If you are considering automated document generation this is definitely the way to go. WebMerge should be called MagicMerge because it is so friggin amazing. Before I even signed up, Jeremy spent an hour on the phone with me discussing the ins-and-outs of...
The payment plans that WebMerge offer are very expensive and out of date with how businesses grow. You need to make a significant "jump" to get from one level to another (rather than small dollar/small volume incrementals like others, and therefore once you...
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.
If you are considering automated document generation this is definitely the way to go. WebMerge should be called MagicMerge because it is so friggin amazing. Before I even signed up, Jeremy spent an hour on the phone with me discussing the ins-and-outs of...
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...
The payment plans that WebMerge offer are very expensive and out of date with how businesses grow. You need to make a significant "jump" to get from one level to another (rather than small dollar/small volume incrementals like others, and therefore once you...
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.