PandaDoc

The integration of PandaDoc with Hubspot is fantastic in my opinion. Because this integration pulls data from all of my customers' Hubspot accounts onto the document that I'm working on, I can quickly and easily customize the client contracts that I use. It significantly simplifies the process of sending files.

I do not like the restricted methods in which you can design a personalized proposal document. I find this to be very frustrating. In point of fact, they assert that you may import a Word document, and the software will immediately convert it into a PandaDoc document for you. I gave it a shot, and unfortunately, it did not work in the least. Both the written content and the visuals were jumbled up. In addition to this, you are unable to add custom HTML code, which, in my opinion, should be a feature that they offer.

Version 1 was relatively easy to set up and use. I could duplicate documents, build a library of images and commonly used sub-headings and sections, resize images.
In Version 2 it is easier to create tables and page breaks.

Version 2 was launched without any communication and/or notice. The team decided that it was okay to delete my content library that I had built over the course of 2.5 years. All quotes were automatically updated to a single date. So I am unable to sort quotes and proposals based on newest to oldest. The functionality to resize images is lost. The documents are clunky and useless.