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PandaDoc | eSign, CPQ, Payments

PandaDoc | eSign, CPQ, Payments-icon
App

PandaDoc | eSign, CPQ, Payments

HubSpot Certified App

Create, track, and eSign sales proposals & contracts inside HubSpot.

Built by
PandaDoc
Installs
18K installs
Rating

4.4

(291)

Sign in to installRequires PandaDoc | eSign, CPQ, Payments subscription
Premier

Premier

Premier partners provide the most established solutions and the deepest alignment with HubSpot.Learn more

Requirements

HubSpot Plan
HubSpot Account permissions
View the required account permissions
Access Type
Shared
PandaDoc | eSign, CPQ, Payments Subscription
Business / per user or Enterprise / per user plans

Overview

Accelerate sales cycles with automation

Save time and shorten time to close by automating the document creation process, tracking statuses in HubSpot, setting the order of approvals, and accessing real-time analytics. Two-way sync means eliminating the need to manually copy data.


Achieve ROI fast with PandaDoc

PandaDoc provides end-to-end document management, from creation, CPQ, eSign, payments, and beyond. Integrating HubSpot and PandaDoc is fast and easy, requiring zero technical expertise or coding. Once up and running, our embedded editor and vast content library make it easy to create polished proposals in mere minutes.


Quote with confidence

PandaDoc now offers CPQ for HubSpot! Generate quick, error-free quotes with a guided, natively integrated HubSpot experience that makes custom pricing and product configurations a snap. From proposal to payment to analytics, manage your entire deal cycle without ever leaving HubSpot.


Watch this video with our top use cases

Note: New app card functionality is rolling out gradually for this integration. We appreciate your patience as it becomes available in the coming weeks.

Features

Create documents right in HubSpot

Build professional-looking proposals, quotes, and contracts in your HubSpot instance. Quickly draft, approve, and sign agreements using our collaborative features, approval workflows, and legally-binding e-signatures — all without leaving HubSpot.

Manage entire deals with PandaDoc CPQ

Set rules to provide your team with end-to-end guided selling that generates accurate quotes in just a few clicks. Use two-way data sync to populate customer information and capture transaction details. After you send, receive notifications on buyer activity and measure engagement with real-time reporting.

Request a notarization inside HubSpot

Connect to a commissioned notary ready to complete nationwide online notarization in minutes. Request an online notarization without leaving HubSpot through PandaDoc Notary API.

Get two-way data sync and reporting

Any updates you make in HubSpot will appear in corresponding PandaDoc fillable fields — and vice versa, ensuring flawless record keeping. And once you send your document, you'll receive notifications on recipient activity and gain insights into key performance metrics without ever leaving HubSpot.

Get started fast, no coding required

It is fast and easy to connect the HubSpot and PandaDoc integration because it’s pre-built right within our cloud application. Once the integration is enabled, all you have to do is add or create templates, adjust your data merge settings, and you’re good to go. Create and manage your documents from the familiar HubSpot interface.

App Functionality

Shared Data
Data Source
Sync Direction
In HubSpot
In HubSpot

Fields

Deal Properties

Contact Properties

Company Properties

Deal Properties

Contact Properties

Company Properties

Document status

Deals

Deals

Variables

Deal Properties

Contact Properties

Company Properties

Deal Properties

Contact Properties

Company Properties

Recipients

Contacts

Contacts

Reviews

Average rating

4.4

Based on 291 ratings


Total reviews

291

Number of reviews all-time


5
68% complete
68%
4
17% complete
17%
3
6% complete
6%
2
4% complete
4%
1
5% complete
5%

Average rating

4.4

Based on 291 ratings

Total reviews

291

Number of reviews all-time

5
68% complete
68%
4
17% complete
17%
3
6% complete
6%
2
4% complete
4%
1
5% complete
5%

Filter reviews:

Sort:


1/5
    Apr 6, 2026

Disappointing integration that falls short - lacks HubSpot Projects support which creates unnecessary friction despite the convenient native setup

Not what I expected from PandaDoc. The native HubSpot integration looked promising, but the functionality feels limited for real operational use.

What do you like?

The native integration is convenient because it does not require a third-party API setup or custom middleware.

What do you dislike?

It does not work with HubSpot Projects, which is a major limitation and creates a lot of unnecessary friction.

  • Asseraf, E.


Reply from Blandford, K., PandaDocApr 7, 2026
I'm sorry to hear you've had issues with the functionality of the HubSpot integration. It sounds like HubSpot Projects is an integral part of your workflow. Are you willing to share more information about the limitations you had? We'd love the chance to explore this in more detail with you. If you're up for it, please reach out at karah.blandford@pandadoc.com. Hope to hear from you!

5/5
    Mar 12, 2026

Switched from DocuSign and couldn't be happier - smooth sync and effortless setup made the transition a breeze!

Love this integration. We originally were using docusign but made the switch and so glad we did!

What do you like?

Smooth sync and easy setup.

What do you dislike?

None yet

  • Schutz, T.


This app requires one of the following PandaDoc | eSign, CPQ, Payments subscription plans.

Business / per user

$49

/month
  • Unlimited eSignatures

  • Unlimited documents

  • Content library with custom branding

  • Approval workflows

  • Deal Rooms

  • Pricing tables and product catalog

  • Payments

  • 24/7 chat support

Business / per user

$49

/month
  • Unlimited eSignatures

  • Unlimited documents

  • Content library with custom branding

  • Approval workflows

  • Deal Rooms

  • Pricing tables and product catalog

  • Payments

  • 24/7 chat support

* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 02/12/2026

More info

Built by
PandaDoc
Installs
18K installs
Categories
Languages this app is available in
Dutch, English, French, German, Polish, Portuguese, Spanish, and Swedish

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