A short instructional video describing the HubSpot–PandaDoc integration: how it enables creating, personalizing, sending, tracking, and collaborating on contracts, proposals, and quotes directly from HubSpot by pulling contact, company, deal, and product data into PandaDoc templates and pricing tables. The integration reduces manual data entry, surfaces a PandaDoc module on contact/company/deal records, and shows document status in HubSpot timelines.
Questions this video answers
More than 1,000 integrations.
Seven apps on average.
More than a quarter of customers.
Next to each HubSpot contact, company, and deal record.
Products from the HubSpot deal record, including price and quantity (and other details) in an editable pricing table.
Chapters
The HubSpot App Marketplace is home to more than 1,000 integrations that span use cases in marketing, sales, service, and more. Customers rely on integrations to grow their business. The average customer installs seven apps on average, and more than a quarter of customers install more than 10 integrations. Integrations reduce complexity by bringing disparate tools together, which allows HubSpot to act as a system of record or or single source of truth for customers. Today we'll talk about an integration that allows HubSpot customers to easily create personalized contracts, proposals, and other documents. Let's talk about PandaDoc. PandaDoc allows you to create, collaborate and e sign documents. When integrated, you can leverage HubSpot Contact Company and deal information to automatically personalize documents. Avoid manually adding data into documents. Integrate to save your team time updating systems and reducing errors, create PandaDoc documents directly from your HubSpot account in just a few clicks. Here's how it works. Once you've set up your integration, you'll see a PandaDoc module next to each HubSpot contact, company and deal record. Click Create Document to get started. You'll see that your PandaDoc templates are now available in HubSpot. A new tab will open up Open where you can assign roles to people within the document. For instance, in a purchase quote document, you'll have a buyer and a seller. Select the name or email or the right person for each role and their data will be pulled out of HubSpot Records. Once your document is completed, just click Send and your customer or prospect will receive the document with all the right information. Another great thing about this integration is that you can easily track document status right within HubSpot's timeline. You can also easily share and collaborate with other teams to keep sales, marketing, legal, and other teams aligned. When creating a new Panda Doc Quote, all the product from your HubSpot deal record will appear in the editable pricing table of the Dock, which will include price, quantity and other details. Review change if needed, and your PandaDoc document is ready to go. Reduce complexity, improve your customer experience, and save your team time to focus on what really matters. To learn more and get started, visit the HubSpot app marketplace.
