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.

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.

Our platform includes robust CPQ functionality. Include dynamic pricing tables inside of your documents and auto calculate discounts, taxes, and margins with little effort.

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

Restrictive payment features

43% of reviewers feel negative about PandaDoc’s payments functionality. Users report challenges with online payment management, including inability to split payments, handle currencies, or configure products for commerce. Reviewers indicate billing system issues, such as misleading charges, difficulty canceling subscriptions, and lack of refund support. Some reviewers find payment integrations hard to use and many features locked behind higher-tier plans. They say onboarding and billing adjustments are time-consuming and frustrating.

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.

68% of reviewers feel negative about PandaDoc’s formatting. Users report frequent issues with fonts, bullet points, and numbering systems not carrying over from third-party software. Reviewers indicate formatting glitches occur when importing documents, converting files, or printing contracts, resulting in poor presentation. Some reviewers find editing templates challenging, with text alignment, date formats, and table modifications often requiring extra effort. They say lack of customization and persistent formatting bugs disrupt workflow and brand consistency.

Email delivery challenges

83% of reviewers feel negative about PandaDoc’s email sending. Reviewers indicate emails sent through the platform often end up in recipients’ spam or junk folders, causing confusion and missed communications. Users think lack of customization for sender domains and branding makes emails appear unprofessional and harder to locate. Some reviewers report bulk sending is inefficient and confirmation emails are frequently undelivered. They say email tracking is unreliable due to blocking, and clients unfamiliar with PandaDoc may overlook important messages.

Limited document handling

Sales administrator

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

Uploading PDF documents to to create a new form, there were severe glitches for special characters like "", which made our legal terms in the pdf faulty.

44% of reviewers feel negative about PandaDoc’s document management. Reviewers indicate difficulties with uploading, converting, and synchronizing documents, especially with non-PDF files. Users think organizing files and folders is cumbersome, and bulk actions like downloading or moving pages are restricted. Some reviewers report slow loading times and glitches when handling large documents. They say viewing, editing, and sharing documents across devices is inconsistent, and managing templates or assigning fields can be limiting.

Slow and unhelpful 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.

40% of reviewers feel negative about PandaDoc’s customer support. Reviewers indicate response times are slow, with tickets often left unaddressed for weeks. Users think support staff provide unclear or unrelated guidance, and communication is challenging due to offshore teams. Some reviewers report difficulty resolving technical issues, lack of follow-up, and denied refund requests. They say onboarding assistance is minimal, and support for billing or advanced features is inadequate, leading to dissatisfaction.

Robust document security

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.

Technician in Energy and Thermal Engineering

Moreover, the platform allows me to store my documents securely and monitor their progress, giving me a sense of security.

93% of reviewers feel positive about PandaDoc’s security and access control. Reviewers indicate the platform offers encrypted storage, secure sharing, and authentication features to protect sensitive information. Users think SSL security, two-factor authentication, and access controls ensure documents remain confidential and tamper-proof. Some reviewers find secure file sharing and storage vaults valuable for compliance and peace of mind. They appreciate the sense of security when managing contracts and proposals, especially when handling client data and payments.

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 indicate the platform provides real-time visibility into document status, including sent, viewed, and completed stages. Users think tracking who views documents and how long they spend on each page helps them understand client engagement and optimize proposals. Some reviewers find the dashboard and notifications valuable for monitoring progress and ensuring timely follow-ups. They appreciate audit trails and analytics, which enhance collaboration and streamline review processes. Users say tracking features give them confidence in document security and help maintain organized workflows.

Streamlined 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 indicate the platform simplifies obtaining signatures by allowing documents to be signed digitally from any device. Users think templates and drag-and-drop fields make preparing signable documents easy. Some reviewers find real-time notifications and tracking of signed documents helpful for managing approvals. They appreciate the ability to send, sign, and store documents securely in one place. Users say the signing process is fast, intuitive, and convenient for both clients and internal teams.

Production manager

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

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.

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.

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

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

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.

PandaDoc vs SmartDocs Comparison (2026)

PandaDoc

SmartDocs

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives