Short answer
A PandaDoc integration creates proposals, quotes and contracts from Salesforce or HubSpot records, collects e-signatures and payments, and writes status back to the deal.
How the PandaDoc integration works
PandaDoc generates documents from templates populated with CRM data, tracks views and signatures, and updates the opportunity or deal when a document is completed. In HubSpot it can work alongside HubSpot quotes; in Salesforce it can pull products and pricing. Vantage Point is a PandaDoc partner.
What syncs
- Proposals, quotes and contracts from templates
- Signature and payment status
- Completed documents on the record
See the architecture diagram ↓
Integration options
- PandaDoc apps for Salesforce and HubSpot
- Template merge fields mapped to CRM fields
- Workflow triggers on document completion
What to plan for
- Which system owns pricing and products
- Template maintenance
- Retention of signed documents
Frequently asked questions
Can PandaDoc update the deal stage when a contract is signed?
Yes. Document completion can trigger a workflow or flow that updates the deal or opportunity.
Do active PandaDoc quotes survive a CRM migration?
They can be re-linked to the new records, but this needs planning during the migration.