HubSpot CRM

Plan availability: Business, Enterprise

This integration will work for Contacts, Companies and Deals in HubSpot

• Install the integration
• Set up templates for HubSpot
• Use Roles and Role tokens
• Push product information in PandaDoc
• Create and track documents

How to Install the PandaDoc <> HubSpot Integration

Who can install? Account Owner, Admins

• Set up the integration.

Make sure you’re logged into your HubSpot account. In PandaDoc, go to Settings > Integrations > HubSpot, and click Connect HubSpot. This will open a new window, where PandaDoc will ask which account in HubSpot you wish to integrate as well as to authorize the Integration. Click on ‘Grant Access’. 

• Check the integration.

Go to HubSpot, and open any Deal, Contact or Company record. Over on the left side of your screen, you will see the PandaDoc module!

FAQ

How to Set Up Your Templates for HubSpot

In order to push information from HubSpot into PandaDoc documents, you must set up your template first to determine what and were to pass. In the sections below, we'll tell you how to pass information from HubSpot fields into PandaDoc textblock, fields and product information into pricing table. First, learn how to pass info with tokens:

1. Open your template (click here to learn how to create a new one);
2. Use Hubspot Tokens: inside of Hubspot, scroll down to the PandaDoc module. Click on Actions > Show PandaDoc tokens. 
3. Copy and paste these tokens with the square brackets into your template.

Use Roles and Role Tokens to populate contact info

Contact information is not populating when you are creating documents from a deal or company object? Unfortunately, contact tokens are not available within a deal or company, but there's a workaround. Template Roles and Role tokens is a great way to pass some contact data still creating documents within a deal/company. You will be able to pass first name, last name, email address of a contact associated with a deal. Here's how:

1. In your template, click Roles on the right and add one;
2. Click on Content > Tokens and find your specific Role name; 
3. Click on a token to copy (with the square brackets), and paste them in your template. Example: [Client.Name];
4. When creating a document from a deal/company, assign the contact associated with it to the Role you created. 

FAQ 

Push product information in PandaDoc

What information will be transferred:

1. Price
2. Quantity
3. Discount on the Line Item level
4. Line Item name
5. Line Item description
6. Item Cost

What’s not supported:

1. Taxes (since taxes are not supported in HubSpot);
2. Recurring payments set up in HubSpot will be transferred as a one-time payment option to PandaDoc, since PandaDoc doesn’t support recurring fees
3. Products list order. In a PandaDoc pricing table, products might be listed in an order different from the one in HubSpot.

To pull products from HubSpot:

1. In your template, select the pricing table you’d like to populate. Then go to the table’s settings on the right side, and turn on the toggle that says “Automatically add products to this table";
2. Make sure your products are attached to your Deal record in HubSpot;
3. Create your document from your Deal record in Hubspot. Check your pricing table to make sure your products populated.

Create and track documents

1. Go to HubSpot and open any Contact, Company or Deal record. Then click on ‘Create Document’;
2. Choose the template you’d like to use and assign your recipients. Then review your document and make any necessary changes to customize it for your recipient;
3. Click Send, and follow the prompts to customize your document’s title and email message;
4. Go to the PandaDoc module in your HubSpot record to track the status of your document.

FAQ