We're excited to share an update on our latest CRM integration partner PandaDoc. Their software makes it easy to create, deliver, and eSign your team’s quotes, proposals, contracts, and other sales collateral right from HubSpot CRM. Built for sales team’s, PandaDoc can automate the sales approval process and save hours on every quote, proposal, and contract you send.
Ensure fast, error-free pricing with PandaDoc’s CPQ module. Replace printing, scanning, faxing, and snail mail with legally binding electronic signature software.
This integration is live now and bring some exciting new features to the CRM:
What’s the integration with HubSpot do?
- Create beautiful sales proposals, quotes and contracts right from HubSpot CRM.
- Eliminate manual data entry by merging Hubspot CRM properties with PandaDoc tokens in your document templates.
- Send, track, & view analytics on documents from contact, company or deal records in HubSpot CRM.
- Attach legally binding eSignature to any document you wish and send for completion with tracking.
For sales teams using HubSpot CRM this integration makes it easy to create, send and approve important sales documents without leaving the CRM. The integration appends this information to a contact making it easier to close deals and find proposals and contracts.
Video Overview of Integration:
HubSpot internal support contact: James Marketon, Technical Manager, email@example.com