- Create, deliver and eSign sales collateral
- Auto-populate deal data within docs
- Build interactive error-free quotes
- View every doc related to a deal
- Track opens and views
- 2-way activity sync
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to learn how to install the integration so you can spend more time closing deals and less time building sales proposals.
PandaDoc together with HubSpot CRM, gives you the power to close, turning deals into revenue faster.
PandaDoc provides everything you need to build sales collateral directly within Hubspot CRM — pre-populating deal data with all of your custom fields, contact information, products and pricing details seamlessly into your documents. No more copying and pasting.
Send error-free documents, track them and allow your clients to sign docs using our secure and legally binding eSignature technology.
HubSpot and PandaDoc integration also features a two-way sync. When your document is created, sent or completed, the integration will push information back to HubSpot CRM Contact Event tracker. Stay up to date with all opportunities!
Close deals faster with eSignatures
Sign documents inside Hubspot CRM with easy-to-use, legally binding electronic signatures.
Never copy and paste tedious details again
PandaDoc pulls data from your deals and automatically pre-fills your documents with the client-specific details.
Build interactive error-free quotes
PandaDoc auto-calculates taxes, discounts, margins, and totals. This translates to error-free quotes and proposals, easy price adjustments, and dynamic pricing tables.
Track opens and views
PandaDoc logs the history of every sent document for any Hubspot CRM deal and tracks their status.
What people say about PandaDoc
PandaDoc has saved me a lot of headaches and time. My docs are all signed easily and on time — and they’re already digitized which I love!
With PandaDoc, we can see detailed analytics to help us understand which parts of our proposal are being viewed more.