HubSpot has a strong email marketing tool, yet people integrate MailChimp because MailChimp matches well with their business processes or they were already using MailChimp before. Similar is the case of the e-signature feature. HubSpot has good e-signature with quotes features, yet people want to discover more options that are dedicated to just that particular service.
Digital document signing or e-signing is now a crucial aspect of modern companies due to the growth of remote work and digital transformation. Today, clients and employees must digitally sign the document to confirm their engagement with a company.
In this blog, we will compare PandaDoc and DocuSign, two of the most widely used document-signing tools on a HubSpot website. So, let's get started and discover more about electronic document signing.
Features of PandaDoc and DocuSign
PandaDoc
1 Customizable Templates: PandaDoc provides easily editable, customizable templates that can be reused, save time, and guarantee uniformity throughout all documents.
2 E-signature Integration: You may submit documents for signature right from your HubSpot platform, which speeds up the signing process and lowers the risk of mistakes or delays.
3 Document Analytics: You can track the progress of your documents, such as information on signers' completion time and how frequently documents are viewed.
4 Payment Processing: Companies that rely on billing or must collect money for services can accept payments straight from the platform owing to PandaDoc's simple payment processing.
5 Integrations: PandaDoc has several business tool integrations, including HubSpot, Pipedrive, and more. This enables you to concentrate on your company procedures and streamline your workflow.
DocuSign
1 Simple Interface: DocuSign is renowned for making it simple for users to create and deliver documents for signing. The platform is simple to use and does not require any training.
2 Multiple File Formats: A variety of file formats are supported by DocuSign, including Word, PDF, and Excel. Due to this flexibility, you can choose the file formats that best meet your company's requirements.
3 Workflow Automation: DocuSign's workflow automation tools let you customize the document signing process to your company's needs, improving efficiency and minimizing mistakes.
4 Mobile-Friendly: DocuSign's mobile-friendly interface makes signing documents on the go simple. You can manage your papers from anywhere with the mobile app.
5 Integrations: DocuSign's integration with several business platforms, including HubSpot, Apple, and Microsoft Office, makes it simple to implement document signing into your existing business processes.
Pros and cons of PandaDoc and DocuSign
Pros of PandaDoc
PandaDoc provides a collection of pre-made templates for various sectors, which can save users time and guarantee compliance with regulations unique to each industry.
Users may generate papers with a professional look using PandaDoc's templates and design tools, which can enhance their brand recognition and win over clients.
Advanced security features provided by PandaDoc, such as data encryption and authorization settings, can help ensure critical documents' privacy and security.
PandaDoc allows users to share, collaborate documents and engage in real-time conversation. Thus, shortening the time needed to complete a document.
Cons of PandaDoc
Document storage is limited with PandaDoc. You might have to delete previous documents or upgrade to a more expensive plan to accommodate additional files.
Since PandaDoc is a cloud-based application, a steady internet connection is required. This may be a concern in areas with poor internet or limited access.
PandaDoc is more expensive for larger teams or complex document requirements. It charges customers on a subscription basis, and extra payments can be necessary for certain services, such as payment processing.
PandaDoc only provides email and chat assistance, which some users may feel is inadequate. This can be a downside for consumers who prefer phone or live service.
Pros of DocuSign
DocuSign is a trusted option for international transactions because its electronic signature features are approved in over 180 countries and are legally enforceable.
DocuSign provides high-level security features like document encryption and tamper-evident seals that can help protect the confidentiality of your documents.
Users can complete and electronically sign documents with DocuSign's offline sending and e-signing capability.
DocuSign's tagging feature ensures recipients know precisely where to write initials and where to sign a document.
Cons of DocuSign
DocuSign offers free community-based support but costs extra for email, chat, and phone support. This can lead to greater overall costs for companies seeking more extensive help.
Due to additional phone or RSA ID check fees, DocuSign's recipient authentication method might increase costs for businesses that frequently deliver documents.
Occasionally, DocuSign's expenses exceed. This could be problematic for companies with limited resources or those looking to keep costs low.
PandaDoc or DocuSign: Which is Best for Which Type of HubSpot User?
Both PandaDoc and DocuSign offer special benefits and features tailored to different user types according to their requirements. Both can be easily integrated into HubSpot.
Larger firms that need sophisticated capabilities and workflow automation should use DocuSign, whereas companies that value document analytics, payment processing, and customizable document templates can go with PandaDoc.
The choice between these two tools ultimately depends on the user's needs and preferences. Therefore careful thought must go into the decision.
