Great for Polished Professional Branded Proposals that Impress Our Prospects but Pricy for Small Business
Updated November 12, 2025

Great for Polished Professional Branded Proposals that Impress Our Prospects but Pricy for Small Business

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

We use PandaDoc for generating proposals for prospects and clients, and occasionally for sending contracts, NDAs, statements of work, and other legal documents to other partners, vendors, and contractors. Mostly. We use PandaDoc to send proposals to prospective clients, allowing us to get their e-signature and move to the invoicing step.

Pros

  • Wide variety of templates
  • Professional, polished look to documents
  • E-signature capability
  • Ability to see when and how long recipients have viewed the document
  • Automatic reminders and expiration dates

Cons

  • Sometimes the fillable fields don't automatically map properly and you have to manually adjust.
  • Plan tiers and pricing recently changed, so now we get less value and less features (limited templates, no more pricing tables or invoicing/connected payment) for the same price, which is pricy for a small business.
  • Easier, integrated invoicing as an included feature (so we don't have to use a different software for invoicing/payment collection) would be ideal. You have to upgrade to the Business Plan for this.
  • Time saved creating documents by utilizing their templates as a great place to start.
  • Time saved on branding and proposal generation as PandaDoc allows us to customize documents with our logo and copy, and save as a template to keep reusing.
  • Time and money saved on legal fees as PandaDoc allows us a way to generate legal documents ourselves by leaning on their pre-made templates (ie. contractor statement of work, and standard NDA).
  • Money saved on e-signature software.
  • We've referred to PandaDoc pre-made templates for inspiration on how to structure official documents. Sometimes drawing on the legal language they use. We've also cross-referenced their language with other documents we get as recipients.
  • We've used pre-made templates for legal and onboarding documents/materials.
PandaDoc is a more polished, professional, and 'legitimate' software site than other solutions, since PandaDoc really specializes in creating professional proposals, quotes and invoices. The eSignature capacity and pricing table capacity embedded in the documents as well as fillable fields, pre-made, customizable and reusable templates also make PandaDoc stand out.

Do you think PandaDoc delivers good value for the price?

No

Are you happy with PandaDoc's feature set?

Yes

Did PandaDoc live up to sales and marketing promises?

No

Did implementation of PandaDoc go as expected?

Yes

Would you buy PandaDoc again?

Yes

As a small business, the polished, professional look of every PandaDoc document never fails to impress our clients. It's seamless and easy to collect e-signatures, a huge plus, as many e-signature software services provide only that feature for a cost, without the other features PandaDoc has. I am disappointed that the pricing tiers recently changed, so now you get less value for the price. PandaDoc has been great for sending proposals to our clients which include the terms of agreement and the price we quote them, with space at the end for them to sign upon approval. This signals to us that they've accepted and we proceed by sending them an invoice (through another software). Ideally, PandaDoc would automatically follow up or simultaneously send an invoice as well - but this is a Business Plan feature now. But love that we can track when prospects open our documents.

We used to pay $35/month for the Essentials Plan, which no longer exists and has become the Starter Plan, which no longer includes unlimited templates or pricing tables - those are Business Plan features. So that downgrade in value was disappointing as it's not a cheap service for a small business, and I'm considering moving to their free plan.

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