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The integration of HubSpot with PandaDoc is an excellent opportunity for businesses to conduct a digital transaction using the PandaDoc document automation platform on the Hubspot CRM. In other words, the integration will enable the cloud-based marketing and sales all around the world.
The HubSpot and PandaDoc integration enable you to automatically populate documents with product detail, contact information and pricing. With it, you can also track document engagement, receipt and signatures on the Hubspot interface. You can use any of the already-existing PandaDoc templates or create original templates within minutes. You can also create new documents with the drag and drop feature of the document builder.
The integration between HubSpot and PandaDoc enable businesses to Create, track, send, and eSign your sales contracts, quotes, and proposals inside HubSpot CRM.
The integration between HubSpot and PandaDoc helps businesses of all kind and sizes. It helps these businesses to streamline their proposal and documentation process.
For Hubspot users, this integration will feel like an additional feature or tool for Hubspot. It will provide you with the platform to close deal using quotes, proposals, and contract management process all without exiting the Hubspot interface. The integration also enables you to use PandaDoc on any browser without needing to download any software.
These are some of the advantages of integrating HubSpot and PandaDoc.
It hastens your sales cycle.
A business survey shows that salespeople spend about a third of their time making sales. With this realisation, the PandaDoc and HubSpot integration were done to make non-sales activities easier and faster. PandaDocs enables you to save more time by creating, sending, eSigning, tracking quotes, proposals, and contracts without leaving the Hubspot interface.
You are no longer mandated to have the chrome extension to gain access into the Hubspot CRM. With integration, PandaDoc will be made available in the Hubspot interface under any contract, company or deal.
Build custom sales documents
This will enable your clients to create sales proposals that are targeted specifically at their business. With the HubSpot and PandaDoc integration, you can pre-populate your documents with information that is crucial to your business, contract, and deals.
The PandaDoc platform on the Hubspot interface enables you to create sales proposals that will distinguish your business from its competitions. With the drag and drop document builder, it is easier to attach images, videos and other documents. It also allows you to track a PandaDoc document within the Hubspot interface.
No deal left behind
The PandaDoc platform on the Hubspot interface ensures that no deal will ever go dark after you send it. This is made possible with PandaDoc robust analytics. On the Hubspot CRM, you will be notified whenever your document is opened, viewed and the amount of time the recipient spent on each page.
With tokens, you are sure not to make another mistake on your document. To use this tool, click on tokens on the PandaDoc module and paste your document. This will enable data flow to your quote, proposal or contract without leaving the Hubspot platform.
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With every subscription, the integration allows you to include unlimited document without the worry of running over the limit of a month’s subscription.
The integration between HubSpot and PandaDoc enables the document automation platform that combines with already existing CRM, ERP, and other industry-specific systems. It allows document creation, CRM merges, analytics, configure price quote and eSignature into a single interface. It features data combination and date driven feedback to enable businesses to build, edit, execute and track documents easily. This feature will help to increase the level of productivity and close rates of sales professionals.
The PandaDoc feature on the Hubspot interface contains unlimited legally binding eSignatures. This means that you and your clients can view and sign contracts, quotes and other documents from any mobile device without requiring additional apps, software, and add-ons.
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With the integration, PandaDoc templates ensure that you maintain consistency. This feature enables you to control the content and templates that your team uses to create documents and provides them with fully branded assets that they can use in the creation of proposals, contracts, and quotes.
The integration also saves time and streamline communications. This means that everyone involved can work on the same version of a SOW. Edits can also be made easily and resent to your clients, and you can also delegate signatures and enables easy eSignature.
Hubspot CRM is extended with PandaDoc by providing its users with all the necessities to create and deliver engaging sales collateral. It enables you to make straightforward pricing and close deals faster with the legally binding signature. You can monitor your document to know when the recipient views it and to know what part of the document the recipient spent the most time on.
To use the integration, you do not need to install any additional software or any specific browser.