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PandaDoc > HubSpot Quotes alternative

February 20, 2021 at 3:18pm

PandaDoc > HubSpot Quotes alternative

February 20, 2021 at 3:18pm

Hi @nigel-davies👋, I remember you mentioned in the training you are using PandaDoc integration. We've recently moved from PandaDoc to HubSpot Quotes and saved ourselves $48/m. Thought I'd share as it may be useful to you: https://www.hubspot.com/products/sales/quotes Thanks Mark


February 20, 2021 at 4:16pm

Thanks @mark - i will have a look to see if its better in any way - but actually since we started using it the whole company does now so I wouldn't save money. I am however interested to see if the functionality offers anything interesting!

Cheers!

Mark do you know wwhether you have to have enterprise level for HubSpot quotes?


February 23, 2021 at 5:59pm

Hi All,

Just some feedback on my experience of transitioning from PandaDoc integration for quotes to Hubspot quotes, which I have been trialling for a few days now:

Advantages I see so far


- Nice formats

- No need for deal properties and related tokens for quote number - all automated

- Aware of currency and price in that currency - simplified the product catalogue for me - I issue quotes in Sterling, USD , Canadian D and Euros

- Great, Automatic and clear summary in the quote of annual and one off which is very important for us. Including discounts for NFP etc

- Ability to create follow up templates for quotes and order forms with placeholder and one click to add a quote URL with integrated list to select the right quote if there several for that customer

- Pandadoc integration was a little bit flaky picking up right contacts and relevant emails were written by hand - now of course it is instant and stable as no integration needed

- Additional functionality that is quote specific now available - list all quotes for example - with Pandadoc they were just 'documents' linked to a deal

- Cloning and the editing for minor changes, withdrawal of earlier quote all powerful and clear - including integrated update of the deal value which is great.


Only disadvantage so far - a limit of 10 e-signatures per user per month - which seems a bit mean! ( We are on Professional level )


Cheers


Nigel

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