PandaDoc for HubSpot

Create, send, eSign, and track your best sales documents inside HubSpot CRM

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The power of two tools in one

Extend the ROI of HubSpot CRM by adding document generation and eSignatures capabilities with the PandaDoc integration.

Complete any sales doc within HubSpot

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. You can also download the documents straight to PDF too.

Save time with templates and content library

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.

Merge crucial data right into your documents

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.

Get your contracts signed easily

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 eSignatures. Effortlessly send contracts and agreements for eSignature right from HubSpot. Your prospects can view and sign documents on any device or even in-person.

Closely track document progress

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.

Get started fast, no coding required

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.

Expedite your proposal process

Send out proposals quickly

Move deals forward when you generate and send out personalized proposals in minutes. You can even edit and adjust your quotes and contracts on the go as negotiations proceed to help you close deals faster.

Build a hassle-free sales process

Increase your sales team’s productivity by connecting your tools seamlessly. Build error-free proposals and quotes when you merge customer and prospect data from HubSpot into your documents automatically.

Keep an eye on every deal

Our document analytics and automated follow-ups help you monitor every deal. You’ll receive instant email notifications when your doc stage changes and you can monitor these updates right in HubSpot.

Make your revenue generation processes more efficient

Embed document automation capabilities in all of your business applications and industry-specific systems with the PandaDoc API. Connect your sales, document creation, and document signing workflows to each of your applications to get the most out of your investment. Or use the PandaDoc integration for Zapier to automate simple tasks like updating deal records or adding new to-do’s when the document status changes.

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Who uses the HubSpot integration

Sales teams

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.

Sales operations and enablement

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.

Sales marketing

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 plans.

We can help accelerate your digital transformation projects

The PandaDoc professional services team can help with integration setup, template conversion, and even team training. Share your business goals and requirements with us and we’ll take care of rolling out the integration fast across your entire organization.

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Frequently asked questions

Disclaimer

Parties other than PandaDoc may provide products, services, recommendations, or views on PandaDoc’s site (“Third Party Materials”). PandaDoc is not responsible for examining or evaluating such Third Party Materials, and does not provide any warranties relating to the Third Party Materials. Links to such Third Party Materials are for your convenience and does not constitute an endorsement of such Third Party Materials.