KMWorld 2023 Is Nov. 6-9 in Washington, DC. Register now for Super Early Bird Savings! 

PandaDoc Integrates with HubSpot

PandaDoc, provider of a digital transaction management solution, has announced that its document automation platform is now available natively within HubSpot CRM, making it the first HubSpot partner to build on the cloud-based marketing and sales software company’s new CRM Extension API.

According to PandaDoc, for HubSpot CRM users, the new capabilities will feel like an additional part of HubSpot, allowing them to close deals using quotes, proposals and contract management processes without leaving the HubSpot user interface. The new integration allows for PandaDoc to be used via any web browser, and there is no need for users to download additional software.

PandaDoc is a document automation platform that integrates with existing CRM, ERP, payment processing and other industry-specific systems. The PandaDoc solution brings document creation, CRM merge, analytics, configure price quote, and e-signature together in a single offering. It features data merge, along with data-driven feedback, to help organizations easily build, edit, execute and track documents, helping to increase the productivity and close rates of sales professionals.

To learn more about PandaDoc, visit PandaDoc.com. For more information regarding HubSpot, go to HubSpot.com.

KMWorld Covers
for qualified subscribers
Subscribe Now Current Issue Past Issues