Rather than waiting for the physical paper to arrive for approval, you can sign it electronically as soon as it hits your inbox. This saves your time and waste of paper. Customization and printing the receipts or paper is a time-consuming task, you skip...
It is not intuitive and I had to hunt for what I wanted to do.
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.
Rather than waiting for the physical paper to arrive for approval, you can sign it electronically as soon as it hits your inbox. This saves your time and waste of paper. Customization and printing the receipts or paper is a time-consuming task, you skip...
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...
It is not intuitive and I had to hunt for what I wanted to do.
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.