Creating accurate, professional quotes quickly is crucial to a successful sales cycle.
But doing so across multiple platforms can lead to typos, wasted time, and lost revenue.
Without proper approval workflows and templates in place, sales teams can spend hours fixing quote errors, which stalls deals and delays revenue.
Juggling data between platforms also creates compliance challenges and makes deal status harder to track.
The number of sent proposals is the most important productivity metric, according to an estimated 30% of sales managers1.
Yet, inaccurate quotes slow down the entire proposal process, especially when sales teams use multiple applications to create and send them to customers.
As a result, they spend more time on manual tasks and less time closing deals.
But what if your sales team could manage all of your deals, from document creation to quoting to signing, without ever leaving HubSpot?
That’s where PandaDoc CPQ for HubSpot comes in — the only native, end-to-end CPQ solution for HubSpot Sales Hub.
PandaDoc CPQ for HubSpot makes quote creation intuitive and automated.
This all-in-one solution provides fully embedded, guided selling playbooks in HubSpot, so reps can follow an easy, pre-set process to create proposals, insert quotes, and get contracts signed all from one place.
Let’s take a look at how it works.
Close deals faster
Creating quotes from scratch, especially with complex product catalogs or pricing and quoting rules, can be time consuming for reps and lead to errors that slow deal momentum and erode buyer confidence.
That’s where guided selling options come in. PandaDoc CPQ for HubSpot empowers reps to quickly create a quote in minutes, not hours or days.
Here’s how it works:
- Configure playbooks. Our rules engine lets you easily establish step-by-step guides for every kind of sale, including conditional logic for discounts, bundles, etc.
- Close deals fast. Your team will receive updates on recipient activity so you know when buyers are engaged — and have the option to submit payment directly from the quote.
- Create quotes. Sellers use your playbooks to generate proposals populated with accurate customer and pricing information in just a few minutes.
Consolidate your tools
Because PandaDoc CPQ for HubSpot brings all your sales tools “under one roof,” sales teams can start untangling and simplifying their tech stacks.
No longer do you have rely on CRM, e-sign, document creation, etc. as separate tools — PandaDoc CPQ for HubSpot consolidates that technology, reducing the number of vendors businesses like yours need to do better business.
Additionally, PandaDoc CPQ for HubSpot is easy to implement and learn.
All of the intuitive features of PandaDoc become embedded into your HubSpot Sales Hub, no coding or pricey consultants needed to get your team up, running, and selling.
Plus, PandaDoc CPQ delivers powerful real-time analytics, including alerts, notifications, buyer engagement tracking, audit trails, and sales team performance reports.
With this data, your business can track and measure your impact and optimize for stronger results.
Never leave HubSpot
With PandaDoc CPQ for HubSpot, reps can use all the first-in-class PandaDoc sales tools all without ever having to leave HubSpot.
As mentioned, that helps shorten deal cycles, but it also helps to deliver a better customer experience and close better deals.
That’s because sales reps using PandaDoc CPQ for HubSpot are freed from administrative tasks — like jumping between platforms and manually entering pricing and customer information — and actually focus on selling.
Quote creation is automated and seller guardrails are in place so your team can focus on providing the best buying experience possible.
PandaDoc CPQ for HubSpot also includes two-way data sync, so not only are quotes easily populated with customer and product information, the resulting contract data automatically syncs back into HubSpot.
This ensures effortless, high-detail record keeping for every deal your team closes.
Get the only native CPQ solution for HubSpot
PandaDoc CPQ for HubSpot is not only the first CPQ solution of its kind for HubSpot Sales Hub, it also serves as a complete sales command center for both sellers and revenue leaders.
With repeatable, scalable quote automation, unbeatable data sync, and granular control over how your organization proposes and closes deals, PandaDoc CPQ for HubSpot is the ultimate guided selling solution for sales teams who use HubSpot.
Interested in learning more about how PandaDoc CPQ for HubSpot can help your sales team? Contact our team at PandaDoc today to schedule a demo.
Frequently asked questions
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Every implementation is unique and depends on a business’ existing tech stack, so our team will customize your implementation to your specific workflows. Implementing PandaDoc CPQ for HubSpot generally takes a few weeks and is done in-house, without coding or third-party consultants.
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It’s true — if you already use both PandaDoc and HubSpot, it’s possible to integrate HubSpot with your PandaDoc editor to easily populate prospect/customer information into documents you’re creating in PandaDoc.
PandaDoc CPQ for HubSpot takes cooperation even further by allowing users to use PandaDoc’s suite of first-in-class configure, price, quote tools without ever leaving HubSpot. This allows sales teams to leverage PandaDoc document creation and management tools alongside powerful quoting solutions directly in the HubSpot environment, consolidating two powerful sales platforms into one, unified experience.
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PandaDoc CPQ (configure, price, quote) is a feature that can be accessed in PandaDoc to automate the CPQ process and quickly get accurate, professional-looking proposals to prospects and customers.
You can now use this solution directly within HubSpot so your teams can work entirely in their CRM system. For more information, contact your account manager to learn if PandaDoc CPQ for HubSpot is the right solution for your business.
