Let’s start with the most important question: can I use PandaDoc with my CRM?

The short answer is, yes!

With PandaDoc, you can integrate directly into top platforms like Salesforce, HubSpot, and Pipedrive. The best part? No Zapier required.

With our integrations, you can bring all of your CRM data into PandaDoc templates easily, allowing you to create professional documents in just a few minutes. You can also track their progress without switching between tools. That’s because PandaDoc keeps your document workflows fast, accurate, and connected to the systems you already rely on.

In this guide, we’ll cover which CRMs are supported, how the integrations work, and why they matter for your sales and marketing teams.

Why direct CRM integrations matter (vs. using Zapier)

Zapier is great for connecting apps without having to code, which is why a lot of teams use it to automate their routine tasks. But when it comes to CRMs and document workflows, Zapier might not be the best way to go.

For example, every Zap makes your tech stack more complex, and if something breaks, troubleshooting can take up valuable time and slow your sales process. Zapier connections also tend to handle more basic data transfers instead of complex functionality, like real-time document tracking or automated triggers when a contract is signed.

Native integrations, on the other hand, offer better long-term stability and access to features geared specifically for sales and marketing workflows. This is because they are built and supported by the CRM and PandaDoc.

These kinds of direct connections sync your data for a smoother, more intelligent system that helps you manage deals and documents in one place.

PandaDoc + Salesforce integration (no Zapier needed)

The PandaDoc Salesforce integration was designed for your teams to live inside Salesforce every day. It’s available through Salesforce AppExchange, and makes it easy for you to generate, send, and track your documents directly within Salesforce. This means your sales reps don’t have to leave their primary workspace.

When you install it, the integration will let you sync Salesforce contacts, opportunities, and data fields right into our PandaDoc templates. This means you can create proposals and contracts in a few clicks by auto-filling from your Salesforce records. All interactions are tracked, meaning you’ll see when a prospect opens, views, or signs any document.

Key benefits include:

• Auto-fill documents with Salesforce data for fewer manual entry errors
• Track document engagement right inside the Salesforce timeline
• Trigger Salesforce workflows automatically when documents are signed

If your sales team handles high volumes of opportunities, this integration ensures that you don’t miss anything and your pipeline keeps moving forward.

PandaDoc + HubSpot integration (no Zapier needed)

Let’s say HubSpot is your CRM of choice. In that case, PandaDoc integrates seamlessly through HubSpot Marketplace. You can merge data from your deals, contacts, or companies into PandaDoc templates. Plus, native integration means you can manage your entire document process without ever having to leave HubSpot.

You can also add PandaDoc document creation and tracking into your HubSpot workflows so that documents are automatically sent at key stages of the buyer journey. This means that when a deal reaches the proposal stage, for example, a PandaDoc draft can be made immediately with any relevant HubSpot data already pre-filled.

Pretty simple, right?

Key benefits include:

• Auto-fill proposals and quotes with HubSpot deal info
• View document status (sent, viewed, signed) directly in HubSpot
• Automate follow-ups, tasks, or emails based on document activity

Marketing and sales teams that want to align on lead nurturing and deal closing find this integration especially useful. All handoffs are smooth, and every customer touchpoint is personalized for a better experience.

Want a refresher on CRMs? Here’s our complete guide to CRM systems.

PandaDoc + Pipedrive integration (no Zapier needed)

Your team might use Pipedrive for its simple, visual pipeline management. In that case, PandaDoc’s Pipedrive integration, available through Pipedrive Marketplace, would be the way to go. Like the other integrations mentioned earlier, you can connect your accounts and start creating PandaDoc documents from within your Pipedrive dashboard in just a few clicks.

It automatically pulls contact and deal info into PandaDoc, which allows reps to draft quotes and proposals quickly and accurately. All documents are tied to the right deal, meaning your pipeline stays organized and up-to-date.

Sales reps are also able to track engagement metrics, like opening or signing a document, without having to jump between different tools.

Key benefits include:

• Send proposals and quotes faster with pre-filled deal data
• Monitor document activity directly from Pipedrive
• Keep momentum high and close deals faster with fewer clicks

Small to mid-sized teams will find that our Pipedrive integration brings enterprise-level efficiency without the process getting too complex.

Streamline your CRM and document workflows

You don’t need Zapier or manual workarounds when you take advantage of PandaDoc CRM integrations. If you’re using top CRMs like Salesforce, HubSpot, or Pipedrive, you can connect PandaDoc directly to your platform to create, send, and track your documents.

This means more accurate proposals, fewer delays, and smoother handoffs between your teams.

Check out our integration support resources to get started connecting PandaDoc with your CRM.

Want to see PandaDoc in action? Request a free demo today.