Mapsly vs PandaDoc | eSign, CPQ, Payments

Mapsly turns HubSpot into a powerful mapping, routing, and territory management platform for field sales and service teams. Plan a week of visits in minutes, see your entire CRM on the map, draw territories, and automate field workflows — all with real-time two-way sync to HubSpot.With 90+ geo-tools and customizable AI features, Mapsly equips field sales reps, service technicians, account managers, and sales operations teams with everything they need to work with location data in HubSpot.MAP & VISUALIZE YOUR CRM DATAView HubSpot objects and their properties, including custom ones, on the map(Mass-)update HubSpot data in Mapsly with real-time sync to HubSpotColorize CRM records based on HubSpot properties; assign custom markers; switch between layer groups to instantly re-colorize records based on different conditionsChoose HubSpot properties to show in marker labels and map pop-upsSearch records near a location and sort/filter them by distance(Mass-)add Contacts and Companies to HubSpot lists right from the map or table viewCreate records of any HubSpot object from the map with pre-filled addresses and coordinatesView heat maps weighted by HubSpot propertiesView data from your spreadsheets alongside HubSpot dataMAXIMIZE FIELD TEAMS' PRODUCTIVITYPlan more visits and calendar events in less time with Mapsly’s route optimizer and calendar featuring point auto-sequencing based on live and historic traffic and various visit and vehicle/user parameters (visit duration, open hours, sales reps' working schedules, required vs. available skills, equipment, capacity, and many more)Optimally plan visits and calendar meetings for multiple days for your entire team while filling in available time between existing meetingsView travel time between meetings and scheduling conflicts right in your calendar viewScript your visit scenarios using configurable check-in with geofencing and adaptive forms; collected data, photos, documents and e-signatures are immediately saved to HubSpot (as records, timeline events and attachments)See how your field team performs using customizable charts and dashboardsPlan continuous multi-day routes with night stops along the routeAnalyze collected data with AI, including notes, photos and videos, based on customizable GPT promptsView your team’s location and movement historyPlan regular visits with desired regularity and individual visit's durationMANAGE TERRITORIESDraw territories or assemble them out of postal codes, counties, census tracts, etc. using the geo-library (more)Auto-assign records to territories and sales reps based on custom criteriaSee roll-up metrics per territory out of your CRM dataView 50,000+ US Census demographic data (US only)EMBED LIVE INTERACTIVE MAPSShare maps with live data, territories, custom buttons, forms and desired Mapsly features by link and embed them into websites, portals or dashboards, or send by email (view demos)Add personalized maps with unique datasets per customer to your customer portalFIND LOCAL BUSINESSES ON MAPSearch local businesses by keywords and add them as records to any HubSpot objectAdjust field mapping, use custom HubSpot properties, and add fields with fixed valuesSTART INNOVATING WITH NO-CODE AUTOMATIONExecute custom actions by a button, by schedule or entirely automatically, without writing codeCreate/update/delete records, send emails and SMS, call external APIs, and moreSearch records by custom criteria that may include driving distance or time, and execute actions with themCreate adaptive forms that show/hide fields and call external APIs, as user fills in the formUse user's current location and calculate driving distance/time between any locationsTry Mapsly free for 14 days. Full feature access, no credit card required. Connect HubSpot in one click and see your CRM on the map in minutes.Every Mapsly subscription includes 24/7 chat support, free implementation, and live training for your sales and service teams.Have an automation scenario in mind? Share your vision — we'll build it in Mapsly for free.Start your free trial or book a demo.

Accelerate sales cycles with automationSave time and shorten time to close by automating the document creation process, tracking statuses in HubSpot, setting the order of approvals, and accessing real-time analytics. Two-way sync means eliminating the need to manually copy data.Achieve ROI fast with PandaDocPandaDoc provides end-to-end document management, from creation, CPQ, eSign, payments, and beyond. Integrating HubSpot and PandaDoc is fast and easy, requiring zero technical expertise or coding. Once up and running, our embedded editor and vast content library make it easy to create polished proposals in mere minutes.Quote with confidencePandaDoc now offers CPQ for HubSpot! Generate quick, error-free quotes with a guided, natively integrated HubSpot experience that makes custom pricing and product configurations a snap. From proposal to payment to analytics, manage your entire deal cycle without ever leaving HubSpot.Watch this video with our top use casesNote: New app card functionality is rolling out gradually for this integration. We appreciate your patience as it becomes available in the coming weeks.