HubSpot Quotes vs. PandaDoc: Which is Better for Your Sales Team?

HubSpot Quotes vs. PandaDoc: Which is Better for Your Sales Team?

When it comes to creating quotes (or proposals) for clients, HubSpot Quotes and PandaDoc offer sales teams powerful tools for getting the job done. But which one is better?

In this blog post, we’ll compare HubSpot Quotes and PandaDoc to help you decide which one is right for your sales team. We’ll look at features such as customization options, ease-of-use, and security so you can make an informed decision about which solution to choose. 

Overview of HubSpot Quotes and PandaDoc 

If you’re looking for online proposal software that can help you streamline your sales process, you may have come across HubSpot Quotes and PandaDoc. Both of these platforms are designed to help sales teams create, send, and track their proposals with ease.  

HubSpot Quotes is a feature within HubSpot’s CRM platform, which means it’s seamlessly integrated with other sales and marketing tools within the HubSpot suite.

Meanwhile, PandaDoc is a standalone proposal software that integrates with a variety of other tools, including CRMs like HubSpot, Salesforce, and Zoho.  

So, which one should you choose? In this blog post, we’ll compare the features, pricing, ease of use, integrations, and support options of HubSpot Quotes and PandaDoc to help you make an informed decision for your sales team. 

Features and capabilities of HubSpot Quotes 

HubSpot Quotes is an online proposal software designed to help sales teams streamline their proposal process and close more deals faster. It comes with a range of features and capabilities that make it a powerful tool for any sales team looking to improve their sales process. 

One of the key features of HubSpot Quotes is its ability to customize proposals according to specific client needs and preferences. Users can easily create templates and add their own branding elements to give their proposals a professional and polished look. Additionally, users can easily drag and drop pre-built content blocks and pricing tables into proposals to make the creation process much faster. 

Another useful capability of HubSpot Quotes is its integration with HubSpot’s CRM system. This integration enables users to easily access their deal pipelines and customer data to make informed decisions about how to structure their proposals. Additionally, users can send proposals directly from the HubSpot CRM system, which saves time and effort. 

HubSpot Quotes also comes with robust reporting and analytics tools that help users track proposal progress and identify areas for improvement. Users can track proposal views, clicks, and time spent on each proposal, allowing them to see what’s working and what needs improvement. 

Overall, HubSpot Quotes is a powerful tool for any sales team looking to streamline their proposal process and close more deals. Its customizable templates, integration with the HubSpot CRM system, and robust reporting capabilities make it a standout online proposal software. 

Features and capabilities of PandaDoc 

PandaDoc is a document management platform that offers a wide range of features and capabilities designed to streamline your sales process. Some of the key features of PandaDoc include: 

  1. Document creation: PandaDoc makes it easy to create professional-looking proposals, contracts, and other sales documents. With a drag-and-drop interface and customizable templates, you can quickly create high-quality documents that reflect your brand.
  2. Document editing and collaboration: PandaDoc allows multiple team members to work on the same document at the same time. This collaborative editing feature makes it easy to review and make changes to documents in real-time, without having to pass files back and forth.
  3. Electronic signatures: With PandaDoc, you can add legally binding electronic signatures to your documents, saving time and eliminating the need for physical signatures.
  4. Analytics and tracking: PandaDoc provides analytics and tracking features that give you insights into how your documents are being viewed and interacted with. You can see when your prospects open your proposals, how much time they spend on each page, and whether they download your documents.
  5. Payment processing: If you need to collect payments from your clients, PandaDoc offers a built-in payment processing feature that lets you accept payments directly from your proposals.
  6. Integration with other tools: PandaDoc integrates with a variety of other sales and marketing tools, including CRM systems, email marketing platforms, and e-commerce platforms.

Overall, PandaDoc is a powerful sales tool that can help your team streamline your document management and sales processes. Whether you’re creating proposals, contracts, or other sales documents, PandaDoc makes it easy to create, edit, and track your documents, all in one place. 

Pricing comparison between HubSpot Quotes and PandaDoc 

When it comes to choosing between two different software platforms, pricing is often a critical factor that can make or break a decision. Let’s take a look at how HubSpot Quotes and PandaDoc stack up in terms of cost. 

HubSpot Quotes has a straightforward pricing structure based on the number of users on your team. Their basic plan starts at $50 per month for one user, with additional users costing $30 each per month. This pricing includes access to all of HubSpot’s sales features, including Quotes, which makes it a great option for companies already using HubSpot’s CRM or Sales Hub. 

On the other hand, PandaDoc offers a more complex pricing model that takes into account the number of documents you need to send and sign, as well as the features you require. They offer four different plans ranging from $19 to $199 per month, with additional customization options available for enterprise-level customers. It’s worth noting that certain features like CRM integrations and payment processing are only available on higher-tier plans. 

Overall, HubSpot Quotes may be a more affordable option for smaller teams or companies that already use HubSpot’s other sales tools. PandaDoc’s pricing may be more cost effective for companies that only need document management and signing capabilities. However, it’s essential to carefully consider each platform’s features and capabilities before making a final decision based on cost alone. 

Ease of use and user interface comparison 

When it comes to choosing a sales tool, the ease of use and user interface are important factors to consider. In this section, we will compare the ease of use and user interface of HubSpot Quotes and PandaDoc. 

HubSpot Quotes has a clean and intuitive user interface, making it easy for sales teams to create, edit and send quotes. The interface is user-friendly, and even beginners can navigate the platform with ease. With HubSpot Quotes, you can customize your quote templates, and the drag-and-drop functionality allows you to add and remove elements from your quote with ease. 

PandaDoc has a sleek and modern user interface that is also easy to use. The platform has a clean design and a well-organized menu, making it easy for sales teams to navigate. You can customize your quote templates on PandaDoc, and the platform offers a wide range of features that make it easy to create and edit proposals. 

Both HubSpot Quotes and PandaDoc have a user-friendly interface, and it comes down to personal preference. However, we think that HubSpot Quotes may be slightly easier to use, especially for beginners.   

Integration options with other sales tools 

Both HubSpot Quotes and PandaDoc offer a variety of integration options with other sales tools, allowing for seamless communication and automation across different platforms. 

HubSpot Quotes offers integrations with Salesforce, HubSpot CRM, Stripe, and Zapier, among others. These integrations enable sales teams to automatically pull data from their CRM and populate it in quotes, as well as track quote activity in real-time. 

PandaDoc, on the other hand, integrates with Salesforce, HubSpot CRM, Pipedrive, and other CRM systems. The platform also offers integrations with popular payment processors like PayPal and Stripe, making it easy to collect payments directly within the proposal.

When considering which platform to choose, it’s important to assess which integrations are essential for your sales team’s workflow. Do you rely heavily on a certain CRM system? Is there a payment processor you use exclusively? Make sure to choose a platform that can easily integrate with your existing tools and streamline your sales process. 

Bonus tip: use Vidyard personal video in your proposals 

One unique feature that can take your proposals to the next level is incorporating personal video using Vidyard. This feature allows you to create a short video introducing yourself and the proposal and can be embedded directly into the proposal itself.  

By using personal video, you can build rapport with the recipient and create a more personalized experience. This can be especially beneficial for building trust with potential clients or stakeholders.  

Additionally, Vidyard provides analytics that allow you to track how long the recipient watches the video and if they interact with any of the links or calls to action in the proposal. This information can be used to tailor follow-up communications and make the proposal process more effective. 

Overall, incorporating personal video using Vidyard can be a valuable addition to your proposal process and can set you apart from competitors. 

Looking to start using HubSpot Quotes or PandaDoc? Marketing Guys can help!

Looking to improve your sales efficiency by using online proposal software? We’re a certified partner for HubSpot and are using PandaDoc on a daily basis. Besides this, we can offer you agnostic advice on your entire sales technology stack. Schedule a free call here: