REVOPS TEAM

Buyer Journey Survey

HubSpot workflows

I see value in plan design being accessible in HubSpot.

I like the idea of the survey entry for unworked/started deals.

I like the idea of the playbook for deals already in progress.

PandaDoc workflows

I like that PandaDoc connects to HubSpot.

I like the general workflow of the PandaDoc process.

I like that the paperwork is linked in HubSpot for access.

Thinking of the past and present platform, which platform do you prefer working in for: (Pick one)

Entering data into...

Entering data into...

Creating paperwork in...

Sending paperwork in...

Current experience: time, on average in PandaDoc compared to AdobeSign

Deal up to creating paperwork

Paperwork prep (HubSpot + PandaDoc)

Paperwork sending and receiving

Service & Fee Agreements

Amendments

Fee & Comp Schedules

PAD

Coop, NDA, other

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