Bitrix24 vs PandaDoc: Which is a better fit?

Tembi G.: Hi, my name is Tembi and I'm the Executive Director of the Young Musicians University, and I give Bitrix24 a rating of a four. Prior to Bitrix24, we were using Trello. The reason why we switched from Trello to Bitrix24 was to have more features, and also so our team can collaborate on projects and tasks within the platform. So, we decided to go with Bitrix24 for a couple of reasons. One was it integrated other things, like it also managed our marketing, and so we could tap into what we were doing in say our social media with our Facebook comments and different things, and it would also alert it and kind of keep it all in one central location. Then the other thing is honestly just for more features. So Bitrix does a lot of things, and that's one of the things that we loved about the platform, is that we are able to use so many different entities, such as task management, scheduling, booking, all in one platform, and so that was very, very helpful. So getting started with Bitrix24, it was slightly technical I have to say, but there's a lot of good help videos out there. But the platform itself can seem intimidating if you don't necessarily have technical skills, but once we were able to get everything streamlined and flowing, everything fell in place. So getting started was a little rocky for us just because of the different entities, and we had to choose what features would actually benefit our business. The advice I would give to someone looking to get Bitrix24 up and running is to have someone on your team who's familiar with the technical aspects of setting it up. So, like I said, it's a great platform, but it was a little bit technical for our team, per se. So we ended up using it for a period of time, but looking for something that was less technical. So, I would say just make sure that you have someone who has that technicality or that technical know-how and skillset on your team so that you can maximize the features of Bitrix24.

Liam K.: Hi, my name's Liam. I work at a company called Sook. We specialize in renting pop-up spaces for brands for short rentals. We're about 20 big, and I rate PandaDoc five out of five. Before we were using PandaDoc, we were using DocuSign, and it was a very good tool, but we needed to find something that was better suited to what our business needs were. The reason that we went with PandaDoc was based on some of its better integrations and support features that they had. So we currently use HubSpot as our CRM. The integration works really well with PandaDoc, making our sales team save a lot of time when producing and creating their invoices and sending it to their customers. When looking overall at all their features, it was just a simple choice for us. It was very easy to onboard PandaDoc into the business. As mentioned, the integrations, features were really easy. It featured really well into Stripe, and it was easy to onboard all the team in terms of how they were going to use it and benefit from it. My recommendation for people that are looking to integrate PandaDoc into their invoicing system is just have a good idea of what you guys want to do. Make sure that you have a clear understanding of the integrations that is available with PandaDoc, and make sure it just meets your business needs and that it does tick all the boxes from just not an employee perspective, but also from a customer's perspective.