To reduce the client's costs and simplify their tech stack, we transitioned them from
PandaDoc to HubSpot Quotes, a tool they already had access to. We designed custom
quote templates to replicate the look and feel of PandaDoc, so the transition was
seamless for both their team and clients. By embedding automation within HubSpot,
we eliminated the need for Zapier and external tools, allowing the sales team to create
and send quotes in just a few clicks-no extra software or training required.