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):
- Connect PandaDoc in your HubSpot Marketplace
- Map fields from HubSpot into your PandaDoc templates
- Test by creating a deal and sending a doc
Result: Less manual work, faster sales cycles, and full visibility.
