Integration / Document Automation
PandaDoc + HubSpot Document Flow
Connected HubSpot deals to PandaDoc for automatic document generation and status sync, so proposals are sent without leaving the CRM.
- PandaDoc API
- HubSpot CRM
- Zapier
- Webhooks
The problem
Proposals were prepared and tracked outside the CRM, so deal stages and document status drifted apart.
What I built
When a deal reaches the signature stage, PandaDoc generates and sends the document pre-filled with CRM data; once signed, the document is attached to the deal and the deal moves to Closed Won.
My role
- [ADD YOUR RESPONSIBILITIES ON THIS PROJECT]
Technical highlights
- Proposal turnaround cut from hours to minutes
- Signed document attached to the deal automatically
- Document status tracked back into deal properties