PandaDoc | eSign, CPQ, Payments vs Relevize

Accelerate sales cycles with automationSave time and shorten time to close by automating the document creation process, tracking statuses in HubSpot, setting the order of approvals, and accessing real-time analytics. Two-way sync means eliminating the need to manually copy data.Achieve ROI fast with PandaDocPandaDoc provides end-to-end document management, from creation, CPQ, eSign, payments, and beyond. Integrating HubSpot and PandaDoc is fast and easy, requiring zero technical expertise or coding. Once up and running, our embedded editor and vast content library make it easy to create polished proposals in mere minutes.Quote with confidencePandaDoc now offers CPQ for HubSpot! Generate quick, error-free quotes with a guided, natively integrated HubSpot experience that makes custom pricing and product configurations a snap. From proposal to payment to analytics, manage your entire deal cycle without ever leaving HubSpot.Watch this video with our top use casesNote: New app card functionality is rolling out gradually for this integration. We appreciate your patience as it becomes available in the coming weeks.

Scaling Channel Marketing with Automated, Brand-Compliant Campaigns For large enterprises (Vendors) and their channel network (Partners), running effective co-marketing campaigns is traditionally a fragmented and manual process. Relevize solves this by providing a digital advertising platform where Vendors can create brand-compliant, ready-to-launch LinkedIn campaign templates. Partners can quickly personalize and deploy these campaigns directly from the Relevize platform to generate high-quality, targeted pipeline.Eliminating "Lead Leakage" and Manual Data Entry When Partners run these co-branded LinkedIn campaigns, they generate valuable leads via LinkedIn Lead Gen forms. However, the traditional process requires marketers to manually download CSVs and upload them into their CRM. This delay often results in "lead leakage"—where leads go cold before a sales rep ever sees them—and creates tedious administrative overhead.Why connect Relevize to HubSpot? By connecting Relevize to HubSpot, you completely automate the lead handoff process. As soon as a prospect fills out a LinkedIn Lead Gen form on a partner's co-branded ad, Relevize instantly syncs that lead's data directly into your HubSpot portal.Connecting Relevize to HubSpot allows you to:Enable Immediate Sales Follow-up: Route enriched, high-intent leads straight to your sales team's HubSpot pipelines in real-time so they can strike while the iron is hot.Ensure Data Accuracy: Automatically map custom Relevize campaign data to your specific HubSpot contact and deal properties without relying on error-prone manual CSV uploads.Trigger Automated Nurturing: Seamlessly drop new co-marketing leads into your existing HubSpot workflows and email sequences the second they are captured.Prove Campaign ROI: Keep all your channel marketing lead data centralized in HubSpot, making it easy to track the progression of Relevize-generated leads from initial conversions into closed-to-closed deals.