HubDo

HubDo helps businesses get PandaDoc working correctly with HubSpot. As a certified HubSpot Solutions and Developer Partner, we currently support over 300 PandaDoc users across more than 60 companies—most of them with HubSpot integrations we've built and maintain.

What We Actually Do:

We connect PandaDoc to HubSpot and make sure data flows correctly between them. We also handle the more complex work: setting up product catalogs, configuring pricing rules, connecting inventory systems, and building the workflows that let your sales team generate accurate quotes quickly.

Our Services:

• PandaDoc-HubSpot Integration Setup: Connect the two systems so quote data, products, pricing, and document status sync properly
• CPQ Implementation: Set up Configure-Price-Quote processes in HubSpot that generate accurate PandaDoc proposals with the right approvals and pricing
• Product Catalog Work: Move your product data and pricing into HubSpot so it works with PandaDoc
• Custom System Connections: Build integrations between PandaDoc, HubSpot, and your other systems—ERPs, inventory management, accounting software
• Template Setup: Create PandaDoc templates that pull data automatically from HubSpot
• Process Improvement: Reduce proposal creation time from hours to minutes

Who We Work With:

Our 60+ clients range from small agencies to mid-size enterprises with complicated product catalogs, custom pricing rules, or multiple systems that need to connect. Often they've tried to implement PandaDoc themselves but run into technical problems. Or they're moving from manual processes and need someone to figure out how everything should connect.

Why Companies Choose Us:

• Proven at Scale: Supporting 300+ users means we've encountered and solved most implementation challenges
• We Know HubSpot Deeply: As both Solutions and Developer Partners, we understand how HubSpot actually works under the hood
• We've Solved Hard Problems: NetSuite integrations, custom ERPs, legacy systems with difficult data structures
• We Focus on Getting Things Working: Making your sales process actually faster and more reliable
• Long-Term Support: Many of our 60+ clients have been with us for years—we don't just implement and disappear

How We Work:

We start by understanding your current sales process and where the problems are. Then we figure out what technical work is actually needed. We build it, document it, train your team, and stick around after launch to make sure everything keeps working.

How PandaDoc and HubDo Work Together:

HubDo handles technical implementation work in the HubSpot ecosystem that PandaDoc customers need done. PandaDoc provides excellent document automation, but many businesses need technical platform work before they can use it properly. That's our role.

How This Works in Practice:

When PandaDoc encounters prospects who have HubSpot implementation challenges, they refer them to us. We handle the technical work that needs to happen before PandaDoc can do what it does best.

Common Situations:

1. ERP/Inventory Integration: Customer needs product availability and pricing from NetSuite (or another system) flowing into HubSpot so PandaDoc quotes are accurate

• We build the connection from their ERP to HubSpot
• PandaDoc generates the quotes with correct, current data

1. Complex CPQ Requirements: Enterprise customers need sophisticated pricing rules, approval workflows, or product configuration logic

• We implement the CPQ structure in HubSpot
• PandaDoc creates the final proposals

1. Legacy System Migration: Businesses need historical data, custom product catalogs, or complex pricing moved from old systems

• We handle the data mapping and migration
• PandaDoc provides the modern document layer

1. Custom Workflow Requirements: Companies need specialized approval processes, multi-stage quoting, or custom integrations beyond standard connectors

• We build the custom solution
• PandaDoc handles document generation and e-signature

Why This Partnership Works:

We focus on different things:

• PandaDoc: Document creation, pricing tables, e-signature, contract management (what they're best at)
• HubDo: HubSpot configuration, data integration, workflow automation, technical implementation (what we're best at)

We're not competing—we're solving different parts of the same problem. PandaDoc focuses on their product and customer relationships. We remove the HubSpot-related technical obstacles that would otherwise prevent sales from happening.

What Both Sides Get:

• PandaDoc closes deals that would otherwise be blocked by technical requirements
• Customers get good document automation AND proper platform implementation
• We build on HubSpot's platform without stepping on PandaDoc's territory
• We send opportunities to each other when we spot them

Partner Since: 2018

Where We Work: Globally—primarily North America, UK, Europe, and Australia/New Zealand