The interface is clean, simple, and intuitive. Uploading decks is really easy as you can pull straight from Dropbox, Google Drive, etc. The url is easy to grab and throw in an email, it's also short enough that you don't have to mask it with a hyperlink. It...
Fairly limited capabilities in the packages for the associated cost.
Integration with Hubspot is a huge help -- I can literally send agreements and proposals from HubSpot with deep personalization tokens in a flash. The ability to have payment set up in the doc is also amazing. However, PandaDoc lets me know when my...
Sometimes there is difficulty when trying to do complex templates integrated with Salesforce. Additionally, the platform lacks a few key formatting options, especially for pricing tables.
The interface is clean, simple, and intuitive. Uploading decks is really easy as you can pull straight from Dropbox, Google Drive, etc. The url is easy to grab and throw in an email, it's also short enough that you don't have to mask it with a hyperlink. It...
Integration with Hubspot is a huge help -- I can literally send agreements and proposals from HubSpot with deep personalization tokens in a flash. The ability to have payment set up in the doc is also amazing. However, PandaDoc lets me know when my...
Fairly limited capabilities in the packages for the associated cost.
Sometimes there is difficulty when trying to do complex templates integrated with Salesforce. Additionally, the platform lacks a few key formatting options, especially for pricing tables.