With regards to creating quotes (or proposals) for shoppers, HubSpot Quotes and PandaDoc provide gross sales groups highly effective instruments for getting the job executed. However which one is best?
On this weblog publish, we’ll examine HubSpot Quotes and PandaDoc that can assist you determine which one is true on your gross sales staff. We’ll take a look at options comparable to customization choices, ease-of-use, and safety so you may make an knowledgeable resolution about which resolution to decide on.
Overview of HubSpot Quotes and PandaDoc
For those who’re searching for on-line proposal software program that may make it easier to streamline your gross sales course of, you’ll have come throughout HubSpot Quotes and PandaDoc. Each of those platforms are designed to assist gross sales groups create, ship, and observe their proposals with ease.
HubSpot Quotes is a function inside HubSpot’s CRM platform, which implies it’s seamlessly built-in with different gross sales and advertising instruments inside the HubSpot suite.
In the meantime, PandaDoc is a standalone proposal software program that integrates with a wide range of different instruments, together with CRMs like HubSpot, Salesforce, and Zoho.
So, which one do you have to select? On this weblog publish, we’ll examine the options, pricing, ease of use, integrations, and assist choices of HubSpot Quotes and PandaDoc that can assist you make an knowledgeable resolution on your gross sales staff.
Options and capabilities of HubSpot Quotes
HubSpot Quotes is an internet proposal software program designed to assist gross sales groups streamline their proposal course of and shut extra offers quicker. It comes with a spread of options and capabilities that make it a robust instrument for any gross sales staff trying to enhance their gross sales course of. 
One of many key options of HubSpot Quotes is its capability to customise proposals in response to particular consumer wants and preferences. Customers can simply create templates and add their very own branding components to present their proposals knowledgeable and polished look. Moreover, customers can simply drag and drop pre-built content material blocks and pricing tables into proposals to make the creation course of a lot quicker.
One other helpful functionality of HubSpot Quotes is its integration with HubSpot’s CRM system. This integration allows customers to simply entry their deal pipelines and buyer knowledge to make knowledgeable choices about construction their proposals. Moreover, customers can ship proposals straight from the HubSpot CRM system, which saves effort and time.
HubSpot Quotes additionally comes with strong reporting and analytics instruments that assist customers observe proposal progress and determine areas for enchancment. Customers can observe proposal views, clicks, and time spent on every proposal, permitting them to see what’s working and what wants enchancment.
Total, HubSpot Quotes is a robust instrument for any gross sales staff trying to streamline their proposal course of and shut extra offers. Its customizable templates, integration with the HubSpot CRM system, and strong reporting capabilities make it a standout on-line proposal software program.
Options and capabilities of PandaDoc
PandaDoc is a doc administration platform that gives a variety of options and capabilities designed to streamline your gross sales course of. A number of the key options of PandaDoc embrace:
- Doc creation: PandaDoc makes it straightforward to create professional-looking proposals, contracts, and different gross sales paperwork. With a drag-and-drop interface and customizable templates, you may rapidly create high-quality paperwork that mirror your model.
- Doc enhancing and collaboration: PandaDoc permits a number of staff members to work on the identical doc on the identical time. This collaborative enhancing function makes it straightforward to evaluation and make modifications to paperwork in real-time, with out having to go recordsdata backwards and forwards.
- Digital signatures: With PandaDoc, you may add legally binding digital signatures to your paperwork, saving time and eliminating the necessity for bodily signatures.
- Analytics and monitoring: PandaDoc offers analytics and monitoring options that offer you insights into how your paperwork are being considered and interacted with. You possibly can see when your prospects open your proposals, how a lot time they spend on every web page, and whether or not they obtain your paperwork.
- Fee processing: If you could accumulate funds out of your shoppers, PandaDoc affords a built-in fee processing function that allows you to settle for funds straight out of your proposals.
- Integration with different instruments: PandaDoc integrates with a wide range of different gross sales and advertising instruments, together with CRM methods, e mail advertising platforms, and e-commerce platforms.
Total, PandaDoc is a robust gross sales instrument that may assist your staff streamline your doc administration and gross sales processes. Whether or not you’re creating proposals, contracts, or different gross sales paperwork, PandaDoc makes it straightforward to create, edit, and observe your paperwork, multi functional place.
Pricing comparability between HubSpot Quotes and PandaDoc
With regards to selecting between two totally different software program platforms, pricing is usually a essential issue that may make or break a choice. Let’s check out how HubSpot Quotes and PandaDoc stack up when it comes to value.
HubSpot Quotes has a simple pricing construction based mostly on the variety of customers in your staff. Their primary plan begins at $50 per 30 days for one person, with extra customers costing $30 every per 30 days. This pricing consists of entry to all of HubSpot’s gross sales options, together with Quotes, which makes it an incredible choice for firms already utilizing HubSpot’s CRM or Gross sales Hub.
However, PandaDoc affords a extra complicated pricing mannequin that takes into consideration the variety of paperwork you could ship and signal, in addition to the options you require. They provide 4 totally different plans starting from $19 to $199 per 30 days, with extra customization choices out there for enterprise-level prospects. It’s price noting that sure options like CRM integrations and fee processing are solely out there on higher-tier plans.
Total, HubSpot Quotes could also be a extra reasonably priced choice for smaller groups or firms that already use HubSpot’s different gross sales instruments. PandaDoc’s pricing could also be more economical for firms that solely want doc administration and signing capabilities. Nevertheless, it’s important to fastidiously contemplate every platform’s options and capabilities earlier than making a ultimate resolution based mostly on value alone.
Ease of use and person interface comparability
With regards to selecting a gross sales instrument, the benefit of use and person interface are vital elements to contemplate. On this part, we are going to examine the benefit of use and person interface of HubSpot Quotes and PandaDoc.
HubSpot Quotes has a clear and intuitive person interface, making it straightforward for gross sales groups to create, edit and ship quotes. The interface is user-friendly, and even inexperienced persons can navigate the platform with ease. With HubSpot Quotes, you may customise your quote templates, and the drag-and-drop performance means that you can add and take away components out of your quote with ease.
PandaDoc has a glossy and fashionable person interface that can also be straightforward to make use of. The platform has a clear design and a well-organized menu, making it straightforward for gross sales groups to navigate. You possibly can customise your quote templates on PandaDoc, and the platform affords a variety of options that make it straightforward to create and edit proposals.
Each HubSpot Quotes and PandaDoc have a user-friendly interface, and it comes down to non-public desire. Nevertheless, we expect that HubSpot Quotes could also be barely simpler to make use of, particularly for inexperienced persons.
Integration choices with different gross sales instruments
Each HubSpot Quotes and PandaDoc provide a wide range of integration choices with different gross sales instruments, permitting for seamless communication and automation throughout totally different platforms.
HubSpot Quotes affords integrations with Salesforce, HubSpot CRM, Stripe, and Zapier, amongst others. These integrations allow gross sales groups to routinely pull knowledge from their CRM and populate it in quotes, in addition to observe quote exercise in real-time.
PandaDoc, alternatively, integrates with Salesforce, HubSpot CRM, Pipedrive, and different CRM methods. The platform additionally affords integrations with common fee processors like PayPal and Stripe, making it straightforward to gather funds straight inside the proposal.
When contemplating which platform to decide on, it’s vital to evaluate which integrations are important on your gross sales staff’s workflow. Do you rely closely on a sure CRM system? Is there a fee processor you utilize completely? Be certain that to decide on a platform that may simply combine along with your present instruments and streamline your gross sales course of.
Bonus tip: use Vidyard private video in your proposals
One distinctive function that may take your proposals to the subsequent stage is incorporating private video using Vidyard. This function means that you can create a brief video introducing your self and the proposal and may be embedded straight into the proposal itself.
Through the use of private video, you may construct rapport with the recipient and create a extra customized expertise. This may be particularly helpful for constructing belief with potential shoppers or stakeholders.
Moreover, Vidyard offers analytics that let you observe how lengthy the recipient watches the video and in the event that they work together with any of the hyperlinks or calls to motion within the proposal. This data can be utilized to tailor follow-up communications and make the proposal course of simpler.
Total, incorporating private video utilizing Vidyard is usually a worthwhile addition to your proposal course of and might set you aside from rivals.
Seeking to begin utilizing HubSpot Quotes or PandaDoc? Advertising Guys can assist!
Seeking to enhance your gross sales effectivity through the use of on-line proposal software program? We’re an authorized accomplice for HubSpot and are utilizing PandaDoc every day. Apart from this, we are able to give you agnostic recommendation in your total gross sales know-how stack. Schedule a free name right here:
