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PandaDoc | eSign, CPQ, Rooms

构建

PandaDoc | eSign, CPQ, Rooms-icon
应用程序

PandaDoc | eSign, CPQ, Rooms

HubSpot 认证应用程序

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

构建者
PandaDoc
安装
2万 次安装
评分

4.5(282)

登录以进行安装需要 PandaDoc | eSign, CPQ, Rooms 订阅

要求

HubSpot 计划
    适用于所有 HubSpot 计划
了解更多信息
HubSpot 帐户权限
查看必要帐户权限
PandaDoc | eSign, CPQ, Rooms 订阅
Business / per userEnterprise / per user 计划

概览

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.

功能

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.

应用程序功能

共享数据
数据源
同步方向
在 HubSpot 中
在 HubSpot 中

Document status

交易

交易

Fields

交易属性

联系人属性

公司属性

交易属性

联系人属性

公司属性

Recipients

联系人

联系人

Variables

交易属性

联系人属性

公司属性

交易属性

联系人属性

公司属性

评论

4.5

根据 282 个评分

总审查数

282

历来审查数

整体评分

69% 完成
18% 完成
6% 完成
3% 完成
4% 完成

平均评分

4.5

根据 282 个评分

总审查数

282

历来审查数

整体评分

69% 完成
18% 完成
6% 完成
3% 完成
4% 完成

过滤评论:

排序:


过滤评论:

排序:


3/5
    2025年8月22日

陡峭的学习曲线和令人沮丧的缓慢支持超过了 HubSpot 集成带来的好处

尚未证明有用。学习难度大。客户支持差、速度慢。

你喜欢什么?

与 HubSpot 集成

你不喜欢什么?

导航困难。在文档中附加超过 1 页的内容有问题。客户支持差。

  • Wyatt, J.

已翻译 from English。查看original 文本
5/5
    2025年7月11日
  • Mitchell, M.

此应用程序需要以下其中一个 PandaDoc | eSign, CPQ, Rooms 订阅计划。

Business / per user

US$49

/月
  • 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

US$49

/月
  • Unlimited eSignatures

  • Unlimited documents

  • Content library with custom branding

  • Approval workflows

  • Deal Rooms

  • Pricing tables and product catalog

  • Payments

  • 24/7 chat support

* 此处的定价仅供展示。所有价格均不包含税、奖励、折扣或其他定价变量。你应联系合作伙伴以获取最新的正确定价信息。HubSpot 对合作伙伴所提供的定价信息不承担任何责任。上次更新定价时间:2025/09/04

更多信息

构建者
PandaDoc
安装
2万 次安装
类别
应用程序可用的语言
德语法语波兰语瑞典语英语荷兰语葡萄牙语西班牙语

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