PandaDoc

Why Sales Teams Love PandaDoc

PandaDoc understands that signing is just the end—creating great proposals is where deals are won. It’s a document platform designed for sales, not just signatures.

My Experience

I integrate PandaDoc with HubSpot for clients regularly. The combination of proposal creation, CRM data pulling, and e-signatures streamlines the entire quote-to-close process.

What Makes PandaDoc Valuable

1. Proposal Creation - Drag-and-drop editor, content library, and templates. Create professional proposals without design skills.

2. CRM Integration - Pull HubSpot and Salesforce data directly into documents. Variables populate automatically, reducing errors and saving time.

3. Document Analytics - See when proposals are opened, how long recipients spend on each page, and when they’re signed. Follow up at the right moment.

4. Payment Integration - Collect payments directly in signed documents. Stripe and PayPal integration means faster collection.

Where PandaDoc Falls Short

For pure signing, DocuSign has more universal trust. Template customization has limits. Performance suffers with very large documents.

Who Should Use PandaDoc

• Sales teams sending proposals and quotes
• Agencies with frequent proposal needs
• SMBs wanting integrated documents and signing
• HubSpot users wanting seamless integration

PandaDoc vs Proposify

Factor	PandaDoc	Proposify
E-Signatures	Built-in	Integration
CRM Integration	Superior	Good
Design Templates	Good	Superior
Pricing	Similar	Similar
Best For	Full workflow	Beautiful proposals

The Bottom Line

PandaDoc is the right choice for sales teams wanting to create, send, and sign documents in one platform. The HubSpot integration makes it especially compelling.