G2

Davey W.

CEO/ Founder

Small-Business (50 or fewer emp.)

3/16/2020

"Easy to use but still needs a better UX"

4.5/5

What do you like best about PandaDoc?

I like that it connects with HubSpot. I can create documents and have them related back to the object I was working in HubSpot. This is a must for our team. HubSpot is where we track deals and the proposals need to be seen within the CRM. The layout is pretty easy and creating a document or using a template is fairly simple to figure out. It also has the ability to attach payment processing for contracts. This was helpful to have a full-service solution. Review collected by and hosted on G2.com.

What do you dislike about PandaDoc?

I don't like the fact that when I am looking for a document that I sent I have a hard time finding it. Especially if I create it out of HubSpot. If I go directly to PandaDoc it is as if it doesn't exist. They need to make a way for me to find my documents easier when I am in their system. Also, I can't figure out if a template is a template or just a pre-existing document. Maybe a user issue, but I'm pretty savvy I feel. Review collected by and hosted on G2.com.

Recommendations to others considering PandaDoc:

I would recommend taking the time to learn the system. Review collected by and hosted on G2.com.

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

PandaDoc helps me to create and easily send documents for signature. Most notably contracts to confirm proposals with prospects. The signature process is simple and allows for ease of use when I need reminders sent. I can also recall a document for changes and resend. I also use this for NDA's or other documents that need a signature from me for a client, prospect, or partner. Review collected by and hosted on G2.com.