PandaDoc vs ClientPoint

Docusign

Adobe Acrobat

Bitrix24

Docusign is a cloud-based digital signature platform that allows businesses to create, commit to, and manage their agreements on a centralized dashboard. The IAM for Sales application streamlines the sales contracting process, enabling sellers to create optimal deals more independently, close them faster, and extract more value. Its IAM for Customer Experience application transforms time-consuming processes into engaging experiences that build long-lasting customer relationships and drive scale.

Adobe Acrobat is PDF editing software that can be used to create, convert and share PDF documents. It can convert documents in Microsoft Office formats to PDFs, and vice versa. PDFs can be viewed, annotated, and signed using Adobe Sign and the free Acrobat Reader mobile app.

Bitrix24 is an all-in-one business management platform that integrates CRM, project management, and collaboration tools in a single workspace. The system offers task management with Kanban boards and Gantt charts, communication features including video calls and chat, plus website building capabilities with ecommerce functionality. Bitrix24 includes HR management tools for employee tracking and workflow automation, all accessible via mobile applications.

I did not find the support service (I was chat) to be very helpful or responsive to the point where I gave up and didn't even continue with the free trial.

Compliance

Poor, disheartening - customer service or lack there of is disappointing and can not keep up to customer demand.

Senior Land Sales Agent

There have been no negatives in the use of Pandadoc since switching from a well recognized provider, with the only exception being that many people are not familiar with the name.

Save time and boost your productivity with Electronic Signatures. Now you can send, sign, and approve documents faster than ever. Reduce the length of your sales cycle and give customers a better experience with legally binding eSignatures.

Access Controls/Permissions

Accounting Integration

Activity Dashboard

Activity Tracking

AI Redlining

Alerts/Notifications

Approval Process Control

Approval Workflow

Archiving & Retention

Audit Management

Audit Trail

Authentication

Automated Quoting

Billing & Invoicing

Billing Portal

Bulk Uploading

Business Process Automation

Catalog Management

Collaboration Tools

Completion Tracking

Compliance Management

Compliance Tracking

Configurable Workflow

Contact Database

Contact Management

Content Library

Content Management

Contract Drafting

Contract/License Management

CRM Integration

Customer Database

Customizable Branding

Customizable Dashboard

Customizable Fields

Customizable Forms

Customizable Invoices

Customizable Reports

Customizable Templates

Data Extraction

Data Import/Export

Data Security

Digital Signature

Discount Management

Document Automation

Document Capture

Document Classification

Document Generation

Document Management

Document Review

Document Storage

Document Templates

Drag & Drop

Electronic Payments

Electronic Signature

Email Management

Email Marketing

Employee Database

Employee Management

Engagement Tracking

Field Sales Management

File Conversion

File Management

File Sharing

For AEC Industry

Forecasting

Forms Creation & Design

Forms Management

Full Text Search

Guided Selling

HIPAA Compliant

HR Management

Invoice Creation

Invoice History

Invoice Processing

Knowledge Base Management

Live Chat

Mobile Access

Mobile App

Mobile Payments

Mobile Signature Capture

Monitoring

Multi-Currency

Multi-Party Signing

Onboarding

Online Invoicing

Opportunity Management

Payment Processing

Performance Management

Performance Metrics

Pipeline Management

Pre-built Templates

Price and Cost Calculations

Price/Margin Management

Pricing and Cost Calculations

Pricing Management

Process/Workflow Automation

Product Catalog

Product Configurator

Reviews for PandaDoc come from a wide variety of industries, including marketing and advertising (11% of reviewers), information technology and services (9%), and computer software (9%). The most frequent use case for PandaDoc cited by reviewers is digital signature (73% of reviewers).

Users and use cases

Some reviewers find PandaDoc offers a good balance of features and affordability, and they appreciate the free plan for testing. However, some users report high costs for advanced features, limited free version functionality, and occasional billing issues.

Value for money

The PandaDoc integrations most frequently cited by reviewers are: HubSpot CRM (a CRM product rated 4.7 out of 5 for its integration with PandaDoc), Pipedrive (a CRM product, 4.8), and Google Drive (a cloud storage product, 4.5).

Integrations

PandaDoc is a digital signature solution with key features that include document management, electronic signature, data security, mobile signature capture, multiparty signing, file sharing, and more.

PandaDoc

Web-based

iPhone

iPad

Android

Windows

Linux

Chromebook

Proposify

Qwilr

Oneflow

Xodo Sign

Better Proposals

airSlate SignNow

HoneyBook

Dropbox Sign

Zoho CRM

Starter

Business

Enterprise

Inconsistent document formatting

Executive Assistant/Marketing Associate

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.

70% of reviewers feel negative about PandaDoc’s formatting capabilities. Users indicate that importing documents from other software often leads to lost or distorted formatting, especially with fonts, bullet points, and numbering. They report frequent glitches with text size, alignment, and tables, and say that making edits or customizing layouts can be time-consuming and frustrating. Reviewers highlight challenges with maintaining brand consistency, difficulties in printing documents accurately, and limited options for advanced formatting or design adjustments.

Limited flexibility in sending

40% of reviewers feel negative about PandaDoc’s document sending process. Users report frustration with not being able to add or remove recipients after sending a document, and say that errors in recipient information require resending to all parties. They mention that bulk sending is not streamlined, and some experience delays or glitches when sending documents to multiple contacts. Reviewers also note that tracking sent documents can be confusing, and that some external recipients are hesitant to click unfamiliar links.

Frequent email delivery issues

83% of reviewers feel negative about PandaDoc’s email sending. Users report that emails sent through the platform often end up in recipients’ spam or junk folders, causing confusion and delays. They say this issue makes it difficult for clients to locate important documents and sometimes results in lost business opportunities. Reviewers mention frustration with the inability to send emails from their own domain without upgrading to higher-tier plans. Many note that bulk sending is cumbersome and that email notifications can be overwhelming or unreliable.

Cumbersome document organization

Administrative Assistant

Converting the document to other document format is not available in here.

45% of reviewers feel negative about PandaDoc’s document management. Users say organizing, sharing, and editing documents can be inefficient, especially when handling large files or multiple recipients. They mention issues with slow loading times, difficulties in moving or cloning pages, and challenges with importing/exporting documents in various formats. Reviewers report that managing folders, accessing documents on mobile devices, and performing bulk actions are not as intuitive as they would like, leading to extra effort and occasional workflow disruptions.

Slow and unhelpful support

VP & CFO

The pricing needs work along with their customer service response methods.

39% of reviewers feel negative about PandaDoc’s customer support. Users frequently report slow response times, lack of follow-up, and difficulty reaching knowledgeable staff. They say support is often unresponsive to technical or billing issues, and some mention challenges with offshore teams and communication barriers. Reviewers indicate that problems can take weeks to resolve, and that support is less attentive to small businesses. Many express frustration with limited assistance during onboarding, troubleshooting, or when using mobile features.

Robust document security features

Associate Professor of Law

It has delighted us with its superior data safety functions that has been keeping our sensitive documents and information safe when working on them and sharing them.

Marketing Specialist 

The most likely feature of this software is digital signature where using otp, it really provides secure and maintain trust and safety

93% of reviewers feel positive about PandaDoc’s security and access control. Users indicate that the platform offers strong encryption, secure storage, and reliable authentication for document handling and e-signatures. They say these features are critical for protecting sensitive information, ensuring compliance, and building trust with clients. Reviewers appreciate the ability to control access, manage permissions, and securely share documents. Many highlight that PandaDoc’s security tools give them confidence when handling contracts, financial data, and confidential business documents.

Comprehensive document analytics

Director, ICT Operations

Our understanding of customer behavior and preferences is enhanced by the ability to track document views, engagement, and completion rates.

96% of reviewers feel positive about PandaDoc’s document tracking. Reviewers appreciate being able to monitor document status in real time, receive notifications when documents are viewed or signed, and access detailed analytics on recipient engagement. They say these features help them understand client behavior, improve follow-up strategies, and streamline workflows. Users find the dashboard and audit trails particularly useful for tracking progress, ensuring accountability, and maintaining organized records. Many mention that tracking capabilities enhance collaboration, speed up processes, and provide valuable insights for sales and client management.

Simplified signing workflow

Teacher

I can easily send documents for signature, track the signing process, and receive signed documents back, saving time and simplifying the signing workflow.3.

93% of reviewers feel positive about PandaDoc’s document signing process. Users report that sending, signing, and tracking documents is straightforward and efficient, whether for contracts, proposals, or other agreements. They appreciate features like mobile signing, customizable templates, and instant notifications upon completion. Reviewers say the platform reduces turnaround time, centralizes signed documents, and supports collaborative editing. Many mention that clients find the signing experience intuitive, and the process helps businesses move projects forward without delays.

President

PandaDocs removed a key feature that is essential in our business without any warning, which now creates additional time and effort to reenter all the same information that PandaDocs ALREADY has in it's system.   

Lead Developer

It's made the sale closing process very simple for our team and taken away a lot of technical headaches that we used to deal with when it came to getting signatures needed to close a deal.

The TRANSFER DATA feature, would allow you to send the information in the contract to different templates.  

Sr. Marketing Specialist

PandaDoc enables me to create standardized presentations for my Sales team that they can then modify with forms and personalization for specific clients.

Bookkeeper

PandaDoc is a handy product that allows us to have electronically signed contracts we used for contract work as well as submitting to financial institutions for lending purposes.

PandaDoc allows me to create standardized documents and presentations that can then be easily collaborated upon and edited to suit other teammates' needs.

Renewable Energy Plant Specialist

PandaDoc has an in-built e-signature feature that makes my work easier to sign forms and authenticate documents before i share them.

Marketing and technology

We use PandaDoc for drafting and sending contracts, it's clean interface and functions make it a necessity in our tech stack.

Event Logistics Coordinator

I use it to create forms which allows me to sign agreements with clients and other service providers that i deal with.

Senior Project Specialist

We used to use Pandadoc at my company for signing contracts with our clients and for storing them there.

Developer

PandaDoc helps us track and manage the status of our contracts in one place.

ADMIN

We use PandaDoc for our side business we use it heavily for contract signing and to keep up with different companies we have contracts with.

It has improved the experience of our customers to digitally sign the documents and send them back to us without much hassle.

PandaDoc has a drag and drop form editor which makes makes creating new forms or editing existing ones very easy and straightforward.

marketing and finance

It allows me to have electronic signatures, the process is simpler and very secure because every electronic signature that is made is protected, it facilitates all my work management

Lawyer

I do not use e-signing very often for my business and PandaDoc is very user friendly for my clients as well as flexible to my budget.

Now, we have to manually re-enter over 30 data fields that were in the original contract.  

Senior Data Manager

PandaDoc has an e-signature function that enable us to sign forms easily and quickly.

Senior Project Supervisor

It has a document tracking function that allow us to monitor how and where each and every document we have is being used.

PandaDoc vs ClientPoint Comparison (2026)

PandaDoc

ClientPoint

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives