You are currently viewing HubSpot Payments vs. DocuSign vs. PandaDoc โ€“ Which System is Best?

HubSpot Payments vs. DocuSign vs. PandaDoc โ€“ Which System is Best?

As a HubSpot customer, youโ€™ve probably evaluated the best contract/payment resource systems for your business several times. With so many options out there, finding the one thatโ€™s right for your business can be daunting and time-consuming.

To make your decision a little easier, here are the three most popular platforms, their features, cost and what theyโ€™re great at.

HubSpot Payments

HubSpotโ€™s newest feature, HubSpot Payments, is built natively into the HubSpot CRM platform. Having a CRM-powered payments system allows you to connect your commerce data with your customer data. It enables companies to accept payments in less time and with fewer tools. U.S.-based HubSpot customers with Starter or up can use this tool, although HubSpot is hoping to expand this access soon.

HubSpot Payment Features

  • The payment tool lives inside your CRM โ€” no clunky integrations or additional code-writing
  • Combines your commerce data with your customer data
  • Streamlined buying experience allows buyers to order and pay in just a few clicks using their preferred payment method
  • Buy and pay directly from your website, an email, or even a chat session. More ways to collect revenue means more opportunities to grow it.
  • Quote template branding and quotes can be pre-filled based on HubSpot data
  • Because itโ€™s a native solution, you can leverage HubSpot fields and products once custom templates are created
  • Set up recurring payments

HubSpot Payments Cost

With payments, there are no monthly fees, minimums or commitments. Beta pricing is as follows: for ACH transactions, transactions are free with a low transaction fee applying to monthly ACH volume over $50,000. For card transactions, a 2.9% fee is applied.

Who Should Use HubSpot Payments

  • U.S. HubSpot users – it is only available to U.S. customers with Starter and up currently, with plans to expand this globally in the future
  • Companies looking to streamline their quoting and payment processes
  • B2B companies
  • Companies that sell recurring subscriptions and/or memberships
  • Sales teams
  • Marketing teams
  • Revenue operations

PandaDoc

PandaDoc helps users create proposals, quotes, documents, contracts and more. Itโ€™s a cloud-based service mostly used by sales and marketing teams.

PandaDoc Features

  • Integrates with HubSpot
  • Creates legally binding and enforceable electronic signatures
  • Custom branding, templates and analytics
  • Customers can sign contracts or payments from anywhere
  • Document automation solutions
  • Track views and changes made to a document
  • Contract lifecycle management

PandaDoc Cost

A free account includes unlimited legally binding eSignatures, unlimited document uploads, payments and mobile app. Plans that include custom editing, templates and analytics starting at $19/month/user.

Who Should Use PandaDoc

  • Sales teams
  • Marketing teams
  • Revenue operations
  • Human resources

DocuSign

DocuSign is a reliable way to electronically sign documents and agreements on any device from almost anywhere in the world.

DocuSign Features

  • Integration with HubSpot allows for iframe experience creating from templates
  • Upload any document to complete, sign and return
  • Signatures are legally binding
  • Contract lifecycle management
  • Automate manual contract processes
  • Customized branding is available for paid users

DocuSign Cost

DocuSign is free, but if you need to send more than three documents, you have to upgrade your plan, which starts at $10/month/user.

Who Should Use DocuSign

  • Sales teams
  • Marketing teams
  • Human resources
  • Enterprise businesses
  • Small businesses

Which Document/Payment Solution is Best?

If you are already a HubSpot user and youโ€™re looking to streamline your payment or contract processes, we recommend looking into HubSpot Payments. Not only does it integrate with a solution you may already have, but it gives you easy access to track documents, customize branding and pre-fill data youโ€™ve already collected โ€” saving you time and money. To get started, simply navigate to your Settings, and click Payments. You will be notified in one to two business days when your account has been approved.ย