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...
The ability to access it online allows us to access proposals from anywhere when get busy away from the office. The line items we can select to insert help save us time in typing up descriptions of products. Integration with our CRM Insightly allows new...
It is pricey for a single user at a per month fee, though it could be better for many users in a team. There is no integration with the CRM system I use, so it looses some of its flare here for me.
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 ability to access it online allows us to access proposals from anywhere when get busy away from the office. The line items we can select to insert help save us time in typing up descriptions of products. Integration with our CRM Insightly allows new...
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...
It is pricey for a single user at a per month fee, though it could be better for many users in a team. There is no integration with the CRM system I use, so it looses some of its flare here for me.