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PandaDoc | eSign, CPQ, Payments

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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

4.3

(304)

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

Average rating

4.3

Based on 304 ratings


Total reviews

304

Number of reviews all-time


5
66% complete
66%
4
17% complete
17%
3
7% complete
7%
2
4% complete
4%
1
6% complete
6%

Average rating

4.3

Based on 304 ratings

Total reviews

304

Number of reviews all-time

5
66% complete
66%
4
17% complete
17%
3
7% complete
7%
2
4% complete
4%
1
6% complete
6%

Filter reviews:

Sort:


1/5
    Jul 30, 2026

keeps on loading, does not work

terrible

  • Obers, M.


Reply from Blandford, K., PandaDocJul 30, 2026
Sorry to hear the HubSpot <> PandaDoc integration isn't working for you. Can you reach out to karah.blandford@pandadoc.com with more information on where the loading screen appears? We'd like the chance to investigate this further.

2/5
    Jul 23, 2026

Works, but the HubSpot data mapping is the weak point

We use PandaDoc with HubSpot for client agreements and payments, and the core signing experience is fine. The problem is everything around it. Pulling HubSpot data into a document is far more limited than it should be. Standard billing address fields do not come across cleanly, so we had to build four custom deal properties just to get a client address to populate in a token. That is not something a customer should have to engineer. Token setup in general is fragile, and when a field does not map you get a silent blank rather than a clear error. Support pointed us back to documentation instead of fixing the underlying gap. For a native HubSpot integration at this price point, I expected the CRM sync to be the strongest part of the product, not the part we spend the most time working around.

What do you like?

Signing experience is clean and clients complete documents without confusion. Templates are easy to build once they are set up. Payment collection inside the document is genuinely useful. Deal level document tracking in HubSpot is helpful for knowing when something has been opened.

What do you dislike?

HubSpot field mapping is shallow and required custom properties to do basic things like populate a billing address. Tokens fail silently instead of flagging the error. Documentation does not match the current interface in several places. Support responses were generic and did not resolve the mapping issue. Pricing is high relative to how much manual setup is still required.

  • Phagura, D.


Reply from Blandford, K., PandaDocJul 30, 2026
We're so sorry to hear about your experience with the HubSpot integration. It sounds like you encountered some big hurdles in getting the integration set up properly, and we'd like the chance to talk through it with you to see how we can help troubleshoot. Please send me an email at karah.blandford@pandadoc.com and I'd be happy to explore this with our product team. Your feedback will help us built a stronger product with HubSpot.

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

Business / per user

14 day free trial

$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

14 day free trial

$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: 05/28/2026

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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