HoneyBook vs PandaDoc: Which is a better fit?

Jane: Hi, I'm Jane. I have a small company with less than 10 employees and I give Honeybook a 3 out of 5 rating. Before Honeybook, we were linked to HubSpot, which is a large CRM product with a free element attached to it. We looked at and ultimately would have chosen to continue with Honeybook because it was a really good system that had pretty much everything we needed in it for a decent price. However, being based in the UK, Honeybook doesn't support outside of America at the moment, which was a huge blow because I fell in love with it. So the 3 out of 5 is due to them not supporting the UK yet. Otherwise, it would be a 5 out of 5. Getting started with Honeybook was really simple. Again, it follows a lot of the generalized accepted processes that we understand via Microsoft and via Google and kind of webpage design and everything was clear and easy to understand and you could set up a lot of stuff and it would automatically feed into other elements of the program. There was enough flexibility and ability to kind of alter wording and templates, et cetera, without it basically being like you are creating everything from scratch using a system that needs a level of technical knowledge. And it kind of would connect with pretty much any provider as well. So it was really, really useful and really simple to set up. It is a really useful piece of tech. I would play with it all, see what it can do for you in replicating what you're doing currently. I would also really, at the very beginning, think if you are going from just using no CRM or an older version of a CRM and you are moving over to something which a tool like this where effectively it's more than a CRM, it does everything, sit down and sort out your business processes and your paperwork and everything so that setting all that up is really straightforward and you can get people working on it really quickly rather than it being something that drags on for a while, which can happen as a small company.

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.