We have been developing their CMS application where we automate document creation and signature flows. I created a CMS application in which clients register, and we generate documents through PandaDoc. Multiple levels of signers approve documents, and at the end, either the client will be registered or we can inform them about missing information that needs to be provided.
PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
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Easy Integration, Affordable Pricing
What do you like best about the product?
I like PandaDoc's good UI/UX and good API, which are easy to use and integrate. The pricing was a significant factor for the switch from DocuSign, and I found the initial setup to be very good.
What do you dislike about the product?
Email deliverability
What problems is the product solving and how is that benefiting you?
I use PandaDoc to help get clients to sign their documents. It has a good UI/UX and API, making it easy to use and integrate.
Strong Template & Library Control for Consistent, On-Brand Documents
What do you like best about the product?
The control over design application, we used to have to email word documents around and inevitably someone would style things however they wanted or not have the correct version of fonts installed. This caused a lot of last minute reformatting that was rushed.
The library is an easy way to have lots of versions of commonly reused content, before we kept all the versions in the template and that file was huge.
Control on templates. I like that I can add blocks from the library for creators to choose from, since they're not likely to be aware of all the best options. I like the ability to make some blocks uneditable or locked.
The library is an easy way to have lots of versions of commonly reused content, before we kept all the versions in the template and that file was huge.
Control on templates. I like that I can add blocks from the library for creators to choose from, since they're not likely to be aware of all the best options. I like the ability to make some blocks uneditable or locked.
What do you dislike about the product?
The inability for text to flow into content blocks on the next page so I manually have to adjust it. This leads into my next headache...
The hiccup that comments don't work if a page's content is too long, but only sometimes. This forces us to add page breaks even when we're early in creating a doc and may not have solidified the order we'll want content to appear in or how detailed we will or won't get. Being able to tag team members in comments is key to refining the content so that we can make a final formatting pass, but we end up having to do a lot of formatting early on so that comments save and are visible.
The UI to see page previews and number of pages is missed by most of my team. I have to remind them of this and explain it often so they can locate the area I need their support in.
Formatting on tables is pretty meh. The fact that I can style a regular table very specifically and I have extremely limited styling on pricing tables is a total miss. I can't format them to look similarly styled and there are pieces in the pricing table you can't change the font or sizing on AT ALL.
The hiccup that comments don't work if a page's content is too long, but only sometimes. This forces us to add page breaks even when we're early in creating a doc and may not have solidified the order we'll want content to appear in or how detailed we will or won't get. Being able to tag team members in comments is key to refining the content so that we can make a final formatting pass, but we end up having to do a lot of formatting early on so that comments save and are visible.
The UI to see page previews and number of pages is missed by most of my team. I have to remind them of this and explain it often so they can locate the area I need their support in.
Formatting on tables is pretty meh. The fact that I can style a regular table very specifically and I have extremely limited styling on pricing tables is a total miss. I can't format them to look similarly styled and there are pieces in the pricing table you can't change the font or sizing on AT ALL.
What problems is the product solving and how is that benefiting you?
Control, it 100% reduced the amount of time I used to spend reviewing and correcting things people would remove or break.
Panda Polished Review
What do you like best about the product?
End-to-end workflow: You can create, send, track, and sign documents all in one place. That cuts down on juggling multiple tools.
Real-time insights: It shows when someone opens a document, how long they spend on each section, and when they sign. That kind of visibility is surprisingly useful for sales follow-ups.
Templates and content library: Instead of rebuilding documents from scratch, you can reuse polished templates and drop in pre-approved sections. Huge time saver.
Integrations: It connects nicely with tools like Salesforce, HubSpot, and Slack, which makes it fit into existing workflows rather than forcing you to change everything.
E-signatures built in: No need for a separate signing tool—it’s native and legally binding in most contexts.
If there’s a downside, it can feel a bit heavy if you only need simple document signing. But for teams that deal with proposals or sales docs regularly, it’s quite powerful.
Are you looking at it for personal use, or for a team/business setup?
Real-time insights: It shows when someone opens a document, how long they spend on each section, and when they sign. That kind of visibility is surprisingly useful for sales follow-ups.
Templates and content library: Instead of rebuilding documents from scratch, you can reuse polished templates and drop in pre-approved sections. Huge time saver.
Integrations: It connects nicely with tools like Salesforce, HubSpot, and Slack, which makes it fit into existing workflows rather than forcing you to change everything.
E-signatures built in: No need for a separate signing tool—it’s native and legally binding in most contexts.
If there’s a downside, it can feel a bit heavy if you only need simple document signing. But for teams that deal with proposals or sales docs regularly, it’s quite powerful.
Are you looking at it for personal use, or for a team/business setup?
What do you dislike about the product?
1. It can feel restrictive and clunky
Even though it’s marketed as easy, some users say the editor becomes rigid and frustrating, especially for complex documents or heavy customization.
Template customization can feel limited
Layout/design flexibility isn’t “full freedom”
Editing glitches (like losing position or formatting issues) happen
From Reddit, one blunt take:
“The new template editor is painfully slow and clunky… you have to follow their exact steps or it breaks.”
Even though it’s marketed as easy, some users say the editor becomes rigid and frustrating, especially for complex documents or heavy customization.
Template customization can feel limited
Layout/design flexibility isn’t “full freedom”
Editing glitches (like losing position or formatting issues) happen
From Reddit, one blunt take:
“The new template editor is painfully slow and clunky… you have to follow their exact steps or it breaks.”
What problems is the product solving and how is that benefiting you?
🧩 The problems PandaDoc is solving
1. Slow, manual document workflows
Traditional processes (Word docs, PDFs, printing, emailing back and forth) are:
Time-consuming
Hard to track
Full of bottlenecks (approvals, edits, signatures)
👉 PandaDoc digitizes and automates this entire flow so documents move quickly from draft to signed.
2. Too much repetitive admin work
Sales and operations teams often:
Recreate the same proposals/contracts repeatedly
Copy-paste client data
Chase signatures manually
👉 PandaDoc uses templates, auto-fill, and workflows to eliminate repetitive tasks.
1. Slow, manual document workflows
Traditional processes (Word docs, PDFs, printing, emailing back and forth) are:
Time-consuming
Hard to track
Full of bottlenecks (approvals, edits, signatures)
👉 PandaDoc digitizes and automates this entire flow so documents move quickly from draft to signed.
2. Too much repetitive admin work
Sales and operations teams often:
Recreate the same proposals/contracts repeatedly
Copy-paste client data
Chase signatures manually
👉 PandaDoc uses templates, auto-fill, and workflows to eliminate repetitive tasks.
Create, Send, and Track Documents Seamlessly in One Place
What do you like best about the product?
The ability to create, send, and track documents all in one place.
What do you dislike about the product?
Customer support is another area that can be hit or miss. Some users report slow responses or difficulty getting issues resolved, which can be a problem if you rely on the platform for daily business operations
What problems is the product solving and how is that benefiting you?
big benefit for me is speed. Deals move faster because clients can review, sign, and even pay in one workflow, instead of everything being spread across different tools.
Seamless Proposal Management with Customization Options
What do you like best about the product?
I like the idea that PandaDoc has different workspaces where we can divide up different workflows, especially since some of our work is financially sensitive and needs to stay separated for the finance team while other work is for our sales team and can be more widely viewed. I appreciate that in our current pricing package, we are not charged per user, but per document, allowing the entire company to edit and update proposals sent to our clients. Also, the initial setup was very easy.
What do you dislike about the product?
It's a little bit limiting in its integrations with other areas if we wanted to do workflows through Azure Logic Apps or things like that where we were to have fields fill out within a PandaDoc document, takes quite a bit of setup to get done. And then submitting through those automations to get files in there to be signed requires a bit of additional legwork to figure out. I'd appreciate a little bit more intuitive automation interface.
What problems is the product solving and how is that benefiting you?
PandaDoc provides a singular platform for tracking proposals, ensures consistent branding, simplifies signature tracking, and offers an officially accepted notary platform. It supports document customization and integrates directly with HubSpot.
Seamless Salesforce Integration, Simplicity Over Competitors
What do you like best about the product?
I like how PandaDoc integrates with our Salesforce, allowing our reps to send it right from our CRM without having to open PandaDoc separately, and it just works seamlessly. It is super valuable because my sales reps can work on the opportunity page for an account and send quotations or order forms right from there, staying in one system without having to open multiple systems. We switched from DocuSign because PandaDoc is much simpler, much easier, and offers better functionality. The initial setup was pretty easy.
What do you dislike about the product?
I think just a little bit on the layout could be improved. Sometimes, PandaDoc could come across as intimidating.
What problems is the product solving and how is that benefiting you?
I use PandaDoc to bring in orders correctly and promptly, as it integrates with our Salesforce, allowing the reps to send documents from the CRM seamlessly.
Easy Document Management, Needs Pricing Flexibility
What do you like best about the product?
I appreciate how PandaDoc handles the formatting of contract documents and keeps everything centralized. I love seeing when a client has opened or viewed a contract, instead of sending a PDF via email and hoping they received or acknowledged it. It's pretty easy to use and offers templates when needed. I also like that PandaDoc is well-known enough that my clients are comfortable signing documents through it, unlike with something more obscure. Mobile-friendly signing is a big plus for our clients, and the document tracking is the biggest asset for our company. The initial setup of PandaDoc was very easy.
What do you dislike about the product?
I think the pricing model needs some refinement. I currently use PandaDoc by myself only because the price increases too much per seat and I feel like it should have a discounted rate for additional seats, considering the fact all the documents are still centralized among the team.
What problems is the product solving and how is that benefiting you?
PandaDoc handles contract formatting, centralizes documents, and tracks when clients view contracts, avoiding the uncertainty of emails. It's easy to use, offers templates, and provides mobile-friendly signing, which is great for clients. Document tracking is a major asset for our company.
Automated client onboarding has simplified document workflows and streamlined approvals
What is our primary use case?
What is most valuable?
The most important feature I appreciate about PandaDoc is that in most applications, we have to manually create the template file, but with PandaDoc, we can upload any PDF file and use that as a template. The second thing is that their SDKs for programming languages are excellent. I have used the Java SDK, which provides many features and removes the complexity overhead of using PandaDoc's API. The third feature is the notification structure they provide at every event that occurs in PandaDoc.
What needs improvement?
One aspect I would improve about PandaDoc is that the templating feature could be more expandable, such as allowing the ability to draw images. When we uploaded a PDF document, the image quality was diminished, and it was not displaying properly. However, we fixed it on our end, and it is now visible in PandaDoc. If that aspect could be improved, it would be beneficial.
What do I think about the stability of the solution?
I have not experienced any lagging, crashing, or downtime with PandaDoc; every time we received a proper response. PandaDoc is a very stable product, and I would definitely suggest it to anyone asking for a review. During development, I never felt that it was lagging, crashing, or throwing unknown errors, and their documentation is well-organized.
How was the initial setup?
During initial deployment, we faced some issues that I was assigned to debug. There were signing order issues while we were creating documents from the template using Java SDKs. However, we resolved them easily and received help mostly from PandaDoc's documentation.
Which other solutions did I evaluate?
I have not used any alternatives to PandaDoc. I have used other PDF generation tools, which include only PDF generation libraries that are open-source options such as Jasper Report and another option provided by the Java community. I am familiar with those alternatives.
What other advice do I have?
Regarding maintenance, we deployed the solution and handed it over to the customer approximately four to five months ago, and we have not encountered any issues. The client has requested some new features, and we are planning to integrate those. I would rate this product a 9 out of 10.
Effortless Contract Management with PandaDoc
What do you like best about the product?
I use PandaDoc to sign and build contracts with customers. What I really like is that PandaDoc is quick and easy to use. The instructions are simple, even for customers who aren't tech-savvy. I also like the drag and drop function for signature and initial blocks. The initial setup was extremely easy.
What do you dislike about the product?
Maybe a feature where it automatically adds the initials and the signature blocks and the text blocks to every page. So allowing me not to have to drag and drop it.
What problems is the product solving and how is that benefiting you?
PandaDoc is quick and simplifies instructions, even for non-tech-savvy customers.
Fast Integration, Slightly Tricky Editor
What do you like best about the product?
I like that PandaDoc is fast to work with once I've used it for a while and know how to navigate it. It integrates well with other software we use at the company, which is really helpful. The content library is great because it allows us to reuse modules in different documents, making changes easier when they happen, like updating T&Cs. I also appreciate the integration with HubSpot, as it lets us generate documents with custom data really fast.
What do you dislike about the product?
The editor can be a bit of a challenge sometimes, since custom data blocks sometimes move around the document. To this day, I have not yet found out if this is a mistake on our side when creating templates or if it is on the software. We had a learning curve to pass before we felt comfortable with it.
What problems is the product solving and how is that benefiting you?
I use PandaDoc to generate and manage documents needing signatures. It provides a signature solution with document tracking. Once familiar, it’s fast and integrates well, especially with Hubspot, to quickly generate documents with custom data. The content library eases document editing.
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