Panda Doc vs Proposify

Wowzer, I am astonishingly late to the party! Still, thanks so much for tagging me here @PamCotton :hugs:

I have to say that I am no expert when it comes to the native integrations of HubSpot but I thought I’d share my insight anyway, haha.

Generally speaking, I am a big fan of Panda Doc. It works really well when you want to grab data from somewhere and automatically merge it into a document to be signed.

My favorite use case would be something along the lines of:

- collecting info through (e.g.) Typeform

- passing the collected data to Hubspot

- simultaneously grabbing the data, sending it to Panda Doc, and merging it with an existing template in order to create a doc to be signed

I work for Make (formerly Integromat) which is a visual platform that lets you connect pretty much any apps and automate all sorts of tasks. It, therefore, comes as no surprise that I build my own automated workflows using our tech :blush:

If you’d like to check out the options, you can have a look at the pre-built integrations of both HubSpot and Panda Doc and see the available features & functionality :nerd_face:

Have an exquisite day, everyone!