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. This platform offers document automation software as a service with electronic signatures, workflow management, document building capabilities, and Configure, Price, Quote (CPQ) functionality.
PandaDoc Overview
PandaDoc is a document automation platform that enables users to create, manage, and track proposals, quotes, contracts, and other business documents. It operates as a cloud-based service primarily utilized by sales, marketing, and operations teams for streamlining document workflows.
PandaDoc Features
- Native HubSpot CRM integration with bi-directional data sync
- Electronic signatures compliant with ESIGN Act, UETA, and eIDAS regulations
- Customizable document templates with dynamic content fields
- Real-time collaboration tools with in-document commenting
- Advanced document analytics including viewing time and interaction tracking
- Automated approval workflows and routing
- Content library for managing reusable content blocks
- Payment collection through multiple payment gateways
- Mobile app for document management and signing
- Version control and audit trails for compliance
- Interactive pricing tables with automatic calculations
PandaDoc Cost
PandaDoc offers several pricing tiers:
- Starter: $19/user/month, includes templates and document editor
- Business: $49/user/month, adds workflows, CRM integration, and content library
- Enterprise: Custom pricing for advanced features and API access (Note: Pricing should be verified on PandaDoc's website as it may change)
Who Should Use PandaDoc
- Sales teams: For proposals, quotes, and contracts
- Marketing teams: For client agreements and creative briefs
- Revenue operations: For pricing and quote management
- Human resources: For offer letters and employee documentation
- Legal teams: For contract management and compliance
- Customer success: For service agreements and statements of work
How to Use PandaDoc with HubSpot
The PandaDoc-HubSpot integration offers several key functionalities:
- Auto-population of HubSpot contact and deal data into documents
- Document status tracking within HubSpot records
- Trigger HubSpot workflows based on document events
- Access to PandaDoc templates directly from HubSpot interface
- Sync signed documents back to HubSpot contact, company, and deal records
- Create and send documents from within HubSpot deals
The integration can be configured through HubSpot's App Marketplace, and requires appropriate subscription levels for both platforms. For detailed integration setup instructions and current capabilities, refer to PandaDoc's integration documentation in the HubSpot App Marketplace.
The Bottom Line
PandaDoc offers a robust solution for document automation and management that integrates well with HubSpot. While the platform provides significant efficiency gains for document-heavy processes, organizations should carefully evaluate their specific needs and use cases against the features available in each pricing tier. Consider factors such as team size, document volume, workflow complexity, and integration requirements when making your decision.