CPQ, also known as Configure, Price, Quote, is a software used to help sales and revops teams generate fast and accurate quotes for complex products and services.

Here at PandaDoc we are proud to announce we have the first and only native CPQ solution for HubSpot.

HubSpot’s CRM integrates with PandaDoc so you can access all your vital information in one place without ever having to switch between apps.

Sound too good to be true? We assure you, it’s not.

Read on for a walkthrough of how it works, peppered with real-life customer testimonials attesting to its powerful efficacy for their business needs, and why they’re never going back.

Fun fact: You can save 120 hours of manual labor each month by using HubSpot CPQ Integration. Here’s how HAAS Alert did it.

Key takeaways:

  • CPQ can boost your revenue and cut down on time previously spent on lengthy admin tasks such as reviewing proposals and updating information in your billing/invoicing platforms for accuracy.
  • Using the best CPQ practices, you can simplify and automate the sales process and quicken the quote-to-close sales cycle.
  • You have the power to improve the buying experience with fewer fulfillment issues and clearer, more consistent pricing for buyers
  • Our newly improved CPQ solution and guided selling tools are fully integrated with our Rooms, eSignature, and Payments apps directly within HubSpot, so you never have to leave the app.

What is PandaDoc CPQ for HubSpot?

When it comes to selling complex or intricate products and services, having a CPQ implementation is a must. CPQ software will help you to reduce pricing errors while simultaneously improving the customer experience. Win/win, right?

With PandaDoc CPQ for Hubspot, you can accelerate the process of creating custom quotes via a custom rules engine.

For example, you can automatically include add-ons based on selected products, thus automating your ability to upsell customers.

You can also automatically apply discounts, incentivizing buyers to extend the duration of their contracts.

Or you can update the quantity of all other line items automatically when increasing the number of selected products.

CPQ software allows your sales team to have real-time quote accuracy based on a variety of factors.

It works via a custom playbook that you create for determining pricing rules, which automatically generates quotes from behind the scenes using data from the deal within Hubspot.

Company size, product bundling, discount rules, etc. can all be used in your custom logic statements based on your product catalog.

With PandaDoc’s embedded experience with Hubspot, you can automatically align deals with pre-defined templates, pass the quote into the document, edit it, and send it for signature all from within the Hubspot application.

The faster sales cycle can help you cross-sell, upsell, generate more customer renewals and increase your overall revenue.

Who wants to spend more time than necessary on admin when your team could be focused on selling?

Not us. We know how important it is to move along, while keeping everything smooth and accurate.

Take it from someone who’s been there, done that:

“In one day I can easily have six or more sales calls that need a proposal. Typically I’d wait until the end of the day to send them out. With PandaDoc, I can enter call details into HubSpot, create a custom proposal with dynamic pricing tables, and get approval from my boss all within 36 minutes. I no longer need to compartmentalize my sales tasks. This exact process previously would’ve taken me at least an hour per proposal.” Matt Nyman, Client Success Manager at HPC

Why PandaDoc CPQ and HubSpot belong together like peanut butter and jelly

Hungry for more sales in less time? We are, too.

That’s why we paired up with HubSpot to give you the ultimate, revenue-boosting experience. They’re the peanut butter to our jelly.

Integrating CPQ with your HubSpot CRM takes things to the next level. PandaDoc CPQ for HubSpot is the only natively integrated end-to-end workflow tool within HubSpot. Without leaving HubSpot, you can configure, price, and quote complex product catalogs.

HubSpot already connects with core PandaDoc tools, like eSignatures and payments, so you can go from proposal to deal-closing quickly, accurately, and professionally.

Take it from someone who’s been there, done that, and seen the results.

“We have done this process with over 150 clients. There’s no way we could have done it this year if we hadn’t streamlined it with the PandaDoc integration.” Pete Nicholls, Founder, HubDo

What exactly makes this sandwich so delicious? Well, we took the time to listen to our customers and carefully choose the best ingredients possible.

With PandaDoc CPQ for HubSpot, users get:

  • Automatic document creation and two-way data syncing from HubSpot to PandaDoc. Easily create and customize documents for your needs, cutting down on manual data entry. With the connection to HubSpot, you can ensure all customer information and data are up-to-date and accurate.
  • Generate quotes and proposals easily with PandaDoc’s library of over 1,000 templates. Your sales team can select a template and easily customize it based on your quote from directly within Hubspot. Smart content syncs with whatever plan is selected so that you can include custom text and page elements from your content library to dynamically match your quote.

Having a clean-cut proposal can make or break the user’s buying experience. One step further, with PandaDoc CPQ for HubSpot your sales team gets valuable insights on how customers interact with proposals.

Improved workflows come second-hand with our HubSpot integration. Edit your proposal template and send your documents for signature directly within Hubspot.

After the document is completed, the deal size, product information, etc. syncs automatically with your Hubspot data so there’s no need for manual updates.

PandaDoc CPQ offers real-time analytics, including alerts such as payment reminders, notifications, buyer engagement tracking, audit trails, and sales team performance reports so businesses can track and measure impact.

When it comes time for payment, we’ve made it easy on you, and your client.

Simply connect your preferred payment tool like Stripe or Square.

Knowing that you can trust the automation from your sales proposal to your CRM, you can now automate fulfillment knowing that there are no errors in what is being pushed directly to your invoicing software.

“We got started with PandaDoc, primarily for contract, NDA, and other signatures. Now it is a critical part of our sales process. We can go from LP conversion to a signed customized proposal in under 15 minutes. While I am on a qualifying call, I stitch together a proposal doc that includes cover sheet, cover letter, PLUS specialized case studies that fit their specific needs, along with an executable contract. It’s a great way to demonstrate speed and accuracy to a prospect, the eSignature functionality makes it fast and easy for customers to sign.” D. Sullivan.

PandaDoc CPQ for HubSpot workflow

“Upgrading our subscription to take advantage of PandaDoc CPQ for HubSpot has been well worth it. I had tried other CPQ options and they were all subpar. I’m super happy with our choice and can’t stress enough how much we needed this solution.” Emerson McCuin, Director of Revenue Operations at HAAS Alert

Hungry for more PandaDoc CPQ for HubSpot benefits?

Ask, and you shall receive! We’ve whipped up a couple more features, benefits, and real-life happy customers for you.

1. Advanced rules engine

PandaDoc’s CPQ update now incorporates an advanced rules engine that guarantees adherence to pricing policies.

By offering better control over discounting, price conditions, and product bundling, this benefits RevOps teams with more accurate and compliant quotes.

2. Guided selling

RevOps teams can now use a new guided selling feature, which is powered by an intuitive workflow builder, to assist sales reps with complex product configurations.

This feature streamlines sales by suggesting bundles, discounts, or configurations tailored to customer needs.

3. End-to-end sales solution embedded in HubSpot

With complete integration, PandaDoc’s CPQ solution becomes a natural extension of HubSpot, including Rooms, eSignature, and Payments.

This end-to-end solution is designed to meet the specific needs of SMBs, providing comprehensive support throughout the sales cycle. Unlike other CPQ providers, it takes into account the unique pain points faced by SMBs.

Feature PandaDoc CPQ for Hubspot HubSpot Quotes Salesforce CPQ Dealhub CPQ
Primary Functions Document creation, e-signature, and CPQ Simplified CPQ, integrated with CRM Full CPQ solution, deeply integrated with SF Comprehensive CPQ platform offering guided selling, dynamic pricing, and digital DealRooms
Ease of Use Highly user-friendly, intuitive UI Highly user-friendly, simple UI Moderate learning curve, powerful features Highly user-friendly, easy setup and configuration
Customization Highly customizable templates and workflows Limited customization options High customization for pricing and quoting High customizable templates and workflows
Automation Workflow, e-signature, custom pricing Basic sales automation Advanced automation, approvals, billing Workflow, subscription management, revenue operations
Quote Creation Simplified quote creation Simplified quote creation Advanced quote creation Advanced quote creation
24/7 Support Yes No No Yes
Mobile Full mobile access Full mobile access with HubSpot CRM Some mobile access with Salesforce mobile app Full mobile access
Unique Strengths Seamless doc and e-signature integration Highly integrated with HubSpot’s sales tools Native Salesforce CRM integration Combines CPQ, subscription management, and revenue operations into a unified platform.
Implementation Time Quick setup, customization options Quick setup with HubSpot CRM Medium to long setup, depending on complexities Quick setup
Best For SMBs seeking document-centric CPQ HubSpot CRM users seeking simple CPQ Salesforce users needing deep integration capabilities B2B SaaS companies, businesses with complex subscription models, enterprise

4. Future vision: Towards quote-to-cash & additional CRM integrations

Although PandaDoc’s current CPQ doesn’t yet include full quote-to-cash capabilities (such as billing and subscription management), we have laid out plans to move toward this in 2025.

For now, the CPQ tool focuses on automating quoting and payments, with subscription management on the roadmap.

Not using Hubspot? You can still benefit from all the features listed above without them being directly embedded into your CRM.

But we are excited to announce that we will be rolling out an embedded experience for guided selling within all major CRM platforms one by one, so stay tuned!

“With PandaDoc we can put together a proposal in minutes that would have previously taken us at least an hour or two. PandaDoc saves us over 90% of time, easily.” Pete Nicholls, Founder, HubDo

For dessert, let’s throw in a few more rave reviews

“I can’t express enough how transformative PandaDoc has been for our sales team. Prior to fully utilizing all features, our proposal process hindered the sales team’s efficiency. With the capabilities of PandaDoc at our fingertips, we’ve automated manual tasks that used to consume our resources. I genuinely love PandaDoc for not only enhancing our efficiency but also for empowering us to achieve our growth goals.” Natália GažiováSales, Operations Specialist at Luigi’s Box

Join 10,000+ companies using PandaDoc CPQ for HubSpot to streamline the sales process and build better relationships

We’ve served up a lot of tasty information in this article. Though we hope you’re full (of information and eagerness), we hope you still have an appetite for more.

PandaDoc CPQ for HubSpot is the start of a new and improved work process for not just your sales team, but other departments within your business as well.

When you’re ready, contact us to get started.

Frequently asked questions

  • Yes! Rules are not CRM-specific specific. To utilize quoting rules in PandaDoc, it is not necessary to have it embedded in CRM to leverage all the new capabilities.

    Within PandaDoc, you can also set up quoting rules in a proposal template that pull in logic from your product catalog into the quoting process.

  • Yes! You can assign different templates for different playbooks, each based on their own unique rules.

  • Yes! Salesforce is next on the roadmap at the. Other CRMs will have the same embedded experience for guided selling. They will be added one by one, so keep a close eye on our integration updates as they roll out in 2025!

Disclaimer

PandaDoc is not a law firm, or a substitute for an attorney or law firm. This page is not intended to and does not provide legal advice. Should you have legal questions on the validity of e-signatures or digital signatures and the enforceability thereof, please consult with an attorney or law firm. Use of PandaDoc services are governed by our Terms of Use and Privacy Policy.