4

HubSpot CRM

Integration rating: 4.8 (14)

“Our entire sales CRM is held within Hubspot. The ability to create Panda Docs from a Hubspot client account is very helpful”

“Contact data from the CRM passes straight onto the pandadoc saving lots of time”

“We need to have a direct integration with our CRM and Pandadoc provides that”

Jason Littlewood

Product and Sales Speciallist

1/3

Pipedrive

Integration rating: 5.0 (3)

“I am a Pipedrive partner- so it is my main CRM program. PandaDoc has made it easy to access from Pipedrive as well as use variables and automations to have the document send automatically, partially filled out with “person” info from Pipedrive. I am also able to customize ”

“to allow all customer contacts and sales contracts to be kept in the same place.”

Brittany Mcgill

My go-to document program

1/2

Gmail

Integration rating: 4.5 (4)

“We need to be able to pull documents from our Gmail, sign them, and reattach them to an email in a timely manner without having to download, upload, and re-download the same form multiple times. Currently, there is the issue of not being able to re-attach them to an email chain. However, once that is fixed I think this integration will be used more often. ”

Ashley Day

Designer

Stripe

Integration rating: 4.5 (2)

“Ability to have new clients sign the proposal and pay the invoice in one step”

Ed Sterling

CVO

SugarCRM

Integration rating: 4.0 (1)

“Its important sometimes it really helpful to connect and work in different os ”

Sanjay Baluswamy

Marketing Specialist

Google Drive

Integration rating: 5.0 (4)

Zapier

Integration rating: 5.0 (3)

Zoho CRM

Integration rating: 5.0 (2)

PayPal

Integration rating: 5.0 (2)

Dropbox Business

Integration rating: 5.0 (2)

Insightly

Integration rating: 5.0 (2)

Slack

Integration rating: 4.5 (2)