The HubSpot CRM and PandaDoc integration can help you to improve the efficiency of your sales process. It can also help you to improve the customer experience by making it easier for your customers and prospects to sign documents.
Yes, HubSpot integrates with PandaDoc. The integration allows you to create, send, and track documents from HubSpot CRM. You can also use PandaDoc's eSignature features to collect signatures from your customers and prospects.
To set up the integration, you will need to have a HubSpot CRM account and a PandaDoc account. Once you have both accounts, you can follow these steps to set up the integration:
- In HubSpot CRM, go to Settings > Integrations > Find apps.
- Search for PandaDoc and click Connect.
- Sign in to your PandaDoc account.
- Grant HubSpot CRM permission to access your PandaDoc account.
- Once the integration is enabled, you will be able to create and send documents from HubSpot CRM.
To create a document from HubSpot CRM, go to Deals, Contacts, or Companies and click Create Document. You can then select a template or create a new document from scratch.
When you are finished creating the document, you can send it to your customer or prospect for signature. PandaDoc will send them an email with a link to the document. They can then sign the document electronically.
The integration also allows you to track the status of documents that have been sent for signature. You can see who has signed the document, when they signed it, and any comments they have made.
The HubSpot CRM and PandaDoc integration can help you to improve the efficiency of your sales process. It can also help you to improve the customer experience by making it easier for your customers and prospects to sign documents.
Here are some of the benefits of integrating HubSpot with PandaDoc:
- Increased efficiency: By automating the document signing process, you can free up your time to focus on other tasks.
- Improved customer experience: By providing a seamless and secure document signing experience, you can improve customer satisfaction.
- Reduced risk: By using a secure and compliant e-signature solution, you can reduce the risk of fraud and errors.