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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    HubSpot CRM

    Score8.4 out of 10
    N/AHubSpot’s CRM enables growth-minded businesses to optimize their relationships with leads and customers. Through harnessing the power of carefully crafted sales, marketing, customer service, content management, and operations tools, the software aims to make it easy to unify team strategy and drive conversion. Additionally, the software allows users to connect with over 875 integration apps, APIs, and solutions partners to create a customizable user experience that suits the way teams work.…

    $0

    Per Month [Unlimited Users]

    PandaDoc

    Score8.5 out of 10
    N/APandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.

    $35

    per month per seat

    Pricing
    HubSpot CRMPandaDoc
    Editions & Modules
    Free Forever
    $0
    Per Month [Unlimited Users]
    CRM Bundle
    $50
    per month
    Starter
    $35
    per month per seat
    Business
    $65
    per month per seat
    Enterprise
    Contact Sales
    Offerings
    Pricing Offerings
    HubSpot CRMPandaDoc
    Free Trial
    YesYes
    Free/Freemium Version
    YesNo
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeNo setup feeOptional
    Additional Details—PandaDoc offers a free eSign plan and 3 paid packages for eSigning and document automation. All plans include unlimited documents and eSignatures. Evaluations start with a free 14-day trial. Up to a 46% discount for annual pricing.
    More Pricing Information
    Community Pulse
    HubSpot CRMPandaDoc
    Considered Both Products
    HubSpot
    Chose HubSpot CRM
    We integrated salesfoce and HubSpot CRM. HubSpot CRM is great for marketing but we believed Salesforce had a better workflow and CRM capabilities.
    Incentivized
    Chose HubSpot CRM
    It is more sales-focused and has more robust features that integrate with other areas of our business, such as the website, marketing, and automating tasks and follow-up emails. The other apps required more work as CRMs, whereas Hubspot seemed more plug-and-play.
    Incentivized
    Chose HubSpot CRM
    HubSpot CRM is better for smaller organizations, which I work for. I believe HubSpot CRM is the champion in the small to medium sized business segment. There are, of course, some limitations to the tool that I mentioned earlier in this review. However, overall, I believe that …
    Incentivized
    Chose HubSpot CRM
    HubSpot was adopted to increase efficiency and make our internal processes more streamlined. It has done a great job. The move was made well over a year ago and in that time we been able to compile data that shows we have improved quite a bit in several key areas. HubSpot had …
    Incentivized
    Chose HubSpot CRM
    I haven't used others.
    Incentivized
    Chose HubSpot CRM
    About the same.
    Incentivized
    Chose HubSpot CRM
    HubSpot is easier to use. Salesforce is trickier to navigate.
    Incentivized
    Chose HubSpot CRM
    Much simpler to use.
    Incentivized
    Chose HubSpot CRM
    HubSpot is not as in-depth or detailed as some of the other CRM options out there. This also means that it can be a bit quicker to learn as it does not have as many features and it has a relatively simple interface that is easy to use. However, other tools out there have more …
    Incentivized
    Chose HubSpot CRM
    HubSpot is intuitive, fast to implement, feature-rich, and offers incredible value for money relative to the other systems that I have used previously. The modular nature and licensing options provide affordable flexibility that supports our business objectives and needs.
    Incentivized
    Chose HubSpot CRM
    Much more user-friendly overall.
    Incentivized
    Chose HubSpot CRM
    We switched from Salesforce to Hubspot in 2020, but I was not a frequent user of Salesforce at the time our company used it. We made the switch to Hubspot to save money.
    Incentivized
    Chose HubSpot CRM
    HubSpot runs so much smoother than Act did. We are way more organized and have a way better process of how we get things done now. When we made the switch everyone was so ready to get rid of that database. We have had very few issues since we started using this database.
    Incentivized
    Chose HubSpot CRM
    More options and more integration to 3rd party apps.
    Incentivized
    Chose HubSpot CRM
    Much more intuitive and powerful tool for salespeople to execute their jobs and make sales.
    Incentivized
    Chose HubSpot CRM
    Some are too basic, others are stupidly complex (fine in the right environment though) but Hubspot works well for us.
    Incentivized
    PandaDoc
    Chose PandaDoc
    PandaDoc is a more polished, professional, and 'legitimate' software site than other solutions, since PandaDoc really specializes in creating professional proposals, quotes and invoices. The eSignature capacity and pricing table capacity embedded in the documents as well as …
    Incentivized
    Chose PandaDoc
    None, we haven't looked outside of PandaDoc in years.
    Incentivized
    Chose PandaDoc
    PandaDoc is a less clunky user experience, not only on the signature process and review, but also on the document creation process.
    Incentivized
    Chose PandaDoc
    We used Dropbox back when it was still HelloSign. At the time, new templates were very hard to create. We had to upload a PDF and then add the fields from there. With PandaDoc, we are able to drag and drop the text, images, logos, and fields we need easily. This has saved our …
    Incentivized
    Chose PandaDoc
    While great, HubSpot Sales Hub creates agreements and collectible payments but is not as UX/UI friendly as PandaDoc.
    Incentivized
    Chose PandaDoc
    I am not familiar with other options we may have looked at - we have been using PD for years!
    Incentivized
    Chose PandaDoc
    PandaDoc is easier to use and creates more professional documents than the other platforms we've evaluated. It also has very handy features such as reminder emails, suggestions, templates that we found were more robust than other platforms. The pricing was also competitive and …
    Incentivized
    Chose PandaDoc
    PandaDoc has simplified the entire process. we chose them for the integration of HubSpot, since that is our primary way of storing all of our leads

    Incentivized
    Chose PandaDoc
    This is so much simpler and has really pushed our prospects to sign same day, if not actually on a call. We're talking contracts 25k and above. So I am fully invested in using PandaDocs for as long as we can, hopefully that will be forever if the product can keep up with our …
    Incentivized
    Chose PandaDoc
    It's no contest. PandaDoc is way easier to create docs, manage workflows, embed CRM elements, and produce a high quality modern output that clients are impressed by.
    Incentivized
    Chose PandaDoc
    It's very similar but way cheaper!
    Incentivized
    Chose PandaDoc
    We preferred Pandadoc to DocuSign based on the look, feel and integration with Pipedrive that we use for our CRM
    Incentivized
    Chose PandaDoc
    While they are similar, with PandaDoc you get more for your money and the fact that you can use CRM's with PandaDoc makes it better. I've only used DocuSign to sign documents. Sending quotes from PandaDoc has been a good experience and customer support is great. Having a …
    Incentivized
    Chose PandaDoc
    PandaDoc allowed us to build a content library for putting together sales proposals. The content library and conditional content really speeds things up.
    The HubSpot integration allows us to bring over Deal information into the proposal as well.
    Incentivized
    Chose PandaDoc
    It came down to cost and simplicity. I may like more whistle's and bells, but just easier and cleaner template creation and management would be preferred.
    Incentivized
    Chose PandaDoc
    PandaDocs is way easier to use on the back end. So much more capabilities and custom field options. Because of this, it makes it extremely easy for recipients to complete fields accurately. Using Adobe, we would have to upload existing documents for signature but with PandaDocs …
    Incentivized
    Chose PandaDoc
    We looked at several other products, most notably Adobe and DocuSign. We found PandaDoc to be easier to use and a better value. There might be a couple of additional features with Adobe or DocuSign, but PandaDoc has done everything we've needed for our amount of e-signing needs …
    Incentivized
    Chose PandaDoc
    Much easy to use and better templates
    Incentivized
    Chose PandaDoc
    HelloSign required an extra step for users to get verified before signing (poor user experience) SignNow was a good alternative except for it lacked HubSpot integration. DocuSign was much more expensive. PandaDoc had the right features at the right price, plus the integration …
    Incentivized
    Chose PandaDoc
    I have never used another other than DocuSign. It clearly had the functionality that I needed and was professional enough that we decided to switch. I will say we really liked the price as well.
    Incentivized
    Chose PandaDoc
    PandaDoc is cheaper, and that is probably the main benefit I can think of compared to DocuSign. DocuSign is a better-designed platform that, in our experience, does not cause as much frustration to our users. However, the price is the only off-putting part, hence why we have …
    Incentivized
    Chose PandaDoc
    We previously used DocuSign - while the eSignature features were good, we found it difficult to easily create and edit templates. It could be this has improved since then. I do think DocuSign contracts look more official. I took a demo with HelloSign - I liked it, but the …
    Incentivized
    Chose PandaDoc
    Pound for pound, PandaDoc is less expensive and is great for small businesses who want the full features of DocuSign without the price tag.
    Incentivized
    Chose PandaDoc
    PandaDoc offers more design flexibility and ended up being more cost-effective. It is also "easier on the eye."
    Incentivized
    Key User Insights
    Would buy again
    97%
    Would buy again
    1607 Answers
    96%
    Would buy again
    222 Answers
    Delivers good value for the price
    97%
    Delivers good value for the price
    1204 Answers
    97%
    Delivers good value for the price
    204 Answers
    Happy with the feature set
    97%
    Happy with the feature set
    1617 Answers
    96%
    Happy with the feature set
    221 Answers
    Lived up to sales and marketing promises
    98%
    Lived up to sales and marketing promises
    1040 Answers
    97%
    Lived up to sales and marketing promises
    174 Answers
    Implementation went as expected
    94%
    Implementation went as expected
    1010 Answers
    97%
    Implementation went as expected
    182 Answers
    Features
    HubSpot CRMPandaDoc
    Sales Force Automation
    Comparison of Sales Force Automation features of HubSpot CRM and PandaDoc
    Feature
    HubSpot CRM
    8.0
    1716 Ratings
    2% above category average
    PandaDoc
    -
    Ratings
    Customer data management / contact management8.91661 Ratings00 Ratings
    Workflow management8.41631 Ratings00 Ratings
    Territory management4.9184 Ratings00 Ratings
    Opportunity management8.41563 Ratings00 Ratings
    Integration with email client (e.g., Outlook or Gmail)8.71680 Ratings00 Ratings
    Contract management7.9185 Ratings00 Ratings
    Quote & order management7.81152 Ratings00 Ratings
    Interaction tracking8.81623 Ratings00 Ratings
    Channel / partner relationship management8.2186 Ratings00 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of HubSpot CRM and PandaDoc
    Feature
    HubSpot CRM
    8.0
    1157 Ratings
    4% above category average
    PandaDoc
    -
    Ratings
    Case management8.31085 Ratings00 Ratings
    Call center management7.7927 Ratings00 Ratings
    Help desk management8.1993 Ratings00 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of HubSpot CRM and PandaDoc
    Feature
    HubSpot CRM
    8.9
    1513 Ratings
    14% above category average
    PandaDoc
    -
    Ratings
    Lead management8.91439 Ratings00 Ratings
    Email marketing8.91452 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of HubSpot CRM and PandaDoc
    Feature
    HubSpot CRM
    8.1
    1567 Ratings
    5% above category average
    PandaDoc
    -
    Ratings
    Task management8.31510 Ratings00 Ratings
    Billing and invoicing management7.8804 Ratings00 Ratings
    Reporting8.31403 Ratings00 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of HubSpot CRM and PandaDoc
    Feature
    HubSpot CRM
    8.2
    1538 Ratings
    7% above category average
    PandaDoc
    -
    Ratings
    Forecasting8.01220 Ratings00 Ratings
    Pipeline visualization8.51475 Ratings00 Ratings
    Customizable reports8.31432 Ratings00 Ratings
    Customization
    Comparison of Customization features of HubSpot CRM and PandaDoc
    Feature
    HubSpot CRM
    8.0
    1470 Ratings
    5% above category average
    PandaDoc
    -
    Ratings
    Custom fields8.81450 Ratings00 Ratings
    Custom objects8.71269 Ratings00 Ratings
    Scripting environment6.3132 Ratings00 Ratings
    API for custom integration8.41045 Ratings00 Ratings
    Security
    Comparison of Security features of HubSpot CRM and PandaDoc
    Feature
    HubSpot CRM
    9.0
    1430 Ratings
    7% above category average
    PandaDoc
    -
    Ratings
    Single sign-on capability9.01295 Ratings00 Ratings
    Role-based user permissions9.01374 Ratings00 Ratings
    Social CRM
    Comparison of Social CRM features of HubSpot CRM and PandaDoc
    Feature
    HubSpot CRM
    8.0
    984 Ratings
    6% above category average
    PandaDoc
    -
    Ratings
    Social data8.0972 Ratings00 Ratings
    Social engagement8.1960 Ratings00 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of HubSpot CRM and PandaDoc
    Feature
    HubSpot CRM
    8.1
    1102 Ratings
    7% above category average
    PandaDoc
    -
    Ratings
    Marketing automation8.41104 Ratings00 Ratings
    Compensation management7.8728 Ratings00 Ratings
    Platform
    Comparison of Platform features of HubSpot CRM and PandaDoc
    Feature
    HubSpot CRM
    7.9
    1293 Ratings
    4% above category average
    PandaDoc
    -
    Ratings
    Mobile access7.91302 Ratings00 Ratings
    Best Alternatives
    HubSpot CRMPandaDoc
    Small Businesses
    Salesflare
    Score10 out of 10
    BoldSign, by Syncfusion
    Score10 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    OneSpan Sign
    Score9.6 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    DocuSign
    Score8.7 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    HubSpot CRMPandaDoc
    Likelihood to Recommend
    8.6
    (1771 ratings)
    8.5
    (329 ratings)
    Likelihood to Renew
    9.9
    (32 ratings)
    9.1
    (18 ratings)
    Usability
    8.4
    (1619 ratings)
    8.3
    (23 ratings)
    Availability
    8.2
    (1 ratings)
    9.1
    (4 ratings)
    Performance
    6.4
    (1 ratings)
    9.6
    (21 ratings)
    Support Rating
    10.0
    (25 ratings)
    6.1
    (23 ratings)
    Implementation Rating
    7.3
    (9 ratings)
    6.3
    (4 ratings)
    Configurability
    4.5
    (1 ratings)
    2.8
    (3 ratings)
    Contract Terms and Pricing Model
    5.5
    (1 ratings)
    -
    (0 ratings)
    Ease of integration
    7.3
    (1 ratings)
    9.0
    (20 ratings)
    Product Scalability
    7.3
    (1 ratings)
    8.6
    (4 ratings)
    Vendor post-sale
    6.4
    (1 ratings)
    9.7
    (20 ratings)
    Vendor pre-sale
    7.3
    (1 ratings)
    6.7
    (4 ratings)
    User Testimonials
    HubSpot CRMPandaDoc
    Likelihood to Recommend
    HubSpot
    I think HubSpot CRM is really worth it for small to large organizations who have at least 5 sales people. You really get more use out of the program the larger your sales team is. HubSpot CRM is such a robust program it does take time to learn and you need to be prepared to scale with it for years. You will be better at utilizing it after year 2 than year 1 for sure.
    Incentivized
    Read full review
    PandaDoc
    Best suited for after demonstrations when requested by the prospect when they are looking for pricing with T&C. The data room is also great that acts like a drop box for opportunities and their contacts. Helps share pertinent information with others in the organization.
    Incentivized
    Read full review
    Pros
    HubSpot
    • With a unified workflow, we can effortlessly update contact records, generate sales deals, and dispatch personalized marketing emails.
    • With Breeze AI, I can easily automate tasks by giving it the proper prompt. It doesn’t generate random text. It helps in managing tasks.
    Incentivized
    Read full review
    PandaDoc
    • Allows clients to remotely execute documents.
    • Tracks the progress of document execution.
    • Emails clients to remind them to sign documents so we don't have to follow up.
    • Emails us when documents have been fully executed.
    • Provides an easy-to use interface to place signatures, dates, and other information on our forms.
    Incentivized
    Read full review
    Cons
    HubSpot
    • The mobile app could be better. It is fine for quick updates or checking something on the go, but it feels limited compared to the desktop version.
    • In my time of using Hubspot, the dashboard UI has changed twice I think, and it certainly isn't helpful when you're trying to get used a new view entirely.
    • I have observed HubSpot CRM sometimes has issues with large lists, and shows incorrect number on the list page versus the detail page.
    • Search can be improved, because sometimes it misbehaves or doesn't show what is expected.
    Incentivized
    Read full review
    PandaDoc
    • Sometimes the fillable fields don't automatically map properly and you have to manually adjust.
    • Plan tiers and pricing recently changed, so now we get less value and less features (limited templates, no more pricing tables or invoicing/connected payment) for the same price, which is pricy for a small business.
    • Easier, integrated invoicing as an included feature (so we don't have to use a different software for invoicing/payment collection) would be ideal. You have to upgrade to the Business Plan for this.
    Incentivized
    Read full review
    Likelihood to Renew
    HubSpot
    Thus far, our company has found HubSpot CRM to be a reliable service that serves its purpose well: a centralized business contacts database, accessible remotely, with a simple and visually-pleasing interface. Issues are non-existent or resolved quickly, and when the service is experiencing interruptions, notifications and/or updates are sent regularly.
    Incentivized
    Read full review
    PandaDoc
    The reason I gave it a rating of 7 is because it's probable, but not for sure. This is because there are a few little things we don't love about pandadoc. Mostly that there is not conditional logic such as: they must either fill this field out OR this one. Also it's a little pricey. But we'll probably stay because it's good enough and a pain to switch to something new
    Incentivized
    Read full review
    Usability
    HubSpot
    There is a steep learning curve with HubSpot compared to more rigid Client/Case Management APIs. The platform's openness can be overwhelming to navigate and to teach to those who are technologically challenged. Once you learn the navigation and the tools needed to complete tasks, it becomes easier. There was a lot of clutter on the navigation menu. If your subscription doesn't give you access to a tool, you should be able to deactivate it or remove it from the navigation, which could reduce the platform's overwhelming nature.
    Incentivized
    Read full review
    PandaDoc
    Once you get the hang of it, it's very easy to use. There can be a slightly steep learning curve to get fully in on the system. The new editor v2 has really improved usability and allows us to collaborate on documents simultaneously. Once the templates and library items are set up, a new document, whether it be a sales or HR document, takes very little time to complete.
    Incentivized
    Read full review
    Reliability and Availability
    HubSpot
    No answers on this topic
    PandaDoc
    We haven't had any real issues regarding downtime as of yet.
    Incentivized
    Read full review
    Performance
    HubSpot
    No answers on this topic
    PandaDoc
    The documents load quickly for the most part but sometimes if there are larger documents with a high number of variables it could take a bit longer to get the document to show up. Most of the time the document comes on the screen relatively quickly allowing for quick access to documents to be edited and sent out.
    Incentivized
    Read full review
    Support Rating
    HubSpot
    Because when I needed help HubSpot responded immediately and provided me with the information I needed which enabled me to realize that HubSpot was even more customizable and easier to use than I thought! And I already thought HubSpot was very user friendly and easy to use, and then Support showed me how to manipulate the settings, columns and the appearance of the tool.
    Incentivized
    Read full review
    PandaDoc
    Recently I could not upload a pdf to a contract - support was very responsive and easy to work with. They got back to me the next day with an apparent fix - however when I opened the document nothing had changed. I then could not respond to the rep who was helping me because it was a "no-reply address", the problem still has not been solved and we had to make alternate arrangements to get this to the client. Never had it happen before and was only with this one contract.
    Incentivized
    Read full review
    Implementation Rating
    HubSpot
    If you've had any prior experience with cloud based marketing automation or group communication tools, you can do the implementation without paid outside support. Though getting to a SLA (service level agreement) would be best achieved with the help of a third party who can facilitate
    Incentivized
    Read full review
    PandaDoc
    Implementation was before the time I was here at Riafox, however, support has been great in assisting to merge spaces and upgrade to 2.0 Editor.
    Incentivized
    Read full review
    Alternatives Considered
    HubSpot
    Our team and senior managers deemed these products worth reviewing and requested that every team assess them, enabling our company to make an informed decision about the software to purchase. Everybody checked, and a survey was conducted among all those employees. We received the most votes for HubSpot CRM, as most employees preferred it.
    Incentivized
    Read full review
    PandaDoc
    We used Dropbox back when it was still HelloSign. At the time, new templates were very hard to create. We had to upload a PDF and then add the fields from there. With PandaDoc, we are able to drag and drop the text, images, logos, and fields we need easily. This has saved our team an immense amount of time.
    Incentivized
    Read full review
    Scalability
    HubSpot
    No answers on this topic
    PandaDoc
    It's scalable
    Incentivized
    Read full review
    Return on Investment
    HubSpot
    • When the decision came to explore a platform that would migrate our data and leave the transition as seamless as I would like to see more native options for automation possible, a number of products were suggested. Once we saw HubSpot CRM we knew it was for us. My division were the trial usage group...which has led to enterprise adoption and we couldn't be happier.
    • I wish I could say that the support team has been awesome... but we haven't needed to utilize them, which is a testimony in its own right. The couple of minor issues we had were largely user education issues and were quickly handled.
    • The commitment the entire HubSpot team has for, not just their clients, but anyone in business that is open to learn resonates with everything they do. I subscribed to their blog and the free resources they deliver is truly amazing and they deserve kudos.
    Incentivized
    Read full review
    PandaDoc
    • We have greatly increased the efficiency in which we can get signatures from individuals for documents and increase productivity.
    • We have been able to find older documents very easily.
    • W-9 have been very difficult due to Section 3, but this was addressed with conditional logic
    Incentivized
    Read full review
    ScreenShots

    HubSpot CRM Screenshots

    Screenshot of Store, track, manage, and report on the deals (sometimes referred to as “opportunities”) your sales team is working.Screenshot of Our contact record enables your team to record and retrieve information on anyone your business interacts with, helping everyone to stay on the same page.Screenshot of The product library gives you visibility into the goods and services you sell, then associates them with individual deals. With products, you can easily track what you're selling to your customers and from what channels.

    PandaDoc Screenshots

    Screenshot of some of the custom-designed themes, templates, embedded rich media, and interactivity to give every deal the opportunity to get noticed.Screenshot of automatic notifications, on-the-fly editing, CRM Integrations, and integrated eSignatures.Screenshot of reporting, with drill down to the deal level with proposals, to pick which deals to include (or exclude).Screenshot of legally binding eSignaturesScreenshot of centralized communications to streamline the negotiation process, and make revisions in real-time in a single location.Screenshot of document analytics that display what’s really happening after documents are sent with real-time reporting on engagement and activity on the documents. This enables teams to respond faster to prospects.