If you’re sending documents manually, you’re wasting time. PandaDoc integrates with most major CRMs to automate document creation, sending, and tracking.

Top CRMs That Integrate with PandaDoc:

• HubSpot
• Salesforce
• Pipedrive
• Zoho CRM

Benefits of Integration:

• Auto-fill documents with CRM data
• Send contracts and proposals without leaving your CRM
• Track document status from the deal record

How to Set It Up (Example with HubSpot):

1. Connect PandaDoc in your HubSpot Marketplace
2. Map fields from HubSpot into your PandaDoc templates
3. Test by creating a deal and sending a doc

Result: Less manual work, faster sales cycles, and full visibility.