PandaDoc vs SmartDocs

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.

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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

Product Catalog

Product Configurator

Progress Tracking

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 (72% of reviewers).

Users and use cases

Reviewers appreciate PandaDoc’s reasonable pricing, free trial, and free tier, which they say cover basic needs and offer competitive value. However, some users report expensive upgrades, restrictive tiers, and limited free options, especially for small businesses.

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 program with key features that include document management, electronic signature, data security, mobile signature capture, file sharing, multiparty signing, 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

Limited and confusing payment features

43% of reviewers feel negative about PandaDoc’s payment capabilities. Users mention that online payment management is limited, with difficulties in handling partial payments, billing for unforeseen expenses, or configuring products and currencies. Reviewers find the payment integration hard to use and say billing processes are unclear or inflexible. Some users express frustration with unexpected charges, challenging subscription management, and features locked behind higher-priced plans.

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.

69% of reviewers feel negative about PandaDoc’s formatting options. Reviewers indicate that importing documents from other software often results in lost or altered formatting, especially with fonts, bullet points, and tables. They find editing and customizing templates cumbersome, with frequent glitches and inconsistent results when printing or exporting to PDF. Users say maintaining brand consistency and achieving desired layouts requires extra effort and can be frustrating.

Email delivery challenges

83% of reviewers feel negative about PandaDoc’s email sending. Users report frequent issues with emails being marked as spam or landing in junk folders, causing confusion and delays for recipients. They say the inability to send from their own domain without a higher-tier plan contributes to unprofessional impressions. Reviewers note that clients often miss important documents, leading to lost opportunities and extra effort to guide recipients through finding proposal emails.

Cumbersome document organization

Sales administrator

Sometimes pandaDoc can be hard to synchronize documents or it has trouble loading them.

45% of reviewers feel negative about PandaDoc’s document management. Users report difficulties with organizing, sharing, and managing documents, such as limited options for moving or cloning pages, slow loading times, and challenges with bulk downloads. They mention that handling large documents or converting files can be problematic, and accessing or editing documents on mobile devices is often laggy or restricted. Reviewers feel these issues add unnecessary complexity to their workflow.

Slow and unresponsive support

Marketing Lead

I contacted, support but they weren't not able to reset my trial even through I was communicating with them for an hour as I figured out how to use the platform.

39% of reviewers feel negative about PandaDoc’s customer support. Users report slow response times, unhelpful or outsourced support staff, and unresolved issues. They say communication is often unclear, and follow-up on support tickets is inconsistent. Reviewers mention difficulties in getting refunds or assistance with billing, and some feel that support quality has declined over time, making it challenging to resolve technical or account-related problems efficiently.

Secure document handling

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.

Musician

It allows me to store documents for future use which is one of my favorite features because everything remains secure through its security system.

93% of reviewers feel positive about PandaDoc’s security and access control. Users highlight the platform’s encryption, two-factor authentication, and secure storage as key benefits, giving them confidence when handling sensitive documents. They appreciate features like SSL security, access controls, and audit trails, which help ensure data integrity and compliance. Reviewers also mention that these security measures are crucial for remote teams and when sharing documents externally.

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 recipients view or sign, and access detailed analytics on client engagement. They find the dashboard helpful for tracking documents through different stages and value the audit trail for understanding client behavior. Users say these features streamline collaboration, improve follow-up timing, and help optimize proposals by revealing which sections attract the most attention.

Efficient diGital 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 capabilities. Reviewers report that sending, tracking, and receiving signed documents is fast and straightforward, with templates and e-signature fields streamlining the process. Users value the ability to sign from any device, which accelerates contract turnaround and eliminates the need for printing or scanning. They also highlight the convenience of managing multiple documents and approvals within a single platform.

Production manager

I also appreciate the customizable templates, electronic signature feature, and real-time notifications that show when clients view or sign documents.

Director of Design and Research

PandaDoc has an user friendly interface that make it easy to create ,edit and sign both contracts and documents .Offer customizable templates that allow us to tailor document creation process to match on a specific need .Safe cloud storage  and automatic reminders.

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.

Overall have found PandDoc as the best platform that solves the problem of manuallly creating ,sending ,signing and tracking documents .Offer

Senior Project Specialist

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

The platform is very user-friendly and helps streamline proposals, contracts, and invoices all 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.

Operations Analyst

Really good to stick with the set templates, it provides standardization on the formatting which is really helpful for company reports.

Project Manager

The document templates save a lot of time, especially for proposals, contracts, and quotes that are used repeatedly.

Director of Operations

My clients are able to easily sign and then I can keep record of contracts.

Sales Representative

Something would like to see different is having a way I can schedule document to be sent on a specific day and time.

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

Additionally, some useful features are only available in higher-priced plans, which may not be ideal for smaller businesses or teams.

There are a few areas that could be more intuitive, but overall it has helped improve efficiency and speed up approvals and contract management

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.

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.

It helps streamline the whole document approval process and reduces a lot of manual work

PandaDoc vs SmartDocs Comparison (2026)

PandaDoc

SmartDocs

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives