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:
Templates, Approvals, eSign - All in PandaDoc
Setup & Templates – Branded templates, content library, variables, and catalog so reps build proposals fast and on-brand.
Smart Integrations – One-click signatures, payment links, and dynamic pricing tables/discounts to shorten time-to-close.
Approvals & Compliance – Role-based approvals, clause control, and audit trails to keep Legal & Finance happy.
eSign, Payments & CPQ – Dashboards, call scoring, and coaching loops so leaders can improve conversion and CSAT with data.
- 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.
