Solid core features completely undermined by aggressive downgrades to legacy plans
We maintained an annual Starter Plan subscription for nearly three years. The platform reliably handled our low-volume needs—generating client orders, managing e-signatures, and issuing authorization letters (under 10 documents monthly). We derived the core value from maintaining over a dozen customized templates to expedite our workflow. Recently, PandaDoc introduced platform updates featuring tools we do not require, while simultaneously restricting the Starter Plan template quota to exactly five. This policy change directly penalizes legacy users and disrupts our operations: Imposed Limitations: Because our existing library exceeds the new 5-template cap, the system now prohibits us from creating new templates. Intrusive Upselling: Executing documents from our existing templates now triggers relentless, mandatory prompts urging us to upgrade to a premium tier. We consider this business practice unacceptable for two specific reasons: PandaDoc refused to grandfather loyal, existing customers into their original plan terms. The return on investment fails to scale. The efficiency we gain from the software does not justify the significantly higher cost of the upgraded plans. By retroactively enforcing this strict template limit, PandaDoc effectively reduced the utility of our paid plan to zero in order to force an expensive upgrade. We remained a satisfied, paying customer until this change. Consequently, we award a 2-star rating. We removed our billing details and will let the current subscription expire without renewal.