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PandaDoc

PandaDoc Contracts

Composite Score

7.9 /10

CX Score

7.9 /10

57 Reviews Write a Review

Claim Software

What is PandaDoc Contracts?

Seamless PandaDoc integrations with every leading CRM allow sales teams to create, send, track, and sign contracts without leaving their CRM. Deploying PandaDoc as an add-on to your CRM eliminates the frustration of using multiple systems while keeping onboarding and training time to a minimum.

Company Details

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Awards & Recognition

PandaDoc Contracts won the following awards in the Contract Lifecycle Management category

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8 Top Rated Capabilities

5 Top Rated Features

2025

2024 Data Quadrant Champion

2024

7 Top Rated Capabilities

5 Top Rated Features

2024

2023 Data Quadrant Champion

2023

3 Top Rated Capabilities

4 Top Rated Features

2023

2023 Emotional Footprint Champion

2023

2022 Data Quadrant Champion

2022

6 Top Rated Capabilities

3 Top Rated Features

2022

PandaDoc Contracts Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on PandaDoc Contracts.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

85 Likeliness to Recommend

1
Since last award

90 Plan to Renew

1
Since last award

79 Satisfaction of Cost Relative to Value

1
Since last award

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+83 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love PandaDoc Contracts?

8% Negative

2% Neutral

90% Positive

Pros

Reliable
Acts with Integrity
Helps Innovate
Effective Service

Cons

Under Delivered

Feature Ratings

Average 83

Workflow

E-Signature

Contract Approval

Obligation Management

OCR Support

Searchable Repository

Clause Management

Contract Authoring

Redlining

Integration

Reporting Analytics

Vendor Capability Ratings

Average 83

Business Value Created

Product Strategy and Rate of Improvement

Quality of Features

Usability and Intuitiveness

Ease of Data Integration

Ease of Customization

Availability and Quality of Training

Ease of IT Administration

Breadth of Features

Ease of Implementation

Vendor Support

PandaDoc Contracts Reviews

Lonnie A.

Role: C-Level
Industry: Consulting
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Jun 2023

Is a core part of our proposal process.

Likeliness to Recommend

10 /10

What differentiates PandaDoc Contracts from other similar products?

It's integration with our marketing platform makes our proposal process very fast and repeatable. Even though every proposal is always customized, much of it is repeated, and having a library of templates as well a content library to so I can quickly mix and match is a win.

What is your favorite aspect of this product?

The ability to collect payments directly from the product. I've collected a lot of money over the years using this functionality.

What do you dislike most about this product?

The way the product pricing catalog makes it complicated to set up a by-the-hour service.

What recommendations would you give to someone considering this product?

It is great for most simple to medium complexity proposals. If you have to prepare responses to very large RFPs, which often run to hundreds of pages in their final format, this isn't for that.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Ryan F.

Role: C-Level
Industry: Technology
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Jun 2023

Ok features, high ticket, missing features

Likeliness to Recommend

3 /10

What differentiates PandaDoc Contracts from other similar products?

Not much at the time we used it

What is your favorite aspect of this product?

Don't really have one

What do you dislike most about this product?

Price, contract, missing features

What recommendations would you give to someone considering this product?

Research carefully, avoid long term deal

Pros

Reliable
Trustworthy
Respectful
Fair

Cons

Less Efficient Service
Less Effective Service
Inhibits Innovation

Glenn C.

Role: Operations
Industry: Technology
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Jun 2023

I think the product had a lot of potential value

Likeliness to Recommend

3 /10

What differentiates PandaDoc Contracts from other similar products?

Customization of forms

What is your favorite aspect of this product?

Salesforce Integration

What do you dislike most about this product?

Terrible Support. Paid $5000 in PS to make the onboarding seamless and never was fully onboarded reverting back to our old CPQ solution out of frustration. Sales even extended our contract and they continued to displease us during the implementation.

What recommendations would you give to someone considering this product?

The product seemed great. The internal communication between Sales, Support and Customer Success was extremely broken.

Pros

Reliable
Performance Enhancing
Trustworthy
Unique Features

Cons

Less Efficient Service
Less Effective Service
Less Caring

PandaDoc Contracts

What is PandaDoc Contracts?

Company Details

Need Assistance?

Awards & Recognition

2024 Data Quadrant Champion

2023 Data Quadrant Champion

2023 Emotional Footprint Champion

2022 Data Quadrant Champion

PandaDoc Contracts Ratings

85 Likeliness to Recommend

1 Since last award

90 Plan to Renew

1 Since last award

79 Satisfaction of Cost Relative to Value

1 Since last award

Emotional Footprint Overview

+83 Net Emotional Footprint

How much do users love PandaDoc Contracts?

Pros

Cons

Feature Ratings Average rating of all product features, some of which may not be shown below

Workflow Solution allows business to automate approval and action routines for easy fast processing through the lifecycle.

E-Signature Native e-signature capabilities and/or integrations to 3rd party e-signature solutions.

Contract Approval Automated and hierarchical approval process from one or many approvers of a contract(s) within the CLM system.

Obligation Management Obligations, deliveries, SLA status, key event tracking of contract events through the CLM system

OCR Support Automated import of 3rd party and legacy agreements

Searchable Repository Storage and indexing of contracts by various criteria, including meta-tagging capabilities. Online access to all personnel that need access to them

Clause Management Presence of a clause library, ability to build clause libraries, AI overlay for review and analysis of contract clauses via Machine Learning

Contract Authoring Creation of the contract with legal controls such as contract structure, required information, drafting parameters. Integration with MSFT Word is high value.

Redlining Ability to redline agreements, with version control, and across various document formats.

Integration Linkage from CLM to transactional systems such as order management systems, accounts payable systems, CRM, P2P/S2S, Legal Matter solutions, and risk management

Reporting Analytics Perform analysis of contract portfolio and provide insights into the contract portfolio.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

PandaDoc Contracts Reviews

Lonnie A.

Is a core part of our proposal process.

Likeliness to Recommend

Pros

Ryan F.

Ok features, high ticket, missing features

Likeliness to Recommend

Pros

Cons

Glenn C.

I think the product had a lot of potential value

Likeliness to Recommend

Pros

Cons

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Feature Ratings

Workflow

E-Signature

Contract Approval

Obligation Management

OCR Support

Searchable Repository

Clause Management

Contract Authoring

Redlining

Integration

Reporting Analytics

Vendor Capability Ratings

Business Value Created

Product Strategy and Rate of Improvement

Quality of Features

Usability and Intuitiveness

Ease of Data Integration

Ease of Customization

Availability and Quality of Training

Ease of IT Administration

Breadth of Features

Ease of Implementation

Vendor Support