PandaDoc | eSign, CPQ, Payments vs Threads

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.

Threads was created to solve a common challenge for new and ongoing HubSpot CRM users. HubSpot does not automatically sync emails to contacts when you first set-up your HubSpot CRM leaving businesses with two options, lose all their historical conversations OR attempt to manually add email history to a contact. Threads offers HubSpot users a third option. Automatic transfer and sync of historical email records with contacts in the HubSpot CRM. Threads removes the errors associated with manual data entry and provides context to your deals so you and your team can see the full picture and rest assured that you’ll never miss a beat.