Can you integrate PandaDoc with your CRM without using Zapier?

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.

Our native integrations 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, improving visibility while meeting internal governance requirements. Built-in connections can improve compliance and tracking with a complete electronic signature audit trail.

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.

Benefits of native CRM + CPQ integrations vs. generic automation tools

A major benefit to native CRM and CPQ integrations is getting more reliability than generic automation tools.

PandaDoc connects directly to your CRM, so your product data, pricing, approvals, and deal updates are all in sync in real time. This means fewer errors, delays, and poor workflows, which are often caused by third-party automations.

You’ll also get better compliance and visibility with direct integrations. Native data flow allows for a complete electronic signature audit trail that captures all pricing changes, approvals, and signatures.

The result is having a clear and auditable record from when the quote is created to when the agreement is signed, without extra tools to worry about.

How PandaDoc connects your CRM + CPQ workflows

PandaDoc connects your CRM data directly to your CPQ workflows. This means it’s easier for your sales team to generate accurate quotes and proposals, without relying on tools like Zapier.

Native CRM integrations allow reps to pull product catalogs, pricing rules, discounts, and deal info right from their CRM into PandaDoc. This reduces manual entry, pricing errors, and back-and-forth systems.

Once you get past the stage of creating a quote or proposal, PandaDoc will carry that data throughout the document’s lifecycle.

Why does this matter? Your sales team can easily configure pricing, create docs, send them for approval, and get legally binding signatures while having CRM records automatically updated.

More connection means better visibility into the deal progress, approvals, and signing.

With CRM and CPQ workflows working in a single, native integration, you’ll have a smoother, faster, and more compliant process.

Benefits of adding CPQ capabilities within PandaDoc

The addition of CPQ capabilities within PandaDoc is a no-brainer. Here’s what it offers:

• Consistent, accurate pricing – All quotes will have to follow approved guidelines with centralized product catalogs and pricing rules. This means fewer errors and more protected margins. 
• Faster quoting process – Automated pricing and CRM-connected templates means reps have less manual work and faster deal cycles. 
• Better collaboration and team alignment – Everyone is on the same page because of built-in approvals, comments, and real-time tracking

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.

Salesforce integration setup checklist

• Visit the Salesforce AppExchange
• Install PandaDoc
• Connect your PandaDoc and Salesforce accounts
• Grant required permissions
• Map Salesforce objects and fields to PandaDoc templates
• Configure products, pricing, and deal data syncing
• Enable document tracking, approvals, and workflow automation

Exact configuration steps may vary based on your CRM setup and permissions.

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.

HubSpot integration setup checklist

• Go to the HubSpot App Marketplace
• Install PandaDoc
• Connect your PandaDoc and HubSpot accounts
• Grant required permissions
• Map CRM fields to PandaDoc templates
• Configure document templates and content variables
• Enable tracking, automation, and activity syncing within HubSpot

Exact configuration steps may vary based on your CRM setup and permissions.

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.

Pipedrive integration setup checklist

• Go to the Pipedrive Marketplace
• Install PandaDoc
• Connect your PandaDoc and Pipedrive accounts
• Grant required permissions
• Map deal, contact, and organization fields to PandaDoc templates
• Configure document templates and pricing data
• Enable tracking, notifications, and workflow automation

Exact configuration steps may vary based on your CRM setup and permissions.

Benefits of native CRM and CPQ integrations with PandaDoc

When compared to tools that rely on generic automations or manual entry, PandaDoc’s native CRM/CPQ integrations win every time. That’s because you get more control, accuracy, and visibility throughout the entire document lifecycle.

• Fewer errors and rework: With direct data syncing, you don’t worry about mismatched pricing, duplicate records, and broken automation workflows.
• Faster deal execution: You’ll have fewer delays caused by switching tools since quotes, proposals, approvals, and signatures happen in one connected workflow.
• Stronger compliance and tracking: With an electronic signature audit trail, it’s easier to monitor changes, approvals, and signing activity.
• Better visibility across teams: Your sales, finance, and operations teams have alignment inside the CRM.

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.