Save Countless Hours Drafting Proposals by Integrating HubSpot & PandaDoc.
HubSpot is one of the most popular CRM’s in the world and arguably the best free CRM available today.
In integrating Hubspot and PandaDoc you access not only the ability to track documents drafted and sent but to create documents within minutes and send them out automatically!
As a Hubspot Solutions Partner Pure Proposals are uniquely positioned to help businesses configure and integrate these two platforms ensuring the data you need is copied across into your proposals, contracts, and invoices.
Our team are PandaDoc consultants that can help your business improve ROI and implement best practice document creation and sales workflows within Hubspot.
HubSpot Frequently Asked Questions
Here are some common FAQs on getting HubSpot integrated with PandaDoc.
What is HubSpot?
HubSpot is primarily a marketing automation software platform, but it’s oh so much more!
HubSpot is one of the most popular free CRM platforms available today and has extensive ‘upgrade-able’ ability for those that need extra firepower.
Whether you need Sales, Marketing, Operations, Ticketing, or other systems, Hubspot could be the right tool for you.
Why integrate Hubspot with PandaDoc?
Because you can! And providing you’re big into the HubSpot CRM environment, you’ll save a TON of time in generating proposals, contracts, invoices, work orders, etc.
The biggest reason to integrate is to pull your CRM data across into the proposal automatically.
What type of data can I pull across from Hubspot to PandaDoc?
To be honest pretty much everything! Custom fields included.
Think of creating a proposal where you need:
Client name, address, subscription preference, additional contacts, phone, and other custom field information. All of this can be pre-filled on the proposals before sending using the integration.
How much is a Hubspot + PandaDoc Project usually?
All our projects are currently fixed price determined based on the amount of work required to implement for your business.
Get in touch today to find out how PandaDoc can help you save time and money.
Do you provide assistance with Hubspot outside of PandaDoc?
Yes, we do!
We are a HubSpot Solutions Provider and have experience in configuring various aspects of HubSpot for our clients.