PandaDoc | eSign, CPQ, Payments vs SurroundR

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.

SurroundR connects your LinkedIn relationship data to HubSpot, syncing activity to contact records.While your team works in HubSpot, SurroundR shows directly on each record which teammates are already connected with that person.Most sales teams waste their warmest asset: existing relationships.Reps send cold connection requests to people a colleague already knows, prospects get approached by multiple reps from the same company, and warm introduction opportunities go unnoticed because nobody can see the team's combined network.The result is lower reply rates, damaged credibility, and slower pipeline.SurroundR solves this by making your team's network visible at the moment it matters — right inside your HubSpot profile, before you go to LinkedIn and hit "Connect."Instead of going in cold, reps route through the teammate who has the relationship and turn cold outreach into warm introductions.Install SurroundR if your team prospects on LinkedIn and you want:Reply rates that reflect warm outreach, not cold spray — leverage existing relationships instead of starting from zero.One company voice toward every prospect — no duplicate or conflicting outreach from multiple reps.SurroundR also includes Chirps, video messaging built for outbound: record short, personal videos for prospects so your outreach feels human — whether you're going in warm through a teammate's connection or opening a new conversation.