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...
I dislike that you can't use the tab key to move from one field to the next. This makes building the form take a lot longer because there are so many mouse clicks. I also dislike that when you have two input fields next to each other, they end up looking...
RFPIO's answer library is intuitive and impressive. When responding to imported RFP questions, answer recommendations automatically populate as "suggestions" directly from the answer library. In RFP mode, you do not have to search - RFPIO instantly...
The fact that I have to upload and format everything. We have to format details to present proposals to our attorneys. This is double the work and there is additional room for error.
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...
RFPIO's answer library is intuitive and impressive. When responding to imported RFP questions, answer recommendations automatically populate as "suggestions" directly from the answer library. In RFP mode, you do not have to search - RFPIO instantly...
I dislike that you can't use the tab key to move from one field to the next. This makes building the form take a lot longer because there are so many mouse clicks. I also dislike that when you have two input fields next to each other, they end up looking...
The fact that I have to upload and format everything. We have to format details to present proposals to our attorneys. This is double the work and there is additional room for error.