PandaDoc: What to Know and How to Use It with HubSpot

01/20/2022 2 min read Written by Lynton

As a HubSpot customer, you’ve probably evaluated the best contract/payment resource systems for your business several times. With so many options out there, finding the one that’s right for your business can be daunting and time-consuming.

To make your decision a little easier, we've done a deep dive into one of the top solutions for proposals and quotes - PandaDoc. Tagged with "Make proposals that make impressions" on their homepage, PandaDoc document automation software as a service with built-in electronic signatures, workflow management, a document builder, and CPQ functionality.

PandaDoc Overview 

PandaDoc helps users create proposals, quotes, documents, contracts and more. It’s a cloud-based service mostly used by sales and marketing teams.

PandaDoc Features

  • Integrates with HubSpot
  • Creates legally binding and enforceable electronic signatures
  • Custom branding, templates and analytics
  • Customers can sign contracts or payments from anywhere
  • Document automation solutions
  • Track views and changes made to a document
  • Contract lifecycle management

PandaDoc Cost

A free account includes unlimited legally binding eSignatures, unlimited document uploads, payments and mobile app. Plans that include custom editing, templates and analytics starting at $19/month/user.

Who Should Use PandaDoc

  • Sales teams
  • Marketing teams
  • Revenue operations
  • Human resources

How to Use PandaDoc with HubSpot 

Integrating your PandaDoc and HubSpot can help bring your teams to new levels of efficiencies. Whether you're looking to create custom quotes that meet your prospect and customer needs, or to automate your contract processes with workflows and reminders, these two systems can save time and build better management efficiencies. You can see all of the features about the integration here

Want to Learn More About HubSpot and PandaDoc?

Reach out to our growth expert so we can understand your Sales goals.
By: Lynton

Lynton is a HubSpot Elite Partner that provides certified knowledge and tools to grow your business through integrated inbound marketing, including lead generation strategies, website designs and development, and CRM integrations.

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