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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(283)

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

Requirements

HubSpot Plan
HubSpot Account permissions
View the required account permissions
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

Document status

Deals

Deals

Fields

Deal Properties

Contact Properties

Company Properties

Deal Properties

Contact Properties

Company Properties

Recipients

Contacts

Contacts

Variables

Deal Properties

Contact Properties

Company Properties

Deal Properties

Contact Properties

Company Properties

Reviews

Average rating

4.4

Based on 283 ratings


Total reviews

283

Number of reviews all-time


5
69% complete
69%
4
17% complete
17%
3
6% complete
6%
2
3% complete
3%
1
5% complete
5%

Average rating

4.4

Based on 283 ratings

Total reviews

283

Number of reviews all-time

5
69% complete
69%
4
17% complete
17%
3
6% complete
6%
2
3% complete
3%
1
5% complete
5%

Filter reviews:

Sort:


1/5
    Nov 28, 2025

It did not meet expectations and was difficult to use, and the sales team misleads with false technical meetings that are only sales.

It was not easy to use and did not meet expectations. The sales team tells you that you can have a technical meeting to see how the product works, but it is only a sales meeting where they do not clarify any doubts.

  • Martínez Pardo, F.

Translated from Español. View original text

1/5
    Nov 18, 2025

Terrible integration issues - can't track documents or link to deals, struggling to find any benefits

Can't get it to work properly in HubSpot.

What do you like?

Struggling to find any!

What do you dislike?

Doesn't track documents/status or allow for a direct link to the 'company' or 'deal' centric document.

  • Thomas, S.


Reply from Blandford, K., PandaDocNov 19, 2025
Hi Thomas, Thank you for your candid feedback regarding your experience with our HubSpot integration. We are genuinely sorry that you’ve been struggling with document tracking, status visibility and linking to Deals and Companies. This core functionality is available in our integration. We do track documents/status and allow direct linking to HubSpot Deals and Companies (visible in the right sidebar). It sounds like you may be encountering a configuration or setup issue specific to your account that is blocking this functionality from appearing correctly. To resolve this immediately, please reach out to karah.blandford@pandadoc.com and I'd be happy to get you in touch with our team to diagnose exactly why you can't see the features and get them working properly for you. Hope to hear from you soon!

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: 12/03/2025

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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