PandaDoc for B2B companies

PandaDoc is a cloud-based document automation software that streamlines the process of creating, sending, and tracking digital documents such as proposals, contracts, and quotes. The platform allows businesses to automate their document workflows, reducing administrative time and increasing productivity.

 

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PandaDoc | eSignatures & More Integration Overview

 

Build proposals, quotes, and contracts 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.

Pull HubSpot deal data and products right into your 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.

 

Get your contracts signed easily with eSignatures

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 on any device or even in-person.

 

Closely track document progress from HubSpot

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.

 

Collect eSignatures on any document for free

The PandaDoc free eSign plan works with the HubSpot integration too. Simply upload and electronically sign as many documents as you’d like. Also achieve peace of mind knowing that your documents are legally binding and ESIGN and UETA compliant.

Integration features
Create documents from Contacts, Companies and Deals in HubSpot

Build professional-looking proposals, quotes, and contracts without leaving CRM. Generate and customize new documents in minutes using editable templates or uploading your documents right from the PandaDoc module in Contacts, Companies, or Deals objects.

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Pull CRM data and properties into documents automatically

Autofill the content of your sales documents with CRM data, including customer name, address, organization, phone number, and any other deal or customer data. Working with the pdf and forms? You can reduce manual work by pre-populating the customer data from CRM into form fields.

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Keep track with direct document links and statuses in your CRM

You’ll receive instant email alerts when your doc stage changes and you can monitor these updates right in HubSpot. Open or download the signed document right from the objects where it was created. For more flexibility add direct document links to emails or notes.

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Auto-fill pricing tables with products from HubSpot

When you create a new PandaDoc quote, all of the deal products will appear in the editable pricing table, including price, quantity, and other details. Review, change if needed, and you’re ready to go. HubSpot Product are available starting from Sales Professional Plan.

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