![Douglas B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Douglas B.")
DB

Douglas B.

Pre Sales and Portfolio Manager

Mid-Market (51-1000 emp.)

8/10/2026

"Simplicity and Efficiency with PandaDoc"

5/5

What do you like best about PandaDoc?

We use PandaDoc to manage our catalog of technical and commercial proposal templates, and it keeps that library organized very efficiently. It’s easy to maintain a consistent look and feel, keep information up to date, and rely on the tool day to day, which makes life much easier for our Sales Engineers, Account Managers, and approving managers. Once everything is set up, generating a new proposal is fast and straightforward.

One benefit that really stood out for us is how much it simplified our review process. We used to need three people to review each new proposal, but with PandaDoc it became much simpler and faster. Now we just select the right template, edit only the relevant content, and reuse sections that have already been validated. This reduces repeated reviews while still keeping the quality of the material high.

We also really like the integration with Pipedrive, which works very well. The rollout was straightforward too: the PandaDoc team set up the cloud environment for us, we went through the training sessions, and we were up and running quickly, especially since the interface is quite intuitive. Review collected by and hosted on G2.com.

What do you dislike about PandaDoc?

I think the recent usability changes have made navigating the menus more complicated. Sometimes you have to go back many steps or start over to reach a place that used to be quick to access. Review collected by and hosted on G2.com.

What problems is PandaDoc solving and how is that benefiting you?

I use PandaDoc to centralize our proposal templates, which makes it much easier to manage them and keep information up to date. It streamlines the work for sales engineers and managers by supporting fast, high-quality creation of personalized proposals, and it reduces the need for time-consuming manual reviews. Review collected by and hosted on G2.com.

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Rating Updated (8/21/2026)
Current UserValidated ReviewerIncentivizedSource: Seller invite

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