How to setup and use the PandaDoc HubSpot Integration
In this video, you'll learn how to integrate PandaDoc with HubSpot, allowing you to create, customise, and manage proposals and contracts directly from the HubSpot interface. With one click you can add all details from a HubSpot deal into a PandaDoc template . ➝ Get a 14 day free trial with PandaDoc and try it yourself: https://trfc.co/pandadoc
-- Chapters --
00:00 Introduction
00:21 Connecting PandaDoc to HubSpot
01:05 Using PandaDoc with a HubSpot Deal
02:10 Customising PandaDoc Templates
03:00 Understanding and Using Tokens
04:37 Inserting Deal Properties into Documents
05:25 Creating a Document with Updated Information
06:45 Benefits of Automated Detail Transfer
08:31 Conclusion
😎 Try PandaDoc for free: https://trfc.co/pandadoc
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-- Video Summary --
**Integration Overview**:
I explained how simple it is to set up the connection between PandaDoc and HubSpot.
This integration enables automatic generation of PandaDoc documents.
**Installation Instructions**:
I demonstrated how to find and install the PandaDoc app within the HubSpot App Marketplace.
I illustrated the process of selecting an account and approving access to complete the setup.
**Subscription Requirements**:
I highlighted that the integration requires a subscription at the business tier or higher on PandaDoc, as the basic tier does not support it.
A 14-day trial offering this feature is available for testing purposes.
**Creating Documents**:
I walked through the creation of a document for a deal at the contract stage in HubSpot.
I showed how to find and use the PandaDoc integration on the right sidebar of a deal’s page, including document and discussion room creation.
**Document Templates and Tokens**:
I detailed how to select and use document templates with pre-existing tokens, such as a sample sales proposal.
I described the process of selecting signatories and adding recipients for the PandaDoc document.
**Editing Tokens and Templates**:
I discussed the significance of tokens and how they are used to pull information from HubSpot into PandaDoc documents.
I provided an example of editing a template to update the 'client company' token with the correct company name from HubSpot.
**Benefits of Integration**:
I underscored the time-saving aspect of automatically transferring contact and company details into documents, thus reducing errors.
I mentioned the capability of customizing proposals quickly, thanks to the integration.
**Accessibility and Automation**:
I noted that contracts created via PandaDoc are saved as links in HubSpot, easily downloadable and visible within the platform.
I touched on the possibility of setting up further automations linked to this integration and expressed a willingness to explore this in future content.
😎 Try PandaDoc for free: https://trfc.co/pandadoc
-- Stuff --
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Please note that I might receive commission on purchases made through various links on this page.
-- Terrific --
https://terrific.digital
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