Create, send, eSign, and track your best sales documents inside HubSpot CRM with the PandaDoc HubSpot integration.
Extend the ROI of HubSpot CRM by adding document generation and eSignature functionality with the PandaDoc integration.
With the PandaDoc HubSpot integration you can generate and edit documents from a deal, a contact, or a company record in HubSpot. Start with a template, upload an existing document, or build your proposal from scratch. Track all the documents created or sent from that record right within HubSpot.
Stay on brand with the help of templates and our content library. Monitor usage of your items so you can continually improve your doc process. To prevent errors, you can even lock content blocks from editing. Store assets, like case studies, testimonials, videos, and images for the sales team to easily drag-and-drop into their proposals, quotes, and contracts.
Auto-populate new documents with deal data including company and prospect contact information. The content of standard and custom HubSpot fields are added automatically. The list of document recipients is also auto-filled from the deal record. Just give it one last check and you’re ready to send out your personalized proposal.
When it comes to getting a deal signed, there’s no need to pay for two tools. All PandaDoc plans include legally-binding and enforceable electronic signatures. Effortlessly send contracts and agreements for eSignature right from HubSpot. Your prospects can view and sign documents through the app on any device or even in-person.
Receive live document status updates in your email inbox, in the PandaDoc mobile application, in a HubSpot Sales record (deal, contact, or company records), or even on the HubSpot activity timeline. Gain insight into who and how long they viewed the specific pages of your document with our document analytics feature.
When you create a new PandaDoc quote, all of the products from your HubSpot deal will appear in the editable pricing table, including price, quantity, and other details. Review, change if needed, and you’re ready to go.
It is fast and easy to connect the HubSpot and PandaDoc integration because it is pre-built right within our cloud application. Once the integration is enabled, all you have to do is add or create templates, adjust your data merge settings, and you’re good to go. Create and manage your documents from the familiar HubSpot interface.
Free eSign users can take advantage of our HubSpot integration at no additional charge and unlock a smoother document workflow. With PandaDoc’s Free eSign for HubSpot, you can upload prewritten docs, and securely sign them all within HubSpot.
PandaDoc is an all-in-one solution that allows you to easily create personalized proposals and get them approved and sent out in no time. In fact, it can speed up your close rate by up to 36 per cent.
Managing workflows is also made easier with PandaDoc as it enables teams to work simultaneously on the same documents and seamlessly transfer ownership. Once proposals are issued, PandaDoc keeps important content in each document secure through its built-in locking functionality.
In addition, the automated follow-ups you get access to with PandaDoc make it even easier to stay on top of every ongoing deal. The HubSpot PandaDoc integration enables you to monitor changes on either platform in real time.
Spend more time selling with PandaDoc document automation. Save time with integrated document generation and eSigning features designed to help manage deals throughout their entire lifecycle. Get real-time updates on any document activities so you can follow up in a timely manner.
Build a streamlined sales workflow from lead generation to signed contracts all within the HubSpot software platform. Dive into sales performance with our robust reporting which shows the number of signed documents, their value, and your average time to close.
Provide sales teams with a library of approved templates and collaterals to create documents super fast. Track the usage of the templates and content library items to identify gaps and make enhancements to the best performing pieces and to develop future content marketing plans.
This feature supports the content creation process by providing an easily searchable location to store basic templates and a repository of extra content you can draw on at any time.
No. PandaDoc contract management software works natively inside Hubspot CRM, meaning you don’t have to install any plugins or software to access the PandaDoc document automation platform features inside HubSpot.
Go to your Workspace settings and select Integrations. Click the tile with the HubSpot logo. It’s turned off by default. Click on the tile, then click the “Connect HubSpot” button and follow the prompts to authorize PandaDoc electronic signature software to access your HubSpot account.
Read more on how to connect the HubSpot integration to PandaDoc proposal software to create, send, and track documents in our help article.
